FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

CFO

Upstate South Carolina
About

Lisa brings over 25 years of extensive business and financial expertise, encompassing financial reporting and analysis, budgeting, cash flow forecasting, investor relations, treasury, and controllership. She has a proven track record in enhancing customer and product profitability, implementing strategies to boost cash flow, and supporting companies with acquisition due diligence and integration. Her operational experience includes the application of Lean principles, improving inventory management, and driving operational excellence through superior customer service. Lisa's industry experience spans Manufacturing, Real Estate, Technology, and Hospitality.

Get to know Lisa’s other interests

Other Interests

  • What was your favorite vacation? I love to visit Costa Rica as often as possible. My husband and I enjoy a specific beautiful resort on the Pacific coast.
  • What is at the top of your "bucket list"? I want to visit all 50 U.S. states to absorb the history and diversity of our nation.
  • What is your favorite way to spend free time? I most enjoy reading mysteries and thrillers. I like to guess what will happen or who did the crime only to be surprised by the twist.

Before FocusCFO

Prior to joining FocusCFO, Lisa held various senior management positions at prominent companies such as Serta Simmons Bedding, Acuity Brands, WorldPay, and Internap Network Services. She began her career at Deloitte. For over twenty years, Lisa has also been instrumental in supporting her husband in his entrepreneurial ventures.

Lisa received her MBA from Mercer University and her BS in Accounting from Berry College.

What attracted you to FocusCFO?

I am driven by the opportunity to help businesses realize their vision. The FocusCFO model, which places an experienced CFO alongside the leadership team of small businesses, perfectly aligns with my passion for supporting and learning from dedicated entrepreneurs.

At FocusCFO, we help you direct your financial strategy and achieve your goals, giving you the freedom to change your life.

FocusCFO provides expert to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
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Part of Your Team

Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
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C-Level Experience

Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
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Team Approach

Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.

THE VALUE PYRAMID PROCESS

Guiding entrepreneurs on the climb to building sustainable, transferable business value

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.

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value

Succession or Exit
Readiness & Attractiveness
Price/Multiple
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Planning
Risk
Revenue
Operating Rhythm
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Health

Budgeting & Forecasting
Production & Operations
Banking & Capital
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Foundation

Accounting Systems
Cash Flow Forecasting
Policies & Processes
Advisor Coordination
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value

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growth

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Health

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Foundation

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