Joanna Chan Email & Phone Number

Bellevue, Wa, Us

Bellevue, Wa, Us

Seattle, Wa, Us

Burlingame, California, Us

- Monthly invoicing, revenue recognition; ensure revenue related matter comply with GAAP- Accounts receivable & Collections- Perform analytically procedures on invoicing accuracy, AR collections trends- Month end financial reports preparations- Tax filings and other compliance filings- Contract/ Service Agreement interpretation on revenue related matters- Build tools & systems for revenue & invoicing tracking - Liaison with client on any service or billing matters- Work with auditors on year end audit- Manage company wide payroll functions which includes, but not limited to, payroll preparation, employee accounts setup, documents review, states filings

- Managed bookkeeping in support of small and mid-sized organizations, prepared and analyzed financial statements.- Conducted audits, reviewed data, and collaborated with in-house accountants and operations officers.- Prepared tax returns and state tax reports, which includes individual, corporation, Non-profit tax returns, Excise tax reports, and payroll tax forms.- Recognized for outstanding reliability and trustworthiness by clients. Frequently received mission-critical assignments and projects at request of customers.- Liaised to tax authorities with responsibility for negotiating resolution of various tax issues and penalties.- ( Gap year in between 6/2008-7/2009 for another opportunity in Hong Kong)

- Prepare quarterly financial statements involving consolidations, foreign currency exchanges, warrant and stocks valuations- Assist with OTCBB listing application by providing SEC with financial information, pro forma financial statements of the company- Prepare legal documents include, but not limited to written resolutions of the company, Instrument of Share Transfers, filings with Company Registry- Provided translation support in English and Chines- Liaison to investors, government authorities, bankers, auditors.