Hi, I'm Portia, a Tax Accountant -- turned Certified Online Business Manager (Certified OBM®) and your business' partnering Chief Revenue Officer (CRO). What most people don't know about me is while I was juggling tax issues for my clients during the day -- at night and on the weekends, I was working as an Experiential Marketing Professional (doing engagement marketing) aka Brand Ambassador. I was also a full-time student studying Econometrics and Quantitative Economics at Kennesaw State University. I have always had hustle and drive (ambition is my driving force)!
Some might call me an overachiever. You see I started working as a freshman in high school for a credit firm (Smart Start Credit Services) as a volunteer employee. They loved my work ethics so much that shortly after I was offered a clerical position. About seven months later I became the office manager, and the rest is history.
During my time as an Executive Administrative professional at the United States Air Force I received accolades for being an innovative records management coordinator. I was tasked with overturning the information systems contract management database. I created an automated system to handle InfoSec contracts and renewals from scratch. At the Internal Revenue Service, I managed a staff of 250 employees with 50 direct subordinates. At Intuit TurboTax I directly supervised a staff of 300+ CPAs, Enrolled Agents, and Tax Professionals handling complex tax questions for a fast-paced operations.
I say all of this to illustrate my vast experience in management and my understanding of supporting a business through operational support, team management, and revenue generating operational support. My 18 years of marketing experience helps me finetune revenue operations and align your departmental silos to help you scale your small business past 6-figures.
- Serial Entrepreneur (multiple businesses and revenue streams)
- Certified Online Business Manager® (OBM)
- Certified Financial Modeling & Valuation Analyst (FMVA)® Consultant
- Certified Business Intelligence & Data Analyst (BIDA)™ Consultant
- Certified Quickbooks® ProAdvisor & Certified Xero® Accounting Advisor
- PTIN Registered Tax Professional (17 years)
- Associates in Business Information Systems (American Intercontinental University)