“I want to see small businesses succeed!
One of my favorite things about the Seacoast is that this community is so connected; you can shop local for nearly anything you need. Supporting small businesses both financially through my shopping dollars, and through the services I provide, is incredibly gratifying and fulfilling.”
Welcome to Lighthouse Advisory
Our mission is to help small businesses achieve their full potential through smart financial planning and strategic management consulting services. Whether you need advice on a particular project or assistance in developing and executing multi-year strategic business plans, Lighthouse Advisory has you covered. For a complete description of our services, click here. Although we’re located in New Hampshire, we serve clients throughout the Northeast.
Hi, I’m Joanna
The idea of Lighthouse Advisory was born of a desire to help small businesses thrive. After having started my career in the Washington, DC metro area, I relocated to the New Hampshire seacoast with my husband to find a better life balance.
I’ve spent the last several years as part of a Big 4 Accounting Firm, and the majority of my professional career providing management consulting services for large and complex organizations. I’m excited to bring this big firm experience to my clients!
More specifically, my experience includes CFO support, accounting operations, financial statement audits, internal control program execution and documentation, financial improvement, and audit readiness support.
I’m also an avid runner; completing two full marathons and countless half marathons. When I’m not busy helping my clients, you can often find me hitting the pavement with my favorite running partner Murphy, our dog. I live in Newfields, NH with my husband Dan, our son Declan, and our furbaby Murphy.
Notable Accomplishments, Certifications and Associations
B.S. in Business from the Robert B. Pamplin College of Business at Virginia Tech; major in Accounting, minor in Global Business.
Certified Project Management Professional (PMP) and member of the Project Management Institute
QuickBooks Certified ProAdvisor
American Institute of CPAs, Member
Exeter Area Chamber of Commerce member, Board of Directors, Treasurer
Certified Government Financial Manager (CGFM) and member of the Association of Government Accountants
