Client Excellence Coordinator

Lisa’s role at MACKEY is all about keeping clients — and our team — happy. Lisa manages tax planning and preparation workflows, tackles our internal bookkeeping, and supports the managed accounting services team with client communications and maintaining our databases.

Despite her long tenure at MACKEY, Lisa says she learns something new at work every day, something she loves the most about her job.

When she’s not at work you’ll likely find our self-proclaimed book-nerd curling up with a good book, feeding family and friends, or teaching herself to play guitar.