Heather Ferguson Email & Phone Number

Knoxville, Tn, Us

Plymouth, Minnesota, Us

Mountain View, California, Us

Mountain View, California, Us

Atlanta, Ga, Us

As the president of a tax, accounting, financial planning, investment, and insurance firm, I held P&L accountability while directing daily operations to maximize profits. I forecasted liquidity needs, prepared financial statements, and conducted flux analyses. I oversaw A/P and A/R, general ledger, and account reconciliation, and I scrutinized balance sheets, income statements, and budget variances. I trained and mentored a high-performing team of five while overseeing human resource efforts including talent acquisition, professional development, and staff retention. I instituted standard operating procedures for sales and investment account management, ensured regulatory compliance and operational efficiency, and held Series 7, 66, and FL Insurance licenses. Select Accomplishments► Leveraging my financial acumen and managerial skills to launch new business; I innovated and executed strategies to increase profit margins, resulting in 25% annual growth for Tax Service for four consecutive years. ► Fostering collaborative relationships to counsel clients on strategies to meet their financial goals; I successfully managed client relationships for 800+ accounts.►Devising and implementing best practices for forecasting, budgeting, and cash management; I streamlined accounting functions to enhance productivity and achieve KPIs.►Cultivating trusted advisor relationships to promote customer loyalty and drive incremental revenue growth; I exceeded industry standards by achieving 90% client retention rate.►Innovating process efficiencies to establish strong compliance QC, internal controls, and mitigate risk; I designed and executed comprehensive training for the auditing department to ensure accuracy and integrity of data.

Mountain View, California, Us

I provided seasonal tax assistance to a diverse customer base. I established rapport and trust with clients, offering personalized assistance to address tax questions. I consistently met deadlines while demonstrating strong analytical and problem-solving skills and maintaining accuracy and compliance objectives.Select Accomplishments► Delivering exceptional service; I received extremely high customer satisfaction ratings. ► Promoting quality assurance; I utilized my software expertise to assist clients in filing returns via Turbo Tax. ► Employing customer engagement approaches to accomplish KPIs; I resolved 98% of client cases.

During my time at Beulow, I managed a tax client base of 250, including personal and business clients. I prepared and closed monthly financial statements and audit reports. I liaised with the IRS to ensure the accuracy and integrity of financial information for the firm’s clients and consultants. I performed monthly account reconciliations and monitored general ledger transactions. Select Accomplishments► Spearheading financial planning and analysis; I identified and resolved accounting issues, closed sales, and compiled investment paperwork. ► Designing and implementing internet marketing strategies to drive new business development; I created two web pages, led social media campaigns, and drafted weekly blog posts. ► Developing new departments and business lines using innovative ideas; I initiated a Tax Problem Resolution department to resolve tax debt via Offers in Compromise, Installment Agreements, Innocent and Injured Spouse claims, and Tax Court Appeals.

Master'S In Business Administration, Business Administration And Management, General

Bachelor'S Degree, Legal Studies, General

Aa, Business And Accounting Focus