Leading the way to financial expertise!

Book our founder, Daja Lee, an experienced financial coach and accountant offering a holistic approach bolstered in honest projections and real solutions, to speak at your next finance focused event.

Daja Lee: Unveiling All Things Finance

Daja Lee is a powerhouse finance expert who explains various financial topics from beginner to advanced levels.

Daja, a community leader, started her tax firm at age 23 to provide comprehensive accounting services for business owners seeking financial success. With 10 years of experience in banking, accounting, and investments, Mrs. Lee helps businesses in Arizona, Georgia, Maryland, Oregon, and Nebraska grow. Her firm now serves about 400 clients annually with tax services.

By participating in a fractional-CFO capacity for small business owners scaling a minimum of $500,000.00 annually, Daja understands the nuances and strategies needed for a business to outpace their competition and drive focus to income retention.

During workshops and engagements, she discusses community concerns about taxes, bookkeeping, finance, and growth strategies in a way that makes a large audience feel like they are having a personal consultation. Through practical analysis and relatable examples, Daja helps people see their current financial situation and future goals clearly. She encourages clients to look ahead and urges them to put her workshop advice into practice with clear action steps.

From the 9-5 employee looking to thrive within their personal finances, to the six-figure business owner looking to develop and scale a growing corporation, Daja has the ability to connect with all people who have a burning desire to find fulfillment in their finances.

Areas of Expertise

  •  Taxes: personal and business basics

  • Bookkeeping: accounting for your business, scope of a CFO, how and when to add to your team

  • Finance and Growth Strategy: budgeting, debt elimination, turning debt into investments, & developing

  • Sustainable Retirement (life insurance, IRA, mutual funds, self-directed 401k)

  • Specialty Presentations: developing personal credit/leveraging business credit

  • Financial Relationship Development: understanding the role of money in your life

  • Business Startup Development: income driven scaling

  • Young Adult Personal Finance Workshop

Your Audience will learn How to:

  • Understand Tax Foundationally

    Unlock the power of tax knowledge for business; by grasping tax essentials, your audience can make informed, smart decisions. It's about savings and driving financial growth with every move.

  • Leverage the Tax Code To your benefit

    Unlock significant savings by understanding the tax code. Your audience will be able to turn complexities to advantages and maximize financial outcomes throughout the year.

  • Use Tax Credits & Deductions

    Dive deep into the tax code to thoroughly optimize deductions. Pair this strategy with proactive financial planning to shield assets and ensure a brighter, more secure financial future.

  • Grasp the Importance of Bookkeeping

    Utilize bookkeeping to gain clear financial insight. With good records and smart choices, boost decisions and grow your business. Proper tracking today sets the stage for tomorrow's success.

Testimonials

“A game-changer for our conference. Engaging, insightful, and immediately actionable advice.”

Event Organizer

“Daja transformed our perspective on tax planning. Highly recommend for any business event!”

CEO

“The workshops were not only engaging but also incredibly insightful, leaving our attendees inspired and eager to implement the immediately actionable strategies.”

CEO