Comprehensive Accounting Services
Taking your business to the next level
Outsourced CFO
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Funding & Capitalization
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Exit Strategy
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Pricing Models
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Acquisition – Diligence
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Governance & Compliance
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Cash forecasting
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Developing key business performance indicators (KPIs)
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Compensation plan oversight
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Financial insights
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C – Level Advisor
Accounting Services
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Financial statement preparation and analysis(Balance Sheet, P&L)
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Budgeting implementation, oversight, and follow through
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Operational expertise
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Treasury / Cash management
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Project management – accounting or finance
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Accounting Software Selection
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Efficient and Effective Accounting Department Operation
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Employee termination counseling
Startup Advisory
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Business Entity Formation(LLC, Inc, etc）
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Bookkeeping
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Payroll
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Tax
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Compliance
Tax Preparation
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Individual Federal and States Tax Return
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LLC or Partnership Federal and States Tax Return
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Corporation Federal and States Tax Return
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Trust and Estate Tax Return
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Individual and Business Tax Review
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International Tax Consultation
Tax Planning
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Pre/Post-Immigration U.S. Tax Planning
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Retirement Plan(IRA/401K/SEP/ROTH) Contributions/Conversions
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Tax Loss Harvesting
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Charitable Planning
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Gifting and Estate Planning
CX Advisory Service
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Current State Assessment
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Change Management
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Plan Development
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Optimize Existing Program
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Net Promoter Score
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Customer Satisfaction
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Customer Effort Score
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Other Customer Experience Metrics: Retention, loyalty, Purchase loyalty, Meeting expectation,Waiting time, Online, and more.
We're Good With Numbers
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35
Years of Experience
5
Qualified Experts
10
Clients Every Year
About Us
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WSI exists to serve clients through proactive communication and first-rate client service that result in long-term relationships. We have learned, through many years of working with clients to solve problems, that optimal approaches for clients are derived from a combination of hard work, resourcefulness, good judgment and a thorough understanding of the facts and client objectives.
Our Experts are the Finest
Pei Asay
Tina Liu, CPA
Lucas Chen, CFA, EA
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23 years of diversified experience with emerging growth companies to public companies.
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A decisive leader focused on achieving success with time-critical, highly visible projects.
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Successfully planned, managed and directed activities for merger and acquisitions, equity/capital funding/compliance, financial statement preparation.
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Software expertise in Netsuite, Yardi, Quickbooks, JD Edwards, & Sage Intacct Accounting Specialist (Certified).
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5 years of diversified experience in regional accounting firm, public gaming corporation, and fast-growing SAAS company.
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A reliable controller focused on details and results-oriented .
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Recruited and led a team of 3 in managing a $10 million annual revenue company
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Software expertise in Oracle ERP, Netsuite, Quickbooks, Gusto, Bill.com, Sage Intacct & Tableau.
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Tax advisory roles in tech startups and individuals with complicated situations.
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6 years of venture capital investment and finance experience in the technology and healthcare industries.
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Managed over $100 million asset for a family office and achieved top-tier return over the life span of investments
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Oversees all aspects of 30 venture investment process, including deal sourcing, due diligence, internal evaluating, executing, and managing portfolio companies
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Multiple successfully exits including 2 IPOs, and 5 M&As.
Our Technology Stack
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QuickBooks
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NetSuite
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Gusto
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ADP
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Brex
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Bill.com
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Carta
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TriNet
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SurePayroll
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Tableau
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Oracle ERP
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Sage Intacct
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Avalara
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Yardi