About us
Finance, Accounting and Business Services
FinAlpha LLC provides comprehensive business services encompassing tax planning, tax strategy, business and personal tax preparation, accounting and bookkeeping, QuickBooks setup and maintenance, payroll management, preparation of management reports, monthly/annual financial reports, and financial forecasting.
In certain situations, we collaborate with our clients to offer outsourced compliance and due diligence services, executive management, Money Laundering Reporting Officer (MLRO) assistance, and an array of supplementary services to facilitate seamless business operations for our clients.
Our solutions are specifically tailored to assist our clients in achieving superior business and financial outcomes, employing a distinctive problem-solving approach and coaching methodology to navigate through challenging circumstances.
The paramount objective of FinAlpha LLC is to meet our clients' business requirements. Through our service-based approach to client care, we prioritize making every possible effort to serve our clients through partnership and personal connections. We pride ourselves on fostering open and transparent communication to collectively orchestrate the most advantageous outcomes for our clients.
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Our Mission
Our mission at FinAlpha LLC is to provide top-tier financial services to our clients, combining excellence with cost-effectiveness. Through the strategic use of innovative technology and resources, we aim to deliver optimal solutions that meet our clients' needs and drive their success.​
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Jason Wong
CEO & Owner
Meet the owner
Jason Wong is the individual responsible for the establishment and leadership of FinAlpha LLC Services formally known as FinCay LLC, a company founded in 2019. Jason obtained an MBA in Business Management from Nova Southeastern University, after which he relocated to the Cayman Islands. During his time in the Cayman Islands, Jason gained professional experience in Hedge Funds, Private Equity funds, Compliance, and various system integration projects.
Upon accumulating substantial expertise in the financial sector, Jason made the decision to initiate his own Accounting/Bookkeeping company, FinCay Inc. Subsequently, in 2017, Jason opted to return to the United States with the aim of expanding the FinCay brand successfully. Through this expansion, Jason effectively tailored the business to meet the needs of the U.S. Market. Simultaneously maintaining existing services, he transformed into a certified tax firm, achieved the Quickbooks ProAdvisor Certification, and registered as a government contractor.
Jason is presently pursuing the completion of his CPA exams, with the intention of elevating FinAlpha LLC to the status of a certified accounting firm. His primary motivation lies in serving and supporting his community. He recognizes that small businesses form the backbone of the community and should have access to affordable financial services that foster their growth and resilience. With this objective in mind, Jason endeavored to establish a firm capable of effectively complementing and adding value to businesses.
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Affiliations:
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Alpharetta Chamber of Commerce
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Alpharetta Rotary Club
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Alpha Kappa Psi Fraternity
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American Association of Notaries
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