Davis Batchelor
Director of Document Retention at Batchelor, Tillery and Roberts
- Role
- Director of Document Retention at Batchelor, Tillery & Roberts, Llp
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Director of Document Retention
Batchelor, Tillery & Roberts, Llp
Nov 2015 — Present · Raleigh, NC, US
Analysis of current and prior year client billings, including the calculation of rate per hour billed, percentage of standard billing rate realization by client and personnel. This analysis provided valuable information in the evaluation of client profitability and staff performance.Conversion of off-site storage of client tax returns, source documents and permanent files accumulated over a period of twenty-five years to digital records. This process included the purging of records and specific indexing of retained information to facilitate efficient access in new digital form.Scanning of current year client tax information necessary to facilitate the preparation of income tax returns and the paperless storage of client confidential tax records.Delivery and retrieval of confidential client information, including time sensitive documents and payments to government authorities.
Education
High Point University
Bachelor of Science, Business Administration
2009 — 2013
Skills
- Teamwork
- Event Planning
- Teaching
- Athletics
- Public Speaking
- Sailing
- Nonprofits
- Sports
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