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You're in Good Hands
Meet the experts at Alternative Financial Services

Lisa L. Corcoran, Founder
Lisa L. Corcoran established Alternative Financial Services, LLC in 2003 to assist small businesses and individuals who lack the time or skills to manage their daily money matters. With integrity and professionalism, Lisa makes sure her clients' financial responsibilities are met.

The unusual depth of Lisa's professional experience enables her to offer a broad range of business and personal financial-organizing services. Her role as a financial organizer for busy professionals, small businesses and seniors is complemented by 15 years of experience managing office buildings across the country. Having supervised building construction and maintenance, she brings valuable perspective to her clients' real estate investment properties. Her diversified background provides a solid foundation of superior skills in budgeting, financial analysis and organization.

Lisa is certified as a ProAdvisor® for QuickBooks® financial software, versions 2003 through 2009, as well as QuickBooks Point of Sale® 4.0, 5.0 and 8.0. She is one of only a handful of people in Monmouth and Ocean counties to obtain this prestigious dual certification.

To balance her passion for numbers and organization, Lisa escapes to the great outdoors, where she enjoys camping, hiking and kayaking with her eight-year-old daughter, Emily. She is also a wine aficionado and frequently manages to work wine touring into her vacation plans.

Kathleen Lorenzo, Associate
Kathy Lorenzo has an impressive background in data programming, accounting and bookkeeping. She spent 20 years as a computer programmer, writing and designing accounting systems for companies in various industries. Kathy also worked at several law firms as billing supervisor, where she evaluated and implemented full software and hardware automation.

Kathy is a certified QuickBooks ProAdvisor® and member of the American Institute of Professional Bookkeepers (AIPB). She has set up bookkeeping systems and procedures and manages monthly bookkeeping activities, including accounts payable, accounts receivable and payroll.

Kathy’s proficiency in client training, data conversion, hardware, software and networking make her a well-rounded member of our team. Clients appreciate her ability to explain the financial aspects of their business in easily understood terms.

Married with two children, Kathy enjoys cooking, reading, relaxing on the beach and spending time with family and friends.

Don't spend another second in financial chaos. Get organized today by contacting Alternative Financial Services for a complimentary consultation at 732.269.7809, or simply click here to drop us a line.

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