Business Advisory & CFO
Financial insight, controls, cash-flow planning, and forward-looking support for growing organizations.
New York • Serving clients with clarity and care
Clear numbers.
Confident decisions.
Advisory, accounting, forensic, and tax support grounded in deep experience—and explained clearly in English or Mandarin Chinese, with Spanish-language assistance available upon request.
✓ New York CPA✓ ACCA✓ Big Four audit experience✓ English • 中文 • Spanish-language assistance
How we can help
Practical expertise for every stage of business.
Focused support for individuals, entrepreneurs, and organizations that value accuracy, responsiveness, and sound judgment.
Forensic Accounting
Independent record review, transaction tracing, reconciliations, evidence organization, and investigation support.
Bookkeeping, QuickBooks & Xero
Clean books, practical reporting, reconciliations, and QuickBooks or Xero support that keep your business decision-ready.
Tax Preparation
Thoughtful federal and state tax preparation for individuals, entrepreneurs, and closely held businesses.
Business Setup
A clear financial foundation, from entity and tax registrations to accounting systems and compliance calendars.
Experience that brings the full picture into focus
A trusted accounting partner—not just a tax-time conversation.
Wendy combines New York CPA and ACCA credentials with experience at Deloitte, PwC, and PKF. Her approach pairs technical rigor with straightforward guidance, helping clients understand both the numbers and the choices behind them.
English · 普通话 · Spanish-language assistance upon request
CPANew York licensed
ACCAGlobal perspective
Big 4Audit foundation
1:1Personal attention
Service in your language
Clear communication for every engagement.
Wendy provides services directly in English and Mandarin Chinese. Spanish-language assistance is available upon request.
EnglishProfessional service in English
普通话提供普通话税务与会计服务
Spanish assistanceSpanish-language assistance available upon request
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