Stephen provides a range of accounting services to JDJ clients, including bill paying and expense reporting, investment and bank account reconciliation, financial reporting, and tax document organization. Stephen has an outstanding work ethic and is a valued member of our team.
Stephen was honored by his colleagues with JDJ's Capturing and Recognizing Excellence (CARE) award because of his dedication to clients and teammates. Stephen's commitment to client service excellence is exemplified by his tremendous efforts during a large client project where he demonstrated that he is “a JDJ all-star who puts the needs of clients and teammates over his own.” Stephen is calm, positive, humble, and client-focused.
Prior to joining JDJ in 2015, Stephen worked in the Accounts Payable department at Prime Motor Group, where he was responsible for posting invoices, reconciling general ledger and factory statements, and preparing reports for the controller.
Stephen graduated summa cum laude from the University of Massachusetts, Dartmouth with a Bachelor of Science in Accounting. He has been certified by the IRS as Volunteer Income Tax Assistance preparer. Stephen grew up in Hong Kong and is fluent in both Mandarin and Cantonese.