Leonard Lee, CPA Audit Principal

Leonard Lee is an Audit Principal at Grassi, where he leads audits, reviews, compilations and other accounting services for businesses in a wide range of industries. Leonard specializes in public company audits conducted under the strict standards of the Public Company Accounting Oversight Board (PCAOB). He also has extensive experience auditing private companies’ financial statements according to U.S. Generally Accepted Accounting Principles (GAAP).

Leonard oversees all facets of his clients’ accounting engagements, ensuring that staffing, budgeting, planning and day-to-day operations are driving the most efficient and timely results. His clients range from middle-market companies to large multinational accelerated filers in the media, real estate, consumer product, manufacturing and technology sectors.

In addition to financial statement audits, Leonard has audited businesses in the areas of ERP system upgrades, Sarbanes Oxley (SOX) compliance, and SOX 404 internal control environments. He has experience guiding clients through complex transactions, including M&A (acquisitions, divestitures and carve-outs/spin-offs), initial public offerings (IPOs), SPACs, business combinations, debt and equity.

As a member of Grassi’s SEC & Capital Markets practice, Leonard helps private companies reach their IPOs through audit readiness and compliance strategies. He also advises public companies on ongoing compliance with SEC and PCAOB regulations.

Leonard holds a Bachelor of Science in Accounting degree from the State University of New York at Oswego and is a Certified Public Accountant in the state of New York. He is an active member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the National Association of Black Accountants (NABA).