Lee Financial Management
Accounting
made simple
We make accounting simple and accessible for small businesses
About our Company
We know how challenging it is to navigate the complex world of accounting and tax compliance. As a women-owned small business and with a combined experience of over 40 years in the financial industry, Lee Management Accounting helps you handle accounting needs in the most accessible and convenient way.
Terri Lee - Principal, Certified Public Funds Investment Manager
Rusty Lee - Finance Director, Certified Management Accountant
Please note that were are a CMA firm, not a CPA firm. We specialize in financial accounting and strategic management, corporate finance and management accounting.
Our Services
Bookkeeping
General ledger accounting including recording of financial transactions and reconciliations
Business Consultation
Establish new accounting systems and assist with financial performance analysis to identify areas where you can improve your profitability and efficiency. We can also assist with process improvement and business workflows.
Financial Reporting
Preparation of financial statements, such as the balance sheet, profit & loss statements and detailed reporting for variance analysis
We are a fully remote, cloud-based firm. All of your records will be in a secure, easily accessible portal for your convenience.
Our Products
Small Business Bookkeeping Tracker in Google Sheets
This Small Business Bookkeeping Tracker in Google Sheets helps you keep track of your business income, expenses and profit.
Business and Financial Plan Template
A professional and easy-to-use Business & Financial Plan template that covers everything you need to get started!
Quickbooks Online Beginner’s Guide
If you’re brand new to QuickBooks Online, the learning curve can be overwhelming. The good news is that I’ve created this beginner’s guide of the 10 essential steps for new business owners so they can feel confident with QuickBooks Online!
Becoming comfortable with the QuickBooks Online features will allow you to get started invoicing and managing your expenses quickly, while also ensuring that your income and expenses are being tracked and managed properly. Let's get
started!
Leave your accounting worries to us, so you can focus on growing your business.
Contact Us
Mailing Address
2518 Arbor Mist Trl Hixson TN 37343
Email Address
terri@leefinancialmanagement.com
Phone Number
(423) 903-6118