Lizann Leusner brings significant experience in accounting, taxes and investment management to the table for the benefit of clients. She has experience working as a wealth manager, serving as a tax advisor for high net worth individuals and working in a family office that managed all aspects of the financial lives for demanding members of wealthy families.
Lizann graduated from St. Joseph’s University with a Bachelor of Science in accounting and passed the CPA exam. She joined the big eight accounting firm of Touche Ross on the audit staff working for clients in the entertainment, healthcare and retail industries. She then transferred to the firm’s tax staff assisting in the preparation and analysis of tax returns for individuals and corporations and assisting in the development of tax minimization strategies.
Lizann moved to Dean Witter as a wealth manager and then partnered with one of her fellow managers in a family office management company that specialized in looking after every financial aspect of a client’s life. Several clients were professional athletes for Philadelphia sports teams.
Lizann has also had her own tax consultancy preparing and advising on taxes for high net worth clients.
Her role at Profit Focus CFO is advising clients in a controllership role and assisting with the structuring of financial reports so that financial and operational metrics can be better understood and used to help optimize financial results. She is able to help entities obtain more from their resources and to better understand their financial results.
Her accumulated experience can be very valuable to a fast growing closely held business.