Travis Lee

Owner at Moonstone CPA, LLC

Role
Owner at Moonstone Cpa, Llc
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Travis Lee

I have experience working with clients from a wide range of industries and backgrounds.…

Experience

  1. Owner

    Moonstone Cpa, Llc

    May 2017 — Present · Salt Lake City, UT, US

    Tax, Accounting, and Consulting Services for the VC and Private Equity space.

Education

  • Weber State University

    Master of Taxation, Accounting

    2011 — 2011

  • Dixie State University

    Associates, Business

    1999 — 2003

  • University of Utah

    Business Administration, Accounting and Finance

Skills

  • Financial Reporting
  • Budgets
  • Private Equity
  • Finance
  • Start-Ups
  • Investments
  • Forecasting
  • Strategic Financial Planning
  • Customer Service
  • Retirement Planning
  • Venture Capital
  • Estate Planning
  • Management
  • Financial Planning
  • Risk Management
  • Financial Analysis
  • Disability Insurance
  • Crowdfunding

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Travis Lee — Owner at Moonstone Cpa, Llc in Salt Lake City, UT, US | Unifers