Lisa Marie M. in

Lisa Marie M.

Inspirer · DISC type id
Principal Owner at Next Level Accounting, LLC
📍 Atlanta Metropolitan Area, United States

Professional overview with role context, leadership scope, domain focus, and career trajectory insights for personalized outreach and discovery.

Behavioral and communication patterns including decision style, collaboration cues, motivation drivers, and how this person prefers to be approached.

Business priorities, relationship-building signals, and practical recommendations to improve conversion quality and first-touch engagement.

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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

Confident & Optimistic
Decisive
Generous

They usually prefer to drive the conversation. They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Lisa cares about

Strategic Priorities
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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
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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)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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