Lisa Weeg, CPA

Partner

When Marie Kelly started Kelly CPA, Lisa Weeg was the first person she hired. So how did that work out? Well, today, our firm’s Employee of the Year award is named for her, and in January of 2021, Lisa was made partner and manager of Kelly CPA’s new office in West Palm Beach, Florida.

Lisa has a stellar track record as a financial professional, with extensive experience preparing and reviewing tax returns for high-net-worth individuals, partnerships, corporations, trusts, and foundations. She’s a born manager with an eye for detail. Lisa has supervised large financial staffs, successfully coordinated as many as 50 concurrent projects, and does it all with the kind of stamina, multitasking skills, and grace that only a mother of three young children can deliver.

A native of Florida, Lisa has studied in the US and abroad. She has a B.S. in accounting and an M.S. in taxation. Her enthusiasm, sunny disposition, and commitment to doing her best for clients and colleagues alike make her a delight to work with. Kelly CPA wouldn’t be what we are today without her. It’s not surprising to hear that Lisa’s clients feel the same way.