Lisa Resnick-Gates

Sr. Account Executive

Ms. Resnick-Gates has worked in various financial industries for over 20 years, and has a broad range of experience, including Banking, Loans, Insurance, Investments, Business Management, Payroll, and full-service Bookkeeping.

She is extremely organized, and detail oriented, which saves time and money for our clients. She is also computer savvy, and very knowledgeable with many computer programs and applications.

She establishes and maintains many of our clients’ books on a monthly basis, recording all pertinent financial activity, including assets, liabilities, income, expenses, bank account reconciliations, credit card reconciliations, journal entries, depreciation and amortization, payroll, and any other transactions, which ultimately will be reflected in their tax returns.