• Scale Stage
    Rapidly increasing operations
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•Increased revenue from one KPMG client by 24% first through the creation of Excel templates and ?????? web-scraping to capture sales and dividend transactions as well as business operations for the client; then implemented tax strategies resulting in such high level of client satisfaction that further services were sought and provided.
•For an entertainment client, studied CARES Act, investigated efficient alternative solutions, and determined that client qualified for a tax-saving strategy that made an adjustment to taxable income reducing tax obligation by $225K.
•Optimized workflow through restructuring tasks and developing systematic repositories of data to monitor transactions more effectively
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