Our Best-in-Class Collaborative Leadership Team

The success of a business isn’t just in the numbers. Everything matters, down to the last detail, and everything can be a strategic advantage. Accounting, finance, marketing, leadership, information technology. Wherever you are in your journey, we can help.

PARTNERS

Cecilia Leung, CPA

Cecilia brings two decades of international financial services experience from prominent names like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. Key accomplishments included leading project in process improvements and system implementation for global broker dealer firms, investment banks, and private banks in New York, London, and Switzerland; as well as IPO readiness and audit engagements in China.  She also successfully led and built out best in class accounting and financial control teams and infrastructure for startups and growing companies. Cecilia also serves as audit committee member for nonprofit organizations. An active member of her professional and alumni network, she mentors current and aspiring accountants in underserved groups. She is the best selling published author of “Dear Accountant: Stories, Advise and Explorations”, the host of the “Dear Accountant” podcast, and has been featured in media outlets such as Good Day New York, PIX 11 News, Quicken, Accounting Today and Money Girl.

Cecilia is fluent in English, Mandarin, and Cantonese.

Sol Solomon, CPA*

Sol brings more than a decade of diverse financial services experience serving small and mid-size companies in healthcare, commercial real estate, and retail industries. He specializes in setting up and restructuring accounting systems and workflows, building a strong foundation for significant growth while minimizing risk and leveraging cash flow management as a strategic process.

He has a profound appreciation for the stories that can be found within numbers—from the highest level down to the smallest detail—often providing insights and analysis that are hidden at first glance.

An amaetuer musician, Sol spends his spare time performing and teaching. He also enjoys spending time with his family and five children.

Sol is fluent in English, Hebrew, Yiddish

*Inactive

STRATEGIC AFFILIATES AND ADVISORS

Saul Deutsch, CPA

Tax Planning and Tax Strategy Expert (US)

Saul Deutsch is a tax specialist with 2 decades of experience in tax strategy across the areas of tax planning, disputes, resolution, state and local tax controversy. He has an outstanding track record in resolving tax audits and notices with both the IRS and state taxing authorities. 

He has assisted Fortune 100 companies, small businesses, and high-net-worth individuals facing a wide range of federal, New York State, New York City, and multistate tax issues, including corporate income and franchise taxes, sales and use taxes, and insurance premium taxes.

Andrew Ku, CA, CPA, LPA

Tax Planning and Tax Strategy Expert (Canada)

Andrew Ku is a Canadian tax specialist with 2 decide of international tax experiences. He has headed the Canadian Tax finance division of a NYSE-listed US auto manufacturer with $300 billion in assets, has assisted a Canadian subsidiary in structuring $900 million in securitized public debt, has managed a portfolio of $2 billion in leases and loans, and has worked as a tax manager at a “Big 4” international accounting firm. 

His expertise in tax planning and business consulting allows him to focus in assisting business owners, self-employed individuals, and high-income professionals reduce their tax liabilities significantly by implementing proper entity structure and tailored tax strategies that best fit the client.

 

Jacob Shaffer

Capital Infusion and Financing Specialist

Jacob Shaffer is a serial entrepreneur who has worked in banking in both commercial and private placements for more than two decades. He brings comprehensive experiences and expertise working in the credit space in financial services industry. Having analyzed and underwritten over $1B in loans over his career at HSBC and BDC (Business Development Bank of Canada), he has played a leading role in closing transactions with expertise in review loan documentation, monitor clients’ performance, and identify issues and opportunities. 

He also develops custom corporate finance apps that suggest financing options based on systematic data analysis, providing growth solutions across multiple industries.  These financing solutions, put the client in the driving seat when dealing with financing companies. Thus, keeping the financial institutions fair with their existing clients and competitive with onboarding new ones.

Chris Ferrick

Project Funding and Deal Specialist

Chris Ferrick is the founder and CEO of CFBA Group, helping clients navigate their funding needs for alternative, growth, operational, or acquisition capital. With strong connections in banking, private equity, and alternative investments, Chris has 3 decades of experience raising capital and helping great companies find great investors.

He works with both start-up and experienced organizations in financial & strategic planning and operation improvements through a total team approach. Chris has extensive experience navigating high-growth situations, Wall Street, regulators, and outside auditors.

Abe Rose

Information Technology Expert and Advisor

Abe Rose is founder and CEO of A.M. Rose. He is a trusted IT security advisor who brings over two decades of experience helping mid sized companies stay vigilant in today’s complex business environments, protecting their business, data, systems, and reputation. 

Abe and his team deliver integrated IT security, regulatory, and cybersecurity solutions, minimizing exposures to the threats and risks associated with increased business complexity, technology challenges, growing regulatory environments, and cybersecurity & privacy threats and breaches.

Their work includes (but is not limited to) IT strategic oversight and governance, security and privacy, framework compliance, IT general computing and operational controls, application reviews, disaster recovery, SDLC, vendor management, application security, and Sarbanes Oxley (SOX). 

Catherine Flax

Organizational Design and Executive Leadership Coach

Catherine Flax has a distinguished multi-decade career across diverse industries and positions and has served in executive leadership roles in financial services, FinTech, and commodities.  Her global endeavors alongside accomplished worldwide C-suite executives are certainly impressive, but what makes her unique is her deep sense of humanity and empathy, and her genuine interest in connecting with others.

Today, Catherine is a leadership coach with CRA, Inc, providing top CEOs and executives—the best and brightest in the world—with her leadership wisdom. Her blog hosts a mix of coaching topics in the spheres of business and life, serving as an invaluable resource to leaders and executives both personally and professionally.

Toby Irenshtain

Writer and Storyteller

Toby Irenshtain is an active writer, storyteller, and editor who has a passion for nonprofit initiatives when she isn’t taking the publishing industry by storm. Toby specializes in clearing out word fluff–turning your drafts into clear, concise, and effective writing. With a legal background and a passion for bringing ideas to life, Toby applies unmatched energy and enthusiasm to every project.

Get in touch with us!

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