Cee Ly, CPA

**** ***, ********, **

626-***-**** or ad466j@r.postjobfree.com

ACCOUNTING & TAX PROFESSIONAL:

Software: QuickBooks pro advisor, LACERTE, ATX (CCH), Pro series. Great Plains, Payroll system

Degrees: MBA (Finance/Taxation CSUDH), BS (Accountancy CSULB)

Official Licenses: EA (2019), CPA (2022)

Business Analyst certificate (UCI)

PROFESSIONAL EXPERIENCE:

Public Accounting Experience:

Consulting CPA (employee) LA Present

Projects Accounting/Tax works

Eric Ynn, CPA LA 1/2018-4/2022

Sr. Tax Accountant

Handled Accounting/Payroll & Tax Compliance for multiple clientele

Reviewed year end books for clients to make adjustments & prepare tax returns

Tax research & Tax planning based on clients demand

Conducted interview, verification & inquiries from clients

Handled Notices from FTB & IRS for clients

Kay Tax & Accounting, EA Irvine, CA 06/2016 –10/2017

Tax Accountant

Handled multiple accounts- full cycle accounting A to Z, payroll, taxes, reporting, income taxes

Prepared tax returns for C-corp, S-corp, Partnerships, Exempt Org, and individuals

Used Quick books (pro advisor level), Lacerte, & various tax software

Conducted interview, write up, and set up new clients in order to do their books, clean up messy books, payroll & taxes 941-940, and prepared tax returns for these clients

Team leader for multiple projects (accounting & tax)

LAC., CPA San Marino, CA 02/2014 –06/2016

Senior Accountant

Handled clients of bookkeeping, payroll, taxes, quarterly reporting, annual reporting

Filed tax returns for these clients including C corp, S corp, other pass through, Exempt Org, individuals

Used Quick books, Lacerte for taxes, 1099s, and QB payroll as well

Conducted interview clients for accounting set up and taxes info.

Tax research & planning in occasion

Corporate Accounting Experience:

SM Medical Clinics Huntington Park, CA 02/2010-01/2014

Accounting Manager

Ensured timely response to doctors and manager questions through the preparation of specialized reports and documents to provide information and explanation of trends and key performance indicators for each clinic.

Responsible for the preparation and review of month-end and annual accounting close packages for multiple locations.

Recommended and developed new reports and analysis tools to enhance management of reporting of key performance data for patient/doctor analysis.

Participated in the review of services provided by third party vendors to determine that fees were reasonable and contract terms were successfully performed by all involved parties.

Handled A/P, A/R, and payroll for multiple clinic locations.

Attended Full Time MBA program 09/2007-12/2009

Bio touch International, Inc. Walnut, CA 01/2003–09/2007

Supervisor

Prepared monthly close, general ledger accounts reconciliation, journal entries, monthly financial statements including P&L, BS according to GAAP.

Reduced billing cycle from two weeks to daily invoicing, allowing additional borrowing on line of credit.

Handled intercompany transactions & eliminating entries for consolidation.

Provided full support of payroll system conversion to Paychex Preview.

Provided system and technical accounting considerations, supported controller/CFO in the development of efficiencies through policies and procedures implemented on the Department.

ACTIVITIES: Calcpa, CPA Society

CSULB Accounting & Finance/Tax Club

Volunteer Tax Prep for the elderly, community

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