OUR TEAM

Lisa Davis

Senior Accountant

Based in Chandler, Arizona, Lisa comes to Blueprint CFO as a senior staff accountant with extensive involvement with multiple businesses over the years, including recent experience working with a fractional accounting firm for three years.

Lisa began her career as a chef, graduating with a Culinary and Restaurant Management degree from the Scottsdale Culinary Institute. Her determination and resourcefulness led her to operate her own catering business for 4 years in the Phoenix metropolitan area.

She transitioned away from the restaurant business and combined her management techniques with her business acumen and moved into the administrative and accounting side of the industry. This move is what allowed Lisa to continue growing within management and accounting. In 2010, she joined a growing digital marketing company, and was an integral part of the business’ growth until the company was sold in 2016, at which point she joined Deluxe Corporation.

Lisa has had the opportunity to develop her skills in many different industries over the past 20+ years. With experience ranging from non-profits and manufacturing to digital marketing and audit support, Lisa prides herself on relationship-building and helping business owners to create a positive environment that nurtures forward-thinking, growth, and support.

Lisa’s broad expertise across all facets of business development and growth is where her value truly shines. She prides herself on mentoring teams and providing clients with collaborative and innovative solutions.

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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