LATONIA ISAAC
High Point
Summary
Minority woman-owned business professional with proven experience in business consulting, administrative operations, accounting support, and tax preparation. Demonstrated ability to support small businesses, government contractors, and service-based organizations with compliance readiness, HUB certification documentation, financial organization, and operational efficiency. Known for professionalism, confidentiality, regulatory awareness, and strong client and stakeholder communication.
Overview
17
17
years of professional experience
Work History
Founder & Business Consultant
LMI Consulting
01.2025 - Current
- Provide consulting, administrative, and operational support services to small businesses, minority-owned enterprises, and service organizations, with a focus on compliance, documentation, and sustainability.
- Advise clients on business formation, operational setup, and compliance readiness.
- Prepare and organize documentation for HUB certification, SBA programs, banking, grants, and vendor credentialing.
- Provide ongoing administrative and clerical services including correspondence, scheduling, recordkeeping, and document control.
- Manage bookkeeping functions including expense tracking, invoicing, accounts payable/receivable, and financial reporting using QuickBooks.
- Support payroll processing and independent contractor documentation.
- Assist with development of internal policies, procedures, and business workflows.
- Coordinate tax-related administrative support in collaboration with licensed tax preparation services.
- Design professional business documents, flyers, and branded materials.
- Maintain confidentiality and compliance with state and federal regulations.
Business Operations Support Professional
KeyRisk
High Point
07.2019 - Current
- Document and manage workers' compensation and medical-only claims.
- Review, assign, and process medical billing, reimbursement, and provider documentation.
- Communicate with employers, medical providers, adjusters, and internal teams to resolve claim issues.
- Upload, index, and maintain electronic records in compliance with regulatory standards.
- Assist with subrogation identification, reserving, and settlement documentation.
- Demonstrate strong organizational, time management, and confidentiality practices.
Owner/CEO• Tax Instructor • Tax Preparer
Explosive Tax Services
02.2015 - Current
- Prepare federal and state income tax returns for individuals and small businesses.
- Train, mentor, and evaluate new tax preparers; administer and grade IRS-related assessments.
- Ensure compliance with IRS regulations, due diligence, and documentation standards.
- Manage client relationships and contribute to business growth initiatives.
Accounts Payable Clerk
NAPA Auto Parts
03.2019 - 07.2019
- Process invoices, expense reports, and vendor payments.
- Reconcile accounts and resolve billing discrepancies.
- Maintain accurate financial records and reporting.
Operations Lead / Support Coach
Alorica (formerly APAC)
03.2017 - 02.2019
- Supervised daily operations and team performance metrics.
- Trained and coached new hires to ensure service quality and compliance.
- Prepared reports, schedules, and performance documentation.
Benefits Sales Specialist / Administrator
Sears Holdings Corporation
03.2013 - 02.2017
- Administered protection agreement benefits and claims processing.
- Delivered customer service while meeting sales, retention, and compliance goals.
Customer Service Representative / Training Advocate
APAC
11.2008 - 03.2013
- Provided multi-channel customer support and complaint resolution.
- Assisted with training and onboarding of new employees.
Education
Accounting Systems Technology -
Brookstone College of Business
Greensboro, NCSkills
- Business Consulting & Advising
- HUB & Certification Readiness
- Administrative & Clerical Management
- Bookkeeping & Financial Organization
- Accounts Payable & Receivable
- Payroll Support
- Tax Preparation Support
- Documentation & Records Management
- Vendor & Client Relations
- Project Coordination
- Process Improvement
- Microsoft Office Suite
- QuickBooks
Professional Attributes
- Detail-Oriented
- Compliance-Focused
- Confidential
- Reliable
- Client-Centered
- Adaptable
- Strong Communication
Timeline
Founder & Business Consultant
LMI Consulting
01.2025 - Current
Business Operations Support Professional
KeyRisk
07.2019 - Current
Accounts Payable Clerk
NAPA Auto Parts
03.2019 - 07.2019
Operations Lead / Support Coach
Alorica (formerly APAC)
03.2017 - 02.2019
Owner/CEO• Tax Instructor • Tax Preparer
Explosive Tax Services
02.2015 - Current
Benefits Sales Specialist / Administrator
Sears Holdings Corporation
03.2013 - 02.2017
Customer Service Representative / Training Advocate
APAC
11.2008 - 03.2013
Accounting Systems Technology -
Brookstone College of Business