Who it's for
Chinese companies planning a U.S. entity — or that have just formed one and aren't sure what comes next.
Common problems
- Uncertainty about what must be completed after formation
- Confusing sequence for EIN, banking and state registrations
- Unclear tax implications of entity type and state selection
- No complete first-year compliance checklist
What we do
- Support entity setup and structuring alongside your attorneys (we do not provide legal advice)
- Coordinate EIN application and state tax registrations
- Support bank-account documentation
- Initial QuickBooks and payroll setup
- Build a first-year compliance roadmap with every task, owner and deadline
Expected outcome: Within your first 90 days, systems and registrations are in place and you know every compliance deadline for the year.
Who it's for
Businesses that need accurate, timely, decision-ready U.S. books — whether starting fresh or cleaning up history.
Common problems
- Incomplete or unreconciled QuickBooks records
- A monthly close that slips, leaving headquarters in the dark
- Reports that don't match headquarters' requirements
- E-commerce revenue, fees and refunds that are hard to reconcile
What we do
- QuickBooks setup, chart-of-accounts design and maintenance
- Monthly bookkeeping with bank and credit-card reconciliations
- Monthly close and management reporting, aligned to headquarters' needs
- Marketplace and payment-processor reconciliation
- Historical cleanup and rebuild
Expected outcome: Accurate, readable financial statements on a fixed monthly schedule — one set of numbers for both sides of the ocean.
Who it's for
Companies hiring in the U.S. — including remote employees and multi-state teams.
Common problems
- Unclear registration requirements before the first hire
- Different payroll tax rules in every state
- Confusion between W-2 employees and 1099 contractors
- Missing onboarding documentation
What we do
- Payroll platform selection and setup
- State employer registrations and multi-state payroll tax compliance
- Ongoing payroll management and review
- Year-end W-2 and 1099 support
- Employee onboarding compliance support
Expected outcome: Employees paid correctly and on time, employer filings on schedule, and obligations mapped before you expand into a new state.
Who it's for
Growth-stage companies whose tax matters have outgrown ad-hoc support, but who aren't ready for a full-time Tax Director or Controller.
Common problems
- No one managing tax from a whole-company perspective
- External advisors each handle one piece with no coordination
- Painful document requests during audits, diligence or financing
- Tax provision and cross-border matters beyond the current team
What we do
- A tax leader with in-house experience, at a fraction of the cost
- Ownership of all tax matters and advisor coordination
- Tax provision preparation and audit support
- Cross-border and intercompany coordination
- Tax reporting to management and the board
Expected outcome: Enterprise-level tax leadership — and one person who is actually responsible — without the full-time executive cost.
