Eco Terra is dedicated to protecting land, restoring natural resources, and financing alternative energy solutions. Our active partnerships with landowners, investors, developers, and regulatory agencies grant us the ability to engage in large scale restoration efforts and renewable energy projects.

Helping businesses uncover previously missed tax credits, rebates, and incentives. Specializing in various Federal and State credits Including Employment, Withholding, Property, Investment, Sales Tax, Research and Development, Training, Export, Film, and Health Care. Comprehensive research on available tax credits for businesses looking to grow or expand. Working with companies to create strategies for maximum utilization of available credits.Our portfolio includes Fortune 500 companies, small and medium-sized business. In addition, assisting payroll companies and PEOs to improve ancillary margins by implementing robust tax credit services operation. From introductory training to the in-depth understanding of Department of Labor, IRS, and State laws.

Managed all functions of the Tax Department including: Deposit Payments, Tax Return and Amended Tax Return Filing, W2/1099 filing, Notice Resolution, Pennsylvania ACT 32. Launched eTax project to decrease paper use by 80% through EFT ACH Deposit Payment Enrollments and Agency eFiling. Expert knowledge of MasterTax software.Supervised Cash Operations through daily reconciliation of ACH, Tax and Positive Pay Accounts. Non Sufficient Funds debt collection and management. ACH Processing, Reverse Wires. Participated in 2013 MasterTax (ADP) Client Advisory Board in Scottsdale Arizona.Increased the overall revenue of the company by successfully changing the billing methodology among the entire client base. Deployed Key Performance Indicators to establish accountability in operations. Formulated an incentive plan to correlate with KPI index for the entire company staff. Created Standard Operating Procedures to increase operating efficiency. Introduced “Operational Excellence” initiatives to further increase client satisfaction and retention. Redesigned Implementation process to improve new client on boarding experience, including new communication tools with sales, comprehensive pre-launch tax audit and effective client training techniques. Rolled out multiple new products to the client base including: Tax Credits, eDelivery of Payroll Reports and Pay stubs, Text Messaging of cash requirements. Established Crisis Management procedures in ACH, Tax and Client Communications. Introduced Net Promoter Score with client base and use the tool for both KPIs and employee coaching. Revamped the client visit program to create a systematic approach based client’s size and revenue. Created “Advisory Points” with the staff to further drive client retention through consultative sales. Operated PayChoice payroll software. Deployed new CRM system to increase client communication and established electronic procedural workflows. Trained new employees on payroll concepts and software.

• Director/Creator -- 3 Step Payroll –– Created new process to fill void determined through comprehensive market analysis and internal product offering audit. Established an online payroll division of Payday Inc. As the Director of the company achieved a 98% client retention and double digit growth in the first 2 years of operations. Primary markets included: NM, AZ, CO & UT.• W.O.T.C. - Created a Tax Incentive Department to take advantage of Work Opportunity Tax Credits. Utilized New Hire Data to maximize the cost savings opportunities for the top 20% of current clients. Consulted ten other IPPA Payroll Companies on setting up similar programs throughout the country, with continuous mentoring and improvement processes.• Marketing - Established an overall marketing strategy for the company including email marketing, paper solicitations and internal sales. Improved marketing efficiency by 70% utilizing e-marketing and strict follow up guidelines. Researched and introduced various ancillary products to increase revenue by 15%, including: 401(k), Human Resource Information System, Workers’ Compensation Insurance, Credit Card processing, etc.• Customer Relationship Management (CRM) - Improved CRM system by conducting a complete overhaul of an existing client and prospect structure, including data collection, data retention and reporting. Created workflows and SOPs to improve operational efficiency through data management. • IT - Redesigned the company’s infrastructure to be in full compliance with SAS 70 Type I & II. Created Asynchronous Data Recovery environment for business continuity. Maintained company’s infrastructure systems including primary payroll software.• Sales - Engaged in sales activities to generate necessary market data and adjust company direction accordingly. Instituted and facilitated new hire training for the sales department.

Conducted a comprehensive review of Retail Line Business; reported the findings to the Board of Directors and the Advisory Board. Together with Retail EVP and Chief Executive Office created an action plan to further increase sales, customer retention and new product offering.

Performed financial oversight of the company and overall monetary direction of the business• Researched and secured investment financing for construction projects in Estonia and Saint Petersburg Russia;• Audited and optimized accounting within the company;• Negotiated with local Banks for lending options for company’s projects;• Acquired strategic partnership with Finish Retail Company for hypermarket development in Saint Petersburg, Russia.

Collaborated with Area Manager to establish the overall direction of the branch. Monitored and executed strategies and tactics within the managing area. • Directed the overall performance of four retail branches; • Participated in the management process through the execution of sales meetings, coaching and interventions, reward and recognition programs and initiatives; • Prepared and conducted effective performance and skill development reviews; • Created annual succession plans and administers consequence management; • Worked with the various lines of business including Commercial, Residential Mortgage and Private Wealth Management; • Served companies with up to $10 Million in revenue; • Recruited qualified candidates for district and the Atlanta Region. • Sales - Top 3% sales associate recognition award within the SunTrust Bank footprint.