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Rose Huie, CPA


Click here for Rose's resume

  • Certified Financial Planner™
  • CA Real Estate Broker ( license #01391466)
  • CA Insurance License #0C73543

 

 

Wanda Li

 

Wanda Li is our staff accountant and has been working with us since August 1999. She is responsible for all accounting and tax data input and preparation of financial statements and tax returns for review by CPA. Most clients talk to her when they need information. She is extremely friendly and responsive to client requests. Before joining our firm, She worked for H&R Block, PG&E, Bank of America and several other companies in the Bay Area. She graduated from San Francisco State University with a BS Degree in Accounting. She is fluent in Chinese - Cantonese, Mandarin and Toi Shan dialect.

 

Dora Yee

 

Dora Yee is my assistant and has been with us since January 2002. She helps our clients with all their Quickbook questions and goes onsite to clients' office to input data into their Quickbook systems. She helps to generate reports for financial services. Before joining our firm, she worked for PeopleSoft, Lockheed and several other companies in the data base management area. She graduated from San Francisco State University with a BS Degree in Business Information Computer Science. She is also fluent in Chinese - Cantonese, Mandarin and Toi Shan dialect.