FOUNDER AND MANAGING PARTNER
Samuel Lee is the founder of the firm and directs the Financial Outsourcing and Accounting and Taxation Departments. “Sam” has over 15 years of general accounting and managerial experience, and specializes in the implementation of processes and controls within an accounting department. His extensive experience includes payroll, sales & use tax, human resources, job costing, project management, financial reporting, forecasting & budgeting, controller and CFO services in both private and public companies.
Sam is responsible for providing outsourced accounting and consulting services in various industries including retail, distributing, manufacturing, restaurants, professional service firms, advertising and marketing firms, family offices, real estate, not-for-profit organizations, fashion, and US based subsidiaries of foreign entities.
Sam has also been extensively involved with individuals and emerging companies and has worked closely in structuring their businesses set up and ensuring compliance with tax and lending authorities
Professional Highlights:
- Structuring and restructuring numerous accounting departments and processes
- Implementing a cloud-based financial accounting system for private and public companies
- Tax consulting with individuals and small to medium-sized companies to minimize their overall tax burdens.
- Coordinating U.S. and foreign tax liabilities by considering differing tax rates, foreign tax credits, tax treaties and inter-company pricing issues.
- Resolving Internal Revenue Service audits for companies
- Performed transfer pricing studies, purchase price allocation and accounting for mergers and acquisitions.
- Designing accounting documentation, such as policies and procedures, internal controls and chart of accounts
- Implementing multiple accounting systems, such as QuickBooks, Sugar CRM, Thomson Reuters UltraTax, etc.
Sam holds a B.A. degree in Economics and is a Certified Public Accountant. He is a member of the New Jersey State Society of Certified Public Accountants and the American Institute of Certified Public Accountants (AICPA).
