Ms. Lally is a Manager in the Audit and Accounting Services Department. Lisa has more than 20 years of public accounting experience which includes managing and supervising audit, review, and compilation engagements for a variety of businesses and employee benefit plans. Lisa also performs agreed-upon procedures, consulting services, and other special projects.
Her areas of focus include working with closely held companies with complex revenue recognition and capital structures, including venture capital funding and share-based compensation, and large employee benefit plans, including defined contribution, defined benefit and health and welfare plans.
Lisa enjoys the challenge of identifying and solving problems, listening to the needs of her clients, and managing client engagements. She is knowledgeable on current and pending accounting pronouncements that affect her clients and has trained professional staff, as well as members of the Ohio Society of CPAs, on such matters. She has been a speaker for the profession on technical topics and accounting issues.
Prior to joining the firm in 2020, she was an Experienced Audit Manager at BDO USA, LLP where she managed and supervised audit, review and compilation services.
Lisa has a bachelor’s degree from Indiana University.
Ms. Lally can be reached at 216.765.6933 or by email here
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants