Our Team
Jenny Sohn, CPA, CFA
Jenny works with entrepreneurs, founders and investors, nonprofit clients to help them lay the foundation for finance operation. She works with B2B, B2C SaaS clients, mobile, AI/ML and other high-tech industries.
Andrew Lau
Andrew leads non-profit practice, working with various organizations and coordinate outreach efforts. His current projects include developing programs with schools and hospitals.
Marivic David, CPA
Marivic graduated Magna Cum Laude in Bachelor of Science in Accountancy and is a Certified Public Accountant. She worked at Ernst & Young and serves as VP for Client Services to oversee accounting operations at our accounting partnership firm.
Partner Firms
We have partnership with firms that are experts in People Ops, R&D tax, corporate tax and law matters.
Jess Yuen, People Ops
Jess studied engineering at Stanford and worked in management consulting , she has always been drawn to high impact work full of learnings. She currently advises People-focused leaders on scaling their orgs, mainly CEOs and People/HR Leaders at VC-backed tech companies and VC firms, Gusto, Couchbase, and Khan Academy.
Christine Costa
Christine is a seasoned CFO at various tech companies in the Silicon Valley. Previously, she worked at KPMG, Tigera, Kollective Technology and serves as an advisor for Director Energy Partners.
Louis Lehot @L2 Counsel, P.C.
L2 is an elite boutique law firm designed to serve entrepreneurs, innovative companies and strategic investors with sound legal strategies and solutions. He serves businesses in all stages of growth, from the garage to global yet remains nimble and effective. The team has expertise and experience working with technology, healthcare, and clean energy companies at all stages of growth
Jennifer Chan, CFA
TRI provide free online classes for kids, ranging from fun origami activities to music lessons, physics and webinars with professionals for those who explore career options in healthcare, finance and legal, among others. We proudly support TRI activities, co-hosting sessions, enlist corporate sponsorship and providing content for the classes.
Simple Tax CPA, Evergreen Tax Partner Firm
Maxim Kray, FP&A
Maxim is a seasoned FP&A, worked at eBay, Cypress Semiconductor and Evernote. He is well versed in financial modeling, including Hyperion and Adaptive Planning.