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ABOUT US

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We are passionate about helping our clients achieve their business goals and financial success.  Whether you are an individual or a small business owner, we can provide solutions tailored to meet your needs. Contact us today to learn more about our services and how we can help you.

Sonia Lee Ng, CPA, CPFC®

Summary :

Bilingual accountant (Spanish/English) with more than 15 years of progressive experience in public accounting, working in various fields such as accounting, tax preparation, consulting, audits and preparation of financial statements. She has worked in industries such as hospitality, services, retail, manufacturing, real estate, government consulting, banking consulting, among others.  

Most common businesses served: legal practices, medical office, real estate appraisers, real estate rental, apparel, restaurant, educational services, auto repair shop, architects, and more.

Professional Affiliations:

American Institute of Certified Public Accountants (AICPA)

Puerto Rico Society of Certified Public Accountants

Nebraska Society of CPAs

Fincert.org a division of the Institute for Financial Literacy

Certifications:

CPA - Certified Public Accountant

CPFC® - Certified Personal Finance Counselor®

Education:

Bachelor of Business Administration with a major in Accounting.

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