Learn More About Us at AgileCPA
Our Mission
In the ever-evolving digital world, we are at the forefront of implementing cloud-based technologies to fully automate accounting process. This leaves with more time to help you on your business. We are proud of our work, and we will ensure:
- Your business is tax compliant
- Your taxes are minimized
- Your processes are streamlined and efficient
- Your business applies accounting best-practices
- We establish lasting client relationships
- Your business uses cutting edge technologies
Our Vision
We seek to disrupt the accounting industry by utilizing the technology involved to automate accounting processes, giving us more time to advise and support on our clients’ business strategy.
What does success mean for us? We were apart of the team that helped you acheive your business goals
Our Guiding Principles
Honest & Ethical
We are genuinely invested in our clients’ business success; this means telling hard truths even when it is not in our unilateral interests
Expertise
We do quality work; meaning we meet our commitments, delivering on-time with a high level of accuracy
Innovation
We think outside the box and are industry disruptors
Continuous Learning
We invest in education and personal growth of our peers and clients
Fun!
Accountants are known to be boring—this is not us; we aim to bring colour and a fresh, exciting perspectives to the world of finance
Supporting Subheading
Secondary Heading
350+
Projects Done
985
Trees Planted
435
Happy Clients
1250+
Plant Types
Wendy Ha, CPA, CMA
Founder, Principal Consultant & Advisor
Driving business performance in small and medium-sized companies for more than a decade, Wendy Ha helps organizations and their leaders to adapt and remain agile in evolving markets while promoting profitability, growth, and business transformation.
A Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA) with well-rounded expertise, Wendy leverages her strong financial acumen to meet the full spectrum of a business’s needs; from capital financing at inception to strategic exits to ensuring compliance by filing tax returns.
Since 2015, Wendy has empowered executives in businesses as Principle Partner & CEO at AgileCPA. Her contributions include leading financial activities that helped a start-up software company close $10M USD in seed financing and directing scalable finance and accounting solutions that helped a manufacturing client to grow a $150K business to $2M in sales in two years.
