From industries including life sciences, technology, professional services, healthcare and diagnostics.
My start-up organization eXIthera Pharmaceuticals LLC, did not require a full time CFO or bookkeeper, however, we wanted to maintain a high level of quality for these outsourced functions. We found it with Lisa Velardo and Aspen Consulting. There are very few companies that possess as high a level of integrity, expertise, people skills, and dependability as Aspen Consulting. Lisa and her team seamlessly implemented our accounting and human resource systems and have become an invaluable resource to help me manage my business.
I have had the pleasure of working with Lisa for the past few years. She is the consulting CFO for a number of my audit clients. Lisa is a true professional that I never hesitate to refer to any of my clients seeking consulting CFO services. When I deal with Lisa during the audit process, I forget that she is a consultant for my client and not their full-time CFO. Lisa is efficient, effective and consistently has her client’s best interests in mind. She possesses excellent technical skills, responds to requests timely, and is deadline oriented. In addition to these skills and qualities, Lisa is also friendly, kind, and a pleasure to work with!
Lisa and her team have been a great resource to me in several companies since 2006. Lisa is a seasoned CFO with deep subject matter expertise especially for life-science companies. Lisa combines a high degree of professionalism and integrity with a very fun personality that you rarely get in an accountant - Highly recommended!
Lisa and her team were a terrific outsourced solution to my start-up company's finance and accounting needs. They were thorough, efficient, responsible, and cost-effective. I recommend them to any young business that needs a professional financing and accounting function but has little or no internal finance and accounting staff.
I worked with Lisa at Boston Heart Labs, where she served as the Company's CFO. I found her extremely knowledgeable and thoughtful. She showed sound judgement, and was always open to new ideas. She was very responsive to the needs of the company and its investors. I highly recommend her to any company who needs needs CFO-caliber work to reach its next milestone.
I am very enthusiastic about recommending Lisa Velardo with absolutely no reservations. She formalized our Finance and HR functions overnight using her existing processes, documentation and strong network of outside service providers. She is well acquainted with the accounting, finance and operational issues faced by start-up companies. And she is fun to work with.
Lisa Velardo jumped into our business as if she had been there for three years. She quickly streamlined our financial systems, created useable reporting templates and delivered both the strategic financials required by our executives as well as dove deep into the operational functions to provide hands-on leadership and knowledge transfer. We have thrown everything we can think of at Lisa including an off shore entity, mid-year domestic acquisition and a venture staff with crisp deadlines. She has handled everything with competence and patience. What we thought would be a short assignment turned into an extended relationship. She has earned our trust and become a fundamental part of our success.
Lisa and I have worked together on several companies where she has taken on the role of CFO and/or CPA consultant. Lisa is my main go-to person on all matters related to accounting and finance and I trust her explicitly for any project, large or small. She is not only the nicest person, but always delivers professional results and responds in a timely manner. I know that any client she takes on will get the best service from Lisa and most value. Lisa and I continue to work on new projects together and there is no other accountant or CPA I would entrust more than Lisa and her team at Aspen Consulting.
As a development stage bio-tech firm we did not initially require a full-time CFO, however, we wanted access to a senior financial manager and CPA. Lisa Velardo provided us with the part-time financial expertise we needed in areas such as budgeting and cash forecasting, audit and tax compliance and complex stock related issues. During the time I have spent working with Lisa, I have found her insights to be extremely valuable in helping me run our business. She has earned my trust and respect.
From our Company's inception to high growth, Lisa served as our ‘on-demand’ CFO. She provided the entire spectrum of professional financial services, including fundraising, controlling, audits, taxes, and board and investor reporting. Her in-depth expertise in complex matters and prudent think-ahead attitude earned her the trust of the Board and myself.