Lisa Paulk, Cpa

Lisa Paulk, Cpa Email and Phone Number

Co-Founder - Chief Strategy and Growth Officer @ BGL Advisors, LLC.
Houston, TX, US
Lisa Paulk, Cpa's Location
Houston, Texas, United States, United States
Lisa Paulk, Cpa's Contact Details

Lisa Paulk, Cpa work email

Lisa Paulk, Cpa personal email

n/a
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

Lisa Paulk, Cpa's Current Company Details
BGL Advisors, LLC.

Bgl Advisors, Llc.

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Co-Founder - Chief Strategy and Growth Officer
Houston, TX, US
Lisa Paulk, Cpa Work Experience Details
  • Bgl Advisors, Llc.
    Co-Founder - Chief Strategy And Growth Officer
    Bgl Advisors, Llc.
    Houston, Tx, Us
  • The Siegfried Group
    Svp And National Managing Director
    The Siegfried Group May 2024 - Present
    Texas, United States
  • The Siegfried Group
    Svp & Southwest Regional Managing Director
    The Siegfried Group Dec 2023 - Present
    Houston, Texas, United States
  • The Siegfried Group
    Svp & West Region Managing Director
    The Siegfried Group Jan 2022 - Present
  • The Siegfried Group
    Senior Vice President And South Region Market Leader
    The Siegfried Group Dec 2020 - Present
    Houston, Texas, United States
  • The Siegfried Group
    Vice President & Regional Market Leader
    The Siegfried Group Jan 2018 - Present
    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.
  • The Siegfried Group
    Managing Director
    The Siegfried Group Jan 2015 - Present
    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.
  • The Siegfried Group
    Director
    The Siegfried Group Jan 2011 - Present
    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.
  • University Of Houston-Downtown
    Accounting Advisory Council
    University Of Houston-Downtown Oct 2023 - Present
    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.
  • University Of Houston-Downtown
    Marilyn Davies College Of Business Dean’S Advisory Board
    University Of Houston-Downtown Dec 2019 - Present
    Houston, Texas, United States
  • University Of Houston-Downtown
    Corporate Fellow - Mba Program
    University Of Houston-Downtown Jan 2017 - Present
    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.
  • Texas Society Of Cpas
    Board Of Directors Fy 2017-2024 And Member
    Texas Society Of Cpas Jul 2010 - Present
    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.
  • Txcpa Houston
    Board Member Fy 2017 - 2021 - Membership Committee Co-Chair Fy2015 & Fy2016 - Member Since 2010
    Txcpa Houston Oct 2010 - Present
    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
  • Innovar Partners
    Principal
    Innovar Partners Oct 2008 - Jan 2011
    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.
  • Ey
    Manager - Fraud Investigation & Dispute Services
    Ey Apr 2008 - Oct 2008
    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.
  • Ey
    Manager - Assurance And Advisory Services
    Ey May 2002 - Apr 2008
    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
  • Arthur Andersen (Official)
    Senior Auditor
    Arthur Andersen (Official) Sep 2000 - May 2002
    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.

Lisa Paulk, Cpa Skills

Leadership Auditing Cpa Accounting Generally Accepted Accounting Principles Finance Sec Filings U.s. Sec Filings Us Gaap Internal Controls U.s. Generally Accepted Accounting Principles Financial Analysis Gaap Sarbanes Oxley Act Ifrs Due Diligence General Ledger Mergers And Acquisitions International Financial Reporting Standards Internal Audit

Lisa Paulk, Cpa Education Details

Frequently Asked Questions about Lisa Paulk, Cpa

What company does Lisa Paulk, Cpa work for?

Lisa Paulk, Cpa works for Bgl Advisors, Llc.

What is Lisa Paulk, Cpa's role at the current company?

Lisa Paulk, Cpa's current role is Co-Founder - Chief Strategy and Growth Officer.

What is Lisa Paulk, Cpa's email address?

Lisa Paulk, Cpa's email address is lp****@****oup.com

What schools did Lisa Paulk, Cpa attend?

Lisa Paulk, Cpa attended The University Of Texas At San Antonio, The University Of Texas At San Antonio, Bandera High School, Thayer Leadership - West Point.

What skills is Lisa Paulk, Cpa known for?

Lisa Paulk, Cpa has skills like Leadership, Auditing, Cpa, Accounting, Generally Accepted Accounting Principles, Finance, Sec Filings, U.s. Sec Filings, Us Gaap, Internal Controls, U.s. Generally Accepted Accounting Principles, Financial Analysis.

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