Rachel Byers

About Rachel Byers

With over 5 years of administrative and client relations experience, Rachel Byers serves as the Client Services Coordinator at the firm, where she plays a pivotal role in ensuring smooth communication, efficient operations, and exceptional service delivery. Since joining the team in 2021, she has become the go-to liaison between clients and accountants, helping translate financial complexity into clear next steps.

Rachel is known for her organization, responsiveness, and client-first mentality. From onboarding new clients to managing ongoing inquiries and document coordination, she ensures that every interaction is handled with professionalism and care. Her dedication to delivering a seamless client experience has earned praise from both team members and clients alike.

Education & Professional Background

• Bachelor of Arts in Communications, California State University, Fullerton, 2020

• Specialized training in CRM systems, workflow automation, and client retention

• Ongoing coursework in Business Administration and Client Experience Strategy

Career Highlights & Client Impact

• Streamlined Onboarding System – Designed and implemented a digital intake system that reduced onboarding time by 40% and improved document accuracy.

• Client Communication Champion – Oversees dozens of client touchpoints per week, ensuring nothing slips through the cracks during tax season and key deadlines.

• Team Integration – Collaborates closely with accountants to provide clients with timely updates, clear deliverables, and a personalized client journey.

Professional Focus

Rachel thrives on building trust, solving problems quickly, and creating operational systems that keep the team moving smoothly. Her approach is rooted in empathy, efficiency, and accountability, which makes her a vital part of the firm’s continued success.