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Kristi Miller Pepperdine

Carrollton, TX 75006 214-494-1541 Kristi@PepperdineCPA.com

Software Trainer
Implementation and Customer Service / Support QUALIFICATIONS SUMMARY
Excellent written and oral communication, organizational and project management skills. Proven ability to deal with a wide range of individuals, including high net worth investors, executives and business owners in a stressful and time-sensitive environment. Expanded my role and skills in each position to improve the workplace productivity, efficiency and community.

Tax & Accounting Trainer / Consultant Tax & Insurance Compliance Review Employee Training & Supervision Client Relations and Marketing

Trainer - Seminars & Presentations QuickBooks Pro Consultant / Trainer Website SEO - 1st page of Google Office Manager / Executive Secretary

PROFESSIONAL EXPERIENCE
Project Manager / Sales & Technical Support (Part-time) eVision Marketing Inc. Dallas, Texas 2012 to Present

Coordinate project management for client website design, search engine optimization, reputation management and other services. Train in-house and contract personnel. Make Presentations at training events. Sales Support Cornerstone Retirement Group - Carrollton, Texas Independent Life and Financial Planning Firm Annuities and Life Settlements 2010 to 2011

Organize and conduct educational presentations and seminars. Review, process and deliver policy applications. Respond to client questions. Developed and implemented the administrative records, files and database procedures to process applications accurately and efficiently and thus improve productivity. Assure compliance to insurance standards of ethics, privacy, and client records maintenance. Screen phone calls, maintain office calendar and coordinate business travel. Software Training and Support / Office Supervisor Pepperdine & Company, CPAs - Dallas, Texas 1991 - 2010

Trained support staff on QuickBooks, Microsoft Word, Excel, tax preparation software and office calendar. Trained clients in accounting, tax and payroll processes. Hired and trained staff on office procedures and equipment to improve productivity. Improved Office Administration with cost controls and increased staff efficiency. Reduced cost of seasonal staff through partnership with local high school intern program.

Kristi Pepperdine

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Increased in-house CPA productivity and profitability by 20%. Hired, trained and supervised staff in office operations, software and records requirements. Provided company bookkeeping including payroll, purchasing, AP, AR, collections, maintenance contracts, renewals and financial reports. Reconciled client and company bank statements. Prepared tax return packages for clients. Eye for detail improved quality of finished products. Implemented new office systems to improve workflow between CPAs and staff. Increased client retention rate by 10% with improved client communications. Resolved 98% of client issues and concerns positively, without the need for upper management involvement, creating greater client trust. Developed marketing efforts including website, educational tax seminars and client mailings. New business marketing consistently increased quality and value of client accounts. Implemented additional profit centers of client training and support for various accounting and tax preparation software packages through software seminars, presentations and consultations. Sales Support Engineer Apple Inc. - Dallas, Texas 1982 - 1990

Supported the Field Marketing Specialist with tradeshows and marketing efforts. Provided internal training for administrative staff on software and Apple program updates. My ability to relieve outside sales support engineers of in-house support needs ultimately created new position as Internal Sales Support Engineer with duties including maintaining the office network, trouble-shooting office software and hardware, answering problem calls from national accounts, and training retail technical support staff. Customer Relations / Taxpayer Service Representative Prior to 1982 Market Data Research, Liberty Investors and IRS Taxpayer Service - Oklahoma City, OK Customer support positions requiring excellent telephone and in-house communication skills, computer proficiency, and tax and accounting expertise in stressful situations dealing with client finances and quality of service. Educated taxpayers on tax laws and tax forms.

EDUCATION
B.A. Degree, Brigham Young University, Proficient with Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks Pro, MYOB, FileMaker, Keynote, Pages and Taxware software. Basic knowledge of HTML code Licensed Life and Health Insurance Agent

VOLUNTEER WORK / COMMUNITY


Voter Precinct Clerk, Dallas County, Texas BYU Management Society, Member, Dallas Chapter Family History Center, Genealogical Research, Carrollton, Texas Church Public Relations Committee, Carrollton, Texas

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