Director Of Practice Management
CurrentWorking directly with clients during onboarding, continued care, allocating new clients, and directing new/existing clients to the professional services that best meet their needs. When potential clients seek out services from Cooper CPA Group an initial meeting is scheduled where I share the unique services Cooper CPA Group has to offer. Following the initial meeting based on the scope of services needed by the client I am responsible for quoting and assigning the new client to right member of Cooper CPA Group’s team.