Administrative Services Manager

Lisa joined The Onyx CPA Group in 2019, bringing more than two decades of administrative and operational experience to the firm. As Onyx has grown, so has her role. Today, as Administrative Services Manager, Lisa works closely with firm leadership to support the people, processes, and systems that keep the firm running smoothly.

Her responsibilities span firm operations and the client experience, including client proposals and engagements, billing, scheduling, employee onboarding, workflow development, and internal processes. With a strong eye for detail and a focus on efficiency, Lisa also helps develop and refine the systems and procedures that allow the Onyx team to deliver a consistent, high-quality experience.

Often one of the first points of contact for clients, Lisa helps ensure their experience with Onyx is organized, responsive, and seamless from initial engagement through ongoing service. She takes particular pride in creating processes that make things easier for both clients and the Onyx team.

In addition to her role at Onyx, Lisa is a California-commissioned mobile Notary Public, Loan Signing Agent, and Certified Trust Delivery Agent serving estate planning professionals.

Outside of work, Lisa enjoys spending time with family and friends, all things coffee, DIY home projects, crafting, and life with her French Bulldog, Coco.

Connect with Lisa on LinkedIn.