Hello my name is Daniel Lee. First off let me point out I just started on Freelancer so I do not have any history or a job success score. I am a CPA and I think I could help you. I have experience with multiple types of clients, online, retail, agriculture, tech and many more. Most of my current clients I handle everything from bookkeeping, tax preparation, financial statements, etc. I attached my resume. I currently operate my own firm as well as working as a controller for a financial services company that deals mainly with agriculture.
Below is my Resume
Daniel M. Lee, CPA
Clovis, CA 93619
CAREER PROFILE:
Detail-oriented, efficient and organized professional with extensive experience in accounting systems.
Possess the ability to work independently and complete and manage tasks in a time efficient manner.
Goal Driven
Possess strong analytical and problem-solving skills, with the ability to make well thought out decisions.
Excellent written and verbal communication skills.
Highly trustworthy, discreet and ethical.
Resourceful in the completion of projects, effective at multi-tasking.
EXPERIENCE:
West Hills Financial, LLC, Fresno, CA 2012 – Present
Senior Accountant / Controller
Oversee the operations of the accounting department including management of the accounts payable and ac
Issue timely and complete financial statements for multiple entities and individuals
Coordinate the preparation of tax returns (internally prepared)
Prepare budgets for multiple entities for internal and financing purposes
Adjust books as needed to be accurate
Monitor water usage and am a point of communication within the water districts
Manage fixed assets and depreciation for multiple entities
Other items as needed, reclamation forms, crop yield reports, chemical purchase analysis, etc
Daniel Lee, CPA Tax and Book Keeping Management Services 2012 – Present
Prepare taxes for a variety of clients. These include a ride range of state and federal taxes as well as estate, national and international preparation.
Prepare and maintain books for several types of clients. These include a bakery, trucking company, and athletic company.
Supervision of employees
Promotion and PR for company which includes maintain a website and promotional mailings and radio appearances.
Cassabon & Associates, LLP., Fresno, CA 2011 – 2012
Staff Accountant
Prepared individual, partnership, corporate and other types of tax returns
Did research on various tax matters
Prepared compilations, and reviews and other types of financial statements
Worked on audits and prepared financial statements
Ensured compliance with accounting deadlines
Performed various duties that were asked of me
Morse Yardumian & Wittwer, LLP., Fresno, CA 2009 – 2011
Staff Accountant
Prepared individual, partnership, corporate and other types of tax returns
Did research on various tax matters
Prepared compilations, and reviews and other types of financial statements
Worked on local audits and prepared financial statements
Ensured compliance with accounting deadlines
Performed various duties that were asked of me
David’s eBay Sales, Sanger, CA 2006 – 2009
Bookkeeper/Sales Representative
Managed all transactions that occurred in the business
Created excel spreadsheets to help organize and track transactions
EDUCATION:
Bachelor of Business Administration in Accounting, 2009
Fresno State University, Fresno, California GPA 3.7 on a 4.0 scale
Yearly classes and conferences to maintain a current awareness of new accounting and tax laws / regulations
AFFILIATIONS:
California Society of Certified Public Accountants
LICENSES:
Certified Public Accountant, California, #112316
COMPUTER SKILLS:
Microsoft Word, Excel, Access, PowerPoint, Outlook Express, Microsoft Windows, Microsoft Office Professional, Sage Business Works, QuickBooks, and CCH ProSystem fx.