Money means different things to people, but all can agree that having thoughtful control over your finances gives a measure of security and helps fuel your dreams. We see our clients as people with dreams and needs and feelings. It’s personal. We work together to make our clients’ financial affairs understandable and supportive to their lives and businesses.
Experience:
Founder Lee E. Ogden, CPA has more than 30 years of business experience as a controller, accounting manager, and accounting consultant in different industries. He understands the responsibilities of running and owning a business and the reporting needed to give leaders the ability to make wise financial and business plans and decisions.
Lee has two BA degrees: one in communications, one in business. He’s been a CPA for more than 30 years.
Lee was a real estate broker for more than 10 years and has always been a good listener. His sales experience taught him that sales isn’t about “selling;” it’s about learning and evaluating needs and adapting present situations to a good solution both to the buyer and seller. Tax accounting and financial planning require the same skills for a CPA to help a client to the greatest extent.
Roles:
Lee’s specialty is Individual and small business tax preparation and planning including
Business accounting and accounting solutions
Individual, trust and business tax preparation
Tax problem resolution with the Internal Revenue Service
Business formation consultation and registration
interpret and understand the financial reports and functions you need in your business.
Prepare strategic plans and operating budgets.
His clients include
Real Estate – single family residential, multi-family and homeowner associations
Software, web designers
Sole proprietors, LLC (single member and partnerships), S-Corporations and corporations
He is available to meet or discuss by phone or Zoom the many important benefits that Lee E. Ogden, CPA's can deliver – expertise based on decades of experience and an unrelenting commitment to responsive service, enabling you to concentrate on growing your business.
Favorite part of the job:
Lee is a people person. He likes to get to know the client and their business and financial interests. He gets great pleasure out of helping the taxpayer understand the tax code and how he can minimize their current and future taxes.
Quote: “Every accounting and tax situation is different and helps me adapt to each client’s individual questions, issues, and needs.”
Please feel free to contact Lee directly if you have any questions or would like clarification.
Experience:
Zee Marie has been a business owner since 1988. She has worked in many different areas, including health and wellness, competitive dog sports, music, and church. Her web, print, and software development services firm, Zee Designs, gave her the opportunity to get to know the workings of many more different types of businesses, how they operate, and what they need. It also got her involved with accounting using QuickBooks, which has turned out to be her true niche, creating joy in her world. Her experience in working so closely with her own staff as well as all kinds of companies, gives her a unique insight into what different types of companies need.
Zee Marie’s QuickBooks qualifications are impressive:
Advanced Certified QuickBooks Online ProAdvisor.
QuickBooks Solution Provider.
Extensive and in-depth experience in QuickBooks Desktop (QBD) (30+ years)
Advanced training and experience in QuickBooks Online (QBO)
Active QuickBooks Online Accountant (QBOA) account
Zee is an Accountant, Advisor, Trainer as well as a Bookkeeping and Business Consultant with extensive experience in business ownership, operations, management and more. She uses her advanced skills and experience to help the clients of Lee. E. Ogden, CPA, LLC find peace in the midst of financial complexities, streamline their workflows and optimize their experience with QuickBooks Online subscriptions, services and third-party add-ons.
Business Development - Getting started, goals, mission, vision, leadership, management, operations, marketing, transformation, acquiring and migration of other businesses, transitions, and more.
Management and Leadership - Motivate, inspire and manage teams and coordinate every aspect of hiring, training, retaining, mentoring, and ensuring effective collaboration of the team.
Software Applications - Able to customize QuickBooks and other software programs to be specific to client needs. This includes each detail of the project from the creative concept and strategic plan to the user experience design, set-up, quality assurance, and telephone, online, and client-specific video training.
Roles:
Accounting,
Bookkeeping,
QuickBooks Online subscriptions and solutions,
Migrations from QuickBooks Desktop to QuickBooks Online,
Consulting about their concerns, goals and wishes for their business and/or personal accounting-related and bookkeeping-related activities from the simplest of tasks to the more advanced.
Her specialties are:
QuickBooks Online, TSheets, migrating QuickBooks Desktop files to QuickBooks Online subscriptions, document management, clean-up.
Helping clients feel cared about and supporting them with patience and encouragement. Supporting other colleagues with my experience and knowledge in QBO and as a business owner.
cleaning up the mess others get themselves into, organizing a solid Chart of Accounts, Products and Services, and day-to-day transactions resulting in accountable reporting. I love to utilize tools which are available in QuickBooks Online to process multiple transactions, set Rules, set up Recurring Transactions, and so much more.
Showing clients how to use certain features such as sending receipts which can be attached to transactions.
Favorite part of the job:
Zee loves developing a confidential and meaningful relationship with clients to the point where they have a sense of peace that they’ve got someone who is going to take care of their books in an empowering way, resulting in insight to their financial health, goals, and considerations.
She enjoys cleaning up the mess, if there is one, then sharing with the client answers they’ve been seeking all along.
Beyond that is managing the ongoing tasks resulting in reconciliations that go like a breeze and printing out reports which show an accurate assessment of a business or person’s financial picture. It makes her giddy sometimes and she gets excited.
In accounting and bookkeeping, there are clearly defined tasks which need to be done and best practices to follow. While there is creativity when establishing a workflow and figuring out the best solutions for a client’s specific needs, the end goal is accountability with the resulting financial reports. There is a defined target she can go after, which is very refreshing for her.
She loves the fact no one professional stands alone. “I may work alone most of the time, however, there is a team of colleagues ready to support me when I need it. I love being able to help, and in this business, it means so much to me, my colleagues, and our clients. It also means a great deal when, after the first getting-to-know-you period, the client says, ‘Just do what you need to, I trust you.’”
Quote: “My clients often hear or see me doing a happy dance and that usually gets a pretty good chuckle. I love it when the clients get excited because I’m excited.”
