Navigating the Accounting Landscape: From Corporate Leadership to Entrepreneurial Ventures

Embarking on the journey of establishing my own accounting firm has proven to be a gratifying adventure, shaped by a wealth of diverse experiences in the financial realm. With a robust background in accounting for both profit and non-profit entities, my career has unfolded through various roles, starting from serving as a fiscal officer to eventually taking on the role of Executive Director.

During my tenure as an Executive Director, I refined my skills in company operations management, shouldering responsibilities in HR, grant applications, volunteer coordination, and collaboration with board directors. This multifaceted experience not only strengthened my professional acumen but also extended my influence into the community, forging valuable connections along the way.

Upon stepping down from my role as Executive Director, a unique opportunity arose: serving a religious non-profit organization. Here, my expertise in accounting and tax proved invaluable. Tasked with managing substantial contributions, the organization required the establishment of an investment committee and adherence to stringent state independent audit requirements. I played a pivotal role in setting up audit coordination and drafting financial policies and procedures, providing the necessary backbone to the organization’s accounting practices.

Simultaneously, as I pursued my CPA license, a business owner invited me to join an educational organization, tapping into my accounting knowledge to support and establish their accounting system. Additionally, I found myself assisting small businesses, individual owners, and friends in navigating the complexities of business formation and international tax matters, offering consultancy on tax and accounting support.

This journey serves as a testament to the versatility of accounting expertise, transitioning seamlessly from corporate management to non-profit endeavors and eventually to entrepreneurship. As I navigate the dynamic landscape of financial consulting, each experience enriches my understanding and fuels my passion for delivering impactful financial solutions.

With my commitment to excellence in accounting unwavering, I eagerly anticipate the continued growth and evolution of my firm. I look forward to leveraging my extensive background to support diverse organizations and businesses on their unique financial journeys.

By Joyce Li 

On Dec 1, 2023