QuickBooks with Taylor A.

Taylor's Financial Services, LLC

● Act as subject-matter expert for over 10 clients to plan, coordinate, execute, and report financial activities ● Review financial statements and related sales/ P&L documents to report findings to stakeholders, turning insights into action plans for over 10 business initiatives ● Manage a portfolio of operational functions, including financial analysis, client bookkeeping, payroll processing, workflow and systems auditing, quality control testing, and program integration ● Advise executive managers on key business decisions by documenting, developing, and providing recommendations on operational procedures, including revenue-generating initiatives ● Identify new ways to boost impact and increase revenue goals, which has resulted in improved client engagement, lead generation, and performance forecasting ● Act as primary point-of-contact for partners and clients, applying continuous improvement strategies to reporting and collaboration, which has led to stronger professional relationships

Kalamazoo Valley Community College

Intuit

The QuickBooks ProAdvisor certification is a program offered by Intuit, the makers of QuickBooks, to help professionals demonstrate their expertise in using the software. ProAdvisors are certified in the use of QuickBooks and have a thorough understanding of its features and capabilities. This certification is earned through a combination of training and testing, and it signifies that the individual has the knowledge and skills necessary to provide expert guidance and support to users of the software. ProAdvisors are also able to access exclusive resources and benefits, such as discounted software and marketing materials, to help them better serve their clients.

Native Proficiency

Native Proficiency