About Us
The principal, Phata Chan, CPA, CGA, has over 30 years experience in public practice and various industries. She holds a Bachelor of Business Administration degree majoring in Accounting and Information Technology and has achieved her Certified General Accountant (CGA) designation and Chartered Professional Accountant (CPA).
As a Certified QuickBooks ProAdvisor and a Sage 50 (formerly Simply Accounting) Certified Consultant (Gold), she is certified to install, support, and provide training for QuickBooks and Sage 50 accounting software. She has consulted and worked with clients in various industries including retail and wholesale distributors, non-profit organizations, hotels, restaurants, healthcare and other professional services. Her broad range of experience and knowledge enable her to understand the tax and accounting needs of clients and help them to have a better handle on their business operations, cash flow, forecasting, budgeting, and strategic planning.
The principal, Phata Chan, CPA, CGA, has over 30 years experience in public practice and various industries. She holds a Bachelor of Business Administration degree majoring in Accounting and Information Technology and has achieved her Certified General Accountant (CGA) designation and Chartered Professional Accountant (CPA).
As a Certified QuickBooks ProAdvisor and a Sage 50 (formerly Simply Accounting) Certified Consultant (Gold), she is certified to install, support, and provide training for QuickBooks and Sage 50 accounting software. She has consulted and worked with clients in various industries including retail and wholesale distributors, non-profit organizations, hotels, restaurants, healthcare and other professional services. Her broad range of experience and knowledge enable her to understand the tax and accounting needs of clients and help them to have a better handle on their business operations, cash flow, forecasting, budgeting, and strategic planning.
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