Lisa G. Shuneson, CPA, PFS

President & CEO

Lisa G. Shuneson Lisa G. Shuneson is president and CEO of Whalen CPAs, overseeing the firm’s accounting and audit practices. Lisa has extensive experience working with both large and small businesses in providing practical advice on business operations.  During her 20 plus years in public accounting, Lisa has worked with a variety of clients in industries such as restaurants, professional services, manufacturing, distribution, nonprofits and construction.  Lisa’s wealth of experience, along with her depth of knowledge in taxation, provides business owners and executives with valuable business planning guidance.CPA PFS Lisa holds a Bachelor of Arts degree in business administration with a concentration in accounting from Cedarville University.  She is a Certified Public Accountant and Personal Financial Specialist.  She is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Women Presidents’ Organization – Platinum Group, and the Women’s International Business Forum.  In addition, Lisa is a former Board Member and Chair of the Public Policy Committee at the National Association of Women Business Owners, a member of the Worthington Estate Planning Council and the Women’s Economic Leadership Development National Board, and also previously served as Treasurer and Executive Committee Member of Veteran Empowerment Through Motorsports.

Lisa was a guest on the Columbus Business First Women of Influence podcast to chat about her path, her role at Whalen CPAs today, and what people misunderstand about the industry she loves. Listen to the podcast.

Contact Information: Lisa.Shuneson@whalencpa.com or 614-396-4200.