Firm Overview

Value-Added Relationships

Olivo Financial Services has been supporting clients throughout the US since 2013. While “the numbers” may not be your business, they certainly are ours.

We strive not only to relieve business owners of the stress of managing their finances but also to add value by providing quality financial information that, when combined with smart strategy, can assist our clients in attaining the goals that they set.

By demystifying the accounting process and forming relationships with our clients beyond the transactional, we create positive client experiences that foster growth and opportunity, enabling our clients to…

Achieve More.



Our Guiding Principles

The fundamental standards behind our philosophy, approach, and execution of every engagement.


Building trust is paramount to any successful client relationship.


Holding ourselves to a higher benchmark than our competitors.


Adapting to changing conditions while maintaining consistent service.

Work/Life Balance

Working remotely provides flexibility for our clients and our team.


Meet the Founder

Lisa Munroe has a background in public accounting and actuarial services having worked as an Auditor for PwC and a Consulting Actuary for Towers Watson prior to founding Olivo Financial Services, LLC in 2013. A Certified Public Accountant and a former Fellow of the Society of Actuaries, Lisa earned a Bachelor’s Degree in Accounting from the Wharton School of the University of Pennsylvania.

After many years in the corporate world, Lisa wanted to apply that experience to help small businesses achieve big things. Having grown up the daughter of entrepreneurs, she is passionate about guiding her clients toward success, however they may define it.

Lisa D. Munroe, CPA



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