Mayumi Klempel, Cpa, Ea, Msacct Email & Phone Number

Seattle, Wa, Us

Seattle, Wa, Us

Toronto, On, Ca

Seattle, Wa, Us

- Leader in tax provisioning for financial institutions and financial services corporations with strong emphasis on staff development.- Review calculations and assess adequacy of tax disclosures in 10-K, 10-Q and other financial statements. - Perform in-depth and high-level analyses of tax positions and produce technical memoranda to provide recommendations to the leading partner and clients.

Seattle, Wa, Us

Seattle, Wa, Us

Seattle, Wa, Us

- High net-worth individuals and small businesses- Wealth and business succession planning

Seattle, Wa, Us

San Diego, California, Us

ElderHelp of San Diego is a not-for-profit organization helping seniors stay in their homes. I was an accountant directly reporting to CEO and outside CFO. Responsible for all accounting functions for an established small nonprofit organization, including month-end and year-end accounting, payroll, balance sheet reconciliation, billing, cash management, audit support, and financial statement preparation. Developed and implemented accounting policies and procedures to achieve financial reporting consistent with Non-Profit GAAP. Supervised a summer intern. Key Results:• Refined all aspects of accounting processes by collaborating with colleagues and assessing the needs of the organization• Developed cost allocation worksheets to accurately track spending to comply with Government and private grants’ reporting requirements, achieving timely preparation of grant claim forms• Redefined accounting cycle, reviewed and revised ineffective internal control procedures and standardized financial reports

San Diego, California, Us

Mission Edge San Diego is a not-for-profit organizations with a goal of supporting other non-profit organizations in San Diego community. I provided accounting services to multiple non-profits and reported to Mission Edge's Client CFOs. As one of the clients needed an in-house accountant, I decided to transition and work for the client directly.

San Diego, Ca, Us

Explored an opportunity to observe an organization as a whole during the graduate program by engaging in a non-accounting role. Performed comparative analysis on donor perception surveys to enhance donor relation practices and improve donor satisfaction.Key Results:• Collaborated with university mentor, corporate mentor, and internal research manager to develop a methodology to produce an independent, insightful research paper• Presented recommendations to the executive management team based upon the research findings

Established an LLC to support my own investor's visa in the USA. Provided bookkeeping and tax preparation services to small businesses and sole proprietors. Teamed up with an experienced CPA to assist wide range of clients.

September 2006 - May 2007 (expiration of Optional Practical Training visa)Maintained books for a small investment advisory firm, its shareholder and related companies. Reconciled stock positions daily, researched stock market sentiment, and reported to President. Worked with CPA firm to assist preparation of income tax returns. Key Results:• Maintained good relationship with the employer after expiration of work visa and continued to provide bookkeeping services on a volunteer basis while studying accounting to prepare for graduate school

Master Of Science In Accountancy, Taxation

Bachelor Of Arts, Linguistics/Liberal Studies

Associate Of Arts (Aa), General Studies