Brooke Finkenbiner
Houston,Texas
Summary
Experienced sales and customer service professional with a proven track record of cultivating strong client relationships and boosting customer retention and satisfaction by 20%. Recognized for an approachable and professional demeanor with strong problem-solving abilities to navigate unexpected challenges effectively. Detail-oriented, with a focus on making sound business decisions that benefit both company and client. Skilled in gathering and analyzing sensitive client data to tailor services and foster loyalty.
Overview
10
10
years of professional experience
Work History
Office Manager| Tax Preparer| Sales Professional
The Tax Whisperer
09.2020 - 10.2024
- Collaborated with clients to understand their needs and deliver high-quality tax resolution services.
- Cultivate strong, trusting relationships with clients, addressing their concerns and ensuring high levels of customer satisfaction.
- Handle any client issues or disputes promptly and professionally to maintain a positive reputation for the office.
- Prepared tax returns, extensions, and amended returns for individual clients.
- Thoroughly reviewed clients' tax documentation to identify eligibility for additional tax credits and deductions.
- Facilitated effective communication between clients and tax authorities, ensuring timely resolution of issues.
- Leveraged social media marketing tools, such as Facebook, to generate an average of 170 leads per week.
Co-Owner of Tax Preparation Office
Know More Taxes LLC
08.2018 - 09.2020
- Collaborate with the other co-owner(s) to set long-term goals and develop strategies to achieve them.
- Hire, train, and supervise employees, ensuring they meet performance standards and adhere to company policies
- Foster a positive work environment, providing ongoing training and mentorship to enhance team skills and performance.
- Select and maintain tax preparation software and technology systems that improve efficiency and accuracy.
Sales
Zero Tax Due LLC
05.2018 - 08.2018
- Closed over $15,000 in sales weekly, with an average of 15 new customers per week
- Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
- Engaged with customers to effectively build rapport and lasting relationships.
- Liaised with customers and recommended specific solutions, aligning with individual needs, requirements and specifications.
Payroll/ Bookkeeping Clerk
Venom Inspection Services
09.2016 - 12.2017
- Worked with upper management to complete complex projects on tight budgets within specific timelines.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Managed payroll data entry and processing for 36 employees to comply with predetermined company guidelines.
Dental Assistant
Terry Winchester DDS
05.2014 - 08.2016
- Assisted the dentist during examinations and treatments by providing instruments, suctioning, and maintaining a clear field of vision.
- Prepared patients for dental procedures and explained processes to ensure the patient is comfortable and informed.
- Ensure all dental instruments are properly cleaned, sterilized, and organized for use.
Education
Associate Degree - Tax Preparation
Liberty Tax School
Houston, TX05-2018
Associate of Arts - Cosmetology
Paul Mitchell The School And The Aveda Institute
General Studies
North Harris County Community College, Houston Community College
Skills
- Tax Preparation
- Bookkeeping
- Sales
- Social Media Marketing
- Microsoft Office
- Data Entry
- Proficient using CRM software
KEY ACHIEVEMENTS
- Lead Generation Success: Generated average of 170 leads weekly with social media ads
- Sales Growth Achievement: Increased sales by 25% through effective upselling strategies
- Customer Satisfaction Improvement: Boosted customer satisfaction by 20%, enhancing client retention
Timeline
Office Manager| Tax Preparer| Sales Professional
The Tax Whisperer
09.2020 - 10.2024
Co-Owner of Tax Preparation Office
Know More Taxes LLC
08.2018 - 09.2020
Sales
Zero Tax Due LLC
05.2018 - 08.2018
Payroll/ Bookkeeping Clerk
Venom Inspection Services
09.2016 - 12.2017
Dental Assistant
Terry Winchester DDS
05.2014 - 08.2016
Associate of Arts - Cosmetology
Paul Mitchell The School And The Aveda Institute
Associate Degree - Tax Preparation
Liberty Tax School
General Studies
North Harris County Community College, Houston Community College
Similar Profiles
Brooke FinkenbinerBrooke Finkenbiner
Office Manager| Tax Preparer| Sales Professional at The Tax WhispererOffice Manager| Tax Preparer| Sales Professional at The Tax Whisperer
George WalshGeorge Walsh
Foreman at Remodeling With House WhispererForeman at Remodeling With House Whisperer
Maureen CampbellMaureen Campbell
Small Business Owner at Nanny Whisperer Inc.Small Business Owner at Nanny Whisperer Inc.
Arnissa Brown-BennettArnissa Brown-Bennett
Practice Assistance at White & Case, L.L.P.Practice Assistance at White & Case, L.L.P.
Simon HebdonSimon Hebdon
Regional Director of Sales Performance at Lexis Nexis Risk Solutions (part of Relx)Regional Director of Sales Performance at Lexis Nexis Risk Solutions (part of Relx)