Soulence Tax and Wealth Advisors

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      • Christopher Anderson
      • Kathy Anderson
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      • Diana Anderson
      • David Jensen
      • Thora Eagar
      • Lina Ansons
      • Kelly Southworth
  • SmartVault
  • Services
    • Tax Preparation
    • Bookkeeping
    • Payroll
    • Wealth Planning
    • Cost Segregation
    • Business Strategy
  • Worksheets
    • Engagement Letters >
      • Privacy Statement
      • Individual Engagement Letter
      • Business Engagement Letter
      • Tax Credit Form
      • 2020 Questionnaire
    • Tax Organizers >
      • Individual Organizer
      • Business Organizer
      • Rental Organizer
  • Resources
    • Refund Tracker
    • Deduction Lists >
      • Business Owner
      • Contractors
      • Daycare
      • Farms
      • Medical Professional
      • MLM/Direct Marketing
      • Realtors
      • Rental Property
    • Finance Blog
    • Tax Reminders
  • About
    • Contact
    • Your Team >
      • Christopher Anderson
      • Kathy Anderson
      • Heather Prothero
      • Jeremy Anderson
      • Chris Katsanevas
      • Jacob Martin
      • Brittany Anderson
      • Lissa Adams
      • Diana Anderson
      • David Jensen
      • Thora Eagar
      • Lina Ansons
      • Kelly Southworth
  • SmartVault

Lissa Adams
Bookkeeping Manager

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Lissa is our Bookkeeping Manager here at Soulence. She joined our team in November 2015. She received her bachelors in Accounting from Utah Valley University and specializes in Managerial accounting. With her accounting skills she has worked in various industries such as Home Security, Oilfield Operations, Industrial Steel Manufacturing, and Small Business ventures. She is highly skilled in QuickBooks and offers basic training to clients upon request. The thing she loves most about bookkeeping is getting to know her clients and helping them with their financial reporting needs.

Lissa has 3 children, 2 bunnies, 2 dogs, a Bearded Dragon, and a cat. Basically a small farm. She loves to remodel and redesign older homes and has leaned to do most construction applications. She enjoys building and refurbishing furniture as well. Her favorite moment in time is driving the north shore of Oahu in a Jeep with her kids.
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​Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. Soulence, LLC and CoreCap are separate and unaffiliated entities.