I work on-site, off-site, or on specific assignment. I personally meet with clients on a quarterly or as-needed basis and provide ongoing support if requested. In addition, I can train existing staff to provide the information that management needs to best run the agency. Have staff on leave? I can fill in and also work on a specific project basis (example: software conversion or sales tax audit).

I offer general accounting services, as well as advertising-specific financial consulting, including:

  • Help with selection of best type of business organization
  • Assistance in choosing accounting system and software
  • Software conversions
  • Creation of work processes and internal controls
  • Advice on sales tax issues and assistance with sales tax audits
  • Advice on human resource issues, including hiring, terminations and benefits
  • Cash management procedures
  • Credit, collection and vendor payment procedures
  • Preparation of budgets
  • Agency/client financial forecasts and projections
  • Client profitability analysis, reporting, recommendations
  • Employee productivity analysis, reporting, recommendations
  • Review of accounting staff capabilities, mentoring as needed
  • Filling in for accounting staff as needed
  • Assistance with client RFPs and budgets
  • Overall agency efficiency and profitability

Need something you don’t see? Give me a call or drop me
a line here so we can discuss how I can help you.

      Lisa Poletti Accounting & Consulting
27332 Autumn Glen | Boerne, Texas 78006 | 210-872-7571 |