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