Lisa Laday, Cpa Email and Phone Number
I am a Certified Public Accountant (CPA) with over 25 years of experience, dedicated to helping small business owners financially strengthen their businesses and maximize their capacity and capability in today's market. Recognized by the Small Business Administration (SBA) as a Business Champion, I focus on empowering clients through strategic education and comprehensive financial consulting.As the owner and operator at Davis Companies, I have managed a group of professional services and consulting firms, focusing on strategic planning, financial management, and risk assessment. My extensive background includes:Managing operations and tax preparation for small to medium-sized businesses, nonprofits, and startups.Leading a team of professional consultants and accountants to deliver high-quality services.Overseeing business tax returns for corporations, partnerships, and high-net-worth individuals.Providing benefits and insurance services for public institutions, government entities, and social service agencies.Conducting client risk analysis and loss control management assessments, making strategic recommendations to enhance business stability.My professional journey has equipped me with a deep understanding of the unique challenges faced by various sectors, allowing me to craft tailored solutions that drive success.Join Us:We offer a variety of programs designed to educate and empower our clients, helping them make informed strategic decisions for their businesses. Join us today as a client member to gain access to all our programs and resources. For more information, visit our website at smbtba.com.
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Business OwnerSmb Accounting 2003 - PresentGreater Atlanta AreaAt SMB Accounting, we specialize in providing tailored financial programs to support businesses at every stage of their journey. Our services are designed to help businesses achieve financial stability, loan readiness, and tax compliance. We work closely with our clients to offer customized solutions that drive strategic growth and financial success.Financial Programs:• Develop and implement tailored financial programs for businesses with revenues under $100,000, ensuring financial, loan, and tax readiness.Provide comprehensive financial overviews and strategic guidance to optimize business structures for growth.Monthly Bookkeeping & Financial Strategy:• Manage monthly bookkeeping and reconciliation for growing businesses with revenues of $100,000+.Offer strategic financial guidance through monthly reporting and meetings, enhancing loan readiness and tax efficiency.Controller Services & Financial Coaching:• Deliver financial management services for enterprises with revenues over $200,000.• Conduct monthly financial coaching sessions and streamline accounting processes through staff reviews.• Implement proactive tax planning and develop growth-oriented financial strategies.Achievements:• Successfully managed and improved the financial health of numerous small businesses, nonprofits, and startups.• Enhanced client loan readiness through meticulous business plan reviews and strategic financial planning.• Established SMB Accounting as a trusted partner for small business financial management and growth.For more information about our services, visit smbtba.com. -
Consulting CfoDavis Companies, Inc. 2000 - PresentUnited States• Managed group of closely held professional services firms, consulting firms, Accounting HR and Strategic Planning• Financially manage operations accounting team and insurance brokers for Professional service firms and niche independent insurance Agency, tax returns during tax season• Provide benefits and insurance services for public institutions, government entities, social service agencies, major corporations, and small businesses• Coordinate and Conduct client risk analysis and surveys• Coordinate and Conduct loss control management assessments and make recommendations• Risk Management plans for non-traditional options such as owner-controlled Controlled Insurance Programs, All lines Aggregate and Self-Insured Solutions
Lisa Laday, Cpa Education Details
Frequently Asked Questions about Lisa Laday, Cpa
What company does Lisa Laday, Cpa work for?
Lisa Laday, Cpa works for Smb Accounting
What is Lisa Laday, Cpa's role at the current company?
Lisa Laday, Cpa's current role is Business Consultant | Accounting and Tax Advisor.
What schools did Lisa Laday, Cpa attend?
Lisa Laday, Cpa attended Louisiana State University, University Of Louisiana At Lafayette.
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