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Prudence Zhu, Cpa/Pfs, Cbvs is listed as Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values! š at Enso Financial, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Prudence Zhu, Cpa/Pfs, Cbvs.
Prudence Zhu, Cpa/Pfs, Cbvs previously worked as Founder and CEO at Enso Financial and Advisor at Huub. Prudence Zhu, Cpa/Pfs, Cbvs holds Master Of Business Administration (Mba), Finance And Business Analytics from University Of Notre Dame - Mendoza College Of Business.
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Did you or your love move to the US for a better life but feel a bit lost on how to make your dreams come true? šI totally get it! Seven years ago, I was in the same boatāworking a steady job, juggling a mortgage and family, and saving like a champ, yet feeling like something was missing. Fast forward to the end of 2021, and I finally hit my financial freedom goal and began exploring what truly lights me up! šāØNow, as a fiduciary, Iām on a mission to help awesome people like you unlock your financial freedom and live your passion! My fee-only financial life planning process is crafted just for you:1. Small Business Owners: Weāll enhance your business value while boosting your personal happiness!2. Foreign-born Professionals: Letās supercharge your financial resources for a fulfilling life!3. People in Life Transitions: As your advocate, Iāll provide compassionate and unbiased support while you navigate lifeās big changesāwhether you're becoming a new parent, switching careers, relocating, going through a divorce, launching a business, gearing up for retirement, exiting a business, or coping with the passing of a spouse.4. Cross-Cultural Couples: Together, weāll find that financial harmony and build those shared dreams!With my expertise in tax strategies, investment planning, and a sprinkle of educational flair, Iāll make your financial journey not just successful but downright enjoyable! Remember, wealth is about more than just money; itās about making informed decisions, taking empowered actions, and leaving a meaningful mark on the world. ššThrough Enso Financial and Baoba USA, I'm here to help you live your best life today! Letās connect and turn those dreams into reality! š Schedule a Zoom call today: https://calendly.com/prudence-zhu/30minCanāt wait to chat!š«¶
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Proud member of Garrett Planning Network and Fee-only NetworkWe are a fee-only financial life planning firm that helps immigrant families and small business owners reduce taxes, manage wealth, live happy, and leave a legacy.
HUUB was born out of CO+HOOTS, No. 4 coworking space in the nation by Inc. For over a decade, our team has been building entrepreneur ecosystems ā providing training and support to nurture businesses from launch to growth.
San Bruno, Ca, Us
"Invest with Prudence" podcast and YouTube channel started in Aug 2022"å°Pē§ę®č“¢åÆč§å" YouTube and Bilibili channels started in Nov 2022
Baoba USA is your go-to firm for financial coaching and comprehensive tax servicesāincluding tax review, filing, and planning. We are dedicated to offering transparent, fee-only expertise to professionals and entrepreneurs who are aiming for clarity and strategic guidance in their financial journeys. Start crafting the life you want with our specialized and integrated approach today!
Tempe, Az, Us
Taught the Financial Planning concentration for the B.A. Business degree
Simply Rent
Chicago, Illinois, Us
ā¢ Developed actionable analysis aligned with company strategy, ranging from sales and returns, product profitability, customer trends, vendor spend, SG&A variance, PDS, to FTE ā¢ Improved transparency and predictability through reports: daily cash report, 13-week cash forecast; consolidated, segment, quarterly, full-year, and 5-year P&L and forecast ā¢ Automated and streamlined accounting and financial reporting processes: reduced royalty accrual from 4 days to 1 and full set of financial statements from 2 hours to 20 minutesā¢ Drove 2016 plan process: created templates; collected and validated inputs from sales team, purchase managers, and cost centers; compiled data; produced easy-to-use reports
Columbus, Ohio, Us
ā¢ Produced Q2 strategy report for C-level strategy workshop based on performance by interviewing division heads and identifying cross-sector collaboration opportunities ā¢ Conceived and executed the entire Intranet v2.0 project, including change management, vendor coordination, and system migration, successfully completing within time and budget ā¢ Established strategic initiatives by securing buy-in from multiple divisions and developing road map for cross-functional projects ā¢ Structured 2013 internal communication plan of projects and events with detailed budgetā¢ Led corporate identity compliance initiative and designed training presentation and materials
Project Manager (Jan. 2011 ā June 2012) ā¢ Negotiated permit and executed exploration of iron ore block with estimated 2B ton reserve ā¢ Built and maintained privileged relationships with governments, policy banks, and investorsā¢ Consulted on set-up of joint venture fishmeal factory with total investment of $10M, including strategic planning, financial modeling, risk analysis, procurement, and construction
ā¢ Led a team to develop new market and set up a new country office in Nouakchott, Mauritaniaā¢ Presented business value of projects for corporate development and investment to investors and raised $5M launching investment capitalā¢ Co-authored 16 industry analyses and performed due diligence and business valuation in a new African market, with investment focus on energy, construction, and mining industries
ā¢ Launched strategic initiatives - international partnership and national expansion to Chengduā¢ Obtained 3-year grant and managed a training project of 500 female migrant workers, exceeding expected result and saving 25% of project budgetā¢ Launched social media campaign resulting in two millions followers and $467K donations
STRATEGY: established tour-guide, sourcing, translation, and online retail service; identified strategic partners and negotiated terms with hotels, car rental companies, OEMs, suppliers, and vendorsFINANCE: managed working capital, issued payments, and collected receivablesIT: built company website and online shop; managed customer acquisition through advertising, free online consulting, and search engine optimizationHR: recruited, trained, and managed 50 volunteers and part-time employees in five cities across ChinaOPERATION: designed itinerary and organized tour-guide and transportation for more than 400 visitors from 17 countries and regions to ChinaCRM: collected feedback for continuous improvement, maintained customer relationship, and developed retention program for sustainability
Wielsbeke, Be
ā¢ Presented the company on international expos in Shanghai and Hong Kongā¢ Participated in sales contract negations of seven containers of flooring with distributors across Chinaā¢ Developed and supported distributor network in Greater China Regionā¢ Planned and executed marketing initiatives to help with new product launch
ā¢ Gathered, analyzed, and summarized data of Chinese economy for in-house macroeconomistā¢ Prepared presentation and meeting material, co-presented on conferences, shadowed board meetings, and coordinated visits of UK colleagues and investors to China
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Prudence Zhu, Cpa/Pfs, Cbvs works for Enso Financial.
Prudence Zhu, Cpa/Pfs, Cbvs is listed as Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values! š at Enso Financial.
Prudence Zhu, Cpa/Pfs, Cbvs is based in Phoenix, Arizona, United States while working with Enso Financial.
Prudence Zhu, Cpa/Pfs, Cbvs has worked for Enso Financial, Huub, Youtube, Baoba Usa, and Arizona State University.
You can use AeroLeads to view verified contact signals for Prudence Zhu, Cpa/Pfs, Cbvs at Enso Financial, including work email, phone, and LinkedIn data when available.
Prudence Zhu, Cpa/Pfs, Cbvs holds Master Of Business Administration (Mba), Finance And Business Analytics from University Of Notre Dame - Mendoza College Of Business.
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