Exceptional ability to manage multiple accounts
with efficiency, effectiveness, and accuracy
with efficiency, effectiveness, and accuracy
THE EARLY DAYS
Lisa's dedication and passion led her to receive Bachelor of Business Administration degree with honors in Accounting at California State University, Fullerton. She completed the Professional Accounting Certification Program with distinction at University of California, San Diego, CA. She has continued to work with multiple entrepreneurs in dealing with financial records.
PROFESSIONAL EXPERIENCE
In 1992, Lisa worked at Shenzhen Tellus Holding Corporation Ltd. in Shenzhen, China as a staff accountant. Two years later, she received her CPA in China. Later as an accounting supervisor in a large corporation with forty sub-companies, she prepared monthly financial statements and managed a team in the accounting department for six years. She branched out by moving to California and started working at two CPA forms: Gerald R Rowland, and JKK & Associates as an accountant. At Gerald R Rowland CPA firm, she specialized in tax return and accounting for bookkeeping.
For over ten years at JKK & Associates as an audit manager, she prepared audit files, verified with clients for business records, and ensured business transactions compliant with federal regulations. After gaining experience from the previous firms, she excelled her skills at various companies later on. With her multitude experience, she continues to demonstrate exceptional results and can always be depended on to complete her tasks with punctuality and accuracy.
For over ten years at JKK & Associates as an audit manager, she prepared audit files, verified with clients for business records, and ensured business transactions compliant with federal regulations. After gaining experience from the previous firms, she excelled her skills at various companies later on. With her multitude experience, she continues to demonstrate exceptional results and can always be depended on to complete her tasks with punctuality and accuracy.
SKILLS
- Expert in dealing with QuickBooks
- Proficient with business applications: Lacerte, Excel, Word, PowerPoint, etc.
- Thorough knowledge of Generally Accepted Accounting Principles (GAAP), laws, and regulations
- Bilingual in English and Mandarin
- Work well both in a team and without supervision
- Adapts well in new situations
OTHER VENTURES
Other than her passion for accounting, Lisa sings in the American Feel Young Chorus, as well as promoting the power of music towards the community. She lives with her husband and two daughters, as the business is dedicated to her children (hence, the initials).
Lisa consistently demonstrates a terrifically deep and well-rounded skill set to include; timely and professional bookkeeping, tax planning and preparation, corporate administrative compliance, financial consulting, and financial governance.
-- Kenneth D. Epstein, Co-Founder and CEO
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