SX Business Services Employee Spotlight: Lisa Moran, Client Controller
March 31, 2022

SX Business Services Employee Spotlight: Lisa Moran, Client Controller

Lisa joined SX in September of 2021 with 24 years’ experience in commercial and residential real estate accounting. During her time at Northeastern University, she worked in public accounting throughout her co-ops. After graduating from NU with a degree in accounting, she worked for several international companies with divisions in the UK and Canada, then made her move into real estate accounting.

Lisa met her husband Bob on a blind date, and have been together for 34 years! They are approaching their 29th wedding anniversary! They share two sons, Jack, 25, a 2018 graduate of Plymouth State University with a degree in sports management/minor in sales and Jeff, 21 a Junior at Michigan State University where he is majoring in Communications. Don’t tell the boys, but their baby girl, Kennedy, is almost 5 years old and is a Chocolate Lab/Australian Shepard mix. She is the love of their life.

Beyond her breadth of work experience, she brings her lively spirit and positive attitude to the office. She loves to travel and credits her grandmother for taking her overseas to Japan, Taiwan, Hong Kong, Greece, and Italy. Their family loves a good road trip too. Their goal is to travel around the U.S. to visit all Major League baseball parks and have been to 29 of the 30, with only Seattle left to see.

 

Her commitment to her family and her work bleeds over into her community. She is the team manager for the Dedham Clippers Swim team. She runs the concession stand for Dedham Youth Baseball. She is the Treasurer and Board member for the Dedham television station. Additionally, she has served many years as a Town Meeting Member and served as district chair for 8 years. She is now an elected official serving on the Parks and Recreation Commission. Incredibly she served as chairwoman this year – the first woman Commissioner and Chair elected in 15 years!



During her downtime (yes, I am surprised she has some too) she is very involved with the Miss America pageant at the state level, as a judge for many local events and volunteering in several capacities. She has been to watch the Miss America pageant three times. Her other passion is dance and she is back to taking weekly dance classes, 50 years after her first lessons. She is admittedly obsessed with Dancing with the Stars and has been to 13 of the live tours. During one of her visits to see the DWTS live tour she was able to secure a video of the cast recommending her for entry to a Dancing with the Stars fundraising competition in her town! She was accepted and after weeks of grueling rehearsals and after a first-place tie, she was ultimately deemed the runner up. A few years later, on the 10th anniversary of the competition, she was able to return as an all-star with her dance team. Their dance performance from Grease earned her the sweet redemption she was looking when they won the whole shabang!

5 Costly Accounting Mistakes in Rental & Leasing—and How Outsourcing Can Save You

By Lindsay Van Kauwenberg • January 22, 2026
Managing rental properties and leasing agreements is no small feat. Between tenant payments, maintenance costs, and compliance requirements, even minor accounting mistakes can lead to major financial consequences. Unfortunately, these errors are more common than you think—and they can cost property managers thousands in lost revenue, penalties, and inefficiencies. Here are five common accounting mistakes rental and leasing companies make—and why outsourcing your accounting could be the smartest move for your business. 1. Mismanaging Security Deposits Security deposits are subject to strict state regulations. They must be properly recorded, held in separate accounts, and returned within legal timeframes. Misallocating these funds or failing to track them accurately can result in legal penalties, tenant disputes, and reputational damage. Example: A property manager accidentally uses a tenant’s security deposit for operating expenses. When the tenant moves out, the funds aren’t available—leading to legal action and fines. 2. Inaccurate Rent Tracking Late payments, partial payments, and rent increases can easily cause errors in your books. Missing even one entry can throw off cash flow and make financial reporting unreliable. This often leads to incorrect budgeting and missed opportunities for growth. Impact: Poor rent tracking can result in underreported income, making your financial statements inaccurate and potentially causing tax issues. 3. Overlooking Maintenance Expense Allocation Property maintenance costs often get lumped together or misclassified. This can distort your profit margins and lead to incorrect tax deductions. For multi-unit properties, failing to allocate expenses properly can make it impossible to assess which units are profitable. 4. Failure to Reconcile Escrow and Operating Accounts Rental businesses often manage multiple accounts for deposits, operating expenses, and reserves. Skipping reconciliations can allow discrepancies—or even fraud—to go unnoticed. Regular reconciliation is essential for catching errors before they spiral out of control. 5. Ignoring Compliance and Tax Rules Rental income is subject to specific tax regulations, and mistakes in reporting can trigger audits or fines. Many companies also fail to properly account for depreciation on rental properties, missing out on significant tax benefits. Why Outsourcing Is the Solution Outsourcing your accounting to professionals who specialize in property management offers key advantages: Industry Expertise: Outsourced teams understand rental-specific regulations and best practices. Improved Accuracy: Reduce costly errors in rent tracking, deposits, and expense allocation. Cost Savings: Avoid hiring full-time staff and reduce overhead. Scalability: Easily handle growth as you add more properties. Peace of Mind: Stay compliant and focus on tenant satisfaction instead of spreadsheets. Bottom Line Simple accounting mistakes in rental and leasing operations can cost thousands in lost revenue, penalties, and inefficiencies. Outsourcing ensures accuracy, compliance, and financial clarity—so you can focus on growing your portfolio. Ready to eliminate costly mistakes and streamline your accounting? Contact us today to learn how outsourcing can transform your rental business.

What to Look for When Choosing an Outsourced Real Estate Accounting Firm

By Lindsay Van Kauwenberg • July 9, 2025
Choosing the right outsourced accounting partner requires a careful evaluation of several key factors.

SX Business Services Employee Spotlight: Edward Keogh, Accounts Payable Administrator

By Lindsay Van Kauwenberg • May 1, 2025
SX Business Services is proud to introduce our newest Accounts Payable Administrator, Ed Keogh. His first job out of school was in financial services in Dublin where he spent 7 years working in various roles in the branch. Originally from southwest Dublin, he emigrated to the US in 2003. Married for 22 years to his lovely wife Sue they share two sons together, Aodhan (18) and Ryan (12) and a beautiful love story. They met at a bar in Dublin one Wednesday night and hit it off immediately while she was travelling through Europe. After a week or two of dating they took a vacation together and before the trip ended, he asked her to marry him with only his Claddagh ring. The importance of family was instilled in Ed as he was raised in a small 3-bedroom house with his parents and 6 siblings. He tries to return to Ireland once a year and brings his family back when he can. He loves watching, playing, and coaching football (OK soccer) and has been a volunteer Treasurer for Norwood Youth Soccer since 2019. His favorite team is Manchester United, and his favorite US soccer team is the NE Revolution. Additionally, he enjoys woodworking and has a small woodshop in his basement at home. He and his wife have traveled extensively together through the years and have also brought their kids to places such as: Ireland (obviously), Mexico, Canada, Spain, and Dominican Republic. Once they find a place they like, they are known to go back. Ed in his own words: What do you like about working at SX so far? “I love how friendly everyone is since I only started last month. I love the collaborative spirit as well. I love the work, my team and everyone I have come into contact with here.”