Testimonials for Lisa Banks


“Lisa has been helping us with our family’s personal taxes for many years now.  At the beginning, we were a young and growing family; in recent years she has been a great resource as our young adult children transition into being independent taxpayers themselves.  She is prompt to answer questions and return phone calls and emails – and cheerfully, even in April!  Lisa is also proactive about considering tax questions from multiple perspectives, which is really helpful for those of us who are less familiar with the nuances of the tax laws.”

Amy Vennemeyer

“Lisa Banks provides our office with accounting services. She is very knowledgeable about accounting practices. She genuinely cares about our practice and has great insight into everyday business needs. She is a pleasure to work with!”

Nancy Chabot


Eastern Hills Pediatrics

“When I sold the company I had owned for decades, I decided to become a consultant. I called Lisa and asked her to set up my new business. Except for a few legal issues that needed an attorney, she did everything. It was as though she built me a custom car, tossed me the keys, and I just drove it away. It’s ten years later and that car is still running perfectly.”

Jerry Galvin

“Lisa has been my accountant for both my personal and business needs. Her accessibility, promptness in response to questions and clarity in helping me understand the nuances of both my taxes and ongoing bookwork have given me peace of mind and a greater sense of control with her on my “team” of resource professionals. She has been a joy to work with and I would highly recommend her without hesitation.”

Julie Toren

BodyMind Balance, Inc.

“Let me just say Lisa and her staff have been a Godsend for us.  She has been so professional, helpful and efficient.  No question is too big or too small.  She always has an answer for us.  She is excellent in keeping me on task with what is due for our business.  Goes above and beyond setting up what I need to make my life easier with any business aspect of our accounting.  Working with Lisa and Sue has made my job taking care of our business a breeze and she does this while making you feel as if you have been a friend for life.  We appreciate everything she does for us.”

Bev Wetterer

Buckle Up Driving School

“My family and I have had the privilege to work with Lisa and her staff for many years.  Lisa has provided excellent personal and business accounting services including payroll, business planning, consulting, tax reporting, and tax preparation.  The quality and professionalism of her work is second to none.  We have a very open relationship that gives us peace of mind knowing that we are in good hands.  She is very knowledgeable and provides honest and consistent guidance that meets our needs and goals.  Lisa is highly qualified and competent.  A true business partner.  We would recommend her to anyone.”

Kevin Rexroat

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