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Lee & Associates Accountancy has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, and financial planning. Help small & medium size business owners grow and thrive by providing top quality, affordable accounting services. To develop long term relationships with these businesses, and to contribute to their success by providing information and advice on the critical financial issues of their business, in a spirit of partnership.

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What kind of accounting services do you provide?

Tax services, financial statements, and financial planning

Why is it so important for businesses to hire a great accountant?

When a business is in the startup phase, an accountant can:

Advise on what type of company to form (such as an LLC, C corporation or S corporation)
Guide the financial section of your business plan
Help you make decisions about how to maximize profit if your personal finances are tied to the company's success
When a business is operational, an accountant:

Manages day-to-day financial transaction recording and ensures it is compliant with the law
Finds cost savings with vendors, employees and office operations
Manages tax preparation, including all forms for employees and contractors, payroll tax withholdings and financial reports
Oversees payroll
Plans for changes in business expenses to ensure that additional costs do not cause financial hardship
Can design a financial safety net in case of a catastrophic event such as the death or disability of one of the business owners
During a growth period, an accountant:

Advises on how to handle financial growth by providing financial reports and insights on opportunity
Safeguards your small business against audit or helps work through the process if the company is audited by the IRS
Helps with planning expansion, opening new locations or even selling the business
If your business is in financial difficulty, your accountant can:

Identify problem areas
Write new plans to bring finances under control
Work with creditors to set up payment plans, remove liens and reduce interest charges

What do you love most about your job?

I enjoy giving direct support to clients in a way that really makes a difference. The contribution I make is vital to their ability to make key financial decisions which ultimately influence the overall success of the business. I enjoy the challenge; I enjoy the responsibility and I enjoy the methodical and precise approach which is necessary for me to deliver the information clients rely upon.

What inspired you to start your own business?

Running a successful small business requires making smart decisions. Unfortunately, many small business owners have wonderful talent and expertise in their trade but do not have the financial accounting knowledge necessary to make a business run smoothly. I help small business grow.

Why should our clients choose you?

Help clients with all aspects of business finance, no matter how great or small. I provide useful advice on strategic planning and the financial structure that will guide all your business operations. Help clients how to reach maximum and cost-effective efficiency in your regular business procedures and routines.

For any small business, bookkeeping is essential. Bookkeeping records sales and purchases, regular expenses, your bank balance and all other financial events related to business. Without detailed and accurate records of financial transactions, clients lack the ability to budget soundly and foresee the possibility of future gains or losses. Improper bookkeeping can easily cost clients a major financial crisis.

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Who is this accounting for?


How often do you need accountancy services?


What is your annual revenue or income?

Prefer not to say

How many staff does your business have?

1 to 5

Which accounting services do you need?


Do you have any additional details

Need an active CPA to provide compilation services on an annual basis. The compiled financials are just used to renew our state license.

Who is this accounting for?


How often do you need accountancy services?

Full time

What is your annual revenue or income?

$300K to $1M

How many staff does your business have?

6 to 15

Which accounting services do you need?

Balancing books, Bookkeeping, Payroll Services, Preparing tax returns

Do you have any additional details

Bookkeeper will be asked to conduct her work in her home, then deliver checks and completed work two times per week to the company office.

Who is this accounting for?


How often do you need accountancy services?

I'm not sure yet

What is your annual revenue or income?

Divorce tax issues

How many staff does your business have?

No staff

Which accounting services do you need?

Preparing tax returns, advice on stipulated judgment

Do you have any additional details

Need tax advice on pensions and division of community property in a divorce, this most of all.

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