Visionary Financial Services, Inc.


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What we do

  • Bookkeeping
  • Accounting
  • Tax Preparation
  • Bill Payment Service
  • Payroll Services
  • Cash Flow Analysis
  • Budget Preparation
  • Financial Statement Preparation and Analysis

What we can help you with

  • Business Startup Consulting
  • Cash Flow Analysis
  • Break Even Analysis
  • Business Continuity Planning

Our Business - Financial Services & Accounting

Lisa Ann Scopel, MBA-Accounting, President
Robert R. Scopel, MBA-Marketing, VP

We take great pride in helping our clients achieve their financial goals. We want to be a part of your success.

Code of Ethics

As a member of the National Association of Tax Professionals . . .

  • I will keep myself informed of State and federal laws that apply to my field of practice.
  • I will, to the best of my ability, apply these laws for the protection of my clients.
  • I will recognize the individual needs of each and every client.
  • I will observe the client's right to privacy and confidentiality.
  • I will adhere to the Standards of Professional Conduct.


Lisa possesses nearly three decades of experience in accounting, giving her the skills and savvy to open her own practice, Visionary Financial Services, in 2006. Over the course of her career, she has helped countless individuals and small businesses with their unique situations and financial needs.

Lisa received her Associate of Arts degree from Saint Petersburg College, majoring in Accounting, with a minor in Sign Language Interpreting. Her education continued at Florida Metropolitan University, a division of Tampa College, receiving her Bachelor of Science degree in Accounting, with a concentration in cost accounting. She earned her Masters of Business Administration degree from the University of Phoenix, with a concentration in accounting. She is currently studying for the Enrolled Agent examination.
Lisa is active in her community sitting on the boards of not-for-profit organizations and is an active member in her church. She maintains a high level of expertise participating in continuing professional education above and beyond what is required by the Internal Revenue Service and her professional affiliations.

Professional Affiliations (all memberships current)
• National Association of Tax Professionals (NATP)
• National Society of Accountants (NSA)
• National Society of Tax Professionals (NSTP)

Not-For-Profit Board Membership Affiliations
• Christ Evangelical Lutheran Church –Treasurer
• Just Housing Inc. – Treasurer/Secretary
• Contemporary Housing Alternatives Inc. – Treasurer/Secretary
• Lealman and Asian Neighborhood Family Center- Board Member