Robert Lee & Associates

Accounting for Legal Practices · California, United States · 11-50 Employees

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Overview

Headquarters

999 W Taylor St Ste A, San Jose, Califor...

Phone Number

(408) 855-6770

Revenue

$7 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Robert Lee & Associates

Robert Lee & Associates, LLP is a regional public accounting firm that specializes in audit, tax, outsourced finance solutions, and business advisory services. They cater to a diverse clientele including not-for-profit organizations, construction firms, manufacturing companies, privately held businesses, and employee benefit plans. The firm offers comprehensive audits, tax preparation, bookkeeping support, and fund administration services. Their mission is to provide tailored financial solutions to meet the unique needs of their clients.Explore more
Robert Lee & Associates's Social MediaPopular SearchesRobert Lee & Associates LLPRobert Lee & AssociatesRobert Lee and Associates LLPLee Robert Associates LLPAssociates LLPSIC Code 87,872NAICS Code 54,541Show more

Robert Lee & Associates Org Chart

PhoneEmail
ES
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Senior Manager, Tax

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RD
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Office Manager

PhoneEmail
LH
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Manager, Accounting

PhoneEmail
JT
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Manager, Audit

PhoneEmail
MS
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Manager, Tax

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BL
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Manager

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LC
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Manager, Audit

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KL
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Manager, Accounting

PhoneEmail
MD
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Supervisor

PhoneEmail
DY
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Supervisor, Tax

PhoneEmail

PhoneEmail
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LM
United States flag for contact location.

Experienced Tax Associate

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AJ
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Tax Associate

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SZ
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Tax Associate

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CN
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Associate

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OA
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Tax Associate

PhoneEmail
RP
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Digital Asset Finance Analyst

PhoneEmail
SB
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Tax Support Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Robert Lee & Associates

$7M
11-50
Private
<$5M
2001
ES
Elizabeth SegelSenior Manager, Tax
$7.4M
11-50
Private
<$5M
1996
MR
Margaret RuebushDirector, Assurance
$5M
11-50
Private
<$5M
1983
AW
Arnold WilliamsManaging Director
<$5M
51-200
Private
-
1991
MB
Megan BergeneDirector, Operations
<$5M
11-50
Private
-
2009
NH
Nicole HassonOffice Manager
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
2011
AB
Abi BankoleManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Robert Lee & Associates is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Robert Lee & Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Robert Lee & Associates.

Robert Lee & Associates financials insights

Gather financial insights about Robert Lee & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Robert Lee & Associates's Financials Insights

Robert Lee & Associates Tech Stack

A closer look at the technologies used by Robert Lee & Associates

Most Recent Scoops

Project
A mid-level source in Accounting has indicated that the organization is in the midst of initiatives related to accounting analytics.
Analytics & Insights, Accounting, Financial Systems, Finance
Project
A mid-level source in Accounting has indicated that the organization is in the midst of initiatives related to accounts payable. Robert Lee & Associates is currently evaluating Bill. com.
Accounting, Billing & Invoice, Finance
Project
A mid-level source in Accounting has indicated that the organization is in the midst of initiatives related to accounts receivable. Robert Lee & Associates is currently evaluating Bill. com.
Accounting, Billing & Invoice, Finance
Project
A mid-level source in Accounting has indicated that the organization is in the midst of initiatives related to financial close management.
Accounting, Financial Planning
Project
Accounting, Billing & Invoice, Finance
See more scoops

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Robert Lee & Associates

What is Robert Lee & Associates's official website?
Robert Lee & Associates's official website is www.rlallp.com
What is Robert Lee & Associates's Revenue?
Robert Lee & Associates's revenue is $7 Million
What is Robert Lee & Associates's SIC code?
Robert Lee & Associates's SIC: 87,872
What is Robert Lee & Associates's NAICS code?
Robert Lee & Associates's NAICS: 54,541
How many employees does Robert Lee & Associates have?
Robert Lee & Associates has 11-50 employees
What industry does Robert Lee & Associates belong to?
Robert Lee & Associates is in the industry of: Accounting for Legal Practices, Business Services
What is Robert Lee & Associates competition?
Robert Lee & Associates top competitors include: Houldsworth Russo, Abrams Foster Nole & Williams, Mgs, McAuley & Crandall
What technology does Robert Lee & Associates use?
Some of the popular technologies that Robert Lee & Associates uses are: WordPress.org, PHP, Proofpoint, QuickBooks
How do I contact Robert Lee & Associates?
Robert Lee & Associates contact info: Phone number: (408) 855-6770 Website: www.rlallp.com
What does Robert Lee & Associates do?

Robert Lee & Associates, LLP is a regional public accounting firm that specializes in audit, tax, outsourced finance solutions, and business advisory services. They cater to a diverse clientele including not-for-profit organizations, construction firms, manufacturing companies, privately held businesses, and employee benefit plans. The firm offers... comprehensive audits, tax preparation, bookkeeping support, and fund administration services. Their mission is to provide tailored financial solutions to meet the unique needs of their clients.Read More

What are Robert Lee & Associates social media links?
Robert Lee & Associates Linkedin page
Is Robert Lee & Associates a public company?
Robert Lee & Associates is private company therefore does not currently have an official ticker symbol
See more information about Robert Lee & Associates

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