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Lisa Klees

Director of Operations at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/lynchdallas">Lynch Dallas, P.C.</a>
Intro Book
Seasoned accounting professional with expertise in financial management and operations.
  • Claim this Profile
Location
Cedar Rapids, Iowa, United States, US
Skills
  • Quickbooks
  • Peachtree
  • Excel
  • Databases
  • Financial Reporting
  • Show all
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Bio

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Topline AI
Lisa Klees is a seasoned accounting professional with 20+ years of experience in financial management, accounting, and operations. She has worked in various roles, including Director of Operations, Accountant & IT Manager, Finance & HR Manager, and Assistant Office Manager. Her expertise includes financial reporting, budgeting, payroll, accounts payable and receivable, and human resources management. She holds a degree in Business Administration with a finance minor from Mount Mercy University.

Experience

  • Lynch Dallas, P.C.
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Director of Operations
      • Jan 2024 - Present

    • Accountant & IT Manager
      • Nov 2017 - Jan 2024

  • Catherine Mc Auley Ctr
    • Cedar Rapids, Iowa Area
    • Finance & HR Manager
      • Jan 2017 - Mar 2018
      • Cedar Rapids, Iowa Area
  • Lynch Dallas, P.C.
    • Cedar Rapids, Iowa Area
    • Assistant Office Manager
      • Feb 2014 - Jan 2017
      • Cedar Rapids, Iowa Area
  • ISU Extension Linn County
    • Bookkeeper
      • May 2011 - Apr 2014

      Office Operations•Coordinate the ordering, organizing, and distributing of office supplies•Organize and manage conference room schedules•Manage purchasing and maintenance of office equipment •Manage office lease and building, including scheduling maintenance•Nominated as Team leader for the offic...

  • Jackson & Jackson PLC
    • Accountant/Office Manager
      • Mar 2010 - Jun 2011

      • Processed payroll, payroll taxes, W-2s and 1099s• Prepared monthly financial statements• Prepared monthly billing of clients• Processed accounts receivable and accounts payable • Responsible for general office duties, including IT issues• Controlled and reconciled all bank accounts, including c...

  • RSM McGladrey
    • Client Service Representative II
      • Mar 2009 - Mar 2010

      • Processed payroll, payroll taxes, W-2s, and 1099s for over 10 local businesses• Prepared monthly, quarterly and annual financial reports for 20 local businesses• Troubleshoots clients issues to determine the most effective solution• Updated and maintained 20 local businesses Accounting records ...

  • American Red Cross
    • Assistant Director of Finance
      • Jun 2006 - Mar 2009

      • Contributed to the development of procedures to become a first in the nation Cash-Basis Accounting Hub for 26 American Red Cross chapters• Successfully balanced the needs of cash chapters with responsibilities and demands of the local chapter• Trained staff at cash chapters to utilize newly dev...

  • AmeriCorps NCCC
    • Corps Member
      • 2004 - 2005

Education

  • 2000 - 2004
    Mount Mercy University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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