Experts in your corner.
From complex tax filings to VC fundraising, our team has the diverse expertise to handle whatever your business faces.
"Free 20-minute strategy session. No obligation.
Our team has helped hundreds of founders raise capital, license technology and achieve profitable exits.
$1B
In transaction experience.
Petti Cheng
Certified Public Accountant
Petti brings a rigorous approach to financial accuracy, ensuring that every ledger is audit-ready and every transaction is accounted for. With a focus on technical accounting and compliance, she provides the "bulletproof" reliability that Taxbooks Pro clients rely on to sleep soundly at night.
Ali Usmani
Chartered Certified Accountant
Ali combines deep business acumen with the organizational skills to optimize financial operations across diverse industries. More than just balancing the books, he helps business owners translate their data into actionable growth strategies—turning finance from a backend function into a competitive advantage.
Jamie Evans
Expert CFO
Jamie bridges the gap between complex tax regulations and practical business needs. With a seasoned background as CFO of several +100M companies, Jamie helps clients navigate the financial landscape to minimize liability and maximize retained earnings.
CLIENT TESTIMONIALS
Some of our amazing clients
