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yungle875

Yung L.

@yungle875

CPA Firm Administrative Workflow Specialist

United States
English
About me
Specializing in administrative workflow design and improvement for CPA and accounting firms. TARGETED PROBLEMS: Scattered documents, missed follow-ups, incomplete handoffs, undocumented client commitments, repetitive requests, and confusion across related entities and deadlines. SOLUTION: Clean up, simplify, and customize workflows and documentation processes using your firm’s existing tools. OUTCOME: Centralized information, clear work status, and accountable follow-ups. EXPERIENCE: 10 years of accounting, tax, and operations experience within CPA firms.... Read more

Skills

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yungle875
Yung L.
Offline • 

See my services

Project Management
I will clean up and simplify workflows for CPA and accounting firms
From$2,500 / projectMore details
Project Management
I will organize tax documents and identify missing records for CPA firms
From$1,500 / projectMore details

Work experience

Self_Employed

Tax Accounting | Client Management | Operations Coordination

Self Employed • Self-employed

Jan 2020 - Present • 6 yrs 9 mos

Supported CPA firms and founder-led businesses across multiple industries through tax preparation, bookkeeping, audit support, tax notice resolution, and compliance work. Identified operational bottlenecks, improved workflows, organized complex information, and documented processes to strengthen client service and internal operations.