Overview
Lee has more than 10 years of public accounting experience performing financial statement audits* and reviews and advising businesses in the technology industry. He specializes in audit innovation and enhancing technology and processes to make the audit process smoother.
Experience
In addition to providing training on process documentation, Lee has experience in testing controls and evaluating and remediating design and operational deficiencies.
When working with clients, Lee prioritizes listening and empathy, striving to be an advisor that understands their businesses and what they face on a day-to-day basis. He consistently proposes solutions for improvement and is passionate about creating a better experience for his team members and clients.
Education & Affiliations
Lee is a certified public accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). He also volunteers with the AICPA and is a member of the Financial Accounting and Reporting (FAR) Subcommittee for CPA exam content. Lee also served as a board member for an international charitable organization.
* Aprio assurance, attest, and audit services provided by Aprio, LLP.
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