Joe Wu, Cpa Email & Phone Number

California, United States

Walnut Creek, Ca, Us

- Recovered up to several thousands of dollars for a third of new clients by identifying missed deductions and credits in their prior year tax returns, some of which who weren't aware they could have gotten bigger refunds.- Cultivate a strong reputation for excellence in customer service, earning numerous 5-star ratings and positive reviews on Yelp and Google.- Provide personalized tax planning advice to clients, identifying opportunities for tax savings and optimizing their financial positions.- Demonstrate strong attention to detail and meticulousness in reviewing financial records, ensuring accurate reporting and minimizing the risk of audit.- Manage a diverse portfolio of clients, ranging from personal to business, and maintaining strong relationships to ensure repeat business through exceptional service and client satisfaction.

London, Gb

- Built interactive BI dashboards to analyze multi-year, company-wide financial data simultaneously to more efficiently review accounts which reduced hours by 20%- Consistently rated “Gold Standard” on technical quality for advising executives on changes to procedures by obtaining a more thorough understanding of complex accounts- Evaluated assumptions and models used in clients’ forecasts and monitored actuals to identify unusual variances that required further inquiries or testing procedures- Streamlined testing of revenue using predictive analytics by projecting prior year data by geography adjusting for changes in the business and comparing them to actuals- Designed model to assess payroll expenses by utilizing headcounts, employee turnover, and wage increases to estimate expected costs and compared with budgeted amounts- Created and monitored custom performance indicators that identified inconsistencies in financing sources that led to the discovery of material misstatements- Supervised teams up to 5 members across 3 different engagements on day-to-day tasks and regularly reported to executives on audit progress

London, Gb

- Audited 7 different billion-dollar Fortune 500, other large publicly-traded, and mid-sized private companies primarily in the retail and real estate industries- Conducted testing over various financial accounts, which included but are not limited to sales, contract revenues, cost of sales, operating expenses, and G&A expenses- Initiated efforts to improve documentation by coaching teams to succinctly word explanations and to use visual design principles which reduced executive review by 15%- Saved 200+ team hours annually by programming Excel macros to automate routine tasks such as generating flux analyses and highlighting significant changes

Austin, Tx, Us

- Closed the sale of two residential properties at age 18 as a senior in high school- Calculated the optimal listing price of homes by analyzing recent sales activity of similar nearby properties and adjusted for differences such as renovations, square footage, etc.- Won clients against multiple seasoned agents by performing needs analysis through client interviews and tailoring communication style based on personality types