Our Team
Our subject matter experts have over 36 years of experience in the financial services/banking industry, dealing with clients to address their needs around various financial products, business solutions, and taxation. Our team is proud of what we do every day to ensure that our clients' financial pathways are successful.
We have financial experts with significant accounting and taxation experience. Our founder and managing partner previously worked as CPA and consultant at world-renowned firms like PricewaterhouseCoopers (PWC) and Ernst & Young for over ten years. Additionally, he spent about ten years as a vice president at a prestigious Wall Street firm, where he managed a team of accountants to serve a variety of clientele including multinational institutions, small to medium size companies, individual high net worth clients, and families. He is skilled in accounting, audit, finance, internal controls, risks & compliance management, process improvement, and tax law. Winston has worked in different industries including insurance, nonprofit organizations, law, medical, investment companies, real estate, private equity, banking etc.
He has served on various boards of directors and industry technical panels. Winston holds a bachelor’s degree in Accounting and a Master of Business Administration (MBA). He also holds several distinguished certificates and licenses in finance and accounting, including:
Certified Public Accountants (CPA),
Certified Government Financial Manager (CGFM)
Certified Global Managerial Accountant (CGMA)
Certified Financial Services Auditor (CFSA)
QuickBooks Pro Advisor
We have financial experts with significant accounting and taxation experience. Our founder and managing partner previously worked as CPA and consultant at world-renowned firms like PricewaterhouseCoopers (PWC) and Ernst & Young for over ten years. Additionally, he spent about ten years as a vice president at a prestigious Wall Street firm, where he managed a team of accountants to serve a variety of clientele including multinational institutions, small to medium size companies, individual high net worth clients, and families. He is skilled in accounting, audit, finance, internal controls, risks & compliance management, process improvement, and tax law. Winston has worked in different industries including insurance, nonprofit organizations, law, medical, investment companies, real estate, private equity, banking etc.
He has served on various boards of directors and industry technical panels. Winston holds a bachelor’s degree in Accounting and a Master of Business Administration (MBA). He also holds several distinguished certificates and licenses in finance and accounting, including:
Certified Public Accountants (CPA),
Certified Government Financial Manager (CGFM)
Certified Global Managerial Accountant (CGMA)
Certified Financial Services Auditor (CFSA)
QuickBooks Pro Advisor
Winston Bandoh, CPA (MA), CGFM, CGMA, CFSA, MBA
Founder and Managing Partner
Founder and Managing Partner
