Lisa O’Hara

CPA | Senior Manager

We came to them with quite a bit of baggage, and they have been way more than just an accounting/bookkeeping team. They actually treat us like they care about us—both the success of our business and our comfort with how they are handling things. We have leaned on them a lot, and they are always there for us. So Valuable.

Practical. Direct. Kind. Following her heart led her to accounting.

A southern California girl, Lisa grew up basking on the beach, road tripping to Mexico—and eventually became a music industry agent. From music festivals to nightclubs, she negotiated deals and chased budgets while representing touring artists and booking talent at San Francisco’s Great American Music Hall and West Hollywood’s Troubadour.

While the job had its perks, Lisa grew restless, wanting to cash in her California dream for a life of helping others. After talking with her most trusted advisor, her dad, she decided to earn a certificate of advanced accounting at Santa Clara University’s Leavey School of Business.

Accounting turned out to be the answer. Drawing on her business acumen, Lisa now helps Perkins’ clients fortify their tax positions with a discerning eye and smart planning. In off hours, she’s learning to bake bread, no doubt with her beloved pets—a tuxedo cat, a blue heeler, and a rescue terrier—at her feet.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants
  • Oregon Society of Certified Public Accountants

Services Offered

  • Legacy Planning

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