About Us
Andi Chen, CPA, MBA, CEO and Founder:
Andi founded Andi Chen, CPA & Co, in 2012 with a strong desire and passion to help businesses grow.
At Andi Chen, CPA & Co, we recognize that today’s business owners and management are continuously faced with ever changing business environment and accounting standards. Growing businesses may need the advice and support of a financial professional but not the resources to hire full time.
At Andi Chen, CPA & Co, it is our goal to help businesses find relief and gain competitive edge by providing them professional and scalable accounting support as they need and when they need it.
CAREER PROFILE
Andi has over 15 years of public and private accounting experience. Her work has provided her with a well rounded skill set that few will match. With a public and private accounting background, Andi has been on “both sides of the table” so she knows how to approach all aspects of financial management and brings a wide range of experiences to be able to problem solve and be a client advocate.
AREAS OF EXPERTISE
- Month/quarter/year end close
- Financial statements preparation
- Budget / cash flows / financial projections
- Internal control / policy and procedures development
- Business consulting / financial analysis / loan package preparation
- Audit preparation
- QuickBooks set up and training
- Bookkeeping online
- Tax services for closely-held businesses and individuals
PROFESSIONAL EXPERIENCE
- Assistant Controller, Athens Services Inc (1001-5000 employees)
- Assurance Manager, Moss Adams LLP (1001-5000 employees)
- Senior Accountant, Walt Disney Inc (NYSE: DIS; 10000+ employees)
- Strategic Planning Project Accountant, TABC Inc (Toyota subsidiary; 501-1000 employees)
- Accounting Manager, Century Interface Corp, (11-50 employees)
EDUCATION
Master of Business Administration, California State University, Los Angeles, 2002
Bachelor of Science in Accounting, California State Polytechnic University, Pomona, 2000
LICENSES / PROFESSIONAL AFFILIATIONS
- Certified Public Accountant (CPA) licensed in California State, 2006
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CALCPA)
- PTIN Registered Tax Preparer
- Certified QuickBooks Online ProAdvisor
SKILLS
Proficient in all Microsoft Office, QuickBooks, MAS 90/200 and SAP applications
Bilingual in Chinese Mandarin, verbal and written