Meet Lisa
Certified QuickBooks Pro Advisor
I like to think of myself as a well rounded bookkeeper. I started out working for a small CPA firm in Clearwater, Florida beginning in 1991, processing monthly client write ups.
After that, I worked for a company by the name of Staff Management Systems Inc. located in Tampa, Florida where I held several roles; processing of client payrolls through ADP, worked in Accounts Receivable and then held the position of Benefits Administrator for all of the company's clients.
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“As a Certified Public Accountant with over 37 years of experience, I've had the opportunity to collaborate with numerous bookkeeping services. However, none have impressed me quite like EZ Breezy Bookkeeping Solutions LLC. Their meticulous attention to detail and dedication to accuracy truly set them apart in the industry. They streamlined our clients' financial processes, ensured flawless financial record maintenance and provided insightful reports that made both tax preparation and financial decision-making substantially easier. This not only saves time and resources but also provides peace of mind, knowing that our clients' finances are in capable hands. I wholeheartedly recommend EZ Breezy Bookkeeping Solutions LLC to any business seeking reliable and professional bookkeeping services.”
- Tony D.,
CPA
"I have been working with Lisa for over 20 years. She is professional, hardworking and extremely knowledgeable. She treats all clients with respect and handles all of their needs with a sense of urgency. I highly recommend doing business with Lisa."
- Colleen V.
Bank Manager
“For the past four years, I have had the privilege of working alongside Lisa Moretti whose exceptional bookkeeping skills have played an integral role in the preparation of various financial documents and reports. Her meticulous attention to detail and the impeccable quality of her work have consistently ensured the seamless creation of monthly reports, sales tax documents, income tax returns, and financial statements, among other critical filings. Her response time is exemplary—prompt and reliable, which is invaluable in the fast-paced business environment. Furthermore, her accuracy is unmatched, and her pleasant demeanor makes every interaction a pleasure. Her ambition and continuous pursuit of professional development speak volumes about her dedication not only to her craft but also to the success of those she supports. Lisa is someone I trust without reservation. Her unwavering dedication to her profession is evident in every task she undertakes. I wholeheartedly recommend her services and would not hesitate to refer clients to her. With Lisa, you are assured of a partner who is committed to excellence and who will deliver nothing short of the highest standard of bookkeeping services.”
- Anonymous, CPA, CCA
I am an attorney and our firm has been utilizing Lisa’s services for many years now and there is no one that is more on top of her game than she is. She is always there to answer any questions that we have and we couldn’t be happier having her on our side. There are many things to worry about in business and Lisa has effectively eliminated some of those worries for us.
Michaelangelo Matera, The Matera Law Firm
