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I also represent Your Wright Resource. This firm works nationwide and provides not only accounting/bookkeeping and tax and payroll services but also specializes in tax planning, cash flow management, and much more. Additionally, I've worked with 6 different CPA firms located across the country conducting business development efforts to build their businesses. This included creating all documentation, agreements, and forms required to secure new client relationships. Included was educating the CPAs on maintaining client relationships. Positioned each CPA firm for growth and successfully secured new clients who utilized both tax preparation and accounting/bookkeeping services. Also, have worked in the human and animal health industry - For one company, this involved drafting a business plan that incorporated a 1-, 3-, and 5-year plan focused on maintaining and growing existing client relationships (General Practitioner Veterinary Hospitals) who provide referrals to the hospital and its specialty services and positioned the company for the future. Also incorporated the vision for community engagement and support including establishing new corporate relationships for involvement and support. Established a new fund to enable community support to assist pet owners needing financial assistance to pay their ER or Specialty bills for their pets. Created the plan and began initial steps for ongoing and increased funding via social media.For another company, I initiated efforts to help a veterinary hospital establish a new presence in Colorado.Most recently, I worked briefly with a health clinic (not animal health) and became familiar with Direct Primary Care which is a membership-based solution for individuals and businesses to utilize to reduce costs and provide greater and more personalized care. This is a "disruptive" solution, devised by physicians, to combat existing healthcare insurance.

Increased revenue by 20% in 2022 by representing the company to small and medium sized businesses promoting tax, bookkeeping/accounting, payroll, insurance, and corporate solution services and generating new client relationships. Additionally, I promoted marketing solutions regarding brands, licensing, and syndication. This included a focus on the new media business owners (YouTube, Instagram, Facebook, Gamers, etc.) offering business services to those unique markets. The company also required PR/Marketing to create a recognized presence for the company and its new office in Centennial, Colorado and position the firm to be the premiere CPA and business services company in Colorado. This included generating new revenue generating options in regard to brands, licensing, and syndication associated with the new media (YouTube, Instagram, Tik Tok, Facebook, etc.)

• Built the business from $0 revenue and 0 clients to a firm with a staff of 9 including two CPAs with international experience. The firm took a proactive approach as compared to reactive. • The firm specialized in start-up and small businesses and offered a unique approach to working with clients. • Successfully generated annual revenue nearing $300,000 within 18 months. The business then doubled in size financially ($750,000) and prior to being sold, surpassed the 7-figure mark.• Client retention was managed via strong working relationships with existing clients using regular meetings, communications, and social media.• Introduced referral programs and directed/managed a team of tele-marketers who initiated calls to new and existing businesses to acquire appointments for sales calls.• Managed HR for staff and office as needed by the owner.• Positioned business with new industries that allowed for increased revenue streams.