Tenae Lew, Cpa Email & Phone Number

Preparation of:- 1040 Individual Returns- 1065, 1120S, and 1120 Business Returns- 990 Non-Profit Returns- 1041 Estate ReturnsProvide accounting consulting and clean-up work for business clients.

- Managed annual/monthly client relationships for over 75 entities per year, who generate between $500K and $5M apiece, enacting strategies to enable tax objectives and goals.- Onboarded and managed a supporting reportee, providing education in company and industry procedures and concepts.- Became the subject matter expert in the real estate industry, educating both clients and internal team members.- Assisted with two M&A events with an average sale price of $50M, coordinating with external CPA and legal teams, and providing due diligence and final reporting items.- Created efficiencies and implementing automation to improve average billing rates.

- Performed various accounting and consulting functions for clients, both monthly and by request. • Transaction Allocation • 1099 Issuance • State & City Excise Returns • Payroll Services & Management • Closing Activities for Tax • Trial Balance Preparation • Client Support • Tax Strategy Enactment • Software Training (QBO, Paychex)- Maintained and owned client relationships to foster positive and meaningful client interactions.- Educated clients on tax and accounting principles, as well as strategy decisions to increase client knowledge.- Provided support activities to tax team by providing completed financial documents for analysis and tax planning.- Provided incorporation services for client, as well as consultation of optimal entity structures.- Prepared and processed closing activities on monthly and annual basis.

Bellevue

- Connect with new clients and bring them through our onboarding process to convert their Sole Proprietorships or LLCS to fully functioning and compliant S-Corporations.- Incorporate proven, off the shelf software for our clients to streamline and automate as much of their transaction processing and recording as possible.- Connect client banking info to Quickbooks Online and Hubdoc to manage incoming transactions, and provide real-time bookkeeping and transaction analysis.- Work with the client to understand their individual businesses, and create sets of rules and programming within software to ensure accurate records.- Work with state and third-party entities to ensure our clients are completely compliant with S-Corp rules and regulations.- Create and manage payroll accounts for clients, initiating payroll strategies in order to maximize earnings for clients.- Educate clients on accounting and tax principles, give tips and tricks to maximize tax savings, and answer general questions as they occur.- File and process monthly/quarterly/annual state excise taxes- Track 1099 eligible vendors and ensure 1099 submissions are on time and correct.- Prepare and file annual 1120S tax returns for clients.- Provide monthly payroll and financial reports to clients for their records.

Greater Seattle Area

- Oversaw and processed biweekly payroll for up to 176 employees across two entities ensuring on time employee payments with minimal processing errors.- Streamlined customer billings for four Service divisions, increasing collection efficiency as well as created communication methods, lowering average days to pay.- Controlled cash flow and spending decisions for over 40 separate credit cards with an average spending volume of $300,000/month.- Developed system for managing and reconciling company credit cards, increasing receipt collection from 5% to 98% over seven months which has been maintained since.- Reconciled and audited four separate checking accounts with an average outflow of $1.75 million in checks and electronic transfers each month.- Analyzed profit and loss outcomes for Solar and other Services projects, providing data to the Operations team regarding trends and profitability issues.- Headed up monthly close-out activities for Solar and other Services projects including Accruals generation and Work in Progress entries to align costs with revenue. - Managed vendor payments and billings and shifted payment method from credit cards to checks, increasing cash flow visibility and records management.- Implemented a tracking and logistics process for inventory products, as well as methods for customer billing and vendor payment to increase understanding.- Assisted in creating and processing Construction Draws for banks, owners, and interested parties.- Assisted in and audited intercompany transactions across 3 entities to ensure accuracy.

Greater Seattle Area

- Managed and maintained EPA Lead Safety Policies, training employees and filing records to ensure employee and customer safety, as well as federal compliance.- Participated in onboarding procedures for over 300 employees per cycle, collected timecards and payroll information, as well as managed employee records.- Participated in vendor payment processes, as well as customer billing and communication.- Reconciled credit card and checking account statements for monthly close-out activities.- Maintained cost and revenue records between accounting software and company database.

Seattle

- Participated in data entry tasks to keep internal database up to date.- Entered and paid vendor invoices using Quickbooks to ensure on time payment- Monitored phone lines and interacted with both customers and vendors to answer questions and concerns, as well as answer questions related to estimate requests and customer complaints.- Organized and maintained office cleanliness, as well as office and marketing supply levels.

Certificate In Accounting, Accounting

Completed the UW Certificate of Accounting, finishing all credit-hour requirements to be eligible for the CPA exam

Bachelor'S Degree, Finance, General

Studied Accounting for a brief time before switching to Finance.

Associate Of Arts (A.A.) In Business, Accounting