Harrison Zhong, Cpa Email & Phone Number

New York, New York, Us

Manage valuations for Level 3 Assets in Credit-focused portfolios on a daily, monthly, and quarterly basis

Princeton, Nj, Us

Woodland Hills, Ca, Us

• Managed entire A/R and Month-end close cycles for a multi-media advertisement agency• Provided financial analysis of monthly adjusted P&L and income variances to outline impact of business activities to the CFO and Managing Director

Performed payroll, tax, and bookkeeping services at a small-business CPA firm for up to 20 clients.• Utilized QuickBooks software to perform employer payroll, quarterly tax return, and bank reconciliation services for up to 20 clients• Initiated efforts to onboard potential new client to discuss primary details, services, and costs• Completed quarter- and year-end payroll tax filings for 25 clients by January 31 deadline while maintaining day-to-day responsibilities• Researched problems regarding small business laws and tax regulations and documented solutions in reports for management and clients

Sydney, Nsw, Au

• Participated in client meetings with local NPO Child Hope International (CHI); collaborated in a team of 6 to create a written report advising on viable revenue and advertising channels, adapted for CHI management• Developed and executed plan to incorporate branch in CA and prepare for legally receiving client financial contributions through Stripe• Implemented the financial and regulatory treatment of branch operations while considering all applicable policies, laws, rules and regulations• Acquired $1,500 in funding by creating and presenting a PowerPoint budget proposal to the university Finance Board

Provide free income tax return preparation to qualified individuals while connecting with the community