Lisa Bourque

RealtorĀ®, CPA

Real Estate Expertise Backed by a CPA’s Financial Insight

Combine the Power of Skilled Real Estate Representation
with Professional Financial Guidance

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Welcome!

I’m Lisa Bourque, a Realtor® and Certified Public Accountant, dedicated to providing a seamless home-buying or selling experience—one where your financial goals are just as prioritized as your property goals. By blending my in-depth accounting expertise with a passion for real estate, I offer you a unique advantage: strategic advice on real estate combined with everything from investment analysis to tax implications, so you can make the most informed decisions possible.

 
 

What Sets Me Apart

Comprehensive Analysis

I don’t just show you homes or list properties; I delve deeper to evaluate the numbers behind each transaction. From cash flow projections to cost-benefit analyses, I use my CPA background to ensure every property aligns with your broader financial objectives.

In-Depth Market Insights

With a keen understanding of local real estate trends, I help you navigate the market confidently. Whether you’re a seasoned investor or a first time buyer. I’ll pinpoint optimal opportunities for your goals. 

Tax-Savvy Real Estate Guidance

Real estate transactions come with significant tax considerations. As a CPA, I provide valuable insight into potential tax deductions, 1031 exchanges, and other strategies that might help you save money in the long run.

Negotiation with Confidence

Negotiating in real estate is as much about numbers as it is about communication. My combined skill set helps me advocate effectively on your behalf, keeping your financial interests at the forefront of every deal.

Holistic Approach to Wealth-Building

Purchasing or selling a home is often one piece of a bigger financial puzzle. I’ll work with you to align your real estate decisions with your larger financial plan, whether you’re looking to build long-term wealth or secure a comfortable retirement.

Who I Serve

As both a Realtor® and a CPA, I’m committed to helping you find a home that truly fits your needs—while giving you a crystal-clear understanding of what you’re paying for. From targeted property searches to transparent breakdowns of closing costs, mortgage considerations, and potential return on investment, I ensure you’re fully informed at every stage. By leveraging my financial expertise, we’ll negotiate confidently and secure a property that aligns seamlessly with your long-term financial goals.

As both a Realtor® and a CPA, I bring a results-driven approach that starts with a comprehensive market evaluation to ensure your home is priced strategically. I have a keen eye for identifying the most impactful enhancements—from cost-effective upgrades to on-point staging—that can accelerate your sale and maximize appeal. We’ll highlight your property’s best features, leverage cutting-edge marketing tools, and skillfully negotiate offers—always keeping your bottom line in mind. By combining in-depth financial insight with proven real estate expertise, I’ll help you secure a top return on your investment while minimizing any potential tax implications.

As both a Realtor® and a CPA, I offer a data-driven perspective designed to elevate your real estate investments. Whether you’re targeting rental income, long-term appreciation, or a 1031 exchange, I’ll help you identify properties with strong ROI potential, perform comprehensive market and cash flow analyses, and devise strategic acquisition and exit plans. By blending real-time market insight with deep financial acumen, I streamline decision-making, mitigate risks, and help position your portfolio for sustainable growth. 

Transitioning to a smaller home or a more retirement-friendly property should be a stress-free, financially sound decision. As both a Realtor® and a CPA, I’ll help you navigate the sale of your current home—ensuring you capitalize on its value—while guiding you to a new residence that aligns seamlessly with your lifestyle and financial goals. Together, we’ll evaluate tax implications, potential investment opportunities with sale proceeds, and budget considerations for your next chapter, helping you enjoy a more comfortable and secure future.

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Ready to Talk?

Whether you’re new to the market or looking to expand your real estate portfolio, my dual expertise is designed to help you seize opportunities. Let’s chart a path that ensures your next move is a sound investment.

Contact me today to schedule a personalized consultation. I look forward to helping you achieve your real estate dreams—while keeping your financial success front and center.

“Your real estate journey should feel secure from every angle. By combining strategic market knowledge with a CPA’s financial savvy, I’m committed to delivering exceptional results that protect and grow your wealth.”

Lisa Bourque

Work With Lisa

Whether working with buyers or sellers, Lisa provides outstanding professionalism into making her client’s real estate dreams a reality.

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