Privately Held Businesses
As a closely held or family business owner, you are subject to unique business challenges. As in most businesses, however, your ultimate success is impacted by the choices you make. Because your closely held or family owned business is your most important asset, your need to preserve and protect it is a top priority.
At Lewis, Hooper & Dick, LLC, we strive to understand the complexities of your situation, and we have the experience and resources necessary to provide personalized support in many areas of your business. As your objective business advisor, we have the resources to provide you with a team of qualified professionals.
In addition to our traditional tax and assurance services, we provide a number of specialized services to closely held and family business owners:
Strategic Planning
- Vision development/refinement
- SWOT analysis
- Financial analysis
- Strategic contingency planning
Estate Planning
- Transfer of ownership
- Tax planning
- Tax compliance
- Gift planning
- Buy/Sell agreement development
- Retirement planning
Succession Planning
- Management/Ownership succession planning
- Shifting control
- Writing succession plans
- Financing
- Tax planning
- Retirement planning
- Buy/Sell agreement development
IT Consulting
- Technology planning and budgeting
- Security management
- Policy and procedure development and implementation
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As a senior manager in the audit and tax department at Lewis, Hooper & Dick, LLC, Keysha assists with commercial audits, tax preparation for individuals and businesses, tax planning, multi-state tax preparation, and payroll tax preparation. Additionally, she is instrumental in the performance of compilations and reviews, including financial statement preparation, and assists with correspondence from federal and state taxing authorities. Though Keysha serves many different types of businesses, she primarily works with the firm’s agricultural clients.
Keysha joined LHD in 2009 after graduating from Fort Hays State University with a Bachelor of Business Administration in Accounting. In her free time, she plays the French horn for local music groups and enjoys golfing. She also loves spending time with her husband, Nick, and daughters, Kate, Morgan and Emma. What’s more, Keysha doesn’t just work with other people’s businesses—she’s a business owner herself! She recently became an independent rep selling athleisure wear.
Professional Designations and Licenses
- Certified Public Accountant (CPA)
Memberships
- American Institute of Certified Public Accountants (AICPA)
- Kansas Society of Certified Public Accountants (KSCPA)
- Fort Hays State University Alumni Association
Education
- Fort Hays State University
- Bachelor in Business Administration
- Garden City Community College
- Associate of Art Degree
Lisa began her accounting career at Lewis, Hooper & Dick, LLC in 2008 and currently serves as a member/owner. She primarily works with the firm’s governmental and tax clients, and assists with audits, tax returns, financial statement preparation and staff training. Lisa also serves on the accounting and audit committee, where she is responsible for maintaining quality control for the firm’s attestation services. As a QuickBooks ProAdvisor, she assists clients and staff with the utilization of QuickBooks.
In her free time, Lisa pursues a variety of hobbies, including traveling, arts and crafts, and running 5k races.
Professional Designations and Licenses
- Certified Public Accountant (CPA)
- Chartered Global Management Accountant (CGMA)
Memberships
- American Institute of Certified Public Accountants (AICPA)
- Kansas Society of Certified Public Accountants (KSCPA)
- Western Chapter of the KSCPA
- Kansas Wesleyan University Alumni Association
- Tumbleweed Festival
- Treasurer
- Spirit of the Plains CASA
- Former Treasurer
- Finney County Relay for Life
- Former Accounting Chair
Education
- Kansas Wesleyan University
- Master of Business Administration in Accounting
- Bachelor of Arts in Business Administration and Accounting