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WHAT WE DO
Two ways we work together
Whether you need strategic guidance or hands-on financial management — we have a service built for where you are right now.
ADVISORY SERVICES
Strategic Growth Advisory
Proactive guidance to help you make smarter financial decisions, build wealth, and grow with confidence.
● Business Advising & Planning
Strategic roadmap for your business financial future
● Business Best Practice
Optimize operation and financial processes
● Income Strategies
Maximize and diversify your income streams
● Tax Efficiency Analysis
Legally minimize your tax burden year-round
● Real Estate Investing
Tax-smart real estate investment guidance
MAINTENANCE SERVICES
Essential Financial Management
Accurate, reliable handling of your day-to-day financial needs so you can focus on running your business.
● Tax Preparation
Accurate filing for individuals and businesses
● Payroll
Reliable payroll processing and compliance
● Accounting & Bookkeeping
Clean books every month, real-time reporting
HOW IT WORKS
Simple, transparent process
01
Discovery Call
02
Your Custom Plan
A free 30-minute Zoom call to understand your financial goals and challenges. No paperwork, no commitment — just an honest conversation.
Based on our conversation, I'll build a service package tailored to your specific situation — whether that's advisory, maintenance, or both.
03
Seamless Onboarding
You'll receive a welcome email, access to your secure client portal, and a short questionnaire to get everything started smoothly.
ABOUT
Jade Nguyen, CPA
Founder & Lead Advisor
"I started Fina because every business owner and investor deserves more than a once-a-year accountant. You've worked hard to build what you have — you deserve a financial partner who is just as invested in protecting and growing it as you are."
With a background in tax accounting and corporate finance, I've worked with individuals and businesses at every stage of growth — from first-year freelancers to multi-location operations. I bring the same level of attention, precision, and care to every client, regardless of size.
My commitment to you is simple — clear communication, proactive planning, and no surprises. You'll always know exactly where your finances stand and what we're doing to improve them. Because at Fina, your success is our only measure of success.
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