C O N S U L T I N G

With over 24 years of experience in accounting and 16 years serving as a Finance Controller, I bring deep expertise in GAAP, business operations, senior HR management, and IT infrastructure across the New York and New Jersey markets. I have operated in both U.S. and global markets, overseeing full-scale finance functions for B2B, B2C, and C2C business models.

My core strengths include advanced financial modeling, comprehensive monthly close processes, and detailed quarterly and annual reporting. I specialize in cash flow management and budget oversight across multiple complex entities. I have extensive experience managing multi-state tax filings and a CPA Liaison on all tax returns.

I have led accounting department rebuilds and served as a third-party Controller for entrepreneurs backed by multi-million-dollar venture capital investments across diverse industries. Additionally, I bring strong technical expertise within the tech sector, including building CRM systems in Odoo and leveraging platforms like ZoomInfo to drive sales and operational efficiency.

Odoo Testimonial - Lisa Appel Consulting

Odoo Testimonial - Lisa Appel Consulting