The brains behind Jiesen.ai.A partner-led CFO & CPA practice.
Jiesen is a boutique advisory firm built by former Big-4 partners and senior finance executives. This site is the automation side of the practice — CPA-grade portals for the volume work. Partner-led engagements live at jiesenli.com.
Who we are, in numbers.
Years of senior finance & CPA experience per partner
Former partners and senior managers on the team
Graduate degrees and active CPA licensure
US, Greater China, and cross-border engagements
Where the team has operated.
Industries
- ›Semiconductors & advanced manufacturing
- ›AI / SaaS / software
- ›Media & entertainment
- ›Hospitality, hotels & integrated resorts
- ›Real estate & multi-entity holdcos
- ›Restaurants & multi-unit operators
- ›Cross-border (US ↔ Greater China)
- ›Family offices & closely-held businesses
Companies served
Team members have led or supported engagements for Fortune 500 parents, publicly-traded carve-outs, PE- and VC-backed growth companies, foreign-owned US subsidiaries, and owner-operated middle-market businesses. Specific client names are held in confidence; representative engagements are described below.
Education & credentials
- ›MBA-level graduate education across partners
- ›Active CPA licensure (multiple US jurisdictions)
- ›Big-4 partner / senior-manager backgrounds
- ›Former public-company controllers & CFOs
Tools here. Partners there.
Jiesen.ai — automation
CPA-grade AI portals for returns, valuations, document analysis, and technical accounting questions. Built for the volume work — fast, auditable, partner-reviewed patterns under the hood.
Explore the portalsjiesenli.com — consulting
Meet the founding partner and the rest of the team. Where the partner-led engagements live — restructuring, contested estates, IRS exam, M&A, carve-outs.
Visit jiesenli.comYou get partners, not junior analysts.
Most Big 4 and mid-tier firms won't give you a partner on your engagement. The partner is the salesman — we've dealt with them. Clients end up with junior analysts and staff accountants handling the situation, without much real-world experience to offer.
We do it differently. Our differentiation is simple: our partners represent the client, and are intimately involved from beginning to end. Whether it's an IRS issue, a state notice, a compliance problem, an M&A transaction, or an international structuring question — a partner handles it personally.
The automated portals on this site cover the volume work — returns, valuations, technical accounting questions. When the situation needs a partner in the room, that's where our team comes in.
Outcomes, engagements, and the rules we operate under.
Exposure remediated across an 81-issue finance overhaul
Intangible base defended annually to Big-4 auditors
M&A transactions led end-to-end ($50M–$1.4B range)
GL rows analyzed in production LLM forensic workflows
Anonymized to protect client confidentiality. Details modified where necessary.
Distressed multi-entity restaurant operator
$23M revenue, 9 locations, 14+ legal entities. Rebuilt finance function from a documented 81-issue remediation backlog; restored audit-ready close and lender reporting within two cycles.
AI/SaaS sole-CFO mandate, 10-year arc
Built audit-ready close, ASC 606 revenue recognition, 409A valuations, cap-table waterfalls, and multi-round investor diligence from a blank page through major-platform distribution deals.
Public-company carve-out (media & entertainment)
Led a 119-person finance org through a major parent-to-parent carve-out. Carve-out financials, pre-sale / pre-IPO readiness, SOX 404 implementation kickoff.
Chinese-parent holdco, hospitality + real estate
Built captive Finance/Accounting/IT/Ops for a family-owned platform launching a major hotel franchise in Greater China alongside a $655M integrated resort. IFRS across CNY/USD/HKD.
We operate under the AICPA Code of Professional Conduct and applicable state board rules, including Circular 230 for tax matters. Engagements run under written letters with defined scope, independence checks, and conflict screening. Client information is held in strict confidence; AI tooling on this site never trains on, retains, or discloses client-identifying data. We do not provide attest services where independence requirements would be impaired.
How do you protect client confidentiality?
All engagement data is held under strict confidentiality. Client-identifying information is never used to train AI models, shared with third parties, or retained beyond the engagement scope without explicit written consent.
What ethical standards govern your work?
We follow the AICPA Code of Professional Conduct, applicable state board rules, and Circular 230 for tax practice. Independence and objectivity are screened before every engagement.
How does an engagement typically work?
It starts with a scoping call to define the problem, timeline, and deliverables. We then issue a written engagement letter with clear terms. A partner leads the work directly, with regular check-ins until completion.
Do you provide attest or audit services?
We do not provide attest services where independence requirements would be impaired. When attest work is needed, we refer to an independent CPA firm and coordinate as your advisory partner.
Tell us about the situation.
Goes straight to the partner inbox. We respond within one business day.