Experience

DANIEL LU CPA

• United States
• Accounting
• 1 - 100 Employee

• Accounting Assistant

  • Aug 2020 - Present

  • Processing payroll for over 80 companies on weekly, bi-weekly and monthly basis. • Handling all bookkeeping aspects for over 20 companies including analyzing client accounts, coding transactions, and reconciling bank and credit cards accounts. • Managing sales and local taxes for over 30 companies. • Processing payroll for over 80 companies on weekly, bi-weekly and monthly basis. • Handling all bookkeeping aspects for over 20 companies including analyzing client accounts, coding transactions, and reconciling bank and credit cards accounts. • Managing sales and local taxes for over 30 companies.



Fantuan 饭团

• Canada
• Technology, Information and Internet
• 100 - 200 Employee

• Business Development Representative

  • Jun 2020 - Aug 2020



CSUSM Extended Learning

• United States
• Higher Education
• 1 - 100 Employee

• Student Assistant

  • Jun 2018 - May 2020

  • Answering phone calls and assisting with questions from students, faculty and staff. • Assisting the office with all workshops and special events. • Designing, creating and analyzing Excel reports. • Inputting attendance and grade records into student accounts, and maintaining student accounts on Gradelink. • Answering phone calls and assisting with questions from students, faculty and staff. • Assisting the office with all workshops and special events. • Designing, creating and analyzing Excel reports. • Inputting attendance and grade records into student accounts, and maintaining student accounts on Gradelink.



San Diego Tax & Financial Associates

• Greater San Diego Area

• Tax Assistant

  • Jan 2020 - Mar 2020

  • Assisting in preparing Federal and state/local tax returns every day using Drake tax software. • Developing knowledge of both simple and complex tax returns for variety of clients, including individuals, LLCs and LLPs. • Answering phone calls, scheduling appointments and greeting clients. • Assisting in preparing Federal and state/local tax returns every day using Drake tax software. • Developing knowledge of both simple and complex tax returns for variety of clients, including individuals, LLCs and LLPs. • Answering phone calls, scheduling appointments and greeting clients.



PAN-CHINA (H.K.) CPA Limited

• Accounting
• 1 - 100 Employee

• Audit Intern

  • Jan 2018 - Jan 2018

  • Participated in the audit of a public company and a private company. • Applied different audit procedures such as substantive tests, test of controls, analytical procedures. • Reconciled company's revenues, expenses, and ensured the accuracy and completeness. • Compiled and analyzed financial transactions to ensure they match provided detailed records. • Participated in the audit of a public company and a private company. • Applied different audit procedures such as substantive tests, test of controls, analytical procedures. • Reconciled company's revenues, expenses, and ensured the accuracy and completeness. • Compiled and analyzed financial transactions to ensure they match provided detailed records.