Elisa is a tax and bookkeeping accountant who has more than sixteen years of experience working in both public and private industry. Prior to joining us, Elisa worked at a large regional CPA firm where she focused primarily on assisting families with personal financial matters, including tax planning, tax preparation and overall financial planning. While in industry, she performed many financial accounting & forecasting tasks, such as world-wide cash flow projections, month-end close, fixed asset tracking and reporting. She is currently in charge of preparing individual and business tax returns and is experienced at finding deductions to ensure nothing is missed. She is also instrumental in performing all bookkeeping tasks using QuickBooks for our business clients to ensure timely and understandable financial reports are presented to the business owners.
Elisa achieved a Bachelors of Science Degree in Accountancy with a concentration in Management from Bentley University .
In addition, Elisa is an active community partner in all activities for 2 wonderful children.
Elisa is not affiliated with Woodbury Financial Services.