Our Approach.

Our approach follows a four strategic step process, which includes a follow up and monitoring to ensure that our project is successful.

Inkwell Financial Management helps clients develop a strategic accounting, tax and financial planning system. With an estimated monthly fee, we enable clients to reduce costs and relieve stress. Our mission is to achieve the successful 3C's - "Consultation, Coaching and Convenience" through strategic systems and solutions.

Consultation

Our clients are welcome to discuss their tax circumstances with no consultation fees applied. We specialize in helping clients start new businesses with proper procedures, review existing records and processes and set up accounting, tax and financial planning programs.

Coaching

We answer clients' questions by providing multi-languages, both in English and Chinese. Our team works closely with clients to uncover and resolve the challenges of day-to-day business transactions through strategic accounting, tax and financial planning systems and solutions.

Convenience

We are always looking for ways to streamline and modernize the accounting, tax and financial planning process by continuous innovation and technology. For clients' convenience, we offer documents pickup and delivery to give you the flexibility to suit your work and social schedules, and we ensure confidentiality. We also provide services at your location or work remotely from our office.