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.

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.


Plan with a long term and holistic point of view, creating and fullfilling your “story.”


Create unique processes and systems. Streamlining, integrating, and automating your entire operations.


Plan, implement, and monitor continuously, celebrating milestones and accomplishments.

Quickbooks Proadvisor online


We are 100% digital,
paperless, global,
and virtual.



Your technology may change the world. You first need to lay a solid foundation of your business operation system based on your vision. Then you can create your financial stories, raise fund, develop your team, and market your product or service quickly to your target audiences. We will help you design your financial systems, stock ownership systems, compensation and incentive systems, implement them and monitor them as you grow exponentially.

Social Enterprises
and Organizations​

Whether you are a for profit, B Corp, or an Exempt Organization, we know your compelling desire to make a difference. We will make sure that we create the most value for you so you spend your fund in your mission. Our unique Proactive Audit service have been proven to be a fundamental, comprehensive, and lasting solution to your financial management needs.

Venture Capital /
Investor Group​

As an investment group, you have a keen eye for opportunities. We understand your commitment for integrity, accountability, and transparency. We will help you design your accounting system and process, and maintain them with impeccable integrity in real time.
We will issue reports to your investors telling them the true performance of your investments, and issue accurate Form K1s timely.

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.

2020 Year End Tax Planning

The video starts with the CARES Act and how you can take advantage of these benefits. Then I talked about the context for tax and financial planning, including the story, the intention, structure, and the only three strategies you can use for your tax planning. Then I briefly highlighted a few important tax strategies such as America’s Seed Fund, Real Estate Strategies, S and C Corp., Qualified Small Business Stocks, and Research and Development tax credits. Stick to the end, we had some fun studying a public figure’s tax return(): enjoy.

Get a cup of coffee, and learn, you should be able to at least take advantage of some of CARES Act benefit immediately and if you really take the thinking into your heart and plan your financials with a lifelong view, it will impact you and your children’s life. Please feel free to book a time with me at www.hzcpas.com.

Thank you. Jinhong



Your business is your passion, your unique ability, and your team's unique ability, and you and your team's self expression. We listen to you and your team to understand you and your business first, then start to plan and design your strategies, processes, and systems.


Once we understand your unique ability, business, and circumstances, we dig deeper into the fundamental problems, needs, and goals, what ever nature they might be. We will work with you collaboratively to discover and develop fundamental solutions.


Piecemeal solutions can only solve one problem and create another problem. We look all aspects of the issue, and develop a comprehensive solution that will fullfill all your unique desires holistically. We look beyond your company, and your community. We look globally to find comprehensive solutions.

Lasting Solutions to Build a
Self-Managing Company

Today's world is fast growing with continued globalization, digitalization, automation, specialization and integration, we stand at 3 years ahead to develop today's solutions and we must review and continue to develop over time. The goal is to help you to develop a "self-managing" company through innovation, technology, collaboration, and system and team development.

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

Clients' Stories

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

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

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.

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


How to create integrity in financial management

Employee Retention Credit

You may think you do not qualify. Watch this, you will see you may qualify under the second criteria.

Tax Free Wealth Creation Strategies


Strategic Growth

Good accountant are strategic business thinkers that help you plan and create your financial story - your strategic business growth story which include business model, stock ownership, compensation plan, IPO etc. We work as your CFO and your quarterback to work with all your internal and external team to fulfill your goals.

Proactive Tax and Financial Planning

Proactive is the key comes to financial and tax planning. By empowering you and us with cloud based, real time financial data together, we can collaborate easily and plan proactively.

AI Accounting in the Cloud

We use the most cutting edge AI assisted accounting applications in the cloud that can automate up to 90% of the accounting, payroll and tax work.

Proactive Auditing

Traditional year end audit is disruptive, costly, and creates little value. Proactive auditing supports you to build up your organization capacity and monitor your financial reporting on a monthly basis, reducing the year end stress of sampling.