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Partner

925.943.1776
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"I enjoy the variety of work that comes with working with many different clients with different projects and needs - keeps it interesting and fresh."

Experience and Expertise

Lisa has 30 years of experience in public accounting, first working as an auditor with a national CPA firm and then joining GALLINA in 1986. She became a partner in 1992. Serving the firm’s Bay Area clients from our Walnut Creek office, Lisa provides auditing, accounting and tax services, primarily to construction contractors.

“Active” is an apt description for Lisa in her personal, as well as private life. She finds that being in peak professional condition, by being active in her field, sharpens her focus and allows her to better serve our clients. Some of the many ways that she accomplishes this is by overseeing the Bay Area’s employee benefit plan audit practice, serving as the Firm’s director of quality control and acting as a liaison for GALLINA’s peer review program.

Approach

Lisa strives to be a collaborator and takes this approach with each of our clients. Matching GALLINA’s resources to client needs, allows her to serve them in the best way possible. Every client can count on her high quality of work because she excels in financial reporting best practices as well as research.

Involvements

  • American Institute of Certified Public Accountants (AICPA), member.
  • California Society of Certified Public Accountants (CalCPA), member.
  • Construction Financial Management Association (CFMA), member
  • Associated Builders and Contractors (ABC), Golden Gate Chapter, Construction Bookkeeping Seminar, coordinator and lecturer

Education

Bachelor of Science in Accounting from California State University, Fresno, magna cum laude

Other Interests

  • Yoga
  • Running
  • Gardening