Certified public accountants
Whether you are a small business owner, an individual in need of financial guidance, or an estate/trust manager, we have the experience and tools to meet your specific needs.
Meet John M. Lisa
John M. Lisa, founder and principal of the firm, is a highly accomplished Certified Public Accountant licensed in both New York and New Jersey. His credentials and experience include:
• Education: M.B.A. in Taxation and Finance from NYU Stern School of Business; B.S. in Accounting (cum laude) from Saint Peter’s University.
• Professional Leadership: Past President of the Bergen Chapter of the New Jersey Society of Certified Public Accountants, Rotary – Paul Harris Fellow, and Board of Adjustment in Noth Caldwell Member
• Teaching and Lecturing: Former accounting instructor at the college level; frequent lecturer for business and professional organizations.
• Professional Experience: In the beginning of his career, Mr. Lisa worked for six years at two of the “Big Four” accounting firms.
When you partner with us, you gain access to over four decades of experience, a strong focus on customized solutions, and a proven track record of success.
- Personalized Service: We provide tailored advice and one-on-one relationships with our clients.
- Expert Solutions: With 43 years of experience, our firm has the knowledge and expertise to guide you.
- Real Results: Clients who follow our advice often outperform their competitors and see measurable financial benefits.We
Your results are our top priority!
A History of Excellence
Our firm has a long-standing reputation for providing superior accounting services, with quality and integrity at the forefront. We have successfully completed twelve independent peer reviews of our accounting practice, a testament to our commitment to the highest standards of professionalism.
We are proud members of:
- The American Institute of Certified Public Accountants (AICPA)
- The New Jersey Society of Certified Public Accountants (NJSCPA)
Contact info
If you have questions, please reach out to us. We look forward to connecting with you.