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

Sounding Board

Sounding Board, the leader transformation company, offers a tech-driven, human-centric approach to leadership development in a volatile world. With world-class leadership coaches and the most flexible software for delivering customized, measurable coaching and mentoring programs, our award-winning Dynamic Leader Development Suite accelerates the growth of leaders at all levels and empowers organizations to thrive through disruption and change.

Sr. Enterprise Account Executive (Via Skye Acquisition)

Skye

RVP Sales, West

Ezra Coaching

Enterprise Account Executive

Ten Spot

Insperity

As a Business Performance Advisor with Insperity I help CEO's and business owners control expenses, minimize risk and exposure, and maximize opportunities for revenue generation through a comprehensive ready-to-use HR infrastructure designed for greater efficiency and profitability.

Sales Executive

GoSite

Providing cloud technology to small businesses helping them stay connected with new and repeat customers in order to continuing to grow their business.
• 100%+ to Quota.
• Identify and develop prospective clients.
• Aggressively prospect into targeted accounts creating interest in GoSite's product offerings.
• Execute daily product demos via screen share as well as in-person, to a variety of job titles.
• Complete a thorough discovery process of all prospects.
• Understand and address prospect questions and objections.
• Connect, engage and motivate in conversations, presentations and written communications.
• Keep a tight up to-date Pipeline in HubSpot that is easily reportable on.
• Travel nationally for in-person client meetings and conferences.

Senior Account Executive

Entrepreneur Academy

Entrepreneur Academy is a global online training program that both teaches and inspires entrepreneurs on how to create a healthy mind, body, and business.
•	Pioneered global growth into all 50 states, Canada, Europe, and Australia.
•	Developed strategic partnerships responsible for more than half of all B2C sales.
•	Exceptional sales conversion of 62% from webinars and email marketing campaigns.
•	Successful customer retention rate of 94%.

Founder

Tangoe

Championed explosive sales growth for Tangoe, the largest Global Managed Mobility Service and Telecommunication Expense Management Provider (Cloud/SaaS/Services). Estimated Revenue of $227M with over 1,500 customers.
•	Executed sales strategy contributing to over $40M of annual bookings and growth from $1.8M in recurring revenue to $227M.
•	Influenced market penetration into over 80% of the Fortune 500 and hundreds of the Global 2000 companies such as Exxon Mobile, General Motors, Cardinal Health, General Electric,  Wells Fargo, Disney, Coca-Cola, Best Buy, and Qualcomm. 
•	Ownership of weekly meetings and presentations with executive team, account managers, client executives, solution architects, digital sales specialists, and various team members in the sales enablement and operations team to address initiatives, challenges, risks, opportunities, and strategies for Tangoe’s annual recurring revenue pipeline.
•	Chief Evangelist for driving and measuring sales methodologies (Customer-Centric, Conceptual, SPIN selling) in over 13 acquisitions, a successful IPO, and global expansion.
•	Cultivated Strategic Partnerships and Business Development ecosystems with: IBM, SAP, HP, AT&T, CSC, and Verizon.

Director of Sales

ProfitLine

Pioneered ProfitLine’s sales strategy for high-growth through industry leading B2B sales, marketing and sales success teams, steering the TEM Industry to a SaaS/Cloud model.
•	Relentless commitment to measurable weekly prospecting activity and metric.
•	Architected 1000 new leads (300 qualified companies) in first 90 days.
•	Ownership of strategic, executive-level sales meetings to drive value-based outcomes that generated shorter sales cycles and faster revenue recognition.
•	Deep understanding of prospect value drivers; utilized these insights to steer and influence sales cycle, while fostering opportunities for additional business.

Business Development Manager

24 Hour Fitness

Ownership of hiring, developing, and leading all client-services personnel from training through to sales, service delivery, and renewals of 100+ clients and 1200+ members.
•	Architected, measured, and scaled fitness department sales and services revenue.
•	Produced company leading fitness department revenue of 120%+ of quota each month.
•	Managed 8 direct reports, providing coaching, performance reviews, certification and management programs, and balanced feedback.

Sales Manager

Enterprise Sales Leader | Business & Sales Performance Coach | Ultramarathoner | mikegoncalves.com

Strategic leadership is the cornerstone of my role at Skye, driving sales growth across the western region. Previously, at Ezra Coaching, I honed my expertise in business development, fostering robust sales pipelines and nurturing key partnerships. At Skye, these competencies are instrumental in expanding our market presence and achieving ambitious sales goals. Our team thrives on creating competitive advantages and fostering a culture of continuous improvement. My mission is to elevate organizational performance through innovative sales strategies and a coaching mindset that ensures success.

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The Battle

Lisa Niser

Michael Goncalves

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