Lisa L. Chaffee, CPA

Partner

Lisa L. Chaffee

Building relationships is one of my favorite parts of my career. Getting to know clients, both professionally and personally, is greatly rewarding. The goal is to help clients achieve their goals and to be a resource they can call on to find solutions.

OVERVIEW

With over 25 years of experience Lisa continues to serve nonprofit clients, as well as small business and individual clients. She often works on consulting projects with clients in addition to compliance projects.

If you work with Lisa, you can expect an experienced and client-focused professional who is ready to meet your goals. Lisa has several specialties under her belt and she has the experience you need to make the right decisions for your nonprofit or small business.

Outside of work, Lisa enjoys spending time with her family and attending her children's various concerts, dance performances and sporting events. She is an active member of the community and volunteers with a variety of nonprofit organizations.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Western Dakota Estate Planning Council

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Science, Accounting – North Dakota State University, Fargo

KNOWLEDGE

Client Work

  • Provides tax consulting and research, tax compliance and accounting services to nonprofits, small businesses and individuals.
  • Specialized in clergy and church taxation issues.
  • Experienced provider of business consulting, QuickBooks consulting and payroll and reporting services.
  • Serves on the firm's nonprofit tax leadership team. Acts as head of the Bismarck office's tax department and has spoken at several nonprofit and tax reform related seminars.

COMMUNITY

Community Involvement

  • The Banquet Board of Directors
  • Bismarck Mandan Chamber Foundation Board of Directors
  • Sanford Bismarck Board of Directors
  • Dream Center Bismarck – Volunteer
  • United Way Day of Caring & Backpack Program - Volunteer