Lee Wempe, Cpa

Lee Wempe, Cpa Email and Phone Number

Manager at Fitzpatrick, Leary and Szarko, LLC @ Fitzpatrick, Leary & Szarko, LLC
Hampstead, MD, US
Lee Wempe, Cpa's Location
Hampstead, Maryland, United States, United States
Lee Wempe, Cpa's Contact Details

Lee Wempe, Cpa personal email

n/a
About Lee Wempe, Cpa

Highly accomplished CPA with extensive financial management experience in support of small business and non-profit operations. Demonstrated leadership skills with in-depth knowledge of Generally Accepted Accounting Principles (GAAP) and the regulatory requirements for financial reporting. Proven ability to improve fiscal performance by developing and executing accounting strategies that are based upon expertise in conducting audits, preparing financial statements, reconciling general ledger details and journal entries, and preparing income tax returns. Strong interpersonal skills, adept at cultivating relationships with stakeholders at all levels and excelling while working autonomously or as a major contributor to a high performing team. Technical skills include MS Office, Adobe, Quickbooks, Peachtree, BNA, TPP and CCH software suite.

Lee Wempe, Cpa's Current Company Details
Fitzpatrick, Leary & Szarko, LLC

Fitzpatrick, Leary & Szarko, Llc

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Manager at Fitzpatrick, Leary and Szarko, LLC
Hampstead, MD, US
Website:
flscpas.com
Employees:
19
Lee Wempe, Cpa Work Experience Details
  • Fitzpatrick, Leary & Szarko, Llc
    Fitzpatrick, Leary & Szarko, Llc
    Hampstead, Md, Us
  • Fitzpatrick, Leary & Szarko, Llc
    Manager
    Fitzpatrick, Leary & Szarko, Llc Sep 2023 - Present
    Timonium, Maryland, Us
  • Uhy Llp, Certified Public Accountants
    Manager
    Uhy Llp, Certified Public Accountants Jun 2022 - Sep 2023
    New York, Ny, Us
  • Stoy, Malone & Company, P.C.
    Manager
    Stoy, Malone & Company, P.C. Oct 2016 - Jun 2022
    Towson, Maryland, Us
  • Mister, Burton & French, Llc
    Manager
    Mister, Burton & French, Llc Sep 2014 - Sep 2016
    Hunt Valley, Md, Us
     Consistently analyze financial data and present financial reports in an accurate and timely manner. Clearly communicate annual financial statements, monitor progress and changes, and keep senior leadership abreast of financial status.  Develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements. Supervise the performance of staff accountants to ensure that work is properly allocated and completed in a timely and accurate manner. Assure corporate income tax compliance through accurate and timely completion of 990, 1040, 1120, 1120S, 1065 and multi-state business and individual income tax returns, as well as related schedules/forms. Prepare Maryland form 1 and personal property returns for other jurisdictions.  Manage audits with teams of 2 to 4 people; planning, executing, reviewing and presenting audit reports for small businesses and non-profit organizations, utilizing the OMB A-133 Compliance Supplement and Federal Acquisition Regulations. Prepare financial statements and required schedules relating to FAR compliance and various state departments of transportation cost accounting regulations.  Work with small businesses and non-profits organizations by assisting with accounts and reporting systems, and ensuring compliance with generally accepted accounting principles (GAAP) and regulatory requirements.
  • Naden/Lean, Llc
    Tax / Audit Manager
    Naden/Lean, Llc 2005 - Sep 2014
    Sparks Glencoe, Maryland, Us
     Consistently analyze financial data and present financial reports in an accurate and timely manner. Clearly communicate monthly, quarterly, and annual financial statements, monitor progress and changes, and keep senior leadership abreast of financial status.  Develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements. Supervise the performance of staff accountants to ensure that work is properly allocated and completed in a timely and accurate manner. Assure corporate income tax compliance through accurate and timely completion of 990, 1040, 1120, 1120S, 1065 and multi-state business and individual income tax returns, as well as related schedules/forms. Prepare Maryland form 1 and personal property returns for other jurisdictions.  Manage audits with teams of 2 to 4 people; planning, executing, reviewing and presenting audit reports for small businesses and non-profit organizations, utilizing the OMB A-133 Compliance Supplement. Prepare financial statements and oversee monthly and quarterly accounting processes.  Work with small businesses and non-profits organizations by assisting with accounts and reporting systems, and ensuring compliance with generally accepted accounting principles (GAAP) and regulatory requirements.  Review and recommend modifications to accounting systems/procedures, and provided technical system support. Administer and review financial plans, compare actual results to budgets, and identify variances. Present information to senior management and Boards of Directors regarding trends. Interview Staff Accountant candidates and communicate job expectations. Work with each direct report to establish attainable goals and objectives, conduct performance appraisals, and coordinate continuing education to enhance the professional development of staff.
  • Glen Todd & Company
    Tax / Audit Manager
    Glen Todd & Company 2001 - 2005
     Record and analyze financial information for small business and non-profit clients. Review and monitor costs that are inherent to business operations; performing variance analysis, and interpreting metrics that executives need to make sound business decisions.  Ensured that general ledger (G/L) accounts were reconciled to subsidiary records monthly. Produced monthly financial statements that included balance sheets, Profit & Loss (P&L) statements and accumulative general ledgers using computer-based accounting systems.  Oversaw processes for compiling financial information and recording journal entries to prepare monthly financial statements. Ensured the proper retention of financial records through maintaining all records in accordance with regulatory requirements. Provided clients with broad accounting support including improving informational accuracy by assisting clients with set up and usage of Quickbooks software, and preparing incurred cost submissions and provisional rates submissions for government contracting clients.  Accomplished accounting objectives by contributing accounting information and providing recommendations for strategic plans and financial statement reviews. Completed audits, identified financial/business trends, and implemented accounting system improvements.
  • Glenn Todd & Company
    Tax/Audit Manager Continued
    Glenn Todd & Company 2001 - 2005
     Worked under the direct guidance of experienced professionals on multiple engagements to deliver quality client service. Aided with account reconciliations, preparation of financial statements, tax planning, and documentation of accounting systems and internal controls. Oversaw tax compliance, tax planning, accounting for income taxes and preparation of tax returns for multiple states. Prepared federal tax forms 1040, 1120, 1120s, 1065, 990, and Marylent form 1. Kept abreast of emerging tax laws with the aim of complying with all necessary tax legislation, minimizing tax bills by taking advantage of favorable tax codes. Helped to establish policies/procedures that align with client organization’s overall goals and objectives. Assisted in creating and implementing Standard Operating Procedures; consulting with executives, ensuring that policies adhere to GAAP, and federal regulations.  Developed and documented business processes and accounting policies to maintain and strengthen internal controls. Reviewed and recommended modifications to the accounting systems and procedures; providing technical support for system operations.
  • Huber Michaels & Company
    Senior Staff Accountant
    Huber Michaels & Company 1997 - 2001
     Performed a wide range of accounting, auditing and tax activities to help ensure that small businesses and non-profits remain within the law. Reported revenue, prepared taxes, and analyzed company structures; providing advice on the ramifications of business decisions.  Supervised staff accountants, interns and clerical staff in the planning and the execution of audits, as well as the compilation of monthly and quarterly financial statements. Prepared 1040, 1120, 1120s, 1065, 1041 tax returns, as well as W-2s, 1099s and payroll taxes. Performed variance analysis and identified the root causes of financial fluctuations in order to make recommendations for performance improvements. Managed monthly and year-end reconciliation processes; ensuring deadlines were met for reporting requirements.

Lee Wempe, Cpa Skills

General Ledger Gaap Personal Income Tax Returns Personal Tax Planning Financial Statements Auditing Accounting Financial Statement Compilations Corporate Income Tax Returns Business Tax Planning Partnership Income Tax Returns Not For Profit Entities For Profit Entities Not For Profit Information Returns Transfer Pricing Analysis Omb Circular A 133 Full Charge Bookkeeping S Corporation Income Tax Returns Quickbooks Prosystem Fx Tax Prosystem Fx Engagement Supervisory Skills Microsoft Excel Microsoft Word Income Tax External Audit Financial Statement Preparation Financial Report Analysis Regulatory Compliance Generally Accepted Accounting Principles Technical Accounting Tax Preparation And Planning Account Reconciliation Trend Analysis

Lee Wempe, Cpa Education Details

  • Frostburg State University
    Frostburg State University
    French
  • Mount St. Mary'S University
    Mount St. Mary'S University
    French

Frequently Asked Questions about Lee Wempe, Cpa

What company does Lee Wempe, Cpa work for?

Lee Wempe, Cpa works for Fitzpatrick, Leary & Szarko, Llc

What is Lee Wempe, Cpa's role at the current company?

Lee Wempe, Cpa's current role is Manager at Fitzpatrick, Leary and Szarko, LLC.

What is Lee Wempe, Cpa's email address?

Lee Wempe, Cpa's email address is lw****@****cpa.com

What schools did Lee Wempe, Cpa attend?

Lee Wempe, Cpa attended Frostburg State University, Mount St. Mary's University.

What skills is Lee Wempe, Cpa known for?

Lee Wempe, Cpa has skills like General Ledger, Gaap, Personal Income Tax Returns, Personal Tax Planning, Financial Statements, Auditing, Accounting, Financial Statement Compilations, Corporate Income Tax Returns, Business Tax Planning, Partnership Income Tax Returns, Not For Profit Entities.

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