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About Us

"Let us put your financials to work to increase your bottom line by 20% ‍.”
Lissa Meza
LM2 Business Solutions Owner
OUR CLIENTS
  • FLORIDA

  • NEVADA

  • CALIFORNIA

  • OKLAHOMA

  • TEXAS

  • LOUISIANA

Meet our Team

Lissa Meza | Owner, CEO

Lissa studied Fine Arts and Business Management at Sam Houston State University and spent several years in account management and managerial positions. In these positions she witnessed the gap in communication, knowledge, and lack of efficiency first hand.

In 2020, Lissa started LM2 Business Solutions to help other business owners grow their businesses by providing them with financial guidance and consulting services. She wanted business owners to feel empowered by their own financials instead of hiding from them or only referencing them once a year after the fact.

Steven Weeks | Operations Analyst

Steven is a highly experienced operations analyst with over 20 years of experience across multiple industries. He specializes in optimizing business processes, driving efficiency, and saving valuable time and resources. With a unique and unbiased approach, Steven’s out-of-the-box thinking and brainstorming have consistently benefited clients and colleagues throughout his career.

His expertise encompasses process automation, supply chain management, risk assessment, and performance metrics evaluation. Joining our team, Steven brings a proven track record of success and a passion for empowering businesses to thrive.

Brandy Chapman

Brandy Chapman is a devoted mother, wife, and employee with a long-standing commitment to her community. She has worked at the Galveston County Clerk’s office for 28 years.

In addition to her professional and familial responsibilities, Brandy is also a dedicated Sunday school teacher, having served in that capacity for 29 years. 

01

Professional

Detail-oriented professionals with nearly 30 years combined experience in the accounting industry. We strive to help your business grow. 

02

Focused

We help ensure accurate and timely financial reporting, which is essential for making informed business decisions and meeting regulatory requirements. 

03

Serious

Protecting your company’s sensitive financial information is important to us.  We use our knowledge to help secure your legacy.

important things you should know

Questions And Answers

Bookkeeping is the process of recording and tracking all financial transactions of a business, such as sales, purchases, receipts, and payments. Bookkeeping provides the basis for creating financial statements and helps businesses keep track of their income and expenses.

We offer a range of bookkeeping services to small and medium-sized businesses, including bank and credit card reconciliations, accounts payable and receivable management, payroll processing, financial reporting, and more. We can also customize our services to meet your specific business needs. Our services include CFO services, tax planning, tax preparation, operations assessments (on-site & off-site), and business consulting services.

Getting started with our services is easy. Simply schedule a free consultation. We’ll discuss your business needs and provide you with a personalized quote.

Our services are priced based on the complexity of your business and the specific services you require. We’ll provide you with a personalized quote during our free consultation. We strive to offer quality services for all of our clients. 

Yes, we can provide guidance and support for budgeting and financial planning. We can help you develop a budget, analyze your financial data, and create financial forecasts to help you make informed business decisions. Our CFO services will provide you with a self tie-out system of financial reports with reference to supporting documentation in order to help you make smart business decisions.

 Yes. We offer tax preparation services and more importantly tax planning services. The difference between tax planning and tax preparation, is that tax planning is a proactive approach to save you money on your taxes. Whereas tax preparation is a reactive approach to filing your annual tax return(s).

Yes, we take the security of your financial data very seriously. We use the latest encryption and security technologies to protect your data and ensure it remains confidential. We also have strict internal policies and procedures in place to safeguard your information.

No, we offer our services remotely and can work with clients from anywhere in the world. We use secure online tools and cloud-based software to ensure seamless communication and collaboration with our clients. This is a partnership between LM2 and your company, which requires ongoing communication in order to be successful.

We have a combined experience of almost 30 years in the accounting industry. All of LM2 team members are QBO proadvisors.

We can work with you to make any necessary adjustments to your services and ensure a smooth transition. Our engagement letter is a month to month agreement, either party can cancel at any time with 30 days notice in order to help with a smooth transition.

Forms

Initial Company Questionnaire

This document serves as an intake form for prospective clients who have scheduled a consultation call for their business.

Company Questionnaire

After you have signed an agreement with LM2, this document helps us collect more in depth information to move forward with your services.

Business Tax Prep Questionnaire

This form if for tax preparation for any business including sole proprietorship, partnerships, limited liability companies, and corporations.

Individual Tax Prep Questionnaire

This form is for tax preparation for any individual filing a Form 1040.

Testimonial for LM2 Survey

Your opinion is important to us and we would greatly appreciate it if you could take a few minutes to share your experience with our company.

Leave us a review on Google

Would you be willing to write a brief review of our services on  Google? Your feedback will not only help us understand what we’re doing well but also where we need to improve to better serve our customers.