Your Hawaii Accountants

With every great business there is a team of accountants that helps to make the business great! That team consists of various members that specialize in income tax preparation, payroll processing, bookkeeping, business advising, or someone to talk to when you don't know what to do, etc. A team of accountants whose goals are to help you reach your business and/or personal goals. That is exactly who we are and what you'll get when you partner up with us. We are that group of accountants working closely together to make up your very own Personal Accountant! Call us at (808) 674-0700 to hire us as your personal accountant! staff3 copy

Lisalisa
E-mail: Lisa@personalaccountant.net

Business Specialist & EA/ CEO

Bachelor’s Degree in Accounting — University of Hawaii 2004. Relevant Courses: Financial, Managerial, and Advanced Accounting, Micro and Macro Economics, Marketing and Consumer Behavior, Tax Concepts, Corporate Tax and Global Management.
Associates Degree in Liberal Arts — University of Hawaii 2002. Relevant Courses: Accounting, Information Computer Science, Business Writing, and Communications.
Other—H&R Block Basic, Intermediate, and Advanced Tax Courses, Investment Securities Series 6 & 63 licenses previously held in 2002, Certified Quickbooks Pro-Advisor since 2004, Notary Public since 2000. Experience in Tax & Accounting, Financial Services, and insurance since 1998. IRS Enrolled Agent (EA)​.  


AnaAna E-Mail: ana@personalaccountant.net

Income Tax Specialist

Accounting & Business Related Course Study— San Francisco State University 1998. Relevant courses: Accounting; Individual & Corporate Income Tax; Payroll and Excise Tax; Business Math; Business Law; Excel; Quickbooks and Information Computer Science.
Other— Relevant Experience: Individual & State tax preparation; business set up; accounting systems training and setup; financial statement preperation; audit assistance; payroll; and general accounting/bookkeeping.  


Iolani Io
E-Mail: iolani@personalaccountant.net

Administrator & Secretary-Treasurer 

Accounting & Business Related Course Study— Leeward Community College 3 years Office Administrative Technology Program.
Relevant courses: Office Management, Accounting, Business Math, Computers, Economics, & Administrative courses. Quickbooks Proadvisor Courses since 2011.
Manager & Partner— Tropical Builders Inc. 5 + years working experience in Accounting & Office Management, Bookkeeping, Quickbooks, Tax Filing, Payroll, Estimates, Insurance, Plans, Permits, Associations, Union Benefits and Contracts.
Other— St. Francis West Hospital – 14 years working experience in medical transcription, customer service, and patient care. Certified in Medical Terminology/CPR/First Aid & Hawaii State CNA. Notary Public since 2016.


KuuleiKUULEIcopy
E-Mail: kuulei@personalaccountant.net

Payroll Specialist 

Accounting & Business Related Course Study– 2010 LSM Tax Course, 2012 Payroll Law Course, Fast Forward Academy IRS Tax Preparer Course, Intuit Academy Payroll Course.
Work Experience: 20 + years working experience in Administration and Office management within the Travel, Health and Business industries. Skills include customer service, programming and data entry for travel related booking engines, inventory & quality control, payroll reports, employee training & office operations, statistical reports, accounts payable/accounts receivable and general accounting/bookkeeping.  


ChelseaChelsea E-Mail: chelsea@personalaccountant.net

Accounting Assistant

Accounting & Business Related Course Study— LSM accounting & Quickbooks course study.
Work Experience: 5 + years working experience in Administration and Office management within the tourism industries. Skills include: customer service, data entry, office operations, and general  


Aran copy Email: aran@personalaccountant.net

Accounting Specialist

Bachelor’s Degree in Accounting— University of Hawaii 2011
Relevant Courses: Intermediate Financial Accounting I & II Management Accounting, Accounting Information Systems Auditing, Federal Individual Income Taxation, Principles of Marketing, Economic & Financial Environment of Global Business, Global Management & Organizational Behavior, International Business Finance, and Strategic Management.
Associates Degree in Liberal Arts— Honolulu Community College 2009. Relevant Courses: Financial Accounting, Managerial Accounting, Information Computer Science, Business Writing and Communications, Micro and Macro Economics.
Work Experience: 6 years of Management experience in Fast Food Restaurant 2 years total of Accounts Receivable, Accounts Payable, and Cash Management experience 1 year total of banking experience.  


Peter

E-Mail: Peter@personalaccountant.net

Income Tax Specialist

Bachelor’s Degree in Accounting— University of Hawaii 2014.
Relevant Courses: Financial, Managerial, Government, and Advanced Accounting, Business Finance, Business Management, Marketing, Strategic Planning, Federal Individual Taxation, Corporate, and Partnership Tax.
Associates Degree in Liberal Arts— Leeward Community College 2011 . Relevant Courses: Accounting, Information Computer Science, Quick Books, Excise Tax, Micro and Macro Economics, Business Writing, and Communications.
Other— VITA Quality Reviewer Advanced Tax Certification. Jackson Hewitt Basic and Advance Tax Courses. Experience in Tax & Accounting since 2010


Kate
E-Mail: Kate@personalaccountant.net

Administrative Assistant


Bachelor’s Degree in Accounting— University of Hawaii 2015
Relevant Courses— Intermediate Financial and Managerial Accounting, Federal Individual Income Taxation, Accounting Information Systems, Auditing, Micro and Macro Economics, Business Communication (Business Writing)
Work Experience— Income tax preparation, 2 years in administrative office, and 1 year in retail industry
Other— office operations, data entry, and customer service