Lora Smith
Clarksville
Summary
Dynamic small business owner at Smith's Bookkeeping & Tax Services, LLC, excelling in financial management and client relationship building. Spearheaded operational efficiency through software implementation and staff training, resulting in enhanced service delivery. Proven leader with strong problem-solving abilities, dedicated to compliance and strategic business growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Small Business Owner
Smith's Bookkeeping & Tax Services, LLC
Clarksville
06.2018 - Current
- Managed daily operations for bookkeeping and tax services.
- Developed client relationships through personalized service and communication.
- Oversaw financial record management and tax preparation processes.
- Trained staff on best practices in bookkeeping and customer service.
- Implemented new software systems to improve efficiency in operations.
- Ensured compliance with federal and state tax regulations.
- Coordinated scheduling to meet client needs and deadlines effectively.
- Conducted regular reviews of financial documents for accuracy and completeness.
- Oversaw daily operations of small business including customer service and financial management.
- Developed business plans and strategies to grow small business.
- Established partnerships with other businesses in related industries for mutual benefit.
- Created budgets and monitored expenses to stay within budget limits.
- Ensured compliance with applicable laws and regulations while running the business.
- Reviewed sales reports and adjusted sales activities or expenses to better meet budgets.
Education
Bachelor of Science - Healthcare Admin
University of Phoenix
Tempe, AZ06-2012
Bachelor of Science - Marine Biology
Unity Environmental University
Unity, MESkills
- Bookkeeping
- Tax preparation
- Financial analysis
- Software implementation
- Budget management
- Customer relationship management
- Operational efficiency
- Sales strategy development
- Staff training
- Problem solving
- Attention to detail
- Effective communication
- Negotiation skills
- Accounting oversight
- Business operations leadership
- Financial management
- New business launch
- Human resources management
- Operations management
- Payroll administration
- Financial administration
- Entrepreneurial leadership
- Financial planning
- Small business operations
- Business management and development
- Human resources administration
- Staff hiring
- Reporting and documentation
- Business development
- Problem-solving abilities
- Effective leader
Certification
- IRS Tax Professional
- Certified Bookkeeper
Timeline
Small Business Owner
Smith's Bookkeeping & Tax Services, LLC
06.2018 - Current
Bachelor of Science - Healthcare Admin
University of Phoenix
Bachelor of Science - Marine Biology
Unity Environmental University
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