Client Liaison/Administrative Support
Lisa joined our CPA firm in January 2020. Lisa’s duties vary between clerical duties, client follow ups, phone support and miscellaneous administrative tasks. She works very well with clients to make sure their needs and requests are taken care of efficiently and timely. Her responsiveness to clients is what they appreciate the most. Lisa brought her office experience from a wholesale distribution company to her position as administrative support.
Lisa completed her Bachelor’s Degree in Business Administration from Cal State University Fullerton.
“I thoroughly enjoy working at Masler & Associates. Everyone here is very knowledgeable in their field, hard-working, kind and compassionate, not only with our clients, but with one another. We work together as a team, and even when tax season hits, we still manage to laugh and smile. I am grateful to be a part of a wonderful team who makes you feel like family.”