As a tax specialist with 25 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Business
Based In
Shanghai, China
Language Proficiency
Italian
Years in Operation
Founded in 2000
Number of Employees
1,001+ employees
Education
CPA with Master's in Accounting, University of Texas
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
State Licensed; License #644004
Experience
25+ years providing financial guidance to small businesses, with expertise in financial forecasting.
Certifications
Certified Professional
Awards
Local Business Award Winner
Insurance
General liability insurance (coverage up to $1M)
Accepted Payment Methods
Bank Transfer, Credit Card
Insurances Accepted
Self-pay only
Financing Options
No financing offered at this time
Service Areas
All Services & Prices
From CNY
1327 - CNY
1746
Financial Strategy Consultation
Price: CNY
1500
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: CNY
2198
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: CNY
160 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
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Frequently Asked Questions
What makes your services unique?
My unique combination of 25 years of experience, specialized expertise in Business & Finance, and client-centered approach sets my services apart. I focus on delivering not just quality results, but also an exceptional client experience.
Can you provide references?
Absolutely! I can provide references from past clients with similar projects upon request. You can also check my reviews right here on my profile.
How do you charge for your services?
I offer several pricing models including fixed project rates, hourly billing, and retainer options. The most appropriate model depends on your project scope and requirements. I provide transparent quotes with no hidden fees.