Business Advocate
MiklosCPA #urCPA
Sep 2018 - Aug 2025 (7 years)
Detail-oriented and analytical professional with experience in business advocacy and management, with a strong foundation in business analysis, data management, and financial operations. Deep involvement in supporting business operations and nonprofit initiatives through accurate data & records tracking, and client advocacy. Committed to continuous learning and helping others while maintaining a solutions-focused mindset to drive process improvements. Activities include:
• Provide client advocacy and support for businesses in accounting, tax filing, and process improvement.
• Utilize Microsoft Dynamics CRM, Microsoft Teams, and the full Microsoft Office Suite to manage client records and communications.
• Analyze financial data for clien