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Yung L.
@yungle875
CPA Firm Administrative Workflow Specialist
Stati Uniti
Inglese
Chi sono
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.
Competenze
Yung L.
offline •
Consulta i miei servizi
Gestione progetti
I will clean up and simplify workflows for CPA and accounting firms
Gestione progetti
I will organize tax documents and identify missing records for CPA firms
Esperienza lavorativa
Tax Accounting | Client Management | Operations Coordination
Self Employed • Lavoratore autonomo
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.
