Me page 001

Jerry Lee

schedule a free consultation

Hi, thanks for visiting! I am a CPA, MBA, CGMA here in Wayzata Minnesota.

credentials

contact

+1(763) 249-8840
jerry@leefinancialgroup.com

15805 Holdridge Rd E

Wayzata MN 55391

bio

Me page 001

I enjoy life, work hard, have fun! I am a college professor and beekeeper among other things. We are dedicated to providing the right solutions to accounting, tax, and business management problems. We seek to be your trusted advisor offering high quality, timely, and ethical services for a fair price.

q & a

What characteristics do your favorite clients share?

My favorite clients are honest, open, good communicators and listeners. I enjoy working with people ready to learn and who are responsive to requests for additional information to help solve the open issue.

Why should a client hire you?

Client should only work with me if they like me and my personality. People do business with people they like. I want you to do what you do and allow me to do what I do. My objective is to have you hire me to cover what you do not know.

education

Minnesota State University, Mankato

Bachelor of Accounting/MIS

1977

University of Phoenix

Master of Business Management

2007

experience

Lee Financial Group

COO
Wayzata, MN

associations

AICPA, MNCPA, NATP, NSA

Member since

Publications

TedX

read article...

2013

business info

Lee Financial Group

Quality, timely, ethical services at a fair price

www.leefinancialgroup.com

Established 1998

We serve small business, individuals. We offer accounting, tax and consulting services. We serve all types of business entities for accounting and taxes as well as individual income taxes and financial wellness.

hours of operation

Sunday closed
Monday 09:00 AM - 05:30 PM
Tuesday 09:00 AM - 05:30 PM
Wednesday 09:00 AM - 05:30 PM
Thursday 09:00 AM - 05:30 PM
Friday 09:00 AM - 05:30 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

fee structure

Hourly fees

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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