Luis Lee - Founder & Lead Accountant

I’ve spent my entire accounting career reconciling the ledgers of complex entities. My experience spans nonprofits, high-net-worth individuals, small to medium-sized businesses, and government organizations. Each one has helped me hone my skills in managing finances and solving problems.

While working as a senior accountant at ClifitonLarsonAllen and Armanino, I gained invaluable experience navigating audits, addressing review comments, and tackling the many challenges that come with accounting. I’ve led month-end and year-end closes, and I know exactly what it takes to get the numbers right and the processes smooth.

But above all, I want to make sure YOU feel informed and included. Accounting can be a bit of a mystery, and understanding best practices is key to making the right decisions. I’m here to break it down in a way that makes sense to you.

Let’s connect. Send me a message or book a free consultation, and let’s get to know each other better.