Winny is a Senior Manager on the Business Enterprise Services Team in BPM’s San Jose office. She has over 10 years of experience in accounting and financial reporting, and she focuses on assisting clients in the Real Estate and Technology industries.
Winny has extensive knowledge of industry-specific accounting procedures for Real Estate companies and commonly helps clients who own or operate commercial and multifamily properties, as well as REITs and joint ventures.
She also specializes in helping technology startups by creating accounting processes and procedures as well as financial statement and budget reports, so clients can focus their energy on building up their product and/or services for their company.
Her background includes assisting tech companies by implementing accounting software into their day-to-day accounting and month-end process.
She commonly assists her clients who may have fallen behind on their accounting and prepares clients for future financial success by creating monthly plans for businesses to follow years after her work is completed. Winny also helps ensure a company’s audit success by reviewing its financial records and accounting processes to ensure its compliance before the audit process starts. She effectively works to meet the individual needs of each client to help analyze, organize and maintain financial records.
Winny Wong holds an active CPA license in California.
Winny was born in Brazil and is fluent in Portuguese. She can also speak Cantonese, which she learned from her parents.