Welcome to Buzzy Books & Ledgers
Hi, I’m Lisa Shultz—a licensed CPA since 2019 with over 15 years of progressive experience in accounting and financial leadership.
I’ve worked across a wide range of industries—including property management, fund accounting, leasing, retail, manufacturing, service, and nonprofit—bringing financial clarity and strategic insight to every project.
Over the past five years, I’ve served in a top leadership role, overseeing multiple companies, managing investor and lender relationships, and guiding complex financial reporting. Many of these organizations were startups, which gave me firsthand experience in building strong financial foundations from the ground up.
What sets me apart is my unique blend of industry depth and technological fluency. I’m proficient in QuickBooks, Great Plains, Intacct, NetSuite, and several industry-specific platforms—so whether you need support within your current systems or help choosing the right tools as you grow, I’ve got you covered.
At Buzzy Books & Ledgers, I bring deep expertise with a proactive, energetic approach—that’s the buzz. I deliver reliable, precise accounting that not only checks all the boxes but helps drive real results. Because at the end of the day, accuracy pays.
Whether you’re launching a new venture or scaling an existing one, I’d love to partner with you to build lasting financial success—one smart decision at a time.
My Approach
My Philosophy: Your Success is My Success
I’ve heard the same story too many times: “My previous accountant made so many errors” or “They didn’t pay attention to the details that mattered.” That’s exactly why I founded Buzzy Books & Ledgers—to provide the accuracy and attention to detail that your business deserves. When you work with me, you’re not getting a faceless firm or junior associate—you’re getting direct access to 15+ years of strategic financial experience, with a track record of getting it right the first time.
My approach is simple: I handle the complex financial details so you can focus on growing your business. But I don’t stop there. I proactively identify opportunities, warn you about potential challenges, and help you understand what your numbers are telling you about your business.
The result? You make better decisions, avoid costly mistakes, and build a stronger financial foundation for sustainable growth.
My Values.
What Drives My Work
Accuracy Above All
Your financial data must be precise and reliable—every transaction, every report, every detail. I’ve seen too many businesses hurt by careless mistakes. That’s why I double-check everything and get it right the first time.
Clear Communication
I translate complex financial concepts into language that makes sense for your business. No jargon, no confusing reports—just insights you can actually use.
Proactive Partnership
I don’t wait for problems to find you. I help you spot opportunities and challenges before they impact your bottom line, so you can stay ahead of the curve.
Personal Attention
When you work with me, you get me—not a junior associate or call center. Direct access to experience, every time you need it.
