Joyce Lee, CPA

Joyce Lee

Contact

jlee@clarknuber.com
425.454.4919

Numbers

1 Persian cat named Pumpkin
2 favorite TV shows, both about doctors
3 dialects of Chinese spoken

Despite beginning piano lessons at age 3, Joyce chose to crunch numbers instead of becoming a classical musician. No matter—her clients, all not for profits, give her standing ovations for her insight and experience. She is passionately committed to helping them achieve their goals by improving their accounting practices, internal control structures, and business strategies. Joyce is a principal in the firm’s audit practice and enjoys traveling the Northwest and the world with her husband and two children.

Summary

Practice Emphasis

  • Not-for-profit organizations
  • Private and public foundations
  • Audit, review and compilation services
  • Complex accounting issues including endowments, investments, net assets, planned giving, and consolidation of related entities
  • Internal controls and procedures review and recommendations

Proven Results

  • Managed audits of large not-for-profit organizations with complex investment portfolios and net assets.
  • Established the accounting department for a new not-for-profit organization including development of an accounting policies and procedures manual, chart of accounts, financial reports, and selection of accounting software.
  • Developed a business plan and cash flow projections for a start-up private school.
  • Performed internal control reviews and internal audit functions for private foundations.
  • Consulted on the design of an effective fraud prevention program that was implemented at a client’s multiple sites.
  • Served as outsourced controller of a large not-for-profit organization, supervised financial accounting and reporting, external audits, and accounting software conversion.

Education

  • Western Washington University, B.A. in Accounting, Magna Cum Laude

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Asian Counseling and Referral Service, Board Member
  • CFOS Foundation, Treasurer
  • Humane Society for Seattle/King County, Past Secretary and Treasurer