CPA-qualified support for Melbourne businesses that want better financial clarity and control
Meet Jia Lee, a CPA-qualified accountant with over 7 years of experience across bookkeeping, financial reporting, cash flow management and finance systems improvement.
Jia works closely with business owners and leadership teams to keep numbers accurate, processes efficient and reporting genuinely useful for commercial decision-making.
Built for small businesses that need better financial clarity
- Small business owners who want clearer numbers and reporting
- Growing businesses with messy or inconsistent books
- Multi-entity businesses needing stronger financial control
- Business owners who want better visibility over cash flow
A practical accountant with strong operational and systems experience
Jia is a CPA-qualified accountant with more than 7 years of experience supporting businesses across manufacturing, retail and hospitality. His work spans day-to-day bookkeeping, month-end reporting, compliance, budgeting and cash flow visibility.
He brings a hands-on style that helps business owners organise their numbers, improve financial processes and build systems that support growth without making things more complicated than they need to be.
Experience across reporting, compliance, budgeting and cash flow responsibilities.
Hands-on involvement in finance transformation work including MYOB to D365 migration.
Focused on giving business owners numbers they can actually use to make decisions.
Financial capability that covers both the detail and the bigger picture
Instead of stacking everything into the same kind of card, this version gives the page more flow and makes the strongest points easier to scan.
CPA-qualified expertise
CPA-qualified with over 7 years of accounting experience across operational finance, reporting and compliance.
End-to-end finance ownership
Experience handling reporting, compliance, budgeting and cash flow responsibilities within active business environments.
Systems and process improvement
Strong focus on reducing manual work, improving workflows and building finance systems that scale better.
Support across bookkeeping, reporting, compliance and finance operations
Bookkeeping & reconciliations
Support across bookkeeping, reconciliations, data accuracy and financial housekeeping.
Month-end & year-end close
Hands-on involvement in close processes to improve control and reporting accuracy.
Financial reporting
Reporting and analysis that gives business owners better financial visibility.
BAS, FBT & compliance
Experience supporting compliance reporting and finance obligations across operational environments.
Payroll & superannuation
Support across payroll processes, super obligations and related reporting tasks.
Budgeting & cash flow
Forecasting and cash flow support that helps businesses plan with more confidence.
Relevant experience that strengthens delivery for SME clients
- Led and supported a full finance system transformation from MYOB to D365
- Worked across all finance modules within D365
- Served as a General Ledger SME and trained 50+ staff across multiple regions
- Automated month-end processes to reduce manual workload and improve accuracy
- Managed finance operations across multi-entity environments with 20+ entities
- Delivered budgeting, forecasting and cash flow insights to support business growth
- Oversaw AR and AP functions while mentoring junior finance staff
Strong experience across modern finance systems
Jia has worked across multiple accounting and reporting systems, including hands-on finance transformation work during a major migration from MYOB to Microsoft Dynamics 365.
- Microsoft Dynamics 365 across finance modules
- MYOB including legacy systems and migration work
- Xero
- QuickBooks
- Advanced Microsoft Excel for reporting and automation
- Power BI and cloud-based accounting workflow tools
Built around clarity, reliability and practical support
What stands out most in Jia’s profile is not just the technical experience. It is the combination of finance discipline, systems thinking and a practical way of working.
That matters for small business owners because good accounting support is not only about compliance. It is about having cleaner books, stronger processes and clearer information when decisions need to be made.
Need accounting support backed by practical experience?
True Ledger Accounting supports Melbourne businesses that want clearer reporting, stronger bookkeeping, better systems and more reliable finance support. If you want an accountant who understands both the day-to-day detail and the bigger operational picture, we would love to hear from you.