Management and Consulting Services
You can Trust
Money matters shouldn't feel overwhelming. We help individuals, startups, and small businesses turn their financial to-do lists into clear roadmaps for success — from business formation and strategy to bookkeeping, accounting, and tax planning.
Through personalized, high-touch consulting, we remove the stress from tax season, the confusion from accounting, and the uncertainty from startup decisions — giving you the confidence and freedom to focus on what you do best.
How We Can Help You
With years of experience in accounting and tax services, we provide personalized solutions tailored to your unique needs.
Startup Business Formation
Essential assistance and paperwork support to properly establish your business from day one.
Financial Management
Reliable, professional assistance to manage your day-to-day finances and administrative duties.
Tax Preparation & Planning
Full compliance with proactive strategies to reduce your tax burden as a Registered Tax Preparer.
Strategic Business Consulting
Objective, confidential partnership to validate ideas and optimize your current operations.
What Our Clients Say
Building long-term relationships with our clients is what we value most.
“I've been working with Lisa for over 10 years, and I can't imagine running my businesses without her. She is incredibly knowledgeable, thorough, and efficient, yet also easy to understand. She always takes the time to explain things in a way that makes sense.”
Hilary Mansfield
Woodman Mansfield PC, The Mansfield Company, LLC
“Lisa with Aspen Group has been truly life-changing for us and our two businesses. She not only helped me set up QuickBooks for both businesses, but she taught me how to use it. Tax season used to be very stressful but now it's been a breeze!”
Trevor and Becky Lee
TM Lee Plumbing and Lee Homes
“Our family is so grateful for Lisa, working with her is like having family looking out for you! She is not afraid to put in the work and has the knowledge to guide you through the depths of finances and the dread that is typically tax season.”
Brendan and Bri Wormell
Wormell Farms and Gorham Hair Co.
“Lisa has been a saving grace for both my husband and I. Recently we established another business and Lisa completely set us up with everything we needed. Her knowledge has made us successful. We both highly recommend Lisa.”
Daniel and Kourtney Williams
Trafford Truck Equipment, LLC and Range Pond Retrievers, LLC
Ready to Get Started?
Let's work together to make your financial life simpler. Get in touch today.
Contact Us