About Us

Financial Strategist | Business Advisor | Certified Tax Preparer

Alexis Kang is an experienced financial strategist, Certified Tax Preparer (CTEC), and dedicated business advisor. Specializing in corporate accounting, tax planning, audit, SOX compliance, and leading multiple ERP implementations, Alexis leverages her MBA and diverse background working with publicly traded companies, nonprofits, and pre-IPO businesses to optimize financial operations, reduce tax liabilities, and ensure regulatory compliance.

Her expertise spans industries such as healthcare, medical devices, entertainment, banking, real estate development, aerospace, and nonprofits. Alexis has led several ERP system implementations, streamlined processes, and managed financial compliance, ensuring accuracy in reporting and adherence to regulatory standards. 

Core Competencies

• Business advisory and growth strategy

• ERP implementation process optimization

• Audit and SOX compliance

• Nonprofit accounting and compliance

• IPO readiness and financial reporting

• Tax planning and 1120 & 1040 filing 

 
Driven by a genuine passion for helping small businesses thrive, Alexis takes a personalized approach to every client, understanding their unique challenges and goals. She works closely with business owners to develop customized strategies focused on growth, cost optimization, and maximizing savings. By providing tailored financial solutions and practical, actionable advice, Alexis ensures that businesses scale efficiently, achieve long-term stability, and fully leverage their resources.

Chief Financial Officer | Strategic Business Leader | AI & Innovation Expert

Jannies S. Burlingame is a trilingual CFO who has led world-class finance operations across industries such as Environmental, Social, and Governance (ESG), biotechnology, artificial intelligence (AI), telecommunications, electric vehicles, clean energy, healthcare, and technology. She excels in capital structure optimization, IPO readiness, strategic fundraising, and securing investor relations, having raised over $140M and secured $1.8B in pre-order revenue for Aptera Motors Corporation.

A recognized leader and keynote speaker with over 1000 hours of public speaking, Jannies has been named CFO of the Year by the San Diego Business Journal and honored as a Distinguished Leader by the Institute of Internal Auditors.

Core Competencies

• AI Automation & Implementation

• IPO Readiness & Fundraising

• Capital Structure Optimization

• Investor Relations & Acquisition

• Mergers & Acquisitions (M&A)

• SEC Reporting & Compliance

• Financial Modeling & Forecasting

• Public Company Scaling & Governance

• Global Supply Chain Management

• Tax Planning & Compliance

Jannies S. Burlingame is a forward-thinking financial leader who drives growth and transformation across multiple industries. Her extensive experience in financial management, AI, strategic fundraising, and leadership ensures that businesses remain competitive and poised for long-term success in an ever-evolving global market.

System Developer|Financial Specialist

Tatiana Bets is an accomplished system developer with over a decade of experience in financial systems and accounting. She has developed and tested financial features for payday and term loan products at Axcess Canada Inc., utilizing SQL, .Net, SSRS, and ARMNet to create analytical reports, web services, and optimized stored procedures. Her work has been integral in system debugging and issue resolution, ensuring operational efficiency.

Before transitioning to system development, she oversaw crucial financial operations, including payment validation, bank reconciliation, and foreign exchange transactions. Additionally, her earlier experience as an accountant allowed her to gain valuable expertise in payroll remittances, debt reconciliation, and preparing financial reports for regulatory agencies.

Core Competencies

• Financial System Development & Testing

• SQL & .Net Programming

• Analytical Reporting (SSRS)

• Web Services Development

• Stored Procedures & Functions Optimization

• System Debugging & Issue Resolution

• Financial Reconciliation & Reporting

• Payment Validation & Foreign Exchange Transactions

Tatiana Bets combines technical expertise with financial management, offering innovative solutions that enhance system functionality and financial accuracy. Her diverse experience makes her a valuable asset in optimizing financial systems for organizational success.