Lisa Donnelley is a Partner at Sorren. Lisa brings more than 42 years of experience in tax, accounting, and long-term strategic planning for small to mid-sized businesses. Her expertise spans industries including agriculture, retail, and construction, and she offers clients additional insight as a licensed Personal Financial Specialist (PFS). Lisa began her career with LeForgee, Rogers & Evans, which later became Ataraxis Accounting and Advisory Services, where she served as Managing Partner from 2015 until the firm joined Harris. Known for her high standards and problem-solving mindset, Lisa approaches every challenge like a puzzle, something she’s loved since her first accounting course in high school. Her collaborative style and dedication to professional integrity made the transition to Sorren a natural fit.

Lisa enjoys running, working in her garden, reading murder mysteries, and spending time with her husband of over 40 years, their two daughters, and five grandchildren.

Education:

• Bachelor of Business Administration in Accounting – Boise State University
• Associate of Arts in Bookkeeping – College of Southern Idaho

Professional Designations / Civic Associations: 

• Certified Public Accountant, Idaho
• Personal Financial Specialist
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Idaho Society of Certified Public Accountants (ISCPA)
• Treasurer – Women’s Giving Connection Magic Valley