Finance, Evolved

Welcome to your comprehensive finance hub for every stage of business. From startups navigating early growth to established companies planning strategic exits, we act as your full-service finance department. Our mission? Simplify financial management, so you can focus on scaling your business and achieving your goals with confidence.

Our Expertise at a Glance

We provide customized financial advisory services designed to support your growth and long-term success. Whether you're scaling up or navigating complex challenges, our experts deliver precise guidance to keep your business on track and thriving.

  • Prepare Your Business for the Next Big Step
    Going public can be a game-changer for your company. We help you navigate this transformative process with a comprehensive, step-by-step approach to ensure you're prepared for success:

    • Audit Readiness: Ensure your financial statements, controls, and systems are compliant with regulatory standards and ready for public scrutiny.

    • Transaction Project Management: Coordinate every aspect of the process—from financial statements to investor materials—to keep your IPO or listing on track.

    • Regulatory Compliance: Navigate complex listing requirements and legal standards with confidence and precision.

    • Financial Strategy Alignment: Tailor your financial strategies to meet the expectations of public markets and investors.

    • Investor Relations Preparation: Craft compelling narratives, presentations, and reports that resonate with potential investors and build confidence in your business.

    • Corporate Governance Support: Establish or refine your governance framework to align with public company best practices.

  • End-to-End Financial Management for Every Stage of Your Growth
    We handle all aspects of your finance department, allowing you to focus on driving your business forward. From everyday operations to strategic planning, our services ensure your financial foundation is strong and scalable:

    • Bookkeeping: Maintain accurate and organized financial records to support business decisions and ensure regulatory compliance.

    • Accounts Payable/Receivable (AP/AR): Streamline cash flow management with efficient payment processing and receivables tracking.

    • Payroll Management: Ensure accurate, timely, and compliant payroll services tailored to your team’s needs.

    • Budgeting and Forecasting: Build detailed budgets and financial forecasts to anticipate challenges and seize opportunities.

    • Financial Planning & Analysis: Leverage insights-driven strategies to enhance operational efficiency and profitability.

    • Fundraising Support: Secure the capital you need to grow with guidance through every stage of funding, from pitch preparation to negotiations.

    • Transaction Advisory: Optimize major financial decisions, including mergers, acquisitions, and divestitures, to achieve the best outcomes.

  • Reliable and Transparent Reporting for Stakeholder Confidence
    Accurate financial reporting is essential for building trust with stakeholders and meeting regulatory requirements. Our expertise ensures your reports are always clear, compliant, and ready for review:

    • Accurate, Audit-Ready Statements: Prepare reliable financial statements aligned with US GAAP, IFRS, and other international standards.

    • Management Reporting: Deliver actionable insights through custom reports tailored to your leadership team’s needs.

    • Regulatory Compliance: Stay ahead of evolving regulatory standards to ensure continuous alignment with financial reporting laws.

    • Investor Reporting Support: Create detailed, transparent, and compelling reports to foster trust and maintain investor confidence.

    • Financial Data Analysis: Transform raw financial data into insights that drive decision-making and strategy.

  • Simplify Taxation with Strategic, Compliant Solutions
    Tax management can be complex, but our tailored strategies ensure your business remains compliant while maximizing efficiency and benefits:

    • Strategic Tax Planning: Optimize your tax position with proactive planning aligned to your unique business goals.

    • Tax-Efficient Structuring: Restructure your business to maximize tax benefits and reduce liabilities while remaining compliant.

    • Regulatory Compliance: Ensure seamless adherence to all local, state, and international tax laws.

    • Tax Credit and Incentive Optimization: Identify and capitalize on available tax credits and incentives.

    • Audit and Dispute Management: Expertly manage tax audits, minimize liabilities, and resolve disputes with confidence.

    • International Tax Advisory: Address cross-border tax considerations to support global expansion and transactions.

  • Cody Shandraw
    Founder and President

    Healing Reality Trust

    I've had the pleasure of working with Zed and his team for the past 5 years, and I can’t recommend them highly enough. Their expertise in financial strategy, accounting, compliance, and cost management has played a pivotal role in driving both the growth and efficiency of our company. Zed and his team consistently deliver outstanding service, providing us with invaluable insights and support that have made a lasting impact on our business

  • Jeff Tung
    Partner

    CPS Capital

    We’ve been working with Zed’s team for 5 years and they have become a trusted partner for CPS as we have built our firm. Form helping architect our initial fund administration process to dealing with complex cross-border tax issues, Zed’s team has always been there with quick and practical advice.

About Us

We were founded with a mission to simplify complex financial landscapes and empower businesses to succeed at every stage. Led by Zed Wang, an accomplished CPA and seasoned CFO, FE brings unmatched expertise and a proven track record to the table.

Our Vision

We’re not just accountants—we’re partners in your success. With a foundation built on innovation, precision, and a deep understanding of the financial landscape, FE is here to guide you toward sustainable growth.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!