About

Lisa Aldrich is a Certified Public Accountant with over 15 years experience assisting privately-held firms, publicly-traded corporations and not-for-profit organizations with accounting operations, tax preparation and financial issues. Her impressive financial career includes Boston, Providence and Hartford area executive leadership positions as Director of Finance & Administration; Director of Operations; Senior Manager Financial Analyst and Corporate Controller.

Educationally, Lisa earned her Certificate of Accountancy with Highest Honors from Bentley University and her bachelor’s degree in Economics and International Affairs from Lafayette College in Easton, Pennsylvania. Recently relocated back to her South Dartmouth roots, Lisa’s SouthCoast practice specializes in helping small business owners and individual clients. Besides certified skills, knowledge and credentials, Lisa’s small business financial savvy is also accompanied by commendable character, unwavering ethics and complete trustworthiness her clients feel safe with and rave about.

Lisa is particularly proud of the quick turnaround service and availability she affords clients. Accordingly, her CPA practice is principled on providing exceptional personalized service to a select rather than an unlimited number of clients. In turn, Lisa’s clients really appreciate her “Client-Centric” approach to servicing their needs… and so will you..

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants
  • New Bedford Chamber of Commerce, Ambassador
  • SouthCoast Business Bulletin, guest columnist

  • Southern New England Enterpreneurs Forum, Programming Committee
  • Leadership SouthCoast, Class of 2012 graduate and former Board member