About

Chad Chang, CPA, CMA and Matthew Wong, CPA, CGA are the co-founders and advisors of Purpose CPA. Purpose CPA provides accounting & tax, bookkeeping, advisory, and technology services to small and medium-sized businesses that are interested in more than just the bottom line. As a cloud-based firm, we are certified Quickbooks Pro Advisors and work with applications like Quickbooks Online, Wagepoint and Dext.

Services

Bookkeeping: We take care of your books and ensure your revenues, expenses, sales tax, bank accounts and credit cards are in order. Ideal for sole proprietors, small businesses and growing startups. Along with catch-up bookkeeping and white-glove onboarding, we ensure your monthly bookkeeping needs are taken care of.

Advisory: We want to see our clients succeed in creating rewarding and profitable businesses. With over 30 years of combined experience, we aim to set your business up for long term success.

Technology: Most small to medium businesses are not able to plan proactively around technology or have the internal capability to undergo a digital transformation. We’ve combined and automated leading accounting software that can reveal key insights into your business’s finances.

Accounting & Tax: Whether you are a startup or small business, work with us to get your taxes filed and paid on time. As your business grows, we can assist with your year-end financial reporting needs.