Sam Lin, CFA, CPA
4.5
Serves San Ramon, CA
2 years in business
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.
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Q&A
1. What services do CPA firms provide?
CPA firms offer tax preparation, auditing, financial consulting, and bookkeeping services.
2. How do CPA firms help with tax planning?
They analyze finances to minimize tax liabilities and ensure compliance with regulations.
3. Can CPA firms assist small businesses?
Yes, many specialize in supporting businesses with accounting and financial strategy.
4. Are CPA services expensive?
Costs vary based on services, complexity, and firm size; many offer tailored packages.
5. How do I choose the right CPA firm?
Consider credentials, experience in your industry, and client reviews.
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