noun “Someone employed to accompany or assist another in the capacity of a helpful friend.”
Lisa Malone, CPA, MBA
215 Reagan St Cookeville, TN 38501
Phone:
931.526.7041
Fax:
931.525.2077 Lisa has 23 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 Financial Industry Regulatory Authority (FINRA).
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 professional 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:
- Upper Cumberland Educational Foundation
- Putnam County Adult Literacy Council
- WCTE-TV
- American Cancer Society
- Girl Scouts
- March of Dimes
- United Way