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Lisa Shannon

@peters__d

Bookkeeping Tax Expert

United Kingdom
English, Spanish, German
About me
Hello, I'm Lisa Shannon, a Licensed CPA specializing in bookkeeping and tax accounting for small businesses and entrepreneurs. With over 25 years of accounting experience, including a successful career at Deloitte, I help clients maintain accurate financial records, stay tax compliant, and gain clarity over their numbers. Whether you need bookkeeping cleanup, reconciliations, monthly bookkeeping, or tax-ready financials, I provide reliable solutions and long-term support to reduce stress, improve decision-making, and help your business grow with confidence. Let's Get Started... Read more

Skills

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peters__d
Lisa Shannon
Offline • 
Average response time: 1 hour

See my services

Bookkeeping
I will clean up, catch up and reconcile your messy xero and quickbooks online
From$45 / projectMore details
Bookkeeping
I will do monthly bookkeeping for your shopify, amazon, or etsy store using quickbooks
From$45 / projectMore details

Work experience

Self_Employed

Founder & Certified Public Accountant

Self Employed • Self-employed

Mar 2020 - Present • 6 yrs 4 mos

As the Founder and CPA of Lisa Shannon CPA, I help entrepreneurs, small businesses, e-commerce sellers, and growing companies gain clarity and confidence in their finances. My focus is on delivering accurate bookkeeping, tax-ready financials, account reconciliations, financial reporting, and proactive tax support that helps business owners stay compliant and make informed decisions. Over the years, I have worked with businesses across multiple industries, helping clients clean up disorganized books, catch up overdue records, improve cash flow visibility, reduce accounting errors, and prepare for tax season with confidence. Using QuickBooks Online, Xero, and modern accounting systems, I create reliable financial processes that save time and support long-term growth. I believe accounting should do more than track numbers. It should provide the insights business owners need to understand performance, identify opportunities, and make better financial decisions. My goal is to serve as a trusted long-term financial partner, delivering professional, confidential, and results-driven accounting solutions that allow clients to focus on growing their business while knowing their finances are in capable hands.

Deloitte

Senior Accounting Associate

Deloitte • Full-time

Feb 1997 - Dec 2019 • 22 yrs 10 mos

At Deloitte, I worked with business owners and organizations across multiple industries, helping them maintain accurate financial records, improve reporting accuracy, and stay compliant with accounting and tax requirements. My responsibilities included bookkeeping, account reconciliations, financial statement preparation, tax support, audit assistance, and financial analysis. I collaborated with clients to identify accounting issues, resolve discrepancies, streamline financial processes, and provide clear insights into their financial performance. This experience strengthened my expertise in QuickBooks, financial reporting, tax compliance, and business accounting best practices. Working in one of the world's leading accounting firms taught me that accounting is more than numbers, it's about helping businesses make informed decisions, reduce risk, improve profitability, and achieve sustainable growth. Today, I apply those same professional standards and client-focused approach to every project, delivering accurate, reliable, and results-driven accounting solutions.