Isabel Lancaster

Engagement Partner

Areas of Expertise:

  • Non-Profit Accounting
  • Educational Accounting
  • Healthcare Operations and Accounting
  • Financial Audits
  • Family Office Strategy
  • Human Resources
  • Organizational Development
  • Real Estate and Property Management
  • Tax Planning and Strategy
  • SEC Reporting Proficiency
  • M&A Support and Due Diligence
  • Succession Planning

Recent Engagements:

  • Snow Creek Landscaping, Landscaping Services in Asheville
  • Parameter Generation & Control, Manufacturer in Black Mountain

Previous Experience:

  • President, Trigen Advisory, Corp. (Asheville, NC)
  • CFO, MBF Healthcare Partners (Coral Gables, FL)
  • Corporate Controller, Interval International, Inc. (Miami, FL)

With 25+ years of CFO, consultancy and financial audit expertise, Isabel has provided CFO solutions for educational, non-profit, healthcare, and professional industries across the southeast. From building accounting teams to implementing strategic initiatives, Isabel is a force to be reckoned with. Proven professionalism in leading financial teams, preparing multimillion-dollar budgets, mergers and acquisitions, executing strategic plans, accompanied with family office leadership, it’s safe to say she’s “been there, done that” when it comes to professional finances.

"I enjoy connecting with people in a meaningful way. That’s a big part of what Kaplan CFO is about."

—Isabel Lancaster

What Clients Say About Isabel

Client Testimonials