Lisa Strauss Niser, E.A.

https://www.lisaniser.com

1:1, online and group programs to help you overcome the fear of taxes and make informed decisions.

Sample sessions include:
What Entrepreneurs Need to Know About Taxes.
How Cash Flow and Taxes Change when You Make Partner at a Professional Firm
The Importance and Impact of Financial Wellness
Understanding the Tax Impact of Retirement Plans and HSAs
How W4s and Withholding Work
What Real Estate Investors Need to Know About Taxes.
Tax Basics 
The Tax Side of Child Care including What It Means To Be A Household Employer
Marriage and Taxes

Speaker I Educator

Lisa Strauss Niser, E.A

https://www.lisaniser.com

Tax preparation and planning, financial planning and IRS representation for individuals, entrepreneurs and small businesses.

Tax Advisor

PricewaterhouseCoopers LLP

Prepared individual, trust, partnership, and S corporation tax returns for corporate executives, many of Fortune 500 companies, and other high net worth individuals.

Provided financial planning services, including estate, retirement and options planning, to corporate executives of Fortune 500 companies and other high net worth individuals.

Consulted with individuals and small businesses on how to utilize Quicken and Quick Books software to manage their books and financial affairs.

Worked with the developer of the firm’s financial planning software to continually enhance and improve its effectiveness.

Developed a financial planning template for use with the firm’s electronic file system that was rolled out firmwide.

Manager

Altschuler, Melvoin & Glasser LLP

Prepared individual, trust, partnership, and S corporation tax returns for high net worth families.

Assisted with tax planning strategies, including creation of family limited partnerships and family foundations.

Prepared semi-annual financial summary showing asset allocation, rate of return and net worth information by account and by investment manager for a family with 16 separate entities.

Provided assistance with financial transactions on a regular basis as primary contact for a family worth over $80 million.

Tax Senior

How would it feel be financially well? To understand enough about taxes and finances that you feel in control of your finances, know the questions to ask, and can make informed decisions that work for you and your goals?

I am here to help you achieve that!

My approach to taxes is to take time to listen to you, ask you questions and help you understand how things work in a way that makes money feel manageable. Whether you are an individual, a small business owner, or the education/employee engagement manager for an organization, I can help you learn what you need to know so you and your team can ask good questions and make decisions that fit your priorities and move you towards meeting and maintaining your goals.
 
My background comes from working at E&Y and PwC and having exposure to big firm accounting and to different ways of working with both individuals and organizations.  Through my experiences, I saw first-hand the value that individualized, judgment-free support provides.
 
I combine this background and my focus to provide realistic, simple advice since the day I started my practice in 2003. I take on a limited client load so I can provide support throughout the year to answer questions and help my clients become comfortable with and confident about taxes and money.
 
In fact, many clients hire me to support them on a consulting basis and refer to me as their “advisor on speed dial.”
 
One of my favorite ways to provide value is to help organizations empower their employees by providing financial wellness benefits.  This includes providing interactive workshops woven with real life scenarios and fun, I help teams understand that money can be a source of power in addition to sometimes being a source of stress.  And since learning about money is a great equalizer, my programs benefit both the employees and the company! 
 
𝐖𝐡𝐞𝐧 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐭𝐚𝐱𝐞𝐬 𝐚𝐧𝐝 𝐦𝐨𝐧𝐞𝐲, 𝐡𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐭𝐨 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐦𝐞:

- 𝐉𝐨𝐢𝐧 𝐦𝐲 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐧𝐝 𝐫𝐞𝐜𝐞𝐢𝐯𝐞 𝐭𝐚𝐱 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞: https://www.lisaniser.com

- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐛𝐫𝐢𝐧𝐠𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐞𝐥𝐥𝐧𝐞𝐬𝐬 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧: https://bit.ly/lisaniser
 
- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐚𝐱 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: https://bit.ly/lisaniser

Lisa Niser

be the change HR, Inc. 

I'm so delighted to be the CEO of a company and philosophy I'm uber passionate about!

be the change HR, Inc., a conscious company, provides HR support for small-to-medium sized businesses in any facet of HR from pre-hire to post-term and everything else that happens in between.  We not only focus on compliance but also strategies to create and support happy, healthy workforces.

In addition to this, our company provides free job readiness workshops to nonprofits and free job coaching to its participants.
​
We are not only HR Consultants, but we are also Life Changers.
​
"Be the change you wish to see in the world."  -M. Gandhi
​
Yup...we're doing just that! ;-)

Founder and CEO

P4 Collective

Strategic Collective of C-Suite Executive | Helping You Maximize Business Growth and Performance

As your business grows, so does your need for resources - tools and people. When you work with us, you have access to each and every discipline to round out your team, departments and the functional and strategic thinking to help your business succeed.

We provide Operations, Finance, HR, Marketing and Sales on an interim or fractional basis to help identify opportunities and implement solutions to increase cash flows, change the drivers to long-term growth, and reduce risk, and to help you create and enhance your valuation story if you're ready for sale or exit.

CHRO | Trusted Advisor

VertiSource HR

Hired to overhaul the Human Resources department’s internal process as well as solely support a client base of approximately 200 small-to-large sized businesses/clients as a true Human Resources Generalist in various industries in 28 states including California, Utah, Texas, Oregon, Washington, Colorado, Florida, New York, Ohio, Idaho, Arizona, New Mexico, Connecticut, Michigan, and Maine.

HR Director

Aliantel, Inc

Hired as the first HR professional for a multi-faceted construction company to manage and build the HR function.

Human Resources Manager

Working Wardrobes for a New Start

Working Wardrobes, an Orange County Charity Organization, empowers men, women and young adults in crises to confidently enter the workforce through career development and wardrobe services.

I have been given the opportunity to be part of this great non-profit organization wherein I am able to use my talents and abilities to *CHANGE SOME LIVES* -> powerful stuff!

Volunteer "Success Coach"

Ghost Group

Hired as the sole HR Professional for a technology venture capital firm in start-up to create, develop and grow the Human Resources function for the parent company and several affiliated companies.

HR Manager ((&& Ambassador of Awesome))

Sambazon

Hired as the first HR Professional to develop, grow and elevate the organization (org was founded in 2000) focusing on delivering HR Generalist support, strategic HR management and company culture leadership.

HRologist

Through numerous contracts, assessed, created, implemented, and managed several different HR initiatives, tasks, projects and programs allowing for extensive experience in all areas of Human Resources.

HR Consultant

American Housing Partners, Inc.

Managed the entire Human Resource function for several sites in California and Utah to include employee relations, payroll, policy and procedures, corrective action, performance management, OSHA, sexual harassment training (AB1825), labor law, attorney-company interface for EPLI, employee handbook updates and changes, COBRA, compensation and benefits, FMLA, reward and recognition programs, on-site visits and communication continuity for the employees of the company.

Human Resource Coordinator

The Companion Group, Inc.

Manager of Operations

When the business was started I wrote a blog on the business’ first day on October 6, 2017.  

"My dream...that I will influence others to be a 'Conscious Capitalist.' That my company will grow into several consultants who believe in great work and the betterment of the world through their work."

The reason this business was started was to do two things at the same time: HR and philanthropy.  Fast forward to today and be the change HR not only provides stellar HR Pros who have a work environment built upon their joyful positive workplace experience, not only supports small businesses with their HR function in all ways you can imagine but also gives back to the community to by providing free job readiness classes and coaching to the clients of nonprofits, helping men and women who’ve experienced human trafficking to build skills to find healthy gainful employment.

1% of the topline revenue of be the change HR is dedicated to this Job Readiness Program. 

We are WBE and MBE certified.

"Be the change you wish to see in the world." <-yup, we're doing just that

taplio

The Battle

Lisa Niser

LeiLani E. Quiray

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?