Lisa Mrfc
Business Services Administrator at Genesis Business and Tax Services | Plano, Texas, United States
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Lisa (mrfc) serves as the Business Services Administrator at Genesis Business and Tax Services, where she plays a pivotal role in steering the firm's strategic initiatives and operational excellence. With a comprehensive background in financial analysis, management consulting, and risk management, Lisa brings a wealth of expertise to her leadership of a dedicated team of accounting and tax specialists. Her role involves overseeing complex bookkeeping processes, tax preparation, and tax planning strategies tailored to meet the unique needs of each client. Lisa’s proficiency in QuickBooks training and implementation ensures that clients benefit from streamlined financial systems, enhancing accuracy and efficiency.
Her leadership extends to supervising marketing consulting and business consulting projects, helping clients optimize their operations and achieve sustainable growth. Lisa’s deep understanding of employee benefits, wealth management, and investment advisory services enables her to provide holistic financial solutions that align with clients’ long-term goals. She is also adept at audit representation, ensuring compliance and safeguarding client interests during audits.
Known for her strategic mindset and collaborative approach, Lisa consistently delivers innovative solutions that address complex financial challenges. Her expertise in insurance, risk management, and management consulting positions her as a trusted advisor for business owners seeking to navigate the intricacies of tax planning and financial strategy. At Genesis, Lisa’s commitment to excellence and client success exemplifies why the firm is the Dallas area's trusted partner for strategic tax planning, CFO services, and comprehensive business consulting.
Financial Advisor at Ascend Financial Planning and Wealth Management, LLC in March 2017 to Present
Business Services Administrator at Genesis Business and Tax Services in December 2000 to Present
Financial Advisor at Ascend Financial Planning and Wealth Management in January 2014 to Present
Financial Advisor at Waddell & Reed in January 2009 to January 2012
Sales at The Principal Financial Group in October 2007 to February 2009
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New England College of Business, BSBA
Cleveland State University
Dallas College Mountain View Campus, Certificate of Professional Accountancy
Cleveland State University
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Financial Accounting
Exit Strategies
Tax Planning
Virtual CFO Services
Financial Advisory
Strategic Financial Planning
Accounting
Bookkeeping
Insurance
Investments
Financial Services
Strategy
Auditing
Term Life Insurance
Finance
Tax
Tax Preparation
Retirement
Leadership
Financial Planners
Budgets
Sales
Retirement Planning
QuickBooks
Employee Benefits
Entrepreneurship
Small Business
Financial Analysis
Wealth Management
Uniform Combined State Law
Time Management
Series 7
Series 65
Series 6
Risk Management
Portfolio Management
Personal Finance
Pensions
Mutual Funds
Marketing
Management Consulting
Long-term Care
Life Insurance
Investment Advisory
Financial Planning
Disability Insurance
Banking
Fixed Annuities
401k
Estate Planning
Budgeting
IRAs
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What is Lisa (mrfc email address?
Email Lisa (mrfc at [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Lisa (mrfc's email found in 2026.
How to contact Lisa (mrfc?
To contact Lisa (mrfc send an email to [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] or [email protected]. (updated on April 25, 2025)
What company does Lisa Mrfc work for?
Lisa Mrfc works for Genesis Business and Tax Services
What is Lisa Mrfc's role at Genesis Business and Tax Services?
Lisa Mrfc is Business Services Administrator
What is Lisa Mrfc's Phone Number?
Lisa Mrfc's phone (214) ***-*288
What industry does Lisa Mrfc work in?
Lisa Mrfc works in the Financial Services industry.
Lisa Mrfc Email Addresses
Lisa Mrfc Phone Numbers
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