Seeking a bookkeeper position offering the opportunity to apply expertise in financial management and accounting, leveraging strong interpersonal skills, excellent time management, and problem-solving abilities to contribute to the financial health and success of the organization.
Established successful independent insurance agency from inception, achieving profitable sale in 2020. Skillfully developed target markets and formulated comprehensive business and marketing strategies to promote suite of insurance products and services. Delivered clear and insightful guidance to clients in selecting insurance plans aligned with specific needs and financial constraints. Cultivated enduring, mutually beneficial partnerships with vital stakeholders and clients, resulting in steady monthly expansion and transforming business from startup to nearly $1 million in revenue.
Managed a four-member team, developing new business opportunities, including automobile and homeowners’ policies, while consistently increasing sales and improving profitability.
I achieved top-tier performance in my sales district by recruiting, training, consulting and coaching agents and staff to drive production and profitable growth.
Provided quality financial solutions to small businesses in the Tampa Bay Area. In my capacity as a CPA, I performed a wide range of tax, audit, and financial services, playing an instrumental role in the financial prosperity and regulatory adherence of numerous small businesses.