My name is Lisa Wright and I am the sole practitioner of Lisa C. Wright, CPA, LLC. My firm’s philosophy is to provide quality accounting, payroll and tax services for a reasonable price. To ensure the quality of my work I attend various seminars and classes and keep an extensive research library. I believe personal attention and communication are important elements in the client-CPA relationship.
Current License
I am currently licensed as a Certified Public Accountant by the Department of Economic Development, Division of Professional Registration and Missouri State Board of Accountancy. My original certificate license no. is 018645. The firm’s license no. is 2002000788.
Experience
Certified Public Accountant (1996 to present)
Lisa C. Wright, CPA, LLC
Self-Employed
Professional services include:
- Bookkeeping, Compilations, Reviews and Audits
- Employee Benefit Plan Audits
- Cafeteria Plan Administration
- Individual Tax Preparation and Planning
- Corporate, S-Corp., Partnership and LLC Tax Preparation
- Tax Projections
- Accounts Payable Processing and Billing Services
- Payroll Preparation and Payroll Tax Returns
- Sales/Use Tax Preparation
- Accounting System Development
- Business Consulting
- File Retention Services
- Internal Control Evaluation
Financial Director (1997 to present)
University Council for Education Administration
University Council for Educational Administration (UCEA) is a not-for-profit organization, which helps facilitate education administration on a national level using foundation grants. I am responsible for all financial activities, which includes a budget over $500,000 and an investment account over $370,000. I prepare monthly financial statements, annual budgets and grant reports as needed.
Staff Accountant
Harry C. Winfrey, CPA
Columbia, MO
Harry Winfrey is a sole practitioner serving the mid-Missouri community. The majority of his clientele is composed of small businesses. He specializes in tax preparation. Some of my responsibilities included:
- Preparing and reviewing individual income tax returns
- Preparing and reviewing Corporate, S-Corp. and Partnership returns for small businesses
- Performing tax research
- Tax Projections
- Payroll Preparation
- Sales and Use Tax Preparation
- Performing and reviewing Audits, Compilations and Reviews
- Preparing Ratio Analysis
- Technical advisor on Accounting Theory
- Developed Financial Accounting Systems
- Areas of specialization in Small Business Taxation and Not-for-Profits
McGladrey & Pullen, LLP
Burlington, IA
Staff Accountant
McGladrey & Pullen, LLP is located in southeast Iowa. The firm caters to small and mid-size entities around southeast Iowa, northeast Missouri and western Illinois and is usually classified as the eighth largest accounting firm in the nation and is affiliated internationally. Some of my responsibilities included:
- Training and supervising assistants
- Preparing Audits, Compilations and Reviews
- Preparing Individual Income Tax Returns
- Preparing Corporate & S-Corp. Tax Returns
- Worked intensely with Not-for-Profit and Health Care Organizations
Prior to working in public accounting, I worked for two manufacturing entities. The first corporation was Harris Allied. I worked in the credit department and my duties included analyzing accounts, collecting on past due accounts, filing bankruptcy notices, creating promissory notes and amortization schedules, preparing ratio analysis, and presenting monthly and quarterly reports.Prior to working in public accounting, I worked for two manufacturing entities. The first corporation was Harris Allied. I worked in the credit department and my duties included analyzing accounts, collecting on past due accounts, filing bankruptcy notices, creating promissory notes and amortization schedules, preparing ratio analysis, and presenting monthly and quarterly reports.
Cahokia Marine Service is the second corporation where I worked. Responsibilities included accounts payable coding, job cost recording, receipts posting, and payroll preparation.
Professional Affiliations
- Member of the American Institute of Certified Public Accountants
- Member of the Missouri Society of Certified Public Accountants
Education
University of Missouri
Master of Accountancy - Taxation Emphasis, 1998
GPA: 3.5/4.0
Culver-Stockton College
Bachelor of Science, 1993
Magna Cum Laude
MAJOR: Accounting, GPA 3.98/4.0
MINOR: Computer Science, GPA 4.0/4.0
OVERALL GPA : 3.8/4.0
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