Certified Public Accountant with an expertise in accounting and taxation ​

Vanessa quan

Taxation 
accounting
quickbooks

PRINCIPAL CPA MBA

Vanessa is a seasoned Certified Public Accountant (CPA) with 25 years of extensive experience in audit, accounting, tax, and financial compliance. She specializes in supporting startups and small to mid-sized businesses across diverse industries, including high technology, life sciences, wholesale, and retail. Throughout her career, Vanessa has provided strategic guidance to businesses seeking to optimize their financial operations and ensure tax compliance.
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As an Intuit Certified Advanced QuickBooks ProAdvisor, Vanessa has a proven track record in implementing and managing enterprise-level QuickBooks solutions. She is also an experienced tax preparer, adept in both individual and business taxation, and offers comprehensive, one-on-one QuickBooks coaching to business owners and their teams. 

Vanessa assists new small business clients with QuickBooks implementation, helps manage their books, and handles tax-related matters. She provides tailored, end-to-end services that streamline financial processes and drive operational efficiency.

Fluent in both English and Mandarin, Vanessa is committed to delivering exceptional service with a client-focused approach. Outside of her professional endeavors, she enjoys gardening, exploring nature, learning languages and cultures, and maintaining an active lifestyle through fitness.

[News Flash] Vanessa is currently taking new small business clients who needs helps in QuickBooks/Accounting/Taxation.​

danny quan

SEC REPORTING
S1/10K/10Q
SOX COMPLIANCE

PRINCIPAL CPA 

Danny is an active CPA with over 25 years of expertise in SEC reporting, SOX implementation, ERP transformations, and interim accounting solutions.

Danny helps public companies interpret complex regulatory requirements, improve financial reporting, and streamline operations. Danny delivers tailored solutions to ensure compliance, enhance internal controls, and optimize systems.

Danny offers trusted expertise for publicly traded companies, guiding them through SEC filings, risk assessments, and ERP implementations. Known for his proven track record and commitment to excellence, he is dedicated to providing strategic guidance and interim support that ensures your business operates smoothly and meets regulatory demands.

Danny enjoys reading, listening to music, and intense workouts. Below is a short bio from him:

We moved to the Bay Area when I was just five years old. I was a kid with big dreams of becoming a famous scientist. Life had other plans though, and I ended up taking a more practical route, becoming a CPA. I started consulting for big public companies, and while I definitely made the most out of my corporate accounting experience, I discovered that what I really enjoyed was connecting with people. There's something special about collaborating on projects and sharing our lives together. What really excites me is getting to know people on a deeper level - brainstorming together, bouncing ideas around, and giving thoughtful feedback. I'm the kind of person who genuinely listens and understands your perspective. I’m a trusted friend who'll listen to your needs and offer well-thought-out advice and be your advocate.

Want to know if we are a good match to meet your needs? Please see Know How We work.