Owen So, CPA

Accounting Advisory & Fractional ControllerFlexible, senior-level accounting support — for growing companies, business transitions, or complex one-off projects.

01.

Fractional Controller

Full-spectrum support: bookkeeping, month-end close, financial statement compilations, personal/corporate tax, financial reporting — get the right level of support as your needs evolve. Gain insight from cash flow modeling, budgeting, and reporting along with AI-enabled tools to improve accuracy and turnaround time.

02.

Accounting Advisory

Business combinations & purchase price allocations, ASPE adoptions, financing instruments (SAFEs, warrants, convertible debt), stock options, consolidation across multi-entity / multi-currency operations.

03.

Business Transitions

Supporting organizations through change: transitioning from a retiring accountant, first-time standard adoption, audit/assurance readiness, and business process & internal control assessments tailored to your resources.

Putting you first

Have peace of mind over your business compliance and financial reporting with a dedicated, experienced professional. Whether you’re scaling fast, navigating a complex transaction, or transitioning from a change in circumstances, I provide the accounting expertise to keep your business on solid ground.

  • 10+ years of progressive public accounting experience — from hands-on bookkeeping, compilations, and personal tax at a local firm to Manager-level assurance and advisory at a national firm

  • Experience across fintech, SaaS, manufacturing, real estate, event production, and financial services industries

  • CPA designated

  • 5+ years as a trusted board director

  • Unique blend of technology, rigorous accounting and business acumen

Get in touch

Book a 20-minute discovery call today.

© Owen So, CPA. All rights reserved.

Thank you

We'll be in touch shortly.