Joel Lee
- Role
- Business Owner at Thorough Financial Services
- Location
- Rockville, MD, US
- LinkedIn followers
- 500 followers
About Joel Lee
I am an experienced accountant, advisor, and tax planner at Thorough Financial Services…
Experience
Business Owner
May 2015 — Present
We advise, educate, and empower clients on all small business financial matters—from tax planning and accounting to long-term growth strategies. • Develop financial forecasts, scenarios, summaries, budget plans, and growth strategies • Deliver personalized, long-term tax strategies that minimize taxes and the risk of audit while maximizing returns • Evaluate the financial health of a business and deliver assessments • Automate manual accounting processes through internal financial reporting systems and cloud software • Identify and track key financial metrics • Provide IT support for financial dashboards and cloud softwares • Prepare business summaries / financial overviews • Prepare federal, state, and local personal tax returns • Prepare primary business entity returns for proprietorships, partnerships, and corporations • Review bookkeeping entries to ensure they are free of errors or omissions • Conduct SWOT analyses for small businesses • Provide year-round contact, support, direction, and accountability
Skills
- Microsoft Excel
- Financial Reporting
- Peoplesoft
- Accounting
- Account Reconciliation
- Payroll
- Access
- Accruals
- Process Improvement
- Accounts Payable
- Journal Entries
- Forecasting
- Financial Statements
- Financial Accounting
- Salesforce.com
- Data Entry
- Auditing
- Accounts Receivable
- Leadership
- Software Documentation
- General Ledger
- Bank Reconciliation
- Microsoft Office
- Outlook
- Powerpoint
- Customer Service
- Human Resources
- Financial Modeling
- Quickbooks
- Budgets
- Credit
- Invoicing
- Finance
- Telephone Skills
- Microsoft Word
- Financial Analysis
- Spreadsheets
- Management
- Administration
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