We are two energetic Chartered Accountants with a passion to support small businesses to grow and succeed. With our support, you will have peace of mind to ride on every transition in your lives. Our goal is to build close and long term relationships with our clients. We take pride in giving you the assurance that the support you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, computer technology and extensive business relationships is indicative of our commitment to excellence.
Charlotte Tsang, CPA, CA, TEP
Charlotte has solid experience in a variety of industries, including retail, wealth management, high technology, and private client services. Charlotte was Manager of Tax and Business Advisory Services of a large wealth management financial institution and specialized in estate and business succession planning for small to medium size owner manager businesses.
Charlotte is fluent in English and Cantonese.
Jan Mark, CPA, CA
Jan has extensive knowledge and experience in managing finances for small to medium sized corporations. Jan was the CFO of a national Real Estate Franchise, where she developed strong controllership of multiple corporations, including real estate brokerages, mortgage brokerages, and internet-based corporations. In partnership with a large financial institution, Jan has project-led an online banking system to streamline the automation of commission payout for more than 2,000 agents. Over the years, Jan has developed skills in acquiring small businesses and real estate properties. Jan also has experience in handing the reporting requirements for public companies, the IPO process, privatization, business start-up ventures and incubation of large-scale projects.
Jan is fluent in English and Cantonese
Member Since: 2013