Our leadership PhD, 20-year experienced CPA, project managers, negotiation masters, and marketing experts will ensure your business grows and thrives

About Our COMPANY

At Wealthford Lead (DBA: Startups LEAD), we believe that true accounting mastery goes beyond mere numbers and sustainability goes beyond financial health. With a rich legacy spanning over five years, our firm has built its reputation on the principles of integrity, precision, and adaptability. Our team of dedicated professionals works tirelessly to understand the unique needs of each client, offering bespoke financial solutions and effective management tailored to ensure optimal financial health and sustainable growth.

Over the years, we have successfully guided hundreds of startups to take root, sprout, and thrive in Silicon Valley’s competitive landscape to achieve sustainability. Notable examples include H2O Head Care, DDS Camillia LLC, C.Q. Noodles, Happy Feet SPA, Ahouse Inc., Luxe Paw Grooming, MY Dumpling, Blue Danube Healing Center, DSTEK Inc., Marina Sushi Bar, YA Homes and many more.

More impressively, we specialize in conflict resolution and creative negotiation, empowering organizations to turn challenges into opportunities, avoid costly legal disputes, and prioritize creating shared value and sustainable success.

Founder & CEO / Yanli He, PhD

Dr. Yanli He earned her PhD in Organizational Leadership. Her complementary skills in accounting, project management, leadership, negotiation, and teaching, honed through professional education and certification from UCSC Silicon Valley, Harvard Business School, Columbia International University, and the City & Guilds of London Institute, have laid a robust foundation for Wealthford LEAD since March 2021. Additionally, Dr. He serves as the president of Post-Pandemic Leadership Research Institute (PLRI) and as the mentor for Startup World Cup.

Startup World Cup is the #1 startup pitch competition in the world! Powered by Pegasus Tech Ventures, Startup World Cup hosts over 100 regional events across 60+ countries every year. These regionals culminate into our Startup World Cup Grand Finale event, where winning startups from each regional event will compete for a $1M investment prize!

Meet OUR CPA

Yanfen Wu CPA has 20 years of experience providing accounting, tax compliance, tax planning, and CFO consulting services to private equity, venture capital funds, and investment funds.

Currently, she is the tax partner and chief CPA of Wealthford Lead; she also serves as the VC CFO at Kranz Consulting and the CFO of the Post-Pandemic Leadership Research Institute (PLRI).

Previously, Yanfen CPA was a Tax Partner at PwC and a managing director at BDO San Francisco. 20 years ago, she started her career at KPMG and worked on partnership taxation for nine years.

Cost-effective, efficient and flexible, outsourcing your accounting can give you access to CFO-level strategic financial skills to take your company to the next level, and lets you concentrate on running your business.

AUDIT

Audit is more than just a regulatory necessity; it‘s an opportunity for growth and refinement. Our team of experienced auditors delves deep, offering insights that go beyond the surface, helping clients to not only meet compliance standards but also to recognize areas for operational enhancement.

Taxation

Whether you‘re an individual looking to optimize your tax returns, or a business aiming to harness the full range of tax incentives available, we‘ve got you covered. Our approach is holistic, merging the intricacies of tax law with practical financial strategies.

98 S Abel Street Milpitas, CA 95035 ☎ 650 433 6747

5000 Birch Street West Tower Suite 3000 Newport Beach, CA 92660 ☎ 213 235 8587

225 West 34th Street Floor 9 New York, NY 10122 ☎ 650 507 9966

333 SE 2nd Ave 20th Floor Miami, FL 33131 ☎ 786 433 6747

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