The Power of Good Accounting.

Walnut St Consulting("WSI") is a specialized accounting and tax consulting firm with an extraordinary focus on outsourced CFO, Controller, accounting, and finance and tax needs

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Comprehensive Accounting Services

Taking your business to the next level
Outsourced CFO

  • Funding & Capitalization

  • Exit Strategy

  • Pricing Models

  • Acquisition – Diligence

  • Governance & Compliance

  • Cash forecasting

  • Developing key business performance indicators (KPIs)

  • Compensation plan oversight

  • Financial insights

  • C – Level Advisor

Accounting Services

  • Financial statement preparation and analysis(Balance Sheet, P&L)

  • Budgeting implementation, oversight, and follow through

  • Operational expertise

  • Treasury / Cash management

  • Project management – accounting or finance

  • Accounting Software Selection

  • Efficient and Effective Accounting Department Operation

  • Employee termination counseling

Startup Advisory

  • Business Entity Formation(LLC, Inc, etc）

  • Bookkeeping

  • Payroll

  • Tax

  • Compliance

Tax Preparation

  • Individual Federal and States Tax Return

  • LLC or Partnership Federal and States Tax Return

  • Corporation Federal and States Tax Return

  • Trust and Estate Tax Return

  • Individual and Business Tax Review

  • International Tax Consultation

Tax Planning

  • Pre/Post-Immigration U.S. Tax Planning

  • Retirement Plan(IRA/401K/SEP/ROTH) Contributions/Conversions

  • Tax Loss Harvesting

  • Charitable Planning

  • Gifting and Estate Planning

CX Advisory Service

  • Current State Assessment

  • Change Management 

  • Plan Development 

  • Optimize Existing Program

  • Net Promoter Score

  • Customer Satisfaction 

  • Customer Effort Score

  • 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

  • QuickBooks
  • NetSuite
  • Gusto
  • ADP
  • Brex
  • Bill.com
  • Carta
  • TriNet
  • SurePayroll
  • Tableau
  • Oracle ERP
  • Sage Intacct
  • Avalara
  • Yardi
 
 

Contact us

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Email

Business@walnutstconsulting.com