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.

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.