Customized Accounting & CFO Services

Following a 12 year career in portfolio management on NYC’s Wall Street and bond trading in Denver, Lisa became Chief Financial Officer for a small business in the women’s knitwear manufacturing industry. In that position, she positively impacted net income by streamlining operations, reducing payroll expenses, improving gross profit, and lowering financing costs. These gains were a direct result of converting to QuickBooks, gaining control of the numbers and generating reports that helped her manage the business.

After the successful sale of that business in 2006, Lisa founded BottomLine Consulting specifically to address the need she saw for small businesses to have a partner to help them get accurate, useful data to make better business decisions. She has a passion for helping businesses understand their financials and streamline their accounting workflow.

Lisa and her husband live in Centennial and are empty-nesters with 2 adult children. When she is not working, you will find her planning travels, walking, listening to audiobooks and cooking.

Anita has more than 30 years of bookkeeping experience and knowledge with a variety of industries, some of them including service-consulting and restaurant, retail and construction.  She has been working with QuickBooks since 1998 and joined BottomLine Consulting in 2010.  Anita is certified in and works with all QuickBooks desktop and online versions, with an advanced certification in QuickBooks Online.  When she is not crunching numbers, you will find her enjoying the outdoors, singing, or involved in her son’s activities.