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

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

35

Years of Experience

5

Qualified Experts

10

Clients Every Year

About Us

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

  • 23 years of diversified experience with emerging growth companies to public companies.

  • A decisive leader focused on achieving success with time-critical, highly visible projects.

  • Successfully planned, managed and directed activities for merger and acquisitions, equity/capital funding/compliance, financial statement preparation.

  • Software expertise in Netsuite, Yardi, Quickbooks, JD Edwards, & Sage Intacct Accounting Specialist (Certified).

  • 5 years of diversified experience in regional accounting firm, public gaming corporation, and fast-growing SAAS company.

  • A reliable controller focused on details and results-oriented .

  • Recruited and led a team of 3 in managing a $10 million annual revenue company 

  • Software expertise in Oracle ERP, Netsuite, Quickbooks, Gusto, Bill.com, Sage Intacct  & Tableau.

  • Tax advisory roles in tech startups and individuals with complicated situations.  

  • 6 years of venture capital investment and finance experience in the technology and healthcare industries.

  • Managed over $100 million asset for a family office and achieved top-tier return over the life span of investments

  • Oversees all aspects of 30 venture investment process, including deal sourcing, due diligence, internal evaluating, executing, and managing portfolio companies

  • 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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