We are passionate CFOs and Trusted Advisors empowering entrepreneurs to succeed in family, business, and legacy, with clarity, confidence, and capability, through strategic, systematic, and proactive planning and implementation.
As you focus on your technology that may change the world, your accounting and tax functions are often left in the backburner which can lead to unnecessary difficulties in the future and lost of opportunities, R&D tax credit, and raising additional fund for expansion.
How We Help
We will help you lay a solid foundation of your business operation system based on your vision so you can create your financial stories, raise fund, develop your team, and market your product or service quickly to your target audiences.
Fulfill your vision to change the world! Let us be your partner in success and commitment to make a change.
Peace of mind,
Power & Freedom
The foundation of peace of mind is integrity. Integrity is basic workability. First, there is design integrity, then, implementation integrity. When your system is designed, implemented, and operates with integrity, you know where you are at any moment, which gives you the power and freedom to make strategic decisions.
Create unique processes and systems. Streamlining, integrating, and automating your entire operations.
Plan, implement, and monitor continuously, celebrating milestones and accomplishments.
Plan with a long term and holistic point of view, creating and fullfilling your “story.”
We are 100% digital,
Over 60 Companies are already experiencing Peace of Mind, Power, and Freedom
Try It Yourself: Book a Free 30 minute Strategic Discovery Session via Zoom Video Meeting.
Quickbooks Proadvisor online
BEST OF ACCOUNTING FIRM 2019 LONG BEACH
OUR UNIQUE PROCESSES
The clients we love to work with are bold, creative, visionary entrepreneurial leaders.
“Until one is committed, there is hesitancy, the chance to draw back, always ineffectiveness. Concerning all acts of initiative (and creation) there is one elementary truth, the ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then Providence moves too. All sorts of things occur to help one that would never otherwise have occurred. A whole stream of events issues from the decision, raising in one’s favor all manner of unforeseen incidents and meetings and material assistance, which no man could have dreamed would have come his way. I have learned a deep respect for one of Goethe’s couplets: Whatever you can do or dream you can, begin it. Boldness has genius, power and magic in it!”
– W.H. Murray
Our small, focused, and experienced team focuses on listening to our clients stories and articulating it in financial reports and system designs. Here are some examples.
MobIQ Technologies are led by a group of academic scientists pioneering NextGen Mobile network architecture, analytics, computing, and security. We worked with the founders to understand the financial reporting and management needs. And designed the accounting system, set up both accounting and payroll system and maintained its system proactively.
The intergrity in system and reporting helps the company to maintain credibility for the America's Seed Fund.
Saya Life uses IoT technology to provide real time control of water systems to monitor flow and prevent damage caused by leaks. We designed the system to keep track of its research cost, manufacturing cost, and client project costs.
The "story" is easy to understand when appling for Research and Development credit.
Veterans Legal Institute
VLI provides legal assistance to veterans so they get the benefits they deserve. We provide proactive auditing for the VLI that upholds the organization's commitment for integrity, transparency, and accountability.
This supports the organization to bring abundance funding from the government, foundations, and the public.
One Earth Designs
Estolano LeSar Perez Advisors
Phoenix Rising Health Spa
Two Bit Circus Foundation
Key Community Housing Inc.
The Jazz Angels
With great pride, I recommend Jinhong as colleague to seek and his business to become acquainted with!”
Lullalee Productions and Services
HOPE - Helping Others Prepare for Eternity
Merdem HJ | Catering
We are here together working with you to create a sustainable, loving world.
“One of the great revelations of the Space Age has been the perspective it has given humanity on ourselves. When we see the earth from space, we see ourselves as a whole. We see the unity and not the divisions. It is such a simple image with a compelling message. One planet. One human race.
We are here together and we need to live together with tolerance and respect. We must become Global Citizens. Our only boundaries are the way we see ourselves. The only borders, the way we see each other.
I have been enormously privileged through my work to be able to contribute to our understanding of the universe but it would be an empty universe indeed if it were not for the people I love and who love me. Without them, the wonder of it all would be lost on me.
Let us fight for every woman and every man to have the opportunity to live healthy, secure lives, full of opportunity and love.
We are all time travelers, journeying together into the future. But let us work together to make that future a place we want to visit.
Be brave, be determined, overcome the odds. It can be done.”
Professor Stephen Hawking
Final Message to Humankind