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Matthew Lee
CPA Shareholder at Opsahl Dawson
Professional Background
Matthew Lee is a well-respected figure in the field of accounting and finance with a diverse professional background that showcases his expertise and dedication to the industry. As a CPA and shareholder at Opsahl Dawson, Matthew has carved a niche for himself in the competitive world of certified public accounting. His extensive experience spans various important roles, where he has demonstrated strong leadership and strategic financial management skills.
Prior to his current role at Opsahl Dawson, Matthew held several significant positions that have equipped him with a robust skill set in financial operations. He served as the Chief Financial Officer at Lakeland Peat Moss, LTD, where he contributed to the company’s financial health and strategic growth initiatives. His career also includes a noteworthy tenure as the Controller at Reynolds Metals Company, a role in which he was responsible for overseeing financial reporting, budgeting, and internal controls, ensuring compliance with industry regulations and standards.
In addition, Matthew was a CPA manager at Fordham & Fordham CPAs, where he honed his technical accounting skills while mentoring junior staff and overseeing client relationships. His early career as a Certified Public Accountant at his own firm, Matthew Lee, CPA, laid the foundation for his robust understanding of tax preparation, audits, and advisory services, which continue to benefit his current clients at Opsahl Dawson.
Education and Achievements
Matthew's educational journey began at Portland State University, where he pursued a Bachelor of Arts in Arts and Sciences with a focus on Accounting. His academic background provided him with a well-rounded perspective on the economic principles and financial practices that define the business landscape today. During his university years, he not only absorbed theoretical knowledge but also engaged in practical applications that prepared him for a successful career in accounting.
Throughout his career, Matthew has remained committed to professional development, continuously updating his skills and knowledge to stay abreast of changes within the accounting profession. This dedication to ongoing education reflects Matthew's belief in the importance of adapting to new challenges and opportunities in the fast-evolving financial environment.
Achievements
Matthew Lee's career is marked by numerous achievements that underline his proficiency in accounting and finance management. As a CDP at Opsahl Dawson, he plays a pivotal role in navigating the complexities of client accounts, driving the firm’s commitment to high-quality service delivery while ensuring compliance with regulatory requirements. His track record demonstrates a consistent focus on improving operational efficiency and enhancing financial performance for clients in various industries.
In his previous roles, Matthew was instrumental in implementing financial systems and strategies that promoted transparency and accuracy in financial reporting. His leadership at Lakeland Peat Moss resulted in streamlined financial processes that significantly improved the company's financial reporting timelines. Among peers, he is recognized not only for his technical expertise but also for his ability to lead teams effectively, helping to build collaborative environments that foster innovation and excellence.
Matthew has also contributed to his profession through active participation in industry associations and continuing education initiatives. His insights and proposals for enhancing best practices within the accounting industry showcase his commitment to elevating the standards of the profession for aspiring accountants and seasoned professionals alike. His journey exemplifies a blend of technical proficiency, leadership, and a genuine passion for the discipline of accounting, making him a respected figure among his colleagues and peers.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.