LB

Lisa M B

Certified Public Accountant
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Email: ****@****.***
LinkedIn: Lisa M. B.
Location: Moorpark, California, United States
Current employer:
Best CPA Services
Current title:
Tax Expert on Deferring Capital Gains!
Last updated: 14/03/2026 13:36 PM
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About

Lisa M B is from Moorpark, California, United States. Lisa is currently Tax Expert on Deferring Capital Gains! at Best CPA Services, located in Los Angeles Metropolitan Area. Lisa also works as CPA geared to helping you lower your tax burden! at Virtual Family Office Hub, a job Lisa has held since Jan 2019. Another title Lisa currently holds is Member at Estate Planning Team.

Lisa M B can be found on Finalscout.com, where members can access Lisa M B's email for free. Finalscout is a professional database with more than 500 million business professional profiles and 200 million company profiles.

Lisa M B's current jobs
Company: Best CPA Services
Title: Tax Expert on Deferring Capital Gains!
Period: Jan 2021 - Present (5 years, 3 months)
Location: Los Angeles Metropolitan Area
Company: Virtual Family Office Hub
Title: CPA geared to helping you lower your tax burden!
Period: Jan 2019 - Present (7 years, 3 months)
Company: Estate Planning Team
Title: Member
Period: Jan 2018 - Present (8 years, 3 months)
Company: Self - Employed
Title: Per Diem CPA
Period: Jan 2015 - Present (11 years, 3 months)
Company: CFO Virtual Services, LLC
Title: Co Owner
Period: Jan 2015 - Present (11 years, 3 months)
Location: 1850 E Thousand Oaks Boulevard, Thousand Oaks, CA 91362

We guarantee to save you money in your Bookkeeping and Tax Preparation by working together with a "Certified QuickBooks PRO" and CPA. By Hiring our firm as your Part-Time CFO services you gain: *More time to focus on new services, new customers and other core business issues. *Better understanding of the financial side of your business and less surprises. *Better Cash Flow and more control over the money. *Clear presentation of your books. *The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business. *Internal Control Procedures: A professional who establishes strong financial controls in your business to reduce employee theft and increase profits. *Training and managing your accounting staff. *Improved quality and timeliness of financial information. *Budget preparation and monitoring. *Profitability analysis by service or product line. *Tax saving strategies. *Cash management. *Liaison with bankers, attorneys, vendors, insurance agents, etc. *Assistance in obtaining financing from banks, including assistance with negotiations. *Review/negotiation of insurance policies. *Custom designed collection policies and procedures Call us today for your "FREE CONSULTATION!"

Company: Pro Active Tax Solutions
Title: Tax Preparer
Period: Jan 2015 - Present (11 years, 3 months)
Company: Hoss Financial Services
Title: Independent CPA
Period: Jan 2014 - Present (12 years, 3 months)
Location: Westlake Village

For all your financial needs.

Company: Duffy Kruspodin, LLP
Title: CPA Manager
Period: Jan 2013 - Present (13 years, 3 months)
Company: H&R Block
Title: Master of Taxation
Period: Jan 2011 - Present (15 years, 3 months)
Location: Simi Valley

Prepared Corporate, Partnership, Individual tax returns, Trusts & Estates. Direct Communication with each client.

Company: Bruno & Patterson, CPAs
Title: Managing Partner
Period: Jan 1993 - Present (33 years, 3 months)
Location: Thousand Oaks, CA 91360

All phases of Tax Return Preparation, Bookkeeping, Tax Planning, Tax Resolution Services, CFO Virtual Services, Financial Statement Presentation, Forecasts and Budget Preparation.

Lisa M B's top skills
Accounting Tax Preparation QuickBooks Tax Tax Returns General Ledger Income Tax Accounts Payable Account Reconciliation Accounts Receivable Tax Accounting Bookkeeping Financial Reporting Peachtree Financial Statements Corporate Tax Journal Entries CPA Payroll Internal Controls
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