Projects
Project Management
Created weekly team meetings, communicated, problem solving, leading to more productivity and less stressful deadlines.
Created and defined clear working directives between leadership and employees.
Designed monthly newsletters and researched content for the business to improve client contact.
Invented website design content, creation, and ad hoc creative projects.
Digital Transformation
Transformed a 30 year accounting office to use auto recognition software for input
Upgraded to digital methods of organizing work papers and record keeping
Strategize and planning for digitalizing and destruction of 60 years of tax records
Infinite support for staff through the uncertainties, changes in new technology and training implementation
Planning and Implementation
Planned and ensured that all the tax deadlines are met within the tax year and other special periods
Encouraged cooperation, questions, and weekly meetings to ensure projects are completed timely
Executed projects to be completed by collaboration and checking in, leading from a bottleneck revenue to consistent cash flow.
Change and Technology Management
Encouraged implementing training procedures, feedback, yearly reviews, salary increases, and quality benefits for employees
Prepared and organized all mail, documents (physically & digitally), projects, weekly meeting materials, billing, and invoices to encourage smooth progress and teamwork all year long
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