Isabell Simpson

• Provided free tax preparation services to low- to moderate-income individuals and families in the community.

• Assisted clients with filing their tax returns, including gathering necessary documentation and answering questions about tax laws and regulations.

• Maintained confidentiality and professionalism when working with sensitive financial information and client records.

• Provided exceptional customer service by greeting and engaging with customers, answering product questions, and resolving issues promptly and efficiently.

• Achieved and exceeded sales goals through effective product knowledge and sales techniques, resulting in increased revenue for the store.

• Demonstrated expert knowledge of Apple products and software, including the latest updates and features, to assist customers in making informed purchase decisions.

• Collaborated with team members to ensure timely and accurate completion of tax returns and other projects.

• Assisted clients with bookkeeping and accounting tasks to ensure accurate financial reporting and compliance with tax laws and regulations.

• Managed multiple tasks and deadlines effectively to ensure timely completion of projects and client satisfaction.

• Devised an improvement system in Excel that streamlined communication and tracking updates on critical equipment for the sales team.

• Utilized Act-On and divi-builder platforms to assist the marketing team with weekly projects and long-term planning.

• Promoted services at Business to Business trade-shows, resulting in increased exposure and new client acquisition.