Jack Li, CPA, CGMA, CTP — Fractional CFO for Professional Practices
For 30 years, I held senior CFO and COO roles at multi-billion dollar organizations — freeing $100M in trapped capital, cutting $300K in vendor waste, and building treasury systems that gave executives complete financial clarity.
The financial problems don't change with company size. Cash flow, bloated overhead, shrinking margins — whether you're managing $5 billion or $2 million, the playbook is the same.
As a CPA, I also bring something most fractional CFOs can't — proactive tax strategy. Filing a return and building a dynamic tax plan are two very different things. I work across both, so your financial and tax strategies work together, not in isolation.
Practice owners are brilliant at what they do. Financial management shouldn't be your burden. That's what I'm here for.
My Philosophy: Cash is King. Tax is Leverage.
Every financial decision in your practice should be evaluated through the lens of cash. And every dollar you legally keep from the IRS is a dollar that stays in your pocket — permanently.
Rigorous accounting and financial reporting expertise, ensuring your books are accurate and your financial statements tell the real story.
Global management accounting designation focused on strategic financial management, business performance, and decision-making.
Expert in cash management, liquidity, and treasury operations—exactly what's needed to unlock trapped cash and optimize your cash flow.
Head of Finance, CFO, and COO roles at multi-billion dollar organizations. Institutional-grade expertise now available to your practice.
Proven track record of freeing trapped capital—the same strategies now applied to professional practices to unlock your hidden opportunities.
Identified and cut hundreds of thousands in vendor waste, redundant expenses, and inefficient contracts across large organizations.
As a CPA, I go beyond filing — I build dynamic, year-round tax plans across more than a dozen proven strategies to legally minimize your tax burden and keep more of what you earn.
Schedule a free 45-minute strategy session — we'll identify which service fits your practice and where your biggest opportunities are.
Schedule Your Free Strategy Session