Sam Lin, CFA, CPA

Serves Oakland, CA

35244

Not yet available

1 employee

2 years in business

$125/hour

3.0

This pro accepts payments via Check, Credit card, Google Pay, PayPal, Venmo, and Zelle.

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Introduction

Fractional CFO doing hands-on bookkeeping and providing strategic advice. I am a California-licensed CPA, CFA charterholder, and MBA graduate from UCLA. I will set-up, clean-up, and maintain your accounting records so you can focus on running the business. I will synthesis the business insights in 5 sentences each month without accounting jargon. I am currently CFO of a $10m scientific equipment R&D firm and VP of Finance at a seed stage real estate rent-to-own start-up. I have led finance and operations teams at series B and series D real estate start-ups. I have 16 years of accounting and finance experience spanning entertainment, real estate, tech, and asset management industries. I can help you with any project that involves financial statements, from fixing your old Quickbooks entries to making sense of an acquisition offer.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Projects vary widely on scope. We will not have an idea on whether it takes 5 or 50 hours until we chat.

What education and/or training do you have that relates to your work?

California CPA, CFA charterholder, MBA from UCLA. Worked in strategy for fortune 500, finance and operation for series seed-series D start-ups. Built accounting operations from the ground up.

What advice would you give a customer looking to hire a provider in your area of work?

Interview at least 2 candidates. Personality is just as important to a successful engagement as subject proficiency.

What questions should customers think through before talking to professionals about their project?

Are you looking for one-time help, or an ongoing project? Do you need basic bookkeeping, full-service payroll/tax services, or CFO-level advice?

Introduction

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

What education and/or training do you have that relates to your work?

What advice would you give a customer looking to hire a provider in your area of work?

What questions should customers think through before talking to professionals about their project?

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