Meet the Team

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Lee is the founder of Jamison Advising, and has over 10 years of accounting, financial planning, and business advising experience. After 5 years of public accounting in audit and tax, he worked for one of the wealthiest families in the world as well as a financial planning firm.  During that time Lee saw a need for more advanced tax planning and business profitability advice specifically for small business owners and started Jamison Advising.

He loves advising small and start-up businesses, as well as more established companies, in the following areas: tax planning, tax preparation, monthly accounting and reporting, mergers and acquisitions, accounting & financial clean-up, budgeting, CFO support, and KPI identification and reporting. 

He is a Certified Public Accountant and Certified QuickBooks Pro Advisor.  When not crunching numbers and taxes you can find Lee on the golf course and spending time with family.