Lisa Bernet
Senior Manager at CBIZ CPAs P.C. | Greater Indianapolis
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Lisa Bernet is a seasoned accounting professional with a robust background in delivering high-level financial reporting solutions tailored to the unique needs of diverse businesses. As a Senior Manager at CBIZ Somerset, Lisa plays a pivotal role within the assurance team, leveraging her expertise to provide comprehensive reviews, compilations, consulting, accounting services, and tax return preparation. Her commitment to excellence and adherence to GAAP principles ensure that clients receive accurate and insightful financial reporting, which is crucial for informed decision-making.
Since the merger of Peters, Browning & Co. with Somerset in July 2019, and subsequently with CBIZ/MHM in February 2023, Lisa has been instrumental in integrating best practices and enhancing service delivery across the board. Her extensive experience in internal controls and general ledger management enables her to identify areas for improvement and implement effective solutions that bolster clients' financial health.
Lisa's proficiency in tax accounting, particularly in partnership taxation and the use of ProSystem fx Tax software, allows her to navigate the complexities of tax regulations with ease. She is adept at managing journal entries and accounts receivable, ensuring that financial records are not only compliant but also strategically aligned with clients' business objectives. With a CPA license in Indiana, Lisa is well-equipped to handle the diverse challenges faced by businesses in today’s dynamic economic landscape, making her a valuable asset to both her clients and the CBIZ Somerset team.
Senior Manager at CBIZ CPAs P.C. in February 2023 to Present
Senior Manager at Somerset CPAs and Advisors in July 2019 to February 2023
Manager at Peters, Browning & Co., P.C. in October 2012 to July 2019
Tax accountant at Kerber, Eck, and Braeckel in January 2012 to April 2012
Accountant at Kerber, Eck, and Braeckel in September 2011 to October 2011
Audit Manager at Kerber, Eck, and Braeckel in June 1999 to April 2011
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U.S. Generally Accepted Accounting Principles (GAAP)
Journal Entries (Accounting)
Auditing
Income Tax
Accounting
GAAP
CPA
Internal Controls
Financial Reporting
Financial Accounting
Corporate Tax
QuickBooks
Account Reconciliation
General Ledger
Financial Analysis
Accounts Receivable
Tax Returns
Tax Preparation
Tax
Financial Statements
ProSystem fx Tax
Partnership Taxation
Tax Accounting
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Discover more about CBIZ CPAs P.C.What is Lisa Bernet email address?
Email Lisa Bernet at [email protected] and [email protected]. This email is the most updated Lisa Bernet email found in 2026.
What is Lisa Bernet phone number?
Lisa Bernet phone number is +12175237089 and +12173612735.
How to contact Lisa Bernet?
To contact Lisa Bernet send an email to [email protected] or [email protected]. If you want to call Lisa Bernet try calling on +12175237089 and +12173612735. (updated on November 04, 2024)
What is Lisa Bernet net worth?
Lisa Bernet has an estimated net worth of $750,000 to $999,999
What company does Lisa Bernet work for?
Lisa Bernet works for CBIZ CPAs P.C.
What is Lisa Bernet's role at CBIZ CPAs P.C.?
Lisa Bernet is Senior Manager
What industry does Lisa Bernet work in?
Lisa Bernet works in the Accounting industry.
Lisa Bernet Email Addresses
Lisa Bernet Phone Numbers
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