Accounting · Tax · CFO Advisory

The Power of
Good Accounting.

Walnut St Consulting is a specialized accounting and tax firm with a focused expertise in outsourced CFO, Controller, and finance functions — built for businesses that want more than a bookkeeper.

What We Do

Comprehensive Financial Services

From day-to-day accounting operations to strategic financial guidance, we serve as your embedded finance team.

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Outsourced CFO & Controller

Strategic financial leadership on a fractional basis — delivering C-level insight without the overhead of a full-time hire.

  • Cash flow forecasting & treasury management
  • KPI development & financial reporting
  • Funding, capitalization & investor relations
  • Exit strategy & acquisition due diligence
  • Governance, compliance & compensation oversight
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Accounting Services

Reliable, accurate, and timely accounting that keeps your business running smoothly and your decisions well-informed.

  • Financial statement preparation & analysis
  • Budgeting, implementation & follow-through
  • Bookkeeping & payroll processing
  • Accounting software selection & optimization
  • Startup advisory & business entity formation
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Tax Preparation

Accurate and thorough tax filings for individuals, businesses, and complex multi-entity structures.

  • Individual federal & state returns
  • LLC, partnership & corporation returns
  • Trust & estate tax returns
  • International tax consultation
  • Individual & business tax review
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Tax Planning

Proactive strategies to minimize tax liability and align your financial decisions with long-term goals.

  • Pre/post-immigration U.S. tax planning
  • Retirement plan contributions & conversions
  • Tax loss harvesting
  • Charitable & gifting strategies
  • Estate planning coordination

Built on Expertise.
Driven by Results.

WSI exists to serve clients through proactive communication and first-rate service that result in long-term relationships. We've learned, through many years of client work, that the best outcomes come from hard work, resourcefulness, sound judgment, and a thorough understanding of each client's objectives.

We work closely with founders, executives, and business owners — stepping in as a trusted financial partner rather than just an outside vendor. Whether you're an emerging startup or an established business, WSI brings the same level of precision and commitment to every engagement.

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35+ Years of Combined Experience
A team with deep, cross-industry expertise spanning public companies, emerging growth businesses, and family offices.
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M&A, IPO & Talent Acquisition Track Record
Hands-on experience supporting clients through successful M&A transactions, IPO readiness, and strategic talent acquisition.
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Venture-Backed Startup Expertise
Deep experience serving VC-backed tech startups — from seed stage through IPO and M&A exits.
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Software, AI & Cross-Border Focus
Specialized in software, AI companies, and businesses with international operations and cross-border tax needs.

Our People

The Team Behind WSI

Our experts bring deep, cross-industry experience across accounting, tax, and capital markets.

PA

Pei Asay

Partner

LC

Lucas Chen, CFA, EA

Partner

Tools We Work With

We believe that great accounting is not just about expertise — it's about using the right tools efficiently. Our team is proficient across the leading platforms in accounting, payroll, equity management, and financial reporting, which means we can integrate seamlessly into your existing workflow or help you select the best-fit stack from scratch.

Whether you're running a lean startup on QuickBooks or a scaling enterprise on NetSuite, we bring hands-on experience across the full spectrum of modern finance technology — including the latest AI-native ERP systems purpose-built for the next generation of high-growth companies.

Let's Talk
About Your Business.

Ready to take control of your financials? We'd love to learn about your business and explore how WSI can help. Reach out via email or fill in the form — we typically respond within one business day.

Business@walnutstconsulting.com