We are dedicated CFOs and Trusted Advisors.
Helping entrepreneurs thrive in family, business, and legacy — with clear, confident, and capable support through strategic planning and proactive implementation.
Experience spanning Big 4, Fortune 500, and high-growth ventures
Built around how you create value
We tailor our systems and support to the realities of your kind of business.
The Challenge
As you focus on technology that may change the world, accounting and tax are often left on the back burner — leading to lost opportunities, missed R&D tax credits, and harder fundraising.
System Design
We design your accounting system from the ground up so financial reporting is easy to understand and truly tells your financial story.
Operational Support
Bill pay, invoicing, reconciliation, payroll and payroll-tax filing, financial statements, and tax planning — handled.
Monitoring & Insight
We review and monitor your books monthly and keep investors confident in how their investment is growing.
Fund Raising
With a solid foundation in place, we help you raise funds through Reg CF, R&D tax credit, private equity, direct listing, and IPO.
The Result
We help you lay a solid operating foundation on your vision — so you can create your financial story, raise funds, develop your team, and get to market fast.
The Challenge
You’re committed to your mission and to integrity in your operation, and you need to raise funds for that mission. We designed the most efficient approach to audit and tax while creating value.
Being Proactive
We start at the beginning of the year — not after it’s over.
System Development
We design, develop, and improve your accounting, budgeting, and planning systems to tell your story financially and non-financially.
Ongoing Support
We provide continuous support and nurture a collaborative relationship.
Proactive Auditing
Our unique proactive auditing is a holistic, best-value best practice for the social sector.
The Result
Use our work and reports to seek new resources and inspire confidence among clients, volunteers, and employees in your ability to fulfill your promises.
The Challenge
Operational scalability is the challenge — you depend on human capital and need to hire a relatively large number of people.
Scalability
Standardize and productize your services so clients can buy a package online, automatically.
Automation
Integrate and automate marketing, sales, engagement, billing, and project management.
Team Structure
Build a virtual team of operations with the platforms, structures, and systems to support it.
Back-Office Support
Automate payroll, contractor, and vendor payments to maintain the integrity of your team.
The Result
Focus on what you do best to grow your business while we handle the rest — with full visibility of how your efforts translate into numbers.
Comprehensive services for entrepreneurs
From system design to CFO strategy and fundraising — a complete financial partner.
CFO Services
Fractional CFO support that turns your numbers into a clear financial story.
Learn more →Strategic Business Planning
A long-term, holistic plan aligning family, business, and legacy.
Learn more →Holistic Financial & Tax Planning
Proactive, year-round planning so tax is never a surprise.
Learn more →Audit & Assurance
Proactive, value-adding auditing for mission-driven organizations.
Learn more →System Design
Accounting and operating systems built from the ground up.
Learn more →The foundation is integrity
When your system is designed, implemented, and operated with integrity, you know where you are at any moment — and that gives you the power and freedom to make strategic decisions.
Systems
Create unique processes and systems — streamlining, integrating, and automating your entire operation.
Proactive
Plan, implement, and monitor continuously — celebrating milestones and accomplishments along the way.
Strategic
Plan with a long-term, holistic point of view — creating and fulfilling your “story.”
We tell your story in numbers
Our small, focused, experienced team listens to your story and articulates it in financial reports and system designs.
MobIQ Technologies
Led by academic scientists pioneering NextGen mobile network architecture. We designed the accounting system, set up accounting and payroll, and maintained it proactively — integrity in reporting that helped the company maintain credibility for America’s Seed Fund.
Saya Life
IoT technology for real-time control of water systems to prevent leak damage. We designed the system to track research, manufacturing, and client-project costs — making the “story” easy to understand when applying for the R&D credit.
Veterans Legal Institute
Legal assistance so veterans get the benefits they deserve. Our proactive auditing upholds VLI’s commitment to integrity, transparency, and accountability — supporting abundant funding from government, foundations, and the public.
Trusted by founders and non-profits alike
Delivering exceptional service and value; Jihnhong Zhang and his team at HZ CPAs & Advisors have been an incredible partner to KittyHawk Ventures, and to me personally.
Will WeismanFounder & Managing Member, KittyHawk VenturesPaladin Power has developed the most advanced battery technology. We are committed to quickly completing certification and starting manufacturing. Jinhong asks me the questions that help me to clarify my vision, business model, financing and leveraging strategies. Jinhong honors his word and delivers what he promises. He connects me with investors and gives me feedback to follow through. Jinhong creates infrastructures for us to seamlessly interact with our shareholders and within our team, enabling us to operate virtually. Jinhong is able to work with people from diverse background in harmony. Jinhong keeps inspiring me in fulfilling my vision with integrity, authenticity, purpose, and power, causing our strategic milestones. I appreciate him very much as my business partner and a powerful leader.
Ted ThomasCEO, Paladin PowerWe've worked with Jinhong Zhang and his team for seven years now. They have consistently provided clear and thorough work related to bookkeeping, financial administration, accounting audits, and tax filings. In addition, they've provided accounting guidance to our team in relation to structuring accounting flows with overseas branches of both our non-profit and for-profit branches.
Caitlin PowersCo-Founder & CEO, One Earth DesignsStructured plans, proactive all year
Ongoing communication, continuous review, and proactive tax planning — not a scramble after year-end.
System design + bookkeeping up to 50 txns/mo
Strategic planning + payroll up to 2
CFO services + weekly calls
Full CFO + payroll up to 10
Book a free 30-minute Strategic Discovery Session
Over 60 companies are already experiencing Peace of Mind, Power, and Freedom. See what a proactive, systematic approach to your finances could do for your business.
Schedule Your Session