Financial Services Built for Your Business
Beyond bookkeeping. I provide the financial insights and operational clarity that help foreign entrepreneurs make better decisions in Hong Kong.
What I Do
With 15 years of Financial planning & strategy experience, I help foreign entrepreneurs in Hong Kong understand their numbers and optimize their business operations.
Beyond Bookkeeping
Yes, I keep your books clean and organized. But that's just the foundation. What I really do is transform your financial data into actionable insights.
Whether you're a bootstrapped startup, growing e-commerce brand, or service business you need to understand what your numbers are telling you. That's where I come in.
Monthly bookkeeping with real-time visibility
Financial analysis and trend identification
Cost optimization recommendations
KPI dashboards and business metrics
Multi-currency and payment reconciliation
Cash flow forecasting and planning
Foundation
Get your financial house in order. Perfect for new companies or those transitioning from disorganized systems.
Monthly bookkeeping & reconciliation
Financial reporting (P&L, balance sheet)
Xero setup and training
Basic financial dashboards
Email support
Perfect for: Solo founders, startups under HK$2M revenue
Growth
Scale with confidence. As your business grows, you need deeper financial insights. I become your financial operations partner.
Everything in Foundation, plus:
Monthly financial analysis calls
Cost optimization reviews
KPI dashboards and metrics
Multi-currency transaction handling
Payroll and MPF coordination
Priority support (WhatsApp, phone)
Perfect for: Growing e-commerce, service businesses HK$2-10M revenue
Strategic
Think like a CFO. For established businesses ready for deeper financial strategy and planning.
Everything in Growth, plus:
Virtual CFO advisory hours
Cash flow forecasting
Scenario planning and analysis
Investor-ready financial reporting
Multi-entity consolidation
Unlimited advisory support
Perfect for: Established businesses HK$10M+ revenue
Pricing is customized based on your business complexity and needs.
All packages include coordination with your tax advisor and CPA auditor to ensure smooth compliance.
One-Time Projects & Ad Hoc Services
Not ready for an ongoing commitment? No problem. I also offer project-based work for specific financial needs
Financial Cleanup
Backlog of transactions? Messy spreadsheets? I'll organize your books and prepare you for ongoing management.
Reconcile 6-12 months of records
Organize transactions by category
Identify missing documentation
Set up proper chart of accounts
Generate catch-up financial statements
Great for: Switching accountants, post-acquisition cleanup
System Setup & Migration
Moving from QuickBooks, Excel, or paper? I'll migrate your data, set up Xero properly, and train your team.
System selection and implementation
Data migration from old system
Chart of accounts design
Workflow automation setup
Team training and documentation
Great for: New company setup, system overhaul
Financial Deep Dive
Need a one-time financial assessment? I'll analyze your business and identify opportunities for improvement.
Complete financial health assessment
Cost structure analysis
Profitability by product/service
Cash flow analysis
Recommendations report with action items
Great for: Due diligence, pre-sale prep, investor pitches
