Lisa Paulk, Cpa
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Lisa Paulk, Cpa Email & Phone Number

Co-Founder - Chief Strategy and Growth Officer at BGL Advisors, LLC.
Location: Houston, Texas, United States 17 work roles 4 schools
1 work email found @siegfriedgroup.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Role
Co-Founder - Chief Strategy and Growth Officer
Location
Houston, Texas, United States

Who is Lisa Paulk, Cpa? Overview

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Quick answer

Lisa Paulk, Cpa is listed as Co-Founder - Chief Strategy and Growth Officer at BGL Advisors, LLC., based in Houston, Texas, United States. AeroLeads shows a work email signal at siegfriedgroup.com and a matched LinkedIn profile for Lisa Paulk, Cpa.

Lisa Paulk, Cpa previously worked as SVP and National Managing Director at The Siegfried Group and SVP & Southwest Regional Managing Director at The Siegfried Group. Lisa Paulk, Cpa holds Master Of Science Degree from The University Of Texas At San Antonio.

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Email format at BGL Advisors, LLC.

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*@siegfriedgroup.com
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Profile bio

About Lisa Paulk, Cpa

As a Regional Market Leader at The Siegfried Group, I am motivated by bringing value to our clients to solve their accounting or finance challenges while increasing efficiency and effectiveness of the teams. I work with our teams to create compelling relationships with leading financial executives, serving as a Leadership Advisor, to help them become more successful leaders in their organizations. I am focused on partnering with our teams and clients to develop and provide solutions to increase the value of their accounting and finance teams. We support our clients through achieving their top priorities and enhancing their results. Our projects Controllership & Financial ReportingTransactional Activity SupportStrategic Initiatives & Special ProjectsFinanceProcess ImprovementIncreasing Shareholder Value

Listed skills include Leadership, Auditing, Cpa, Accounting, and 16 others.

Current workplace

Lisa Paulk, Cpa's current company

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BGL Advisors, LLC.
Bgl Advisors, Llc.
Co-Founder - Chief Strategy and Growth Officer
Houston, TX, US
AeroLeads page
17 roles

Lisa Paulk, Cpa work experience

A career timeline built from the work history available for this profile.

Co-Founder - Chief Strategy And Growth Officer

Bgl Advisors, Llc.

Houston, Tx, Us

Svp And National Managing Director

Current

Texas, United States

May 2024 - Present

Svp & Southwest Regional Managing Director

Current

Houston, Texas, United States

Dec 2023 - Present

Senior Vice President And South Region Market Leader

Current

Houston, Texas, United States

Dec 2020 - Present

Vice President & Regional Market Leader

Current

Houston, Texas Area

As a Regional Market Leader for the South my responsibilities include:- Leading the South Markets, fostering strong client relationships, building brand awareness, facilitating sales, building successful agency relationships and leading of the local team of professionals.- Enhancing financial executives clarity around their personal and professional goals through Leadership Advisory.

Jan 2018 - Present

Managing Director

Current

Houston, Texas Area

As a Managing Director my responsibilities include:- Leading the Houston Metropolitan Market, fostering strong client relationships, building brand awareness, facilitating sales, building successful agency relationships and leading of the local team of professionals.- Enhancing financial executives clarity around their personal and professional goals through Leadership Advisory. - Helping other professionals achieve a bigger future by becoming exceptional leaders.- Ensuring the highest level of service is maintained through regular communications and Performance Assurance Reviews with clients.

Jan 2015 - Present

Director

Current

Houston, Texas Area

As a Director my responsibilities include:• Responsible for business development, new client acquisition and exceptional client service.• Present solutions, negotiate terms, and secure profitable assignments.• Effectively generate, qualify, and close leads.• Deploying our professionals on interesting and challenging engagements that support a positive, connected environment for Siegfried Professional Resources.• Ensuring the highest level of service is maintained through regular communications and Performance Assurance Reviews with clients.• Collaborating with other members of Siegfried’s regional and local leadership team to achieve firm goals.• Participating in the execution of the Firm’s hiring, retention, employee management and profitable growth strategies.• Working collaboratively with the Recruiting Directors to participate in interviews and serve as one of the key decision makers on candidates hired in the market.• Working collaboratively with the Professional Resource Directors to mentor and coach Professional Resources.

Jan 2011 - Present

Accounting Advisory Council

Current

Houston, Texas, United States

• Advise the Department Chair and faculty of the Accounting and International Business (ACCI) program on matters related to accounting education, curriculum, training, research, service, and professionaldevelopment.• Recommend actions to enhance public awareness of and engagement with the ACCI programs and services.• Respond on behalf of the accounting industry to questions regarding industry needs or requirements and the program's capacity to respond.• Provide support for the ACCI program to including support such as public advocacy, student internship and career connections.• Additional items as required by program accreditation.

Oct 2023 - Present

Corporate Fellow - Mba Program

Current

Houston, Texas Area

Co-leading MBA accounting and finance content instruction both in the application of authoritative guidance and in practice, additionally providing mentorship and leadership advisory.

Jan 2017 - Present

Board Of Directors Fy 2017-2024 And Member

Current

Dallas, Texas

The Texas Society of Certified Public Accountants (TSCPA) is a nonprofit, voluntary, professional organization representing Texas CPAs. TSCPA has 20 local chapters statewide and has 28,000 members. The Society is committed to serving the public interest with programs that advance the highest standards of ethics and practice within the CPA profession.

Jul 2010 - Present

Board Member Fy 2017 - 2021 - Membership Committee Co-Chair Fy2015 & Fy2016 - Member Since 2010

Current

Houston, Texas Area

The Houston CPA Society, a chapter of the Texas Society of CPAs (TSCPA). TSCPA is Texas' professional association for CPAs with 28,000 members in public practice, business and industry, government, and education.With over 8,000 members in the Houston Society, we are committed to promoting excellence in the accounting profession! If you are not a HCPAS member, join today! http://www.HoustonCPA.org

Oct 2010 - Present

Principal

Greater Atlanta Area

Specializing in the application of accounting principles, evaluation of internal controls, reporting of material conditions and/or potential fraud that may exist; financial analysis of the projected and historical operating performance as well as the preparation of financial forecasts; financial due diligence of investment and acquisition opportunities; general ledger account simplification and financial performance improvement.

Oct 2008 - Jan 2011

Manager - Fraud Investigation & Dispute Services

Ey

Greater Atlanta Area

As a Manager in Fraud Investigation & Dispute lead projects that address the challenges and risks of doing business in today's environment. To include but not limited to investigating unusual financial activity, perform electronic evidence discovery and review financial reports — all with the sensitivity and urgency you require and to support our expert witness testimony.

Apr 2008 - Oct 2008

Manager - Assurance And Advisory Services

Ey

San Antonio & Atlanta

Leading financial statement review and audits for my Fortune 50 clients as well as smaller public and private clients. National Instructor for EY - leading Senior Trainings accros the USLed firms recruiting intatives at strategic schools in the Southwest and Southeast regions

May 2002 - Apr 2008

Senior Auditor

Arthur Andersen (Official)

San Antonio, Texas Area

Supported the assurance team for our Large Cap and Middle Markets clients in the Aviation, Manufacturing and Oil and Gas Industries.

Sep 2000 - May 2002
4 education records

Lisa Paulk, Cpa education

Bachelor Degree

The University Of Texas At San Antonio

Education record

Bandera High School
FAQ

Frequently asked questions about Lisa Paulk, Cpa

Quick answers generated from the profile data available on this page.

What company does Lisa Paulk, Cpa work for?

Lisa Paulk, Cpa works for BGL Advisors, LLC..

What is Lisa Paulk, Cpa's role at BGL Advisors, LLC.?

Lisa Paulk, Cpa is listed as Co-Founder - Chief Strategy and Growth Officer at BGL Advisors, LLC..

What is Lisa Paulk, Cpa's email address?

AeroLeads has found 1 work email signal at @siegfriedgroup.com for Lisa Paulk, Cpa at BGL Advisors, LLC..

Where is Lisa Paulk, Cpa based?

Lisa Paulk, Cpa is based in Houston, Texas, United States while working with BGL Advisors, LLC..

What companies has Lisa Paulk, Cpa worked for?

Lisa Paulk, Cpa has worked for Bgl Advisors, Llc., The Siegfried Group, University Of Houston-Downtown, Texas Society Of Cpas, and Txcpa Houston.

How can I contact Lisa Paulk, Cpa?

You can use AeroLeads to view verified contact signals for Lisa Paulk, Cpa at BGL Advisors, LLC., including work email, phone, and LinkedIn data when available.

What schools did Lisa Paulk, Cpa attend?

Lisa Paulk, Cpa holds Master Of Science Degree from The University Of Texas At San Antonio.

What skills is Lisa Paulk, Cpa known for?

Lisa Paulk, Cpa is listed with skills including Leadership, Auditing, Cpa, Accounting, Generally Accepted Accounting Principles, Finance, Sec Filings, and U.S. Sec Filings.

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