About
Meet Lisa Rumsey
Lisa Rumsey is an experienced and dedicated Chartered Professional Accountant (CPA) with a passion for helping individuals and businesses navigate the complex world of accounting and tax regulations. With expertise in financial principles and a commitment to excellence, Lisa is committed to the success of her clients. She provides strategic and tailored services that empower her clients to make informed financial decisions and achieve their goals. But most importantly, like you, Lisa is an entrepreneur who started her firm from the ground up. This makes her uniquely able to understand the growing pains and challenges that businesses are faced with day to day.
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Corporate Services
Lisa Rumsey, Chartered Professional Accountant offers a wide range of corporate services to help businesses meet their needs and goals, and to help manage your finances effectively. My services include bookkeeping and accounting, preparation of financial statements, corporate tax returns, business advisory, dispute resolution, and tax and GST/HST advisory services.
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Personal Tax Services
Navigating the complexities of personal taxes can be overwhelming. I'm an experienced professional who's dedicated to helping individuals understand their tax situation and obligations, maximize their tax savings and minimize their tax liabilities. My services include personal tax preparation, tax planning, dispute resolution, and estate services.
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Advisory and Tax Services
As a trusted business advisor, I provide strategic guidance and support to help your business thrive. Whether you need assistance with succession planning, compliance, or growth strategies, Lisa Rumsey, Chartered Professional Accountant is here to help. I will analyze your financial data, identify opportunities for improvement, and provide actionable recommendations to drive your goals forward and to help you plan for the future.
What I do
At Lisa Rumsey Chartered Professional Accountant, I have extensive experience in providing accounting services to a wide range of industries. I believe keeping processes natural and simple is the best approach
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Contact me - Send me your questions, goals, and pricing needs and I will reach out to set up a discovery meeting with you
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Discovery meeting - I offer a complimentary meeting to identify your needs and the scope of work that best fits
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Send me your work -
You send in your documents, they get reviewed and I send reminders for missing records
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I do the work - your work gets started on and follow up questions go out when needed.
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Finalization - when the work is done I meet with you to review, and the best part.... you forget about everything until next year when I remind you to bring it all in again
Contact Me
I love my clients and would love to hear from you! Contact me today to discuss your accounting needs and how I can assist you.
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