Joanna Meng
Partner, Family Office @Frank, Rimerman + Co. LLP
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WORK HISTORY
Partner, Family Office @Frank, Rimerman + Co. LLP
EDUCATION
University of Oregon Lundquist College of Business
Bachelor of Arts (B.A.), Accounting Major with a concentration in Finance
University of Oregon Lundquist College of Business
Master of Science (M.S.), Accounting
SKILLS
ABOUT JOANNA MENG
An experienced financial leader, I’ve honed my skills and expertise in tax management, strategic financial planning for high-net-worth individuals, and building long-term meaningful client relationships. Over the course of my career, I’ve thrived whenever I’m able to combine my financial expertise as a licensed Certified Public Accountant (CPA) with a Masters in Accounting with my talents in project management, ethical stewardship, and collaboration.With my family office community experience, I always strive to establish a strong rapport with my clients so they can rest assured that I am looking out for their best interests.Specialties: ⇨ Financial statement reconciliation and preparation including cash forecasting ⇨ High-net-worth individual planning and consulting, including (but not limited to) cash flow management, wealth transfer planning, and charitable gifting ⇨ Accounting/bookkeeping for families, start-ups, small businesses, private foundations, fiduciaries, and 501(c)(3) public charities Extensive experience working with the following programs (in alphabetical order): ⇨ Accupay⇨ ADP⇨ Bill.com⇨ BNA Tax Planning⇨ Google Drive Suite ⇨ Gusto⇨ Intacct⇨ Microsoft Office Suite⇨ PDFlyer⇨ ProSystem Tax/Engagement/Scan⇨ QuickBooks⇨ Quicken⇨ TaxInterest⇨ TriNet
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