What you might appreciate about Jennifer:
Jennifer Wee is a bookkeeper at Add Insight. Jennifer is partnering with Add Insight to improve client services and allow for strategic growth of the firm. Jennifer is an experienced bookkeeper who has worked for years in accounting for a range of industries. She is assisting Alexa Gregory to improve business systems and workflows to offer an even higher quality of service to clients.
She is detail-oriented: Jennifer’s interest in bookkeeping started in high school when she would help her mom matchup receipts to card statements each month. She finds satisfaction in organization and alignment.
She is diligent: Jennifer values hard work and honesty. When working with sensitive client information she takes the utmost care and ensures the quality of her work meets her high standards for excellency.
She is accurate: Jennifer double checks her work and is meticulous about ensuring the numbers are correct. She prides herself on finding the correct answer and verifies the facts. She uses tools and technology to keep your information safe. Jennifer is someone you want handling your books.
She is passionate about helping others: Jennifer wants to improve the lives of her clients. She wants to remove the stress of finances from managing a business. She wants to be a dependable partner to help you reach your strategic long-term goals.
She supports female entrepreneurs: Jennifer loves supporting women run their dream business. Raised by a strong mother, Jennifer wants to empower other women to confidently handle their expenses and manage their hard earned money.
Experience: Jennifer graduated from UC Berkeley with a B.S. in Business Administration from the Haas School of Business. She took the accounting classes needed to sit for the CPA exam. She spent over 6 years in the accounting industry. She started in audit at KPMG, then worked in the accounting department at a manufacturing company (VEM), Netflix, and then a non-profit.
Certification: Certified QuickBooks Online Proadvisor
Likes: Math, organization, details, problem solving and learning new skills.
Dislikes: People who are afraid to embrace change, whose motto is “that’s the way we’ve always done it.”
Looking for: Ways to integrate new technology into her everyday work so that she can better problem solve and help clients think strategically about their growth.
Believes: Her bookkeeping and analytical skills can make a difference in helping businesses grow. “Growth minded entrepreneurs are special. That’s because we’re driven to make a difference.” (Loren Fogelman, Business Success Solution)
Hobbies: Completing 1000-piece jigsaw puzzles. She completed her first 200-piece jigsaw puzzle at age two! Ever since she has challenged herself with larger and larger puzzles and sees the parallels of problem-solving in her accounting work. The feeling of solving the puzzle, and creating order in chaos keeps her motivated in her hobby and her work. Jennifer also enjoys hiking in the Bay Area and playing tennis.
If you would like to know more, please fill out our contact form and we will be in touch.