Ep. 20 - Lisa Anderson: Partner At Morse&Company In Tulsa, Oklahoma - a podcast by Peter Margaritis, CPA & C-Suite Radio

from 2016-10-17T10:00

:: ::

On today’s episode I’m talking to an extremely passionate CPA, Lisa Anderson, a partner at Morse&Company. In addition to being a CPA in tax, she is also Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) through the AICPA.
Lisa originally became an accountant because she didn’t think she wanted to interact with people. However, through the many steps of her career, she has discovered that she does like being around other people – and she discovered that being an accountant isn’t just a technical job, it’s a relationship-building job. 
“I have knowledge and I have a skill set that I want to share with people. If I'm not presenting it, it's not getting out there. So it's worth having that fear initially.” 
Lisa is passionate about specialized tax education, particularly as it relates to divorce. She gives presentations to attorneys, other accountants and non-accountants, although she faces a major challenge in marketing divorce law education to the average person – the person who may one day really need that information to make a good decision. There’s obviously a monetary piece to this, but just listening to Lisa it’s obvious that the main driver is how much she wants to help people. 
“I love giving people the skills to be able to make decisions. I never want to direct people to make a certain decision, but I want to give them the tools and the knowledge. I want to educate people. I want them to be able to make good decisions.” 
Lisa brings a welcomed dose of empathy to the accounting field, and I appreciate her for that. Empathy is huge for CPAs, and those that choose to employ it build much better relationships with their clients. 
“It's helping people with a problem overcome the problem, acknowledge there's a problem and figure out how to tackle the problem. We don't always make it go away entirely, but we find a solution.” 
I greatly appreciate Lisa for taking the time out of her day to sit down and talk with me. She is a delight, and she brings a lot of valuable information and relationship-building skills to the fields of accounting and divorce law. If you’re going through the process of a divorce and you need a little information, Lisa is the person to talk to. An investment in her may save you a lot of money in the long run. 
 Production&Development for The Impact Entrepreneur Show by Podcast Masters
--How To Leave a Review For My Podcast:
I would appreciate if you take a moment and write a review. It helps the podcast find greater visibility in the iTunes community. Here are the seven steps you need to take in order to leave a review:Launch Apple’s podcast app
Tap the search tabEnter “Improv Is No Joke” in the search bar
Tap the blue search key at the bottom rightTap the album art for the podcast
Tap the reviews tabTap “write a review” at the bottom and begin writing
If you’d like to leave a review but remain anonymous, all you have to do is go to your iTunes account information page, go to your settings and click, “Edit nickname.”Learn more about your ad choices. Visit megaphone.fm/adchoices

Further episodes of Change Your Mindset

Further podcasts by Peter Margaritis, CPA & C-Suite Radio

Website of Peter Margaritis, CPA & C-Suite Radio