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Lisa-Mei McCoy
Accounting & Finance

Born in the serene wilderness of Alaska, my life's journey led me to the enchanting embrace of the Napa Valley area over 30 years ago. With a steadfast dedication to the field of accounting, I've cultivated my expertise through decades of hands-on experience, navigating an ever-evolving landscape of financial intricacies and responsibilities.

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In 2021, fueled by a passion for fostering growth and sustainability among small businesses, I took the leap and established a women-owned enterprise. Our mission is to provide tailored accounting solutions, empowering entrepreneurs to thrive in a competitive marketplace.

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Beyond the confines of my educational and professional endeavors, my heart finds its greatest solace and joy in the company of my children. Our moments together are treasured, cherished amidst the whirlwind of responsibilities. When time permits, I seek the thrill of adventure through kayaking and skiing, savoring the natural wonders of Northern California, or enjoying some time to paint watercolors.

 

I enjoy my involvement with a large breed dog rescue group, and have fostered many wonderful animals over the years.  Some were inadvertently adopted and in our home, these gentle giants aren't just pets; they are beloved members of our family, affectionately referred to as our "furkids."

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Balancing my unwavering professional dedication, family devotion, and recreational endeavors I full enjoy life, and would like to ensure other small business owners are able to as well.  I am seeking to provide a positive change within the business sphere by providing my expertise to those that need it.​

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Fully Licensed & Bonded 

Education & Certifications:

Accounting

Economics

Business Administration

Quickbooks Certified

Wine Industry Finance & Accounting Certification 

CTEC

PTIN P03016717

AFSP

CPA Eligible

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