Lee Mcclellan, Cpa Email and Phone Number
Lee Mcclellan, Cpa work email
- Valid
- Valid
Lee Mcclellan, Cpa personal email
As the Founder & President of Filan Advisory, I am committed to helping small businesses gain financial clarity. With a CPA designation and an MBA from Oxford Saïd Business School, I come from a Big 4 background with years of experience serving high-growth businesses - from Fortune 500's to start-ups. My expertise spans accounting, tax planning, and strategic advisory.At Filan, we specialize in:Accounting & Bookkeeping to ensure financial accuracy and reliability.Tax Planning, Preparation, & Filings to maximize savings and ensure compliance.Strategic Financial Advisory to address key challenges and align financial strategies with business goals.I’m passionate about partnering with clients to solve problems such as a lack of financial clarity or confidence in their decision-making. My focus is on empowering business owners to take control of their finances so they can dedicate their energy to growing their business.Ready to build your business's financial confidence?Schedule a Call -> https://filanadvisory.com/contact-us/
-
Founder & PresidentFilan Advisory Oct 2024 - PresentAt Filan, we are dedicated to helping small businesses thrive by solving their most pressing financial challenges. We understand that many business owners struggle with a lack of financial clarity, confidence in their accounting, or the capacity to manage their financial needs. That’s why we focus on providing tailored solutions that enable our clients to achieve their goals with confidence.What We DoFilan specializes in three core service areas:Accounting & Bookkeeping - We handle the day-to-day financial operations so our clients can focus on running their businesses, knowing their books are accurate and up-to-date.Tax Planning, Preparation, & Filings - From proactive planning to accurate filings, we ensure our clients stay compliant while minimizing their tax liabilities.Strategic Financial Advisory - We provide insights and strategies that help businesses align their finances with their growth objectives, addressing challenges with clarity and precision.We partner with small businesses to help them get what they need out of their finances so they can focus on growing their business.How We Do ItOur people are at the heart of everything we do.We bring deep expertise, diverse perspectives, and a commitment to solving real-world problems. By listening to our clients and understanding their unique needs, we deliver practical solutions that build clarity and confidence. As trusted partners, we pride ourselves on being agile, approachable, and proactive in a constantly changing business landscape.Whether it’s ensuring accurate financials, navigating complex tax challenges, or delivering actionable financial insights, we help our clients take control of their finances and unlock opportunities for growth.Ready to build your financial confidence?Schedule a Call -> https://filanadvisory.com/contact-us/ -
Oxford Saïd Mba '24Saïd Business School, University Of Oxford Aug 2023 - Oct 2024Oxford, Oxfordshire, GbFinance & Operations Officer - Student CouncilOxford Said Finance Lab - Selected MemberKellogg College - MemberOxford Whiskey & Cigar Society - Founder & President -
Senior Associate - Deal Advisory & StrategyKpmg Sep 2021 - Aug 2023Toronto, On, CaOne of the 'Big Four' accounting organizations, KPMG provides audit, tax, and advisory services via their +250,000 worldwide professionals.- Carve-out of foreign subsidiaries for the world’s second-largest home retailer (~$400 million transaction). Led the drafting of the financial statements that would secure required funding while working with senior management and key stakeholders.- Managed, collaborated, and executed a legal entity restructuring of a Fortune 500 life science company across international borders, helping client secure millions in tax-savings and leading to future contracts with KPMG.- Transitional Coach - helped onboard 3 new hires to get acclimated, feel welcomed, and have a mentor.- Embark Scholar Program - trained and mentored visiting students from underrepresented minority groups to help develop professional skills. -
Senior Audit AssociateRsm Us Llp Apr 2021 - Aug 2021Chicago, Illinois, UsRSM is the 5th largest accounting & advisory firm by revenue and provides audit, tax, and consulting services via its +50,000 worldwide headcount.- Advised publicly traded + large private clients with revenues of +$10 million to +$1 billion, specializing in Financial Services and Real Estate, collaborating with senior management (CEO, CFO, partners…) - Successfully executed the audit of a complex REIT while managing a team of 2-3 associates in a fully-remote temporary working environment.- Audited and analyzed complex financial reporting matters, including impairment analysis, goodwill valuation, cash flow projections, troubled debt restructuring, etc. -
Audit AssociateRsm Us Llp Dec 2019 - Apr 2021Chicago, Illinois, Us -
Assurance InternRsm Us Llp Jan 2019 - Mar 2019Chicago, Illinois, Us -
Accounting InternAlabama Baptist Children'S Homes & Family Ministries Jun 2018 - Aug 2018Birmingham, Alabama, Us -
Finance InternParallon Jun 2017 - Aug 2017Nashville, Tn, Us
Lee Mcclellan, Cpa Skills
Lee Mcclellan, Cpa Education Details
-
University Of OxfordGeneral -
Samford UniversityAccounting
Frequently Asked Questions about Lee Mcclellan, Cpa
What company does Lee Mcclellan, Cpa work for?
Lee Mcclellan, Cpa works for Filan Advisory
What is Lee Mcclellan, Cpa's role at the current company?
Lee Mcclellan, Cpa's current role is Helping Small Businesses Gain Financial Clarity | Oxford MBA.
What is Lee Mcclellan, Cpa's email address?
Lee Mcclellan, Cpa's email address is lm****@****pmg.com
What schools did Lee Mcclellan, Cpa attend?
Lee Mcclellan, Cpa attended University Of Oxford, Samford University.
What skills is Lee Mcclellan, Cpa known for?
Lee Mcclellan, Cpa has skills like Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, Project Management, Communication, Accounting, Tableau, Microsoft Access.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial