• Successfully transitioned a client (service business) of the company to a comprehensive digital invoicing, payment, and scheduling system, enhancing operational efficiency and client satisfaction.• Provided expert consultation to clients on critical financial matters including Entity Structure, Cash Flow, and Tax Planning, contributing to improved financial health and tax compliance• Fostered a culture of teamwork and effective communication, leading to increased productivity and a more cohesive work environment.• Pioneered the introduction of the Traction Core Values Speech and proposed developing a value recognition system, strengthening organizational culture and employee engagement.

• Emphasized proactive decision-making to augment wealth preservation and optimize financial outcomes for clients.• Built and maintained client relationships, delivering strategic tax planning and projections tailored to individual needs.• Collaborated closely with team members to implement a client-centric approach, ensuring high-quality service delivery.• Specialized in Personal Tax Services, upholding compliance with laws and regulations while evaluating and assisting in financial strategies to optimize tax efficiency.

• Assisted clients with accounting services and preparation of Financial Statements.• Contracted with a CPA Firm to prepare individual income tax returns and business tax returns.• Provided strategic tax planning and tax projections for all returns prepared.• Communicated with team members to fulfill great client satisfaction.

• Managed $500,000 in annual billings.• Increased client fees on average 8% in each year over year.• Assisted in brokering an acquisition that added $40,000 in annual fees.• Key relationship manager for 73 monthly recurring small business clients.• Reviewed compiled financial statements and issued for 60 monthly clients.• Prepared and signed 173 individual income tax returns for the tax year 2016.• Prepared and signed 103 business tax returns for the tax year 2016.• Provided strategic tax planning and tax projections for all returns prepared.• Advised firm management on efficiency and cost savings realized with paperless systems.• Implemented paperless systems and procedures on 90% of monthly write up clients.