China Practice
Our bilingual team possesses the technical expertise and cultural knowledge to help Chinese businesses expand in the U.S. We have a deep understanding of the accounting, legal and investment regulations of U.S. and China and specialize in being a one-stop service for Chinese businesses venturing abroad.
Our services include:
- Business establishment advisory
- Local company incorporation
- Branch or representative office setup
- EB-5 project analysis
- Statutory compliance
- Government license application
- Tax planning/analysis
CFO Services
Businesses can greatly benefit from the expertise of a trained and professional financial manager, however, they may not be able to fully support a full-time CFO. Winsome CPA’s CFO services can alleviate this by providing the financial support and guidance a CFO offers at a manageable cost.
Our services include:
- Profit analysis and optimization
- Financial planning and management
- Cost analysis
- Tax analysis and preparation
- Budget preparation
- Financial controls establishment
- Financing
- Staff training
Nonprofit Expertise
Due to stronger demands for governance, accountability, and transparency, nonprofit organizations face more challenges now than ever before. Winsome CPA understands these challenges and has extensive experience serving nonprofit clients to tackle the complexity of nonprofit financial and operational management.
Our services include:
- Program evaluation
- SBA assistance
- Grant writing & pre-application review
Merger & Acquisition Advisory
Winsome CPA has a team of experienced professionals ready to assist businesses in making the critical decision involved with a potential merge or acquisition. What is the added value? Is the valuation correct? Does it make financial sense for your company? How will the integration process work? What are the tax ramifications of a deal? These are just some of the questions that we can work with you to answer.
- Due diligence and valuation
- Buy-side advisory
- Sell-side advisory
- Leveraged buyouts and structured financing
Valuation Advisory
Businesses that know their valuation can take advantage of value-adding opportunities and maximize their economic potential. Winsome CPA provides quality valuation services to help businesses establish their value for transaction pricing, internal planning and management, litigation support, and dispute resolution.
- Financial instruments valuation
- Employee share and purchase option plans
- Transaction valuation
- IP valuation
- Litigation & dispute resolution
Sarbanes-Oxley Services
Any business that envisions itself to be acquired, raise capital, or go public is strongly encouraged to adhere to Sarbanes-Oxley (SOX) compliance and best-practices. However, SOX compliance can be an arduous and costly process. Winsome CPA helps businesses with their SOX compliance efforts in a cost-efficient and effective manner. We work closely with our clients in a thorough, top-down risk assessment to determine the most beneficial approach.
Forensic & Litigation Support
Winsome CPA possesses a highly knowledgeable team that utilizes accounting, auditing and investigative skills to uncover the underlying financial problems in business issues such as financial disputes, litigation, fraud, due diligence, valuation, or similar matters.
Our services include:
- Reconstruction of financial statements and information
- Fraud investigation
- Due diligence reviews
- Expert testimony