What we do

Services

From individual tax returns to elder care financial protection and equine business accounting — Bay Horse Consulting handles the details with expertise, discretion, and genuine care.

Tax, bookkeeping & more

Comprehensive support for individuals and small businesses — wherever you are in the country.

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Tax Return Preparation

Individual and business tax returns prepared accurately and on time, including multi-state filings for clients operating across jurisdictions.

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IRS Notices & Representation

Full representation for federal and state notices, IRS correspondence, and installment arrangements. As an Enrolled Agent, Lisa can represent you in all 50 states.

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Bookkeeping, QuickBooks & Financial Statements

Initial QuickBooks setup and ongoing maintenance — weekly, monthly, or quarterly — plus bank reconciliations and financial statements for loans or business planning.

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Business Licenses

Guidance and preparation for business license filings, helping new and growing businesses stay compliant at the state and local level.

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Billing & Cash Flow Management

Many small businesses leave money on the table simply by not billing consistently. Lisa manages invoicing on your behalf — keeping cash flow steady so you're not chasing payments.

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Real Estate Portfolio Analysis

Financial analysis of rental real estate portfolios and partnership structures, including tax planning for property investors.

Fees are based on complexity and time. Contact us for a quote →

Where we go deeper

Two areas where most accountants simply don't have the experience — and where having the right person in your corner makes a real difference.

Elder Care Financial Management

When a parent or loved one can no longer manage their own finances, families are often left navigating a tangle of bills, accounts, and tax obligations — on top of everything else they're already carrying. Bay Horse Consulting steps in as a steady, trustworthy presence: organized, discreet, and experienced in exactly this kind of work.

  • Organizing and managing finances for aging parents or loved ones
  • Tracking care costs and identifying every deductible medical expense
  • Reviewing accounts and transactions to catch irregularities early
  • Helping protect seniors from financial scams, exploitation, and unauthorized charges
  • Coordinating records with attorneys, care facilities, and trustees
  • Bill pay oversight and bookkeeping so nothing falls through the cracks
  • Tax preparation for seniors and the families managing their affairs
Learn more about elder care services →

Equine Business Accounting

Horse people already know the costs are unlike anything else. What most don't know is how much money they're leaving on the table — or how much risk they're carrying — by working with an accountant who doesn't truly understand the equine world. Lisa does, from the inside out.

  • Tax preparation for horse farms, trainers, boarders, and competitors
  • Hobby vs. business analysis to protect your deductions
  • Tracking every deductible dollar: feed, vet, farrier, travel, show fees
  • Bookkeeping for boarding operations, lesson programs, and show businesses
  • Business structure advice for equine professionals starting or growing
  • Serving Wellington, FL and equestrian clients nationwide
Learn more about equine services →

Ready to get started?

Bay Horse Consulting is currently accepting new clients. Reach out and we'll get back to you within one business day. References available upon request.

Request More Info About Lisa