We know the money side of the business isn’t everyone’s cup of tea (or latte, for that matter). But it’s ours, we live for a good spreadsheet. Do you want to meet our team?
With over two decades in the financial sector, my experience ranges from working with startups to established corporations. As a CPA and former Financial Director at a large institution, I managed multimillion-dollar budgets and advised C-suite executives on strategic financial direction. I've also taught finance and accounting as a college professor. I started what was formerly known as Bluewater Virtual Business Solutions (BVBS), now Profit & Lattes, to offer financial management beyond traditional bookkeeping, helping coaches and creatives remove financial stress and focus on growth.
As your lead Financial Advisor & Strategist I am here to help your business thrive and become a trusted partner in your financial journey.
I'm a huge country music fan and love singing along, even if I get the lyrics wrong
I have five siblings whose names start with K, have five letters, and end in Y
I'm also obsessed with my cat Cleo, our office manager, who sleeps on my desk and often appears in my Instagram stories
Hey, I’m Lisa! Your all-in-one financial expert here at Profit & Lattes. With a comprehensive background in bookkeeping, financial analysis, and advisory services, I'm dedicated to helping small business owners achieve financial stability and success. Combining my CPA expertise and entrepreneurial experience, I provide a holistic business approach to financial analysis.
At Profit & Lattes, I wear many hats to ensure your financial needs are met. Whether it’s managing your books, providing detailed financial forecasts, or offering strategic financial coaching, I am here to support you at every step. My goal is to create clarity around your business’s finances and give you the confidence to build a sustainable and prosperous business.
I'm an avid hiker and have completed 800km of the Bruce Trail
I'm obsessed with national parks and road trips and am a digital nomad who’s always on the road with my dog Artemis and partner Matt
I’m also a big fan of stand-up comedy
Morgan here, the lead Bookkeeper at Profit & Lattes!
I recently graduated from Lambton College's Business Administration-Accounting program and am enrolled at Nipissing University's Bachelor of Commerce. Before returning to school, I worked in real estate and corporate law for five years, discovering my passion for business and entrepreneurship.
At Profit & Lattes I will help you with all things bookkeeping; from categorizing day-to-day transactions, following up on outstanding bills and invoices, reconciling your accounts, and providing monthly financial statements.
I have 3 siblings, 2 of them have four legs and like to bark
I’m always looking for ways to create, whether that’s painting, sewing, or cooking
I do dance like nobody’s watching
With over a decade in operations management, I've honed my skills in streamlining processes, improving client service delivery, and driving efficiency. At Profit & Lattes, I want to ensure our operations run seamlessly, allowing our team to focus on helping clients thrive. I provide a strong operational backbone that empowers our clients and colleagues to excel.
I love being part of the Profit & Lattes team because we excel in the numbers game and genuinely care about our client's success. It's rewarding to see our positive impact on service-based businesses and work with such an inspiring group of women daily.
Dog Mom to a super cool Goldendoodle named Doug
Mug addict (for my tea...I don't drink coffee, I know, weird!)
Nacho and guacamole-obsessed
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