As a soon-to-be graduate of Mount Royal University with dual majors in Accounting and Finance (Concentration in Financial Analysis), I am deeply committed to bringing financial clarity and growth to small businesses. My education has been complemented by hands-on experience, including placing 4th in an international business case competition against 16 universities worldwide—a testament to my problem-solving skills and global perspective.

Throughout my studies, I have worked directly with small business owners, helping them clean up their books, build accurate budgets, forecast for future growth, and perform in-depth financial analysis. My expertise extends to certifications in Microsoft Office, QuickBooks and Bloomberg, tools that are used to provide precise, actionable insights for my clients.

Before my university journey, I gained 12 years of extensive industry experience in oil & gas, real estate, and automotive accounting —giving a broad understanding of financial operations across diverse sectors.

I am very passionate about helping other small business owners achieve the same financial clarity and growth that I have worked so hard to attain. Whether you’re looking to streamline your finances, make data-driven decisions, or plan for long-term success, I am here to support your journey every step of the way.

Lisa Marie