Travis Isaacs

About Travis Isaacs

Over the years, noted many times as \"not your stereotypical accountant.\" Undoubtedly…

Experience

1. Onboarding Manager

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   Oct 2022 — Present

   Project-manages clients’ initial experience with firm (primary point of contact), as well as theinternal, steady-state teams’ process of adoption, until onboarding deemed completed- To date, onboarded 100+ businesses, led as project manager / client advocate (customer success)- Actively communicating internally/externally daily throughout multiple mediums (Slack, e-mail(shared/personal), Karbon) to ensure ongoing progress & to address client questions/expectations- One of two contacts in onboarding, working with all members of the firm & across all departments within the company – sales, controller services, tax, FP & A- Has assisted in improving several workflows for efficiencies to enhance client experience and team effectiveness- Serves as an in-house contact for majority of QuickBooks Online (QBO) Q&A by peers

Education

• Central Virginia Community College

  Associate's degree, Business Administration

  2007 — 2009

• Virginia Tech

  Bachelor's degree, Accounting and Information Systems

  2009 — 2012

• Liberty University

  Master of Business Administration (M.B.A.), Public Administration

  2016 — 2019

Skills

• Organization
• Account Management
• Microsoft Office
• Policy
• Auditing
• Analytical Skills
• Management
• Social Media
• Public Speaking
• Microsoft Word
• Account Reconciliation
• Outlook
• Training
• Microsoft Outlook
• Powerpoint
• Microsoft Excel
• Leadership
• Time Management
• Customer Service
• Financial Analysis
• Human Resources
• Access
• Quickbooks
• Project Planning
• Analysis
• Budgets
• Teamwork
• Negotiation
• Higher Education
• Accounting
• Data Analysis
• Microsoft Powerpoint