May Jiang, CFP®, CPA Beyond Profit and Wealth Consulting

About May Jiang, CFP®, CPA

Having worked and consulted for businesses of all sizes for almost 20 years, it is my passion to guide and support small businesses, entrepreneurs, and individuals in pursuit of secure financial futures and peace of mind.

As an experienced CPA and CFP®, I work with clients as their trusted advisor in a way that extends beyond the traditional compliance work—keeping the books straight and filing taxes. Taking a proactive approach, I closely engage with clients to provide a multitude of value-adding activities:

-Improving client understanding of financial information
-Modeling “what if” scenarios to help clients consider implications of management decisions
-Assisting clients with business assessment to analyze strengths, weaknesses, threats, and opportunities, followed by development of comprehensive action plans to help clients achieve desired future outcomes
-Translating client’s vision of the future into day-to-day activities and monitoring associated key performance indicators
-Helping clients design ideal retirement plans, employee benefit plans, risk protection plans, and investment plans

I believe my work helps small business owners achieve sustainable success by fostering an environment of continuous improvement in an ever-changing marketplace.

Small business owners like to have control of their time, money, and energy. They create value beyond profit–they also create legacies for themselves, their families, and communities through their creativity, work ethics, and tenacity.

It brings me great joy and a sense of fulfillment to be able to make a difference in the lives of others and help clients succeed!

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Financial Management
  • Business Owners
  • Entrepreneurs
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Hourly Fee: $350+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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