Our Founder

Phoenix Tax Firm - Phoenix Quickbooks

Cathy Rogers, EA, Lisette Financial is a full-service Certified Public Accounting firm licensed in AZ. All our CPA's hold valid AZ State CPA Certificates.

About Us:

Lisette Financial is a full-service accounting and tax preparation firm in the Phoenix, Arizona metropolitan area. Cathy Rogers, a degreed accountant and Internal Revenue Service Enrolled Agent, has over twenty years’ experience serving individuals and small businesses for all their bookkeeping and tax needs, including IRS representation, entity creation, and QuickBooks consulting. She ensures clients receive the best outcome for their needs and the best value for their money. From monthly bookkeeping services and tax filings, to entity creation and QuickBooks consulting, she loves to help people like you succeed.

Before launching her own business, Cathy worked for big companies for over ten years. She draws on her wide range of experience and practical application to offer the small business owner the same quality of service as their larger counterparts without the price tag of a full-time accountant.

Cathy prides herself on establishing a personal relationship with each client and encourages direct communication and accessibility.

Call Cathy today at (602) 864-3390 or email her at info@lisettefinancial.com to find out how she can support your small business.

Education:

Cathy received her Bachelor of Science degree in Accounting at the University of Phoenix. She pursued further education in that field by acquiring a Graduate Certificate in Accounting.

History:

Cathy Rogers started CRE Bookkeeping Services in 1993 as a full-service bookkeeping service, and later evolved to include tax preparation for individuals, partnerships, and corporations under Lisette Tax Service. Cathy incorporated both businesses under Lisette Corporation (now Lisette Financial) in 1997.

CRE Bookkeeping Services specializes in servicing the small business community with bookkeeping, monthly financial accounting, entity creation, payroll and sales tax reporting, and business and QuickBooks consulting.

Lisette Tax Service provides income tax preparation for individuals, partnerships, corporations, and non-profit organizations. We also provide IRS representation for audits, collections, installment plans, and offers-in-compromise.

The Future:

With the popularity and ease of use of the Internet, a large number of small business owners find operating in the cloud has become a necessity instead of a novelty. For others, the convenience and accessibility appeal to them. To respond to these needs, Lisette Financial began to offer client portals with secure file exchange capability—a first step to enhance current clients' needs and encourage an easy, friendly environment for new clients.

Cathy Rogers has provided personal and customized service since the beginning and strives to continue that trend for the future.