Senior Managerial Accountant
Certified Tax Accountant
Lisa has been the backbone of Wanatee Accounting Services from the very beginning. With over 9 years of schooling, 3 degrees, and 30 years of experience, she makes sure we’re as organized and effective as possible in managing our clients accounting needs. You can count on her to lead our team to be with you every step of the way.
Senior Accounting Partner
Although you do not see Brendan much in the office, he has been our behind-the-scenes team member who specializes in research, Excel spreadsheets for budget planning, as well as personal financial analysis and direction. Brendan graduated with his BA in Accounting from Iowa State University in 2016. He continued his schooling to receive his MBA from the University of Iowa in 2023, and is currently studying for his CPA which will add another layer of expertise to our team.
Daniela Andrade, Bilingual
Daniela is an integral part of our team who has been with us since early 2020. Daniela is an expert at running our office and appointments smoothly as she begins her accounting career. Daniela is essential in leading our Spanish-speaking division. Daniela earned her AA in Accounting in the Spring of 2023.
Junior Accounting Partner
Genesis joined our team in the summer of 2021. She completed her studies with BVU majoring in Financial Decision Making and brings great enthusiasm to our team. Genesis received her BA in the spring of 2023. She will focus on our small business sector and work with our clients closely with all their financial accounting needs.