Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

DONGHEON LEE

Santa Fe Springs,CA

Summary

Detail-oriented accountant with close to 3 years of experience in tax preparation assistance, payroll processing, bank reconciliations, GL bookkeeping and audit support. Proficient in QuickBooks and Xero, ensuring accurate financial reporting and efficient problem-solving. Currently preparing for the SEE exam to obtain the Enrolled Agent license while eager to grow in the accounting field.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Accountant

Century Products Corp
Anaheim, California
07.2025 - 06.2026
  • Managed daily financial transactions and reconciled accounts for five businesses to ensure accuracy.
  • Conducted monthly credit card reconciliations and audits to maintain financial integrity.
  • Oversaw accounts receivable/payable processes and assisted in collections of past due invoices.
  • Fulfilled and invoiced daily orders for Home Depot, Walmart, eBay, Amazon, Shopify, and house orders using Xero.
  • Matched deposited checks and checks sent out with corresponding source document files.
  • Provided assistance in shipping during urgent situations to meet deadlines.
  • Tracked weight and inventory costs for manufacturing materials using Excel.
  • Processed payroll, reviewed timesheets, and ensured timely distribution to employees.

Jr. Staff Accountant

The Phillips Group, Inc.
Anaheim, CA
02.2025 - 06.2025
  • Coded bank statements for journal entries In QBO and EasyAcct
  • Kept GL Accounts up to date along with PR reports and Quarterly filings
  • Assisted interns in data entry, transposing data from statements to Excel
  • Entered payroll journal entries from Gusto, ADP, ASURE, Paychex and Heartland
  • Logging of 571-L during Season and assisting with other annual filings
  • Deposit tie outs for production and collections for all clients
  • Managed approximately 70 clients with a team of 3 people including me
  • Annual BOI and SOI Filings along with WC audits
  • Create Financials for senior accountants for client meetings

Staff Accountant

Iam C CPA Firm
Irvine, CA
08.2024 - 12.2024
  • Assisted with detailed and compliant payroll processing for multiple states
  • Filed quarterly and annual payroll tax returns
  • Addressed payroll issues with actionable solutions and resolved government notices
  • Performed bookkeeping data entry, including monthly bank and credit card reconciliations
  • Utilized Microsoft Word, Excel, and QuickBooks effectively
  • Managed approximately 30 clients

Jr. Accountant

GSK LLP, Certified Public Accountants & Consultants
Garden Grove, CA
11.2023 - 05.2024
  • Assisted in preparing monthly financial statements
  • Completed monthly bank reconciliations to identify discrepancies between records and statements
  • Prepared journal entries and entered them into accounting software
  • Reconciled month-end totals for timely and accurate financial reporting
  • Collaborated with senior accountants for month-end closings
  • Handled payroll administration: reviewed timesheets, calculated paychecks, and processed deductions
  • Minimized errors in reporting through document review and analysis
  • Supported audits by gathering required documentation and addressing auditor questions

Administrator

Tony Song CPA Office
Garden Grove, CA
05.2023 - 08.2023
  • Completed full-time internship to gain hands-on accounting knowledge
  • Maintained strict confidentiality while handling sensitive documents
  • Updated personnel records and supported document management systems
  • Delegated tasks and organized workflows to meet project deadlines
  • Managed inventory and supply ordering efficiently
  • Created an organized filing system for faster document retrieval

Server

Top BBQ Grill & Pocha Cafe
Buena Park, CA
08.2021 - 09.2022
  • Provided prompt service to multiple tables, ensuring high-quality dining experiences
  • Coordinated with team to facilitate efficient service during high-volume periods
  • Built customer relationships while ensuring a clean and welcoming dining environment
  • Used POS system to manage orders and transactions
  • Completed opening/closing duties and ensured seamless shifts

Education

Accounting -

Cypress College
Cypress, CA
04-2025

GED -

South East Academy Military & Law Enforcement
Norwalk
08-2022

Skills

  • Bank reconciliation
  • Accounts receivable
  • Accounts payable
  • Monthly journal entries
  • Payroll processing
  • Payroll tax filings
  • Financial reporting
  • Excel and Word proficiency
  • GAAP bookkeeping
  • Sales tax filing
  • Inventory management

Accounting Software Used

  • QBO / QB desktop
  • Xero
  • Reach Report
  • ADP
  • GUSTO
  • HEARTLAND
  • PAYCHEX
  • ISOLVED
  • ASURE
  • CANOPY

Languages

English
Native/ Bilingual
Korean
Native/ Bilingual

Certification

  • Quickbooks Online Certified 2024 Accounting CC3012 Cypress CC
  • Xero L2 Professional Certification 2025

Timeline

Accountant

Century Products Corp
07.2025 - 06.2026

Jr. Staff Accountant

The Phillips Group, Inc.
02.2025 - 06.2025

Staff Accountant

Iam C CPA Firm
08.2024 - 12.2024

Jr. Accountant

GSK LLP, Certified Public Accountants & Consultants
11.2023 - 05.2024

Administrator

Tony Song CPA Office
05.2023 - 08.2023

Server

Top BBQ Grill & Pocha Cafe
08.2021 - 09.2022

Accounting -

Cypress College

GED -

South East Academy Military & Law Enforcement
DONGHEON LEE