OUR MISSION STATEMENT

"TO PROVIDE PERSONALIZED AND TIMELY SERVICES AT A COMPETITIVE PRICE WHILE ENSURING EACH CLIENT RECEIVES VALUE-ADDED SERVICES THAT MEET HIS SPECIFIC NEEDS AND EXCEED HIS EXPECTATIONS."

WHO ARE OUR CLIENTS?

We serve over 400 clients, including wealthy individuals and businesses from start-ups to publicly listed multinational corporations.

While our primary client base is in the San Francisco Bay Area, we provide services to a number of clients that operate in various states in United States as well as in Asia, Europe, Central and Southern America. In fact, several of our most important clients are headquartered overseas.

Nonetheless, our typical client is a company in the wholesale, manufacturing or hospitality business with annual sales ranges from $ 20 million to $ to $50 million and with 40 to 80 employees. Two of our largest clients' annual sales exceed $100 million.

MAJOR INDUSTRIES WE SERVE

Wholesale distribution: Wholesale distribution may be the most important industry our firm serves. We have clients in the food, home improvement, building material, medical supplies, office equipment and plastics products distribution. One of our major clients is a frozen food distributor in the San Francisco Bay Area with annual sales over $150 million.

Manufacturing: Another important sector of our clientele is manufacturing. Among them are a group of clients in the manufacturing and sales of brand identification products, including woven and print labels, RFID chips and other related apparel products in the apparel and foot wear industries. The parent of this group of clients is a global leader in the brand identification and design industry. We serve the company's American (including Northern, Southern and Central) region with annual regional sales over $50 million.

Assisted Living Facilities: We also have clients in the assisted living industry. The parent is an overseas publicly listed company that owns diversified businesses globally. The assets we audit are close to $40 million with annual sales approximately $25 million.

Software Developer and Consultants: We also have clients in the software development and IT consulting, among them are the United States subsidiaries of a publicly traded company listed both on the NASDAQ and Shanghai Stock Exchange, with United States revenue over $50 million.

Hotel Operation and Real Estate Development: We have clients in the hotel and real estate development and operation. Among them, one of them is an investor group from China who recently acquired a major hotel in Southern California. That group's United States investment has been over $100 million.

Other industries include:

  • Professional Services, Including Lawyers, Mortgage Brokers and Financial Consultants
  • Restaurants
  • Construction contractors