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Linda Braithwaite

Client Excellence Coordinator

Linda Braithwaite

Client Excellence Coordinator
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Related Services

  • Organizing and preparing the documentation for scanning and delivery to the tax preparer in a timely manner.
  • Making sure that the client project is routed correctly.
  • Printing and Assembling the Return once the tax preparer, reviewer have completed their processes.
  • Correcting the completed return if necessary.
  • Contacting and delivering the return to the client.
  • Responsible for making sure all documents are signed, scanned and invoice is paid when documents are received from the client.
  • Communicating with clients as needed.

Linda joined Walters & Associates in 2023 as a Client Excellence Coordinator (CEC) at the Sarasota location. Linda is a retired banker of 41 years and has an extensive background in office management, supervision, accounting, bookkeeping, and customer service. Linda strives to deliver the best experience while building strong client relationships.

Education

Linda holds a B.S. degree in Business Management from International College, an A.A. degree in Elementary Education from SCF and an A.S. degree in Business Administration from SCF.

Professional Affiliations

  • Junior League of Manatee County - Sustaining Member
  • Christ Episcopal Church - Altar Guild and Daughters of the King

Ask Me About

  • What is it like being retired and going back to work
  • Why do you care so much about the client and their experience
  • What was it like growing up in the Midwest
  • Was it difficult going to college while continuing to hold a full-time job
  • What kind of flowers are in your garden
  • Do you have a green thumb

Our mission is to exceed client expectations by providing exceptional accounting services, recruiting the best personnel, and incorporating state-of-the-art technology.

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Our Locations

Bradenton

5266 Office Park Blvd., Suite. #204
Bradenton, FL 34203
(941) 756 – 0700

Sarasota

3277 Fruitville Road, Building E
Sarasota, FL 34237
(941) 366 – 4450

St. Petersburg

5858 Central Ave.
St. Petersburg, FL 33707
(727) 322 – 5111

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