As a Non-profit Organization, fund manager, or as a business owner you have more important things to do than your own recordkeeping and bookkeeping.  At Robert Lee & Associates, LLP we understand this concept and we offer solutions to help our clients focus on core missions and competencies.  The truth is, unless you are a professional bookkeeper, you do NOT make money doing bookkeeping.

Our clients can choose from a menu of services that let us tailor to their specific needs.  A few of our services include:

  • Cloud-based storage
  • Strong technology platform
  • Daily, weekly, monthly or quarterly processing of transactions
  • Online vendor payment system
  • Timely preparation of financial statements
  • General ledger maintenance
  • Designated account manager
  • Welcoming customer support
  • Consulting
  • Management of 1099’s
  • Organization of information for tax return preparation purposes