About Us
About Us
With decades of real-world experience, the friendly staff at Books & Balances is ready to assist with all of your bookkeeping needs.
With decades of real-world experience, the friendly staff at Books & Balances is ready to assist with all of your bookkeeping needs.
Lisa Lorentzen
Owner & Bookkeeper
Hi, my name is Lisa, and I was born and raised in Connecticut. In 2006, I moved with my husband and two small children to South Carolina. We love the upstate! I have 30-plus years of experience in bookkeeping. No matter where I was, or what path I’ve taken – I always come back to accounting and bookkeeping.
After moving to South Carolina, I worked for several small companies doing their books. When one of the accounting firms was hiring, they asked me to apply. I was hired, and for 15 years I enjoyed working there, learning how best to help small businesses and entrepreneurs, and becoming QuickBooks certified. My specialty was in preparing taxes, payroll, financials, and sales tax for small businesses and high-net-worth clients. In 2021, I finally reached my goal of starting my own business, doing the work I have always enjoyed.
After moving to South Carolina, I worked for several small companies doing their books. When one of the accounting firms was hiring, they asked me to apply. I was hired, and for 15 years I enjoyed working there, learning how best to help small businesses and entrepreneurs, and becoming QuickBooks certified. My specialty was in preparing taxes, payroll, financials, and sales tax for small businesses and high-net-worth clients. In 2021, I finally reached my goal of starting my own business, doing the work I have always enjoyed.
Laura Johnson
Bookkeeper
Hi, my name is Laura. While in college, I interned at an accounting firm here in Greenville. I loved bookkeeping and accounting, and within a few months I took on a permanent position. During the four years working there, I learned so much and knew this was what I wanted to do. I am also QuickBooks certified. I love to travel, and working remotely is perfect.
Ron Abarquez
Certified Tax Counselor
Hi, I’m Ron. After 30 years in the engineering field, it’s time to turn my attention to helping clients in the ever-changing personal and small business income tax landscape. As a certified VITA/TCE tax counselor, I filed 80 returns annually. I chose to consult with Books & Balances to provide clients the perfect combination of tax preparation service and accounting with personal attention, accuracy, and integrity. We use professional Drake Tax software. We will e‑file your federal and state returns and support you throughout the season.
Education: BS, Mechanical Engineering, MIT; MBA, Rensselaer Polytechnic Institute
Education: BS, Mechanical Engineering, MIT; MBA, Rensselaer Polytechnic Institute
Testimonials
“ I’m a small floral event business owner, and like a lot of us, I am good at what I do but not great at the bookkeeping end. I got my QuickBooks all tangled up. Books & Balances was quick to respond to my needs to get my books straightened out and actually took the time to help me understand the QuickBooks system better. When I have questions or need assistance, they are always friendly and very helpful. Now I can focus on the parts of my business that I really love! ”— Rachel
“ The team at Books & Balances keep my monthly transactions up to date. I can comfortably run the day-to-day operations knowing the general ledger and P&L’s are accurate. I appreciate how they try to understand my business and look to me for certain advice. When I’ve had questions in the past, they have been quick to answer them on the same day. They have even resolved any billing issues with vendors. I trust their excellent advice. I would highly recommend Books & Balances for any entrepreneur. ”— Nina Kennedy, DC