Taherra M.

Registered with the IRS. Experienced Legal, Tax, & Administrative Professional with 23+ years providing comprehensive support to law firms and small businesses, including bookkeeping, payroll management, tax advisory, case management, legal research, risk management and compliance, and financial oversight. Proven expertise in managing entity financials, bookkeeping, and administrative operations for law firms and small businesses. Skilled in coordinating schedules, maintaining client records, and streamlining office processes to maximize efficiency. A MBA in International Business with a concentration in Finance. Currently a CPA Exam Candidate (January 2026) with a strong background in company risk and compliance, equipped to provide financial insights, bookkeeping services, and analytical reporting to legal and small business clients. • Case financials and bookkeeping for law firms and small business • Risk Management and Compliance Reports • Legal research & document preparation • Independent medical record review coordination • Administrative support for small businesses and entrepreneurs • QuickBooks, POS systems, and data analysis SKILLS & EXPERTISE Legal Research & Investigations • Conduct thorough research on defendants, corporations, and public/private entities. • Proficient in LexisNexis, Westlaw, and PACER for legal research. Legal Document Preparation • Draft and file state pleadings and legal motions with precision. • Experienced in using Microsoft Word and Clio for document preparation and case management. Case Development & Medical Research • Retrieve and review medical journals, articles, and textbooks to support litigation. • Familiar with EndNote, Zotero, and Mendeley for organizing and managing references. • Conduct systematic reviews of medical studies and articles, contributing to effective case strategies. • Skilled in using PubMed and Google Scholar for medical literature research. Collaboration with Experts • Direct interaction with medical and technical experts, such as physicians, engineers, and economists. • Proficient in using Zoom and Microsoft Teams for virtual consultations. Medical Data & Studies • Collect medical literature on relevant medical topics and trends to provide insights that support case outcomes. Financial, Bookkeeping & Data Analysis • Bookkeeping for small businesses, including daily sales tracking, income statements, cash flow, COGS analysis, and financial reporting. • Proficient in QuickBooks, POS systems, Excel, and other accounting software. • Data analysis and reporting for business and financial decision-making. • Knowledge of accounting principles and financial compliance, preparing for CPA certification. SOFTWARE PROFICIENCY Accounting & Bookkeeping: QuickBooks, POS Systems, Excel, Financial Reporting Tools Legal Research & Case Management: LexisNexis, Westlaw, PACER, Clio, Microsoft Word Medical Research & Analysis: SPSS, SAS, Excel, PubMed, Google Scholar, EndNote, Zotero, Mendeley, R, STATA Collaboration & Communication: Zoom, Microsoft Teams, Microsoft Outlook, Doodle Presentation & Design: Microsoft PowerPoint, Canva