About Us

Most business owners are great at making money but are terrible at managing money. We help you make it and manage it. Our company specializes in client advisory services, accounting and tax preparation services for a wide variety of clients. We specialize in:

• Financial Forecasts & Modeling for businesses.

• Bookkeeping & Outsourced Controllership/CFO services, including customized management reporting packages and financial statements — all enhanced with artificial intelligence.

• Corporate tax return filing.

• Individual tax return filing & tax planning.

Annual participation in Continuing Professional Education courses offered by the AICPA & TSCPA keeps our firm on the leading edge of ever-changing tax laws, accounting methods, new innovative business models and best business processes.

Leisa Loftis, CPA has over 29 years of experience and began her career, after graduating from Tennessee Technological University, at RSM International in Washington DC.  After working in public accounting for RSM as an Audit Supervisor Leisa left public accounting to work for Stanley Associates as an Accounting Manager. While at Stanley Leisa successfully assisted in taking the company public on the NYSE with their IPO in October 2006 raising over $80 million dollars in capital. Prior to the IPO she assisted in designing and implementing newly enacted legislation, known at the time as Sarbanes Oxley. Her work satisfied the PCAOB, SEC, DCAA as well as the audit teams of both Deloitte & Ernst & Young. Leisa worked through several M&A’s and Stanley was later merged with CGI, Inc out of Canada. She returned to her hometown of Cookeville, Tennessee where she opened her consulting practice in 2007 while continuing to work as a federal contractor in Washington DC.  Loftis CPA was a paperless hybrid firm from inception as Leisa worked remotely from DC and occasionally met with her clients in person in Tennessee. Leisa volunteered her time to many local nonprofits as well as gave back to the accounting profession by mentoring local high school accounting students through the TSCPA. One of her student teams from CHS competed internationally in a business plan competition sponsored by Microsoft and won 3rd place for 'Best Business Plan'.  Leisa also chaired a successful mentoring pilot program with the AICPA Young CPA committee. This mentoring program was designed to match CPAs with aspiring CPAs from colleges and universities across the USA to help them transition from college life to a professional career. Leisa has worked with small mom & pop companies using QuickBooks all the way to multiple large conglomerates based in Tokyo. Leisa has issued J GAAP reporting packages as well as US GAAP financial statements. Leisa has found working with her Japanese counterparts to be very exciting, fulfilling work and the time zones make the relationship a perfect match!  We have become an international small firm and are always excited to partner with entities overseas. In 2011 she was selected by the AICPA to participate in the AICPA’s Leadership Academy and she continues to give back to her profession as often as possible by mentoring students and volunteering for the AICPA Scholarship Task Force. 

Meet our new Executive Vice President Leslie Huggins! 

Leslie Huggins serves as Executive Vice President of Business Development for Loftis CPA, where she focuses on building strategic partnerships, strengthening client relationships, and supporting the firm’s continued growth throughout Tennessee. With a diverse professional background spanning banking, financial services, account management, risk analysis, sales, and business development, Leslie brings a unique blend of financial knowledge and relationship-focused leadership to her role. Early in her career, she served as a Financial Services Representative, where she held insurance licensing and worked closely with clients to provide banking solutions, annuities, and financial products tailored to their individual goals. Throughout her career, Leslie has earned a reputation for building trust, developing meaningful business relationships, and helping organizations identify opportunities for growth. Her experience across multiple industries has given her a broad perspective on the challenges and opportunities facing business owners today. Originally from Alabama and now proudly calling Middle Tennessee home, Leslie is passionate about supporting local businesses and fostering connections within the community. She enjoys networking with business leaders, helping entrepreneurs succeed, and creating partnerships that drive long-term value. As Loftis CPA continues to expand its presence across the region, Leslie remains committed to delivering exceptional client experiences, strengthening community relationships, and helping businesses navigate their financial future with confidence.

Victoria Bostic is our Director of Finance and Technology with more than 12 years of experience in tax preparation, accounting, and information technology. She brings a strong foundation in individual and business tax preparation, bookkeeping, financial reporting, payroll processing, budgeting, and compliance with federal and state regulations. Victoria is committed to helping clients navigate complex financial situations, identify tax‑saving opportunities, and make informed decisions that support both their personal and business goals. Her accounting background has developed exceptional analytical, organizational, and problem‑solving skills. Victoria is experienced in working with financial data, reconciling accounts, preparing financial statements, and implementing efficient processes that improve accuracy, productivity, and compliance. In addition to her financial expertise, Victoria has a strong background in information technology. She integrates technology into financial operations by optimizing systems, troubleshooting technical issues, and leveraging software solutions to streamline workflows. She stays current with evolving technologies and continually looks for opportunities to enhance processes through innovation and automation. Victoria values building strong relationships with clients and colleagues through dependable service, clear communication, and practical solutions tailored to individual needs. Her combined experience in tax, accounting, and IT allows her to bridge the gap between finance and technology, making her a versatile professional who adapts easily to changing environments and delivers meaningful value. She is committed to continuous learning, professional growth, and maintaining a high standard of excellence in her work.

Visit the Contact Us page for information regarding how to reach us. We proudly operate from two Tennessee locations in Cookeville and Murfreesboro, Tennessee. 

Feel free to contact the office anytime. We're here to help.