VISIONARY FINANCIAL SERVICES, INC.
SAINT PETERSBURG, FLORIDA

Visionary Financial Services, Inc., founded in March 2006 by Lisa A. Scopel, is a well-regarded financial services and accounting firm located in Saint Petersburg, Florida. Specializing in serving the small business community within Pinellas County, Visionary Financial Services offers comprehensive accounting, tax preparation, and business consulting services to an array of clients including real estate development companies and beauty salons. With nearly three decades of experience in accounting, Lisa A. Scopel possesses the expertise required to address diverse financial needs. Her academic background includes degrees from Saint Petersburg College and Florida Metropolitan University, along with a Master’s in Business Administration with a concentration in accounting from the University of Phoenix. She is currently preparing for the Enrolled Agent examination. Visionary Financial Services prides itself on its commitment to client success, exemplified by testimonials highlighting their professionalism and efficiency. Notably, clients like D.A. Vallario have expressed satisfaction with services encompassing financial reporting, payroll, tax returns, and more across multiple company entities. R.V. DePugh also commends the firm's responsibility in managing general accounting and compliance needs since January 2006. Under the leadership of officers including Lisa A. Scopel as President and Robert R. & J. Scopel as Vice President and Treasurer respectively, the firm maintains its standing with a focus on comprehensive small business solutions, underscored by the company’s status registered under Florida.Models.Dos.FloridaCompanyStatus. The vision for client-centric services is reflected in their continuous planning and updates in the field of business continuity. For further engagement or inquiries, Visionary Financial Services can be reached through their website at visionaryfinancialservices.com and is located at 4700 37th Street N., Saint Petersburg, FL. Their latest annual report was filed for February 29, 2024 (Year 2024).