Sandra Cole
Katy,TX
Summary
Accomplished Business Consultant with a proven track record at Purposeful Action Business Consulting and Tax Service, specializing in business planning and process improvement. Expert in fostering client relationships and mentoring staff, I've driven performance enhancements and integrated innovative technologies, achieving significant operational cost reductions. Skilled in business analysis and customer service management, my strategic approach has secured long-term contracts and enhanced client satisfaction. Professional and detail oriented, and can successfully manage multiple projects.
Overview
26
26
years of professional experience
1
1
Certificate
1
1
Certified Therapon Therapist
5
5
Licensed Minister
1
1
Certified Mortgage Loan Officer
Work History
Business Consultant
Purposeful Action Business Consulting and Tax Serv
03.2017 - Current
- Developed complete business plans and operational strategies for new and existing business.
- Performed as consultant for startup business in areas of marketing, logistics, and training to various Trucking Companies.
- Streamlined operational processes with the integration of innovative technologies, reducing overall costs.
- Mentored junior consultants, fostering professional development and sharing industry expertise.
- Established strong client relationships through excellent communication and negotiation skills to secure long-term contracts.
Federal and State Income Tax Preparer
Purposeful Action Income Tax
03.2000 - Current
- Maintained up-to-date knowledge of ever-changing tax laws, ensuring accurate advice and guidance for clients.
- Calculated estimated tax payments for clients.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Logistics Manager
Sanco Express Transportation LLC
04.2010 - 12.2018
- Developed and maintained knowledgeable and productive team of employees.
- Coordinated dispatching of 37 drivers to accomplish daily delivery requirements.
- Directed shipping and receiving of wide range of products daily.
- Enhanced customer satisfaction by closely monitoring order fulfillment and addressing issues promptly.
- Negotiated favorable terms with carriers, resulting in significant cost savings for the organization without compromising service quality.
- Meticulously tracked shipments from origin to destination, proactively addressing any delays or issues that arose during transit.
Logistics Coordinator
Dewit Nationwide Transportation
03.2010 - 02.2017
- Coordinated with suppliers to ensure timely delivery of goods, minimizing stockouts.
- Managed cross-functional teams for efficient project execution and timely completion.
- Trained new employees on logistics procedures, promoting a consistent approach across the team.
- Developed relationships with key vendors, securing preferential treatment in pricing and terms negotiation.
- Coordinated shipments and tracked progress to facilitate timely delivery.
- Devised routing plans and schedules to facilitate safe and timely delivery of goods.
- Tracked orders and notified customers of status or potential delays.
Tax Manager
A-Z Tax Services
01.2004 - 02.2010
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
- Assisted in managing audits of federal and state income tax and state and local filings.
- Advised clients on strategic tax planning, resulting in significant cost savings and minimized risks.
- Researched and analyzed tax developments and applications to specific business situations.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
Tax Preparer and Bookkeeping Services
Doris Gibbs Washington Architectural
04.1999 - 01.2010
- Analyzed financial records to verify accuracy of tax returns.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Education
No Degree - Business Management
Colorado Christian University
Denver, CO12-2025
No Degree - Computer Technology
Houston Community College
Houston, TX07-1984
High School Diploma -
M B Smiley
Houston, TX05-1983
Skills
- Presentation Skills
- Business Analysis
- Business Planning
- Staff Mentoring
- Customer Service Management
- Performance Improvement
- Process Improvement
- Project Management
- Training and mentoring
- Training proficiency
- Business Development
Accomplishments
- Documented and resolved process issues which led to creating a 7-step process for the Document Center that was introduced to perspective clients to help them understand our department..
- Achieved recognition for becoming the number one department in the company which led other managers to come mirror our process and effectively operate their departments.
- Supervised team of 37 staff members.
- Achieved maximum results by completing filing, scanning, and retrieving all back logged projects with accuracy and efficiency.
- Formed a cross-training team within the department so that everyone could know each other job and understand why we did what we did, and how our mistakes effected other departments.
Certification
- Certified Manager (CM) - Institute of Certified Professional Managers.
- Texas Drivers Driver's License
- NAHRO Public Housing Manager National Association of Housing and Redevelopment Officials 05/1998
- Texas Loan Officer License Houston Community College 12/2001
- Licensed Minister New Light Church 02/1993
- Maximize Kingdom Entrepreneurs Hilliard Vocational Bible Institute 10/2009
- Therapon Belief Therapist Therapon Institute 09/2010
Languages
English
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Microsoft Office
Quickbooks
SAP
Intuit
Windows
Quote
Many times, opposition looks like an error but opposition often catalyzes growth and transformation. Press past it!
Sandra Cole
Affiliations
- Relentless Church
- New Light Church
- Ms Irene's Childcare
Interests
Writing lyrics, poems, plays
Hanging with family and friends
Research
Creating inventions
Learning new things
Work Preference
Work Type
Part TimeFull TimeContract WorkGig WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementPersonal development programsTeam Building / Company Retreats4-day work weekCompany CultureFlexible work hoursWork from home optionPaid time offWork-life balance401k matchTimeline
Business Consultant
Purposeful Action Business Consulting and Tax Serv
03.2017 - Current
Logistics Manager
Sanco Express Transportation LLC
04.2010 - 12.2018
Logistics Coordinator
Dewit Nationwide Transportation
03.2010 - 02.2017
Tax Manager
A-Z Tax Services
01.2004 - 02.2010
Federal and State Income Tax Preparer
Purposeful Action Income Tax
03.2000 - Current
Tax Preparer and Bookkeeping Services
Doris Gibbs Washington Architectural
04.1999 - 01.2010
- Certified Manager (CM) - Institute of Certified Professional Managers.
- Texas Drivers Driver's License
- NAHRO Public Housing Manager National Association of Housing and Redevelopment Officials 05/1998
- Texas Loan Officer License Houston Community College 12/2001
- Licensed Minister New Light Church 02/1993
- Maximize Kingdom Entrepreneurs Hilliard Vocational Bible Institute 10/2009
- Therapon Belief Therapist Therapon Institute 09/2010
No Degree - Business Management
Colorado Christian University
No Degree - Computer Technology
Houston Community College
High School Diploma -
M B Smiley
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