Lisa Sherman

Shareholder, CPA


  • Software Research
  • Integration Consulting
  • Sage Intacct


Lisa Sherman has over 25 years of experience in both public and private accounting. Leading our accounting outsourced services, Lisa serves clients in the construction, retail, healthcare, nonprofit, and professional services industries. She engages with leadership teams to accelerate business performance, provides client assessments for workflows and technology, month end reporting and analysis, and budgeting and forecasting all using a standardized technology stack to be efficient and streamlined. 

Lisa leverages her strong enthusiasm for finance and technology to provide impactful solutions to her clients. She has developed a deep understanding of how software can advance an organization’s financial reporting and performance. While working with clients, Lisa strives to develop a deep understanding of their goals and needs. She wants to provide a solution that will answer their questions and resolve their outstanding challenges.  

A graduate of Walsh College, Lisa earned her Bachelor of Science degree in Accountancy. She is also a member of the Michigan Association of Certified Public Accountants.

News & Insights From Lisa