Rob Lee

About Rob Lee

We have over 25 years of business advisory, technology, and tax & accounting experience in the business world. With this experience we understand what is needed for your business to run successfully. We want you to continue to be excited & passionate about your business while we handle the financial aspect. This allows our clients to focus on vision, growth & profitability. We work together to create processes to meet goals, hold you accountable, and grow your business. When you work with us, we organize and streamline processes for efficiency which prepare you for growth, while also saving on taxes. SERVICES WE PROVIDE: Virtual CFO & Controller Services Advanced KPI Dashboard Create advanced tax strategies for wealth creation Create Wealth Pay Less Tax (Tax Planning) Monthly accounting Budgeting/Forecasting Contract Reporting Review Income & Expenses for Maximum Profitability Review Current Tax Liabilities & Implement Changes Needed for Savings Review Processes & Procedures for Maximum Efficiency Tax Preparation Business Financing/Disaster Relief WHO WE WORK WITH: Real Estate Professionals Online Retailers Construction: Contractors, Landscaping, and Trades Youth Sports Organizations (Mostly Non-profits) Professional Service Businesses Construction: Contractors, Landscaping, and Trades Local and National Business Owners Rob Lee, CPA, MBA earned his Bachelors of Science in Business Adminintration Degree in Accounting from Colorado State University in 1995 and a Masters in Business Administration in Finance and Accounting from Regis University in 2003. He has been a Certified Public Accountant since 2005 in the state of Colorado.

Experience

1. Owner & CEO

   Peak Platforms

   May 2011 — Present · Denver, CO, US

   Peak Platforms has established itself in the Denver Metro Area, Colorado, as the premier accounting firm specializing in cloud-based accounting systems, tax planning, tax preparation, transactional processing, payroll and business consulting. Since inception, the firm has grown tremendously, thanks to the hard work, professionalism and dedication of our partners and staff who go above and beyond and deliver extraordinary value. We take extreme pride in the success of our clients and attribute their success to ours. It is this shared spirit of success that enables us to look well beyond the numbers and into the services that add value.

Education

• Colorado State University Pueblo

  BSBA, Accounting

  1992 — 1995

• Regis University

  MBA, Finance & Accounting

  2000 — 2003

Skills

• Financial Accounting
• Start-Ups
• Mergers
• Business Planning
• Budgeting
• Budgets
• Management
• Due Diligence
• Financial Reporting
• Small Business
• Financial Analysis
• Forecasting
• Internal Controls
• Strategic Financial Planning
• Intacct
• Tax
• Strategic Planning
• Finance
• Income Statement
• Budget
• Consulting
• Accounting
• Mergers & Acquisitions