Full Service Firm
We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.
Small Business Accounting
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation
Tax
Tax Preparation • Tax Planning • State and Local Tax • Property Tax • Tax Credits and Incentives • IRS Audit Representation • Tax Consulting
QuickBooks
QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •
Advisory
New Business formation • Business Valuation • Internal Controls • Worker's Compensation Audits
Non-profit
Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • 990 Postcard/990N • File Tax-exempt
Personal Financial Planning
About Us
Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Lise Walker
Certified Public Accountant/Owner
Lise is a Certified Public Accountant and the owner of the firm Walker & Company in which she formed in 1992. She has over 35 years of public accounting experience including extensive experience with individual, corporate and estate tax. Lise holds a degree in accounting and finance from Florida State University and a master’s in taxation from Georgia State University. She holds her CPA licenses in Georgia and Florida. Lise is a member of the Georgia Society of CPAs, the American Institute of Certified Public Accountants and the North Fulton Chamber of Commerce. Lise sits on various non-profit boards and currently is the president of Bike Roswell. She also is a member of the advisory committee for a local technical college for their accounting program development. Outside of the office, Lise is an avid cyclist, gardener, chef and enjoys spending time with her family and her dog Bailey.
Karen Korshak
Certified Public Accountant
Karen is a Certified Public Accountant and joined Walker & Company in 2014. She brings to the table over 30 years of public accounting experience. Karen’s work experience includes compilations, audits and reviews, sales, payroll and property tax, non-profit, employee benefit plans, and tax preparation (individual, corporate and partnership). Karen is also a Certified QuickBooks Online Pro-advisor, an alumnus of Leadership North Fulton, a member of the American Institute of Certified Public Accountants and Georgia Society of CPAs and serves on the task force for the GSCPAs Southeastern Accounting Show. In addition, she served as the President of the Georgia Breast Cancer Coalition Fund. Karen holds a BBA in Accounting from the University of Georgia. In her spare time, she plays guitar, runs and spends time with her family.
Diane Dunphy
Bookkeeper
Diane joined Walker & Company in 1999 after working with one of their non-profit clients. She has worked in both large corporate accounting environments and small public accounting offices. Diane’s work experience includes compilation, reconciliations, payroll processing/reporting and sales tax and individual tax preparation. She holds a Business Admin/Accounting degree from the State University of New York. Her outside interests include spending as much time as possible with family, kayaking, and cooking. She has a new granddaughter that keeps her busy, as well as a daughter in Denver that she enjoys hiking and skiing with.
Amy Works
Bookkeeper/Certified Quickbooks ProAdvisor
Amy joined Walker & Company in 2019. She has over 10 years experience working for non-profit organizations and small businesses. Her work experience includes monthly bank reconciliations, payroll, sales tax, accounts payable, accounts receivable and financial reporting. Amy graduated from the University of Akron in Ohio with a Bachelor of Arts degree. She is a huge Cleveland Browns fan and loves living in Roswell with her two rescue dogs, Remi and Jack.
Cheryl O’Brien
Office Manager
Cheryl is the part time office manager/administrative assistant who joined Walker & Company in 2002. Prior to Walker & Company, she spent numerous years in the investment banking and financial services industry as a licensed sales assistant for such firms as Alex Brown & Sons, Lehman Brothers, & Smith Barney Shearson. She retired from the corporate world in 1999 to stay at home and raise 3 children. Originally a Navy brat who grew up in Hawaii, Cheryl relocated from Richmond, VA to Atlanta with her husband in 1993. She earned her bachelor’s degree at James Madison University in Virginia. In her spare time, she enjoys entertaining, gardening, volunteering and traveling.
Julie Allnutt
Administrative Assistant
Julie is the part-time receptionist/administrative assistant who joined Walker & Company in 2014 after retiring from her full-time position as an executive assistant with Jones Lang LaSalle. She has over 35 years of loan and administrative experience in the banking and financial services industries with BankSouth (now Bank of America) for 13 years, RFCommercial for 4 years, Primary Capital Advisors for 14 years and Jones Lang LaSalle (who purchased PCA) for 4 years. She attended Miami University in Ohio. In her spare time, she volunteers on several committees in her residential community, with Adopt a Golden Atlanta, and with North Fulton Senior Services. She enjoys reading, traveling, boating on Lake Burton, walking her dogs and spending time with her two daughters and their families.
Industries Served
Associations • Professional Services • Consultants • Contractors • Franchises • Landlords • Non-Profits • Manufacturing and Distribution • Medical Practices • Real Estate • Retail Stores • Restaurants • Technology • Veterinarians
Contact Us
Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.
Call (770) 642-6468