Carly Lee
CPA & Co-Founder & Investor
- Role
- Investment Partners at Asam Llp
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Carly Lee
CPA with 20+ years’ experience in public and private accounting. Extensive experiences in…
Experience
Investment Partners
Oct 2012 — Present · San Francisco, CA, US
Led, reviewed and supervised audit engagement team to design and plan effective and efficient audits in accordance with GAAS and PCAOB standards- Developed and maintained productive relationships with audit clients/ management- Established expectations of value/ services to be delivered for the client- Collaborated to plan engagement objectives. Develop and implement an audit strategy that complies with professional standards and appropriately addresses risk- Mentored, coached and counseled team members and helped to build an inclusive culture and high performing teams- Provided guidance and participate in the performance of audit procedures, especially focusing on complex and/or specialized issues- Collaborated to plan objectives and determine an audit strategy that addresses risk and client needs
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