Lisa Novotny

Business Development Executive | Director | Business Consultant Helping CPA\'s and Clients Reduce Tax Liability with Tax Credits and Incentives

Role
Director of Business Development at Source Advisors
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Lisa Novotny

Experienced business development expert with a passion for working with CPA partners…

Experience

  1. Director of Business Development

    Source Advisors

    Jan 2023 — Present

    Partner with CPA Firms and Clients to reduce tax liability through tax credits and deductions. R&D, Cost Segregation, Fixed Asset Consulting, LIFO, §45L, §179D, ITC/PTC, Sales and Use Tax & Property Tax Appeals.

Education

  • Georgetown University

    Executive Financial Planning Certificate

    2002 — 2003

  • Slippery Rock University

    Bachelor of Arts - BA, Communication, General

Skills

  • Strategic Partnerships
  • Small Business
  • Business Development
  • Start-Ups
  • Finance
  • Banking
  • Account Management
  • Strategic Planning
  • Financial Analysis
  • Sales

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Lisa Novotny — Director of Business Development at Source Advisors in Pittsburgh, PA, US | Unifers