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yungle875

Yung L.

@yungle875

CPA Firm Administrative Workflow Specialist

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Specializing in administrative workflow design and improvement for CPA and accounting firms. TARGETED PROBLEMS: Scattered documents, missed follow-ups, incomplete handoffs, undocumented client commitments, repetitive requests, and confusion across related entities and deadlines. SOLUTION: Clean up, simplify, and customize workflows and documentation processes using your firm’s existing tools. OUTCOME: Centralized information, clear work status, and accountable follow-ups. EXPERIENCE: 10 years of accounting, tax, and operations experience within CPA firms.... Saiba mais

Habilidades

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yungle875
Yung L.
offline • 

Conheça meus serviços

Gerenciamento de Projeto
I will clean up and simplify workflows for CPA and accounting firms
A partir deUS$ 2.500 /projetoMais detalhes
Gerenciamento de Projeto
I will organize tax documents and identify missing records for CPA firms
A partir deUS$ 1.500 /projetoMais detalhes

Experiência profissional

Self_Employed

Tax Accounting | Client Management | Operations Coordination

Self Employed • Autônomo

Jan 2020 - Present • 6 yrs 9 mos

Supported CPA firms and founder-led businesses across multiple industries through tax preparation, bookkeeping, audit support, tax notice resolution, and compliance work. Identified operational bottlenecks, improved workflows, organized complex information, and documented processes to strengthen client service and internal operations.