Lisa A. Wood
Owner & CEO
With more than 30 years of experience in local government finance, Lisa Wood brings seasoned leadership, practical knowledge, and disciplined financial management to every client relationship. Her background includes advanced education in accounting and finance, securities, life insurance licensing, and certification as a QuickBooks ProAdvisor.
Lisa’s career has been built on accountability, compliance, and responsible stewardship of public funds, principles she now applies to serving individuals and small business owners. She understands that strong financial management is not about trends or shortcuts. It is about structure, consistency, and clear decision-making grounded in sound fundamentals.
At Wood Bookkeeping Services, Lisa operates with integrity, discipline, and transparency. She blends time tested financial principles with modern tools and technology to help clients protect what they have built, strengthen their operations, and move forward with confidence.
Her approach is straightforward: clear communication, practical solutions, and measurable results. Whether guiding a small business owner through financial organization or helping a family create a long-term strategy, Lisa is committed to providing steady, trustworthy leadership every step of the way.
“We handle the books, you handle the brand”
Why Choose Wood Bookkeeping Services
Our firm is proudly certified as an Intuit QuickBooks ProAdvisor (Levels 1 & 2), demonstrating advanced knowledge in QuickBooks setup, cleanup, and ongoing bookkeeping support. This certification ensures your financial records are accurate, compliant, and optimized to support smarter business decisions.
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Nearly 1 in 5 small businesses fail within the first year, and about 50% fail within five years often due to poor cash flow management and lack of financial oversight (U.S. Bureau of Labor Statistics).
We provide structured bookkeeping and financial systems that protect your business from becoming part of that statistic. -
According to a U.S. Bank study, 82% of business failures are linked to poor cash flow management or lack of understanding of cash flow.
We help you understand where your money is going, what is coming in, and how to maintain healthy operating margins. -
A Federal Reserve survey found that nearly 37% of Americans would struggle to cover a $400 emergency expense without borrowing or selling something.
We help families create budgeting systems and savings strategies that build emergency reserves and long term security.
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Research shows that nearly half of working households are at risk of not having enough income in retirement (National Institute on Retirement Security).
We provide practical retirement planning strategies designed specifically for middle-class earners and small business owners.
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Wood Bookkeeping Services envisions a future where working families and small business owners break free from financial uncertainty reducing business failure rates, strengthening emergency savings, and closing the retirement preparedness gap through disciplined bookkeeping, structured planning, and sound financial principles..
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At Wood Bookkeeping Services, we help individuals, families, and small business owners gain financial clarity and build lasting stability. Our mission is to deliver dependable bookkeeping, practical financial management, long term retirement planning and straightforward financial education tailored to the needs of working middle class households and growing businesses. We believe strong financial foundations create confident decision-makers, healthier businesses, and more secure futures.
Contact us
Feel free to reach out with any questions or to set up a meeting for financial coaching that will help you achieve financial clarity and prepare you for the best path to your financial freedom under the Law! remove sign up for news