Lisa Shuneson, Cpa, Pfs

Lisa Shuneson, Cpa, Pfs Email and Phone Number

CEO at Whalen CPAs @ Whalen CPAs
worthington, ohio, united states
Lisa Shuneson, Cpa, Pfs's Location
Columbus, Ohio Metropolitan Area, United States
Lisa Shuneson, Cpa, Pfs's Contact Details

Lisa Shuneson, Cpa, Pfs personal email

n/a

Lisa Shuneson, Cpa, Pfs phone numbers

About Lisa Shuneson, Cpa, Pfs

After many years in public accounting, I can honestly say I love my job. I find great satisfaction in treating clients like my family, and they return the favor. Whalen & Company has the best clients in the world! That is reflective of Whalen & Company having the best Team in the world.Specialties: My areas of specialty include business consultation, including mergers and acquisitions and succession planning; trust and estate consultation, tax consultation and attest services. Successfully leading my own business gives me many opportunities to sit in the seats of my clients as they lead their companies to greatness, providing me with hands-on acumen and insight.I have both an insurance license and a securities license.

Lisa Shuneson, Cpa, Pfs's Current Company Details
Whalen CPAs

Whalen Cpas

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CEO at Whalen CPAs
worthington, ohio, united states
Website:
whalencpa.com
Employees:
35
Lisa Shuneson, Cpa, Pfs Work Experience Details
  • Whalen Cpas
    Chief Executive Officer
    Whalen Cpas Jan 2022 - Present
    Worthington, Oh
    View
  • Whalen & Company Cpas And Consultants
    Managing Partner
    Whalen & Company Cpas And Consultants Jan 2006 - Dec 2021
    Worthington, Oh
    Leading the company in talent acquisition, strategic planning, quality control and service offerings.
    View
  • Whalen Cpas
    Accountant
    Whalen Cpas Apr 1996 - Dec 2005
    View

Lisa Shuneson, Cpa, Pfs Education Details

Frequently Asked Questions about Lisa Shuneson, Cpa, Pfs

What company does Lisa Shuneson, Cpa, Pfs work for?

Lisa Shuneson, Cpa, Pfs works for Whalen Cpas

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

Lisa Shuneson, Cpa, Pfs's current role is CEO at Whalen CPAs.

What is Lisa Shuneson, Cpa, Pfs's email address?

Lisa Shuneson, Cpa, Pfs's email address is ls****@****cpa.com

What is Lisa Shuneson, Cpa, Pfs's direct phone number?

Lisa Shuneson, Cpa, Pfs's direct phone number is +161439*****

What schools did Lisa Shuneson, Cpa, Pfs attend?

Lisa Shuneson, Cpa, Pfs attended Cedarville University.

Who are Lisa Shuneson, Cpa, Pfs's colleagues?

Lisa Shuneson, Cpa, Pfs's colleagues are Stacey Pitney, Linda Nay, Susan Ryzko, Tammy Snider, Arlene Whalen, Jacob Courtright, Jose Ramos.

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