Rachel David

Tax Director at Sherpa Collaborative

Role
Chief Executive Officer at Sherpa Collaborative
Location
Raleigh, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Rachel David

With 20+ years of progressive experience in tax and business development, I have…

Experience

  1. Chief Executive Officer

    Sherpa Collaborative

    Aug 2018 — Present · Raleigh-Durham, NC, US

    Our SAAS platform helps Tax Professionals perform tax liability analysis within a few minutes. By having the flexibility to create different tax liability scenarios, the tax professional will assist the client in making smarter financial and cash flow decisions. Using our platform will reduce the time needed to complete tax planning for each client, will increase revenue and productivity for the tax firm and will give the client an error proof analysis of what is to come versus using excel which is prone to user error.

Skills

  • Fixed Assets
  • Financial Statements
  • Accruals
  • Invoicing
  • Accounts Payable
  • Quickbooks
  • General Ledger
  • Small Business
  • Accounts Receivable
  • Financial Accounting
  • Accounting
  • Income Tax
  • Account Reconciliation
  • Budgets
  • Finance
  • Bookkeeping
  • Tax Preparation
  • Income Statement
  • Journal Entries
  • Payroll

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Rachel David — Chief Executive Officer at Sherpa Collaborative in Raleigh, NC, US | Unifers