15+ years of extensive Financial Services Industry direct work experience with Small Business Owners - including training, insurance, full charge bookkeeping, tax planning and preparation and audit representation Skills include: 75wpm/All MS Office Applications & Adobe Acrobat Professional/Small Business Operations & Management /Adult Course Instructor / Technical & Non-fiction Writing / Public Speaking-Seminars & Community Based Courses / QuickBooks Pro-Advisor Certification / For-profit and Non-profit Entity Setup & Audit Ready Operational Workflow Professional licenses include: Series 7 & Series 63 by NASD (2000-07) / Louisiana, Mississippi, Michigan & Texas Life/Health & Accident Insurance Licenses / Louisiana, Mississippi, Michigan, & Texas Property & Casualty Insurance Licenses /Notary Public-California & Certified Loan Signer Certification /Louisiana Real Estate Sales Agent (2007) /Louisiana Title Insurance License/Mortgage Loan Originator Exam-Passed/Enrolled Agent (IRS) License 2014 (US Department of Treasury)