Dat Le, Cpa Email & Phone Number

Las Vegas, Nevada, Us

Motta Financial is a national CPA firm founded by a team of former Big Four professionals who are passionate about helping underserved individuals, businesses, and non-profit organizations who are in desperate need of high quality tax, accounting, finance, and business advisory services. We are rooted in the idea that the primary objective of Accounting, Finance, and Tax functions are not to generate revenue but to assist with cost savings through efficient use of capital.Our role is to be your trusted partner for all of your tax, accounting, and finance needs to ensure your resources are efficiently fueling growth for your company.

Henderson, Nevada, Us

Bedford, Ma, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

WilliamsMarston LLC is a financial consulting firm comprised of exceptional former big 4 professionals. The firm specializes in assisting Pre-IPO and public companies with the accounting and reporting for the most complicated transactions. Whether its for an acquisition, IPO, complex financing or revenue transactions, WilliamsMarston provides immediate access to former Big Four experts and resources.The firm's service offerings include IPO preparation, M&A support, Technical Accounting assistance, Interim Management and Restructuring. WilliamsMarston advisors are well-versed in the technical accounting libraries, publications and interpretations of the SEC, FASB, AICPA, IASB, and Big Four public accounting firms. WM consultants routinely address the most complex accounting issues and offer pragmatic, actionable solutions

Worldwide, Oo

Worldwide, Oo

Milwaukee, Wi, Us

As part of the Managing Director's team, I specialize in the investment side of the financial practice as an in house financial planner. Day-to-day responsibilities include analyzing client information and building innovative strategies to help achieve any financial goals in the most efficient manner possible. This includes, but is not limited to, opening / servicing retirement, brokerage, and investment accounts.

Manage all day-to-day operations at branch level Balance the branch vault and automated teller machine on a daily basis Perform monthly audits Assist Branch Manager with special projects (Performance Reviews; Creating various logs) Assist Senior Vice President with Interest Rate and Fee Surveys Analyze teller transactions in order to improve efficiency Assist clients with any possibly retail banking needs Cross sell bank products and services

Assist individuals and businesses with all of their retail banking needs. I also acted as a liaison between the client and other departments of the company. In addition to normal Customer Service Representative responsibilities, I managed the training for a group of incoming tellers.

Master Of Science, Accountancy

Bsba, Accounting/Finance Dbl Major