Joel Lee

Business Owner @Thorough Financial Services

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