For over 18 years Lisa C Potter worked in different jobs. Recently, this professional worked as a Accounting Manager in Cfo Advisory Services, Lp developing different skills. Lisa C Potter graduated from Oklahoma City University in 1988 where this person received all the necessary knowledge and skills. Lisa C Potter has all required knowledge for his job, that is proven by the following certifications in Certified Public Accountant, License 059178, and Active Ptin (Preparer Tax Identification Number). Lisa C Potter knows English. You can find this professional in Dallas, Texas, where he is located nowadays. SoftwareOfficial has all the data you need to connect Lisa C Potter, such as Lisa's phone or email address. Feel free to send us the request to get additional info.
Name variants:
Alice Potter,
Elisa Potter,
Elizabeth Potter,
Melissa Potter
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 10, 2022
Email
lp**@cfo-advisory.com, lp**@sstcpa.com
Location
Dallas, TX
Company
Workplace
Accounting Manager
Richardson, TX
Industry
Management Consulting, Management Consulting Services
Colleagues
Work History
Accounting Manager
1755 north Collins Blvd SUITE 510, Richardson, TX 75080
from Jun 2018
Managing Member
Contract / Part-time writing and tax services
Author Continuing Education courses for accounting and tax professionals.
Prepare tax returns.
Dec 2017 — Jun 2018
Accountant
12222 Merit Dr SUITE 500, Dallas, TX 75251
General accountant and financial analyst
Reconciled operating and payroll bank accounts
Reconciled FSA and HSA transactions
Prepared prepaid and deferred revenue schedules and related jo...
May 2015 — Nov 2017
General Ledger Accountant
600 3Rd Ave, New York, NY 10003
General accountant and financial analyst
Recorded expense allocation entries for multiple divisions
Recorded all expenses paid by corporate office allocable to multiple divisions
Downloa...
Sep 2014 — Apr 2015
Financial Controller
Texas
Controller of all accounting processes
Managed accounts receivable and payable personnel
Full-charge bookkeeping from entry into accounting system through financial statements
Prepared c...
Jan 2014 — Aug 2014
Senior Tax Manager
12720 Hillcrest Rd SUITE 500, Dallas, TX 75230
Oversaw nonprofit tax niche, and ensured all tax deadlines were timely met
Prepared and reviewed nonprofit annual Federal and state tax filings
Reviewed quarterly and annual payroll tax r...
Feb 2010 — Dec 2013
Nonprofit Tax Principal
3300 Oak Lawn Ave SUITE 650, Dallas, TX 75219
Oversaw tax side of the nonprofit niche
Preparedeviewed all types of nonprofit returns
Researched specific nonprofit issues affecting clients
Worked with audit department and clients to ...
Jan 2009 — Feb 2010
Tax Accountant
Prepared and reviewed all types of tax returns, eventually specializing in nonprofit issues
Prepared complex personal, corporate and partnership returns for high net worth clientele
Revie...
Sep 2000 — Dec 2008
Controller
Saint Louis, MO
Oversaw accounting operations for eight corporations
Supervised and trained all accounting and clerical employees
Prepared various monthly job and commission reports
Reconciled intercomp...
Jul 1992 — Aug 1994
Education
1984 — 1988
Occupations
Executive
Manager
Managing Member
Writer
Author
Operations Manager
Chief Executive
Skills
Accounting
Quickbooks
General Ledger
Tax Preparation
Tax Returns
Tax Research
Fixed Assets
Income Tax
Tax Accounting
Microsoft Excel
Payroll
Accounts Receivable
Budgets
Bank Reconciliation
Microsoft Word
Full Charge Bookkeeping
Account Reconciliation
Powerpoint
Instructor Led Training
Quicken
Lacerte
Gosystems
Accounts P
Gofileroom
FAQs about Lisa C Potter
What's the main profession of Lisa C Potter?
The expert is a Accounting Manager.
What are the main profession of This expert?
These person's professions are Executive and Manager
Where does Lisa C Potter live?
Dallas, Texas is the place where Lisa C Potter currently lives
What is Lisa C Potter's email?
Lisa C Potter's email is lp**@cfo-advisory.com and lp**@sstcpa.com.
Where did Lisa C Potter work?
Lisa worked at Cfo Advisory Services, Lp, Lisa C Potter Cpa.
What education does Lisa C Potter have?
Lisa studied at the Oklahoma City University from 1984 to 1988.
Are there any professional certifications, that Lisa C Potter has?
The expert received the following certifications: Certified Public Accountant, License 059178, and Active Ptin (Preparer Tax Identification Number).
What languages does Lisa C Potter speak?
Lisa C Potter speaks English.