Lisa Moise
Lead Client CFO
Lisa brings 30+ years of expertise in accounting, finance, and operations, offering strategic CFO guidance across diverse industries to drive growth and build financial strength.

Resources & News Featuring Lisa Moise

Article
COGS & COS: How are They Calculated and Why Does it Matter?
Cost of goods sold (COGS) and cost of sales (COS) refer to expenses directly related to creating the products or providing the services that generate reven...

Article
Cost of Goods Sold: A Deeper Dive
In an earlier article, we provided a basic overview of cost of goods sold (COGS) and cost of services (COS). Now, let's take a closer look at what makes th...

Article
Is Scope Creep Costing Your A&E Firm Thousands? Here Are 3 Ways to Take Back Control
Every A&E firm has heard it: “Can we just add this in?” And because we’re all wired to serve the client, the answer is usually yes. But over time, thos...
About Lisa
Background
Lisa also brings significant entrepreneurial experience, having been one of the founders of a startup providing print, digital communications and marketing services to veterinary practices. The company experienced solid growth before being sold; Lisa's role ended a year later upon completion of the financial transaction.
Education + certifications
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BS, Accounting, California State University, Northridge