Danielle Palmer
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Danielle Palmer Email & Phone Number

Director of Operations: Vision to Reality | Organizational Optimization Transformation at Fusion CPA I US Tax, Accounting & Business Advisory Firm
Location: Atlanta, Georgia, United States 5 work roles 4 schools
1 work email found @fusiontaxes.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email d****@fusiontaxes.com
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Role
Director of Operations: Vision to Reality | Organizational Optimization Transformation
Location
Atlanta, Georgia, United States
Company size

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Quick answer

Danielle Palmer is listed as Director of Operations: Vision to Reality | Organizational Optimization Transformation at Fusion CPA I US Tax, Accounting & Business Advisory Firm, a with 17 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at fusiontaxes.com and a matched LinkedIn profile for Danielle Palmer.

Danielle Palmer previously worked as Integrations Manager: Vision to Reality | Digital Transformation | Project Management at Fusion Cpa I Us Tax, Accounting & Business Advisory Firm and Executive Assistance and Partner Integrations Specialist at Fusion Cpa I Atlanta Tax, Accounting, & Bookkeeping Cpas. Danielle Palmer holds Bachelor'S Degree, Business Administration And Management, General from Georgia State University.

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Email format at Fusion CPA I US Tax, Accounting & Business Advisory Firm

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*@fusiontaxes.com
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Profile bio

About Danielle Palmer

With over 8 years of hands-on experience across multiple industries, I have a diverse background in human resources management, marketing, sales, operations management, strategic recruitment, project management, and finance. As a versatile and success-driven team leader, I am dedicated to creating innovative strategies and fine-tuning processes to help organizations gain new insights, scale change, and achieve their objectives.My expertise lies in identifying weaknesses or gaps in HR, operational, and finance systems and implementing effective solutions. With my creative problem-solving skills, irrefutable integrity, high attention to detail, and ability to translate shared visions into reality, I have been able to deliver results and drive growth for organizations.Notable competencies and highlights of my experience include leading cross-functional teams, supervising a culturally diverse workforce remotely, and exceeding KPI productivity targets. I was instrumental in innovating and building processes for strategic recruitment within the organization, collaborating with the CEO to provide strategic direction to sales and marketing teams in South Africa and Puerto Rico, and introducing and implementing Monday.com as the CRM and practice management system for the sales and marketing department. I also successfully developed a firm-wide strategic recruiting process and implemented Gantt charts for large client project management to ensure efficiency and reduce scope creep.If you share the same values and my qualifications have piqued your interest, please feel free to connect with me on LinkedIn or reach out to me at dp@fusiontaxes.com. I would love to hear from you and explore potential opportunities for collaboration.

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Danielle Palmer's current company

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Fusion CPA I US Tax, Accounting & Business Advisory Firm
Fusion Cpa I Us Tax, Accounting & Business Advisory Firm
Director of Operations: Vision to Reality | Organizational Optimization Transformation
Atlanta, GA, US
Website
Employees
17
AeroLeads page
5 roles

Danielle Palmer work experience

A career timeline built from the work history available for this profile.

Integrations Manager: Vision To Reality | Digital Transformation | Project Management

Current

Atlanta, Georgia, United States

In this role, I remotely oversee a culturally diverse workforce and lead cross-functional teams in the sales, marketing, and recruiting divisions. I develop and create strategic hiring processes inside the business and collaborate with the CEO to provide strategic direction to the M&A and outbound sales teams based in South Africa. Further, I head ten entirely remote sales and marketing teams, and provide strategic direction to the finance and operations departments.My other duties and accomplishments include: ➝ Assist in implementing EOS Traction in the company and worked with the CEO in increasing sales by 18% during the pandemic in 2020.➝ Effortless at fine-tuning processes for sales, recruitment, client and employee onboarding, AR and AP, and client quality assurance processes. ➝ Implemented CRM (Monday.com) and Practice Management system. ➝ Perform payroll tracking and processing for contractors.➝ Created sales call scripts and processes, and train new salespeople to connect and uncover client needs effectively. ➝ Facilitate new customer onboarding and conduct accounting diagnostics, proposals, and engagement letters. ➝ Maintain client retention through tracking and processing client gift processes and roll-outs monthly and annually.➝ Track the effectiveness of the sales and marketing teams, guaranteeing timely and efficient lead generation, scheduling weekly L10 prep meetings, and successfully addressing issues as they arise by being solution-oriented.➝ Communicate and collaborate with partners to manage essential mutually beneficial partner engagement.➝ Motivate employees through engaging events and awards and distribute employee satisfaction surveys to manage employee morale.➝ Reconcile data and records from various applications and excel spreadsheets to efficiently manage the tax extension filing process for all applicable clients and participate in client EOS traction consulting sessions bi-weekly and monthly.

Jul 2019 - Present

Executive Assistance And Partner Integrations Specialist

Atlanta, Georgia, United States

As an Executive Assistant & Partner Integrations Specialist, I developed novel sales and marketing tactics that increased firm revenue by 6% in the first six months of employment. I utilized an API connection that created a mechanism to integrate all CRM and operations platforms. I also resented TiECon-Atlanta awards for two consecutive years and oversaw the entire sales funnel and forecasting.My other duties and accomplishments include: ➝ Coordinated and managed the CEO's monthly reports, schedules, and travel arrangements.➝ Spearheaded various HR activities, including developing and implementing diverse and inclusive recruitment strategies, hiring and managing employees and outsourced contractors, and oversaw briefings, queries, and reporting for AR and KPIs.➝ Maintained customer retention and all operational processes, including new client onboarding and research into partnership networks.➝ Managed all digital marketing for the company, including the website, social media accounts, and SEM (Search Engine Marketing). ➝ Assisted with project and event management for marketing events, including project timeline tracking.

Jun 2018 - Jul 2019

Payroll & Billing Operations Manager

Atlanta, Georgia, United States

Serving in this role, I spearheaded payroll operations, managing a team of 20+ employees employing empowerment and motivation. I analyzed, documented, and reported data discrepancies and devised a plan to respond to payroll delays or unplanned events. Moreover, I designed and implemented a streamlined payroll system and compiled debit and credit memos.My other duties and accomplishments include: ➝ Ensured payroll reports and records were balanced, kept up to date, and maintained AR aging at net 30 days. ➝ Discussed impending payroll systems with the event management department, processed contract invoices for clients, and remained solution-oriented when dealing with problematic invoices by conducting investigations.➝ Processed payroll for three states for over 500 hundred employees weekly➝ Created and submitted over 50 customer invoices weekly➝ Tracked outstanding payment concerns and produced weekly aging reports on schedule.➝ Entered changes in exemptions, deductions, and job and department transfers into payroll records to keep them updated.

Feb 2017 - Jun 2018

Human Resource & Accounts Receivable Specialist

Atlanta, Georgia, United States

I maintained and updated payroll records and gathered and evaluated data to resolve payroll inconsistencies during my tenure. I headed the employment verification process, including workman's comp, wage statements, medical grounds for unemployment claims, credit agencies, and rental properties, handled 20 important accounts, and kept AR aging to a minimum of 30 days. Additionally, I was accountable for completing all employment verification procedures for the vendor.My other duties and accomplishments include: ➝ Facilitated new associate onboarding and one-on-one training for new and existing employees.➝ Guaranteed positive quality control by visiting clients' sites monthly and entering all data into the company's main database.

Jun 2016 - Jan 2017
Team & coworkers

Colleagues at Fusion CPA I US Tax, Accounting & Business Advisory Firm

Other employees you can reach at fusiontaxes.com. View company contacts for 17 employees →

4 education records

Danielle Palmer education

Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services

FAQ

Frequently asked questions about Danielle Palmer

Quick answers generated from the profile data available on this page.

What company does Danielle Palmer work for?

Danielle Palmer works for Fusion CPA I US Tax, Accounting & Business Advisory Firm.

What is Danielle Palmer's role at Fusion CPA I US Tax, Accounting & Business Advisory Firm?

Danielle Palmer is listed as Director of Operations: Vision to Reality | Organizational Optimization Transformation at Fusion CPA I US Tax, Accounting & Business Advisory Firm.

What is Danielle Palmer's email address?

AeroLeads has found 1 work email signal at @fusiontaxes.com for Danielle Palmer at Fusion CPA I US Tax, Accounting & Business Advisory Firm.

Where is Danielle Palmer based?

Danielle Palmer is based in Atlanta, Georgia, United States while working with Fusion CPA I US Tax, Accounting & Business Advisory Firm.

What companies has Danielle Palmer worked for?

Danielle Palmer has worked for Fusion Cpa I Us Tax, Accounting & Business Advisory Firm, Fusion Cpa I Atlanta Tax, Accounting, & Bookkeeping Cpas, and First Step Staffing.

Who are Danielle Palmer's colleagues at Fusion CPA I US Tax, Accounting & Business Advisory Firm?

Danielle Palmer's colleagues at Fusion CPA I US Tax, Accounting & Business Advisory Firm include Carlos Cortes, Cpa, Cma, Samantha Hanekom, Maria Belen Ferrero, Janvi Soni, and Camille Morales-Velázquez.

How can I contact Danielle Palmer?

You can use AeroLeads to view verified contact signals for Danielle Palmer at Fusion CPA I US Tax, Accounting & Business Advisory Firm, including work email, phone, and LinkedIn data when available.

What schools did Danielle Palmer attend?

Danielle Palmer holds Bachelor'S Degree, Business Administration And Management, General from Georgia State University.

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