About Us - Lou Alice Funk

Founding Principal

215 Reagan St
Cookeville, TN  38501

phone 931.526.7041
fax 931.525.2077

Lisa has 19 years experience in accounting in various settings including public accounting, healthcare, and manufacturing. Her broad range of experience includes oversight and responsibility for general ledger, payroll, accounts payable, accounts receivable / billing, cost accounting, and budget. She has implemented and assisted with setting up and training for numerous financial software systems. She has assisted many businesses with feasibility analyses related to new and existing lines of business. Lisa's experience includes tax planning and preparation for individuals, partnerships, corporations, LLCs, estates, trusts, and other entities. She is also experienced in assisting individuals and businesses with choosing appropriate retirement plans for their specific situations.

She is a Series 7 and Series 63 licensed Registered Representative with the National Association of Securities Dealers, Inc.

Lisa earned her Bachelor of Science in Accounting (Magna Cum Laude) and her Masters Degree in Business Administration from Tennessee Technological University. She was a founding principal of Companion CPA Group, PC in 2000.

During her career, Lisa has been involved with the following organizations:

• American Institute of Certified Public Accountants (AICPA)
• Tennessee Society of CPAs (TSCPA)
• Past Secretary of the Upper Cumberland Chapter
• Healthcare Financial Management Association
• Former Advanced Member
• Former Certified Healthcare Financial Professional (CHFP) - managed care
• Volunteer and Community Activities
• Putnam County Adult Literacy Council
• WCTE-TV
• American Cancer Society
• Girl Scounts
• March of Dimes
• United Way