Andi Chen CPA.
PARTNER | SENIOR ACCOUNTING MANAGER
Certified Public Accountant (CPA) | Certified Quickbooks ProAdvisor
California State University, Los Angeles
California State Polytechnic University
AREAS OF FOCUS:
❖ QuickBooks Setup & Training: Certified QuickBooks Online ProAdvisor offering setup, training, and comprehensive online bookkeeping services.
❖ Bookkeeping & Financial Management: Expertise in month-end/year-end close, financial statement preparation, and budgeting
❖ Business Consulting & Financial Analysis: Providing insights through financial projections, loan package preparation, and audit support.
❖ Internal Controls & Policy Development: Establishing effective policies and procedures for robust internal controls.
❖ Tax Services: Specializing in tax preparation and planning for closely-held businesses and individuals, Andi is a PTIN Registered Tax Preparer.
Andi Chen is a Certified Public Accountant (CPA) with over 25 years of public and private accounting experience as a Controller. Her extensive background has provided her with a diverse skill set, allowing her to excel in all areas of financial management. With a deep understanding of both public and private sector needs, Andi approaches each challenge with a client-first mindset, offering innovative solutions to complex financial problems. Her areas of expertise include month-end and year-end closes, financial statement preparation, budgeting, cash flow management, and internal control development. Andi also offers business consulting, financial analysis, loan package preparation, audit support, and comprehensive tax services.
Throughout her career, Andi has held key accounting positions at companies such as Athens Services, Moss Adams LLP, and Walt Disney Inc. Her unique ability to problem-solve and adapt to various industries, including manufacturing, technology, entertainment, and professional services, makes her a valuable asset to her clients. As a Certified QuickBooks Online ProAdvisor, Andi provides specialized services such as bookkeeping, QuickBooks setup and training, and financial consulting for closely-held businesses and individuals.
Andi holds an MBA from California State University, Los Angeles, and a Bachelor of Science in Accounting from California State Polytechnic University, Pomona. She is an active member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CALCPA). With a focus on helping businesses achieve financial clarity and success, Andi brings a wealth of knowledge and a commitment to excellence to every client relationship.
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