Build and maintain long term customer relationships.Maintain a CRM database for accounts and opportunities, as well as the collection of customer information and general market intelligence.Provide effective and efficient delivery of customer-based utilization services for equipment selection, by sizing, quoting, selling to the customer, and ensuring the equipment is installed as per our customer’s request with professionalism and excellent customer service.Manage and resolve customer issues and concerns.

Examine Financial Statements with clients to get a clear picture of their overall financial situations.Organize Financial Records along with preparing tax return documents.Prepare tax returns, payments, necessary paperwork, and reports.