Lisa Marie M. in

Lisa Marie M.

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Principal Owner at Next Level Accounting, LLC
📍 Atlanta Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Principal Owner
Job Level
Mid-senior
Location
Atlanta Metropolitan Area, United States
Personality Overview

How Lisa shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lisa cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2018
Principal Owner
Next Level Accounting, LLC
7-2016 - 2-2018
Practice Leader, Accounting & Business Solutions
Credo CFOs & CPAs
10-2014 - 6-2016
Accounting Manager, Revenue Specialist
Coker Group
Accounting Manager
Alfa Electronics, LTD
Interim Controller - Consultant
Integrated Excellence, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Psychology - 4.0 GPA
University of Nevada-Las Vegas
Accounting - 4.0 GPA
Arizona Institute of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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