Kate Lai, CPA & Advisor

Kate Lai, CPA & AdvisorKate Lai, CPA & AdvisorKate Lai, CPA & Advisor

Kate Lai, CPA & Advisor

Kate Lai, CPA & AdvisorKate Lai, CPA & AdvisorKate Lai, CPA & Advisor
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Accounting You Can Count On

Accounting You Can Count OnAccounting You Can Count OnAccounting You Can Count On

Schedule a meeting to learn more about my services!


Accounting You Can Count On

Accounting You Can Count OnAccounting You Can Count OnAccounting You Can Count On

Schedule a meeting to learn more about my services!


Specialized accounting services for C-Corporations

I am an experienced CPA and MBA who provides bookkeeping, tax and CFO services best tailored to high potential startups.


To provide the highest quality of service, I am currently only accepting C-Corp clients. At this tease message me via Contact Me page to learn more about my services and I will get back to you ASAP.

Our Starup Services

Bookkeeping

Tax & Advisory

Tax & Advisory

  • Manage daily transactions 
  • Compile financial reports to meet lender, investor and auditor requirements 
  • Accounting system setup for federal grant compliance


Tax & Advisory

Tax & Advisory

Tax & Advisory

  • Tax filing and documentation
  • Strategies and savings for state, federal and payroll taxes
  • Startup and R&D tax credit tracking and filing



CFO services

Tax & Advisory

CFO services

  • Scenario Analysis model that easily toggle between various funding and spending scenarios
  • Customized financial reports and models to assist executive decisions 

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About Me

Manyee (Kate) Lai, CPA, MBA

After getting my B.S. degree in Business Administration from University of California, Berkeley, I started my career in public accounting serving hedge funds. Next, I worked on a corporate investigation project at a consumer product company, before I went to UC Davis to get an MBA with a focus on finance and strategy.    


Post MBA, I joined a fortune 500 tech company and was eventually promoted to Principal, managing a 50+ Million annual budget for an eCommerce Department with 200+ headcounts.  


  I took a leave from my career and became a stay-at-home mom after I had my first child. While it was the most fulfilling time of my life, I also missed the sense of achievement from helping my business partners succeed. Around the same time, several of my connections reached out and seek accounting expertise for their startups. Eventually, they become my first clients. When I am not doing accounting for my clients, I enjoy traveling, cooking, and most of all, spending time with my husband and two rambunctious children.  


As a licensed CPA since 2011, I am certified to file taxes for clients in all 50 states. 


California CPA License # 111580

Copyright © 2022 Kate Lai, CPA - CA License # 111580


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