§ 01 · The Counsel

Casper Zhao.Thirteen years on the side of the table that asks the questions.

A decade-plus inside Big Four audit, transaction services, and technical accounting — running the work PE sponsors, IPO candidates, and public registrants pay six figures a quarter for. AI-native by design, I rebuilt that same machinery for professional-services and SaaS companies in the $2M–$20M range.

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Casper Zhao portrait
$2B+
Transactions executed · BDO/PwC era
100+
M&A transactions supported
$700M+
Client revenue managed
20→5
Days · month-end close re-engineered
§ 02 · Pedigree

The credential stack.

Three Big-Four-tier firms. Four post-CPA designations. Real numbers from engagements I've personally executed — capital markets, transactions, FX, and operational close cycles.

Firms & credentials
PwC — audit foundation, technical accountingBig Four
BDO — M&A advisory, deal-side finance$870M+ FDD
A leading global advisory firm — QoE, IPO readinessTransactions
CPA — MassachusettsActive 2013
FMVA · CMSA · CBCA · FPWMCFI
MBA — Accounting, SUNY Oswego—
What the numbers say
Transactions executed$2B+
M&A transactions supported100+
Client revenue managed$700M+
Annualized FX savings delivered$50M+
Month-end close re-engineered20 → 5 days
AI workflows in productionPython · live
The work that survives the AI transition is deciding what the numbers should be — not just what they are.
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§ 03 · How I work

One operator. The whole stack.

01 — Machine

AI execution as the floor

Close, reconciliation, reporting, and forecasting cadence run continuously and supervised — the work a legacy CFO used to charge $300K for, now infrastructure.

02 — Hybrid

Models & technical memos

Three-statement models, scenario planning, and ASC memos — designed by the counsel, accelerated by AI, built to hold up under a buyer's diligence team.

03 — Human

Judgment on top

Banker and creditor negotiation, the business narrative, capital allocation — the judgment calls the CEO shouldn't be making alone.

§ 04 · Work with me

Bring me the number you don't trust.

Thirty minutes, no pitch deck. Tell me what you're working on and where the risk lives — I'll tell you what the work actually looks like for that situation.

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