Business Financial Services

There are times during the growth of a corporation that will challenge the organization to its very core. Many of the pressures and complications may be financially related. Often times it is helpful to partner with another financial expert who can analyze financial documents, examine internal financial controls and make recommendations based on experience and standards.

Lisa Anderson has extensive public and private accounting experience. She worked for years as an auditor for the Federal Deposit Insurance Corporation (FDIC), having mult-istate jurisdiction - Lisa's scope of auditing ranged from small independent banks to some of the largest publically traded banking institutions in the country. From there her auditing experience led her to PACCAR Financial, a multi-national company engaged in the manufacturing and financing of heavy duty vehicles. Lisa conducted internal audits of Kenworth and Peterbilt truck dealerships across the United States.

Lisa Anderson became the Chief Financial Auditor (CFO) for Presbeterian Ministries a $50 million + company which ownes & and operates Continuuing Care Retirement Communities in the state of Washington.She oversaw all financial operations of this multi-facility CCRC. Oversight included tax preparation, Medicare/Medicaid billing and payroll. During her tenure with Presbeterian Ministries, she coordinated a partnership with a national banking institution and successfully orchestrated one of the largest tax free municiple bond offerings of its time. In addition to her financial oversight, she also directed all accounting and human resources for the company.

Lisa is currently contracted with Perfect World events to provide part time consulting services - acting in the capacity of Director of Finance. Perfect World Events provides comprehensive destination management services for customers worldwide. Based in San Francisco, California they provide a wide range of services for clients such as NBC Sports, McDonalds, Lehman Brothers and Google.

SERVICES OFFERED: Retirement, Assisted Living, CCRC'S, SNF's