Prudence Zhu, Cpa/Pfs, Cbvs Email and Phone Number
Prudence Zhu, Cpa/Pfs, Cbvs personal email
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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«¶
Enso Financial
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Founder And CeoEnso Financial May 2023 - PresentProud 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. -
AdvisorHuub Jun 2023 - PresentHUUB 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. -
Host Of "Invest With Prudence" & "å°Pē§ę®č“¢åÆč§åāYoutube Aug 2022 - PresentSan 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 -
Founder And CeoBaoba Usa Sep 2021 - PresentBaoba 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! -
Faculty AssociateArizona State University Aug 2022 - May 2023Tempe, Az, UsTaught the Financial Planning concentration for the B.A. Business degree -
Finance ManagerStorck Sep 2019 - Mar 2023Berlin, De -
Senior Financial AnalystStorck Mar 2016 - Sep 2019Berlin, De -
FounderEnso Street May 2019 - Nov 2020Simply Rent
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Senior Financial AnalystRand Mcnally 2014 - 2016Chicago, Illinois, Us⢠Developed actionable analysis aligned with company strategy, ranging from sales and returns, product profitability, customer trends, vendor spend, SG&A variance, PDS, to FTE ⢠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 ⢠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 minutes⢠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 -
Strategy InternBmw Financial Services 2013 - 2013Columbus, Ohio, Us⢠Produced Q2 strategy report for C-level strategy workshop based on performance by interviewing division heads and identifying cross-sector collaboration opportunities ⢠Conceived and executed the entire Intranet v2.0 project, including change management, vendor coordination, and system migration, successfully completing within time and budget ⢠Established strategic initiatives by securing buy-in from multiple divisions and developing road map for cross-functional projects ⢠Structured 2013 internal communication plan of projects and events with detailed budget⢠Led corporate identity compliance initiative and designed training presentation and materials -
Project ManagerZhongxin Lanmeng Investment Company Ltd. Jan 2011 - Jun 2012Project Manager (Jan. 2011 ā June 2012) ⢠Negotiated permit and executed exploration of iron ore block with estimated 2B ton reserve ⢠Built and maintained privileged relationships with governments, policy banks, and investors⢠Consulted on set-up of joint venture fishmeal factory with total investment of $10M, including strategic planning, financial modeling, risk analysis, procurement, and construction
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ConsultantZhongxin Lanmeng Investment Company Ltd. Jan 2010 - Dec 2010⢠Led a team to develop new market and set up a new country office in Nouakchott, Mauritania⢠Presented business value of projects for corporate development and investment to investors and raised $5M launching investment capital⢠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
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Strategy And Development AssociateXinzhiguang Social Enterprise Jun 2009 - Dec 2009⢠Launched strategic initiatives - international partnership and national expansion to Chengdu⢠Obtained 3-year grant and managed a training project of 500 female migrant workers, exceeding expected result and saving 25% of project budget⢠Launched social media campaign resulting in two millions followers and $467K donations
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Co-FounderPersonal China Helper Jul 2007 - Feb 2008STRATEGY: 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
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Sales SpecialistIvc 2007 - 2008Wielsbeke, Be⢠Presented the company on international expos in Shanghai and Hong Kong⢠Participated in sales contract negations of seven containers of flooring with distributors across China⢠Developed and supported distributor network in Greater China Region⢠Planned and executed marketing initiatives to help with new product launch -
Junior Analyst InternBlue Oak Capital (China) Jul 2007 - Dec 2007⢠Gathered, analyzed, and summarized data of Chinese economy for in-house macroeconomist⢠Prepared presentation and meeting material, co-presented on conferences, shadowed board meetings, and coordinated visits of UK colleagues and investors to China
Prudence Zhu, Cpa/Pfs, Cbvs Education Details
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University Of Notre Dame - Mendoza College Of BusinessFinance And Business Analytics -
Arizona State UniversityInnovation And Venture Development -
Beijing Foreign Studies UniversityEnglish Literature å¤äŗ¤å¦åč±čÆčÆčØå¦ åå¦å£«å¦ä½
Frequently Asked Questions about Prudence Zhu, Cpa/Pfs, Cbvs
What company does Prudence Zhu, Cpa/Pfs, Cbvs work for?
Prudence Zhu, Cpa/Pfs, Cbvs works for Enso Financial
What is Prudence Zhu, Cpa/Pfs, Cbvs's role at the current company?
Prudence Zhu, Cpa/Pfs, Cbvs's current role is Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values! š.
What is Prudence Zhu, Cpa/Pfs, Cbvs's email address?
Prudence Zhu, Cpa/Pfs, Cbvs's email address is pr****@****ail.com
What schools did Prudence Zhu, Cpa/Pfs, Cbvs attend?
Prudence Zhu, Cpa/Pfs, Cbvs attended University Of Notre Dame - Mendoza College Of Business, Arizona State University, Beijing Foreign Studies University.
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