Law Offices of Sabrina Li, P.C.

Financial Planning and Analysis

• Maintain accurate and up-to-date bookkeeping across all accounts.
• Ensure transactions are consistently and correctly categorized in QuickBooks.
• Perform regular reconciliations for bank accounts, credit cards, and payment platforms.
• Monitor data integrity and resolve discrepancies promptly.
• Track and manage cash flow on an ongoing basis.
• Maintain clear visibility into incoming and outgoing funds.
• Support leadership with cash flow forecasts and liquidity insights.
• Flag potential cash flow risks or irregularities early.
• Review, document, and optimize internal financial workflows.
• Improve expense tracking, billing processes, and internal controls.
• Ensure financial processes are efficient, scalable, and well-documented.
• Recommend and implement system improvements to support accuracy and efficiency.
• Prepare clear, structured financial reports for internal use.
• Support budgeting and forecasting through clean, well-organized financial data.
• Work closely with external CPAs during tax filings, audits, and reviews.
• Ensure compliance with U.S. accounting standards and internal policies.

Finance Officer