Introduction
Ken Wong from sFoundation Inc. is a trusted bookkeeper and consulting CFO who supports small to medium-sized businesses with expert finance and accounting services, helping them manage their financial operations and growth with confidence.
Quick Facts
- 103 years combined team experience
- 35-step month-end close process
- Serves US and Canada
- 3-in-ONE© team model
- Responds within hours
What They Do
Ken Wong provides consulting CFO and bookkeeping services focused on non-tax accounting and finance for small businesses across the United States and Canada. His approach includes leveraging investments to maximize client cash returns and a unique month-end closing process that delivers multiple financial reports throughout the month, ensuring ongoing visibility and control. His 3-in-ONE© team executes a thorough 35-step month-end close, providing accurate, audit-ready financials and responsive support.
Location & Service Area
Based in Sunnyvale in the San Francisco Bay Area, Ken serves clients throughout the United States and Canada, offering remote financial services with broad geographic reach.
What Makes Them Different
Ken specializes in Leveraged Investments for CFO services, helping clients use extra cash to generate returns. His unique month-end closing process provides multiple reports throughout the month rather than just at month-end, giving clients continuous financial visibility. His 3-in-ONE© team approach ensures accurate financials, audit readiness, and consistent support even if the usual bookkeeper is unavailable. The team combines over 100 years of bookkeeping experience and responds to inquiries within hours.
Services Offered
Who They Help
Ken works best with small to medium-sized business owners and CEOs who need reliable bookkeeping, financial planning, and budgeting support. He also partners with business consultants and financial advisors who serve these business leaders, providing complementary financial services that enhance client growth and strategic decision-making.
Fun Fact
Ken is a coffee enthusiast who offers free financial advice over a cup of coffee as a friendly way to build connections.
Reviews (1)
"Ken Wong is a proactive, knowledgeable, and supportive consulting CFO whose unique services are invaluable to entrepreneurs and small business owners seeking financial guidance and growth."
