M&A Advisory

Tu Dao guided us as we purchased a manufacturer’s representative business in 2012. Since that time, her team has taken care of our bookkeeping, our payroll, and our taxes, and advised us each step of the way. We highly recommend  anyone looking for professional, attentive, efficient and reliable accounting or bookkeeping services to contact Tu Dao and her team.

Apogee Engineering

UK Corporation

I first came across Dao CPA/ Accounting in a Box whilst looking to outsource my US accounting function… The quality of service and technical knowledge I experienced whilst working with Dao CPA were exemplary. Should I need to outsource any US accounting in the future, Dao CPA will be my first call!

UK Corporation

Wellness business in Pennsylvania

Sabre Financial Group has been an invaluable resource for me as I expand my business…By truly serving as MY business’s CFO and representing me through the process, I was able to secure great funding and still run my wellness practice with little interruption. I know he is serving various companies, but I ALWAYS felt like his number one client

Wellness Business in Pennsylvania

Business Owner in Texas

I wanted to say how much I appreciate all the hard work & effort that Rob put into helping me with my SBA loan package … He conducts his business honestly and openly…  I would highly recommend him to anyone looking for financial services. Thank you!

Business Owner in Texas

Tax Services

When I see receipts from all of the Federal and State forms that  you have filed for Apogee, I always stop and say ‘thank you’ in my mind for having found your wonderful company over 7 years ago.

Apogee Engineering


I heard about Accounting in a Box via my local NPR station and has been a client since 2015.  Tu provides meaningful guidance when I have questions. The entire team responds quickly and best of all, is friendly and honors my lack of knowledge, making me feel empowered. They are also proactive in communicating. There is nothing about taxes that I look forward to, except knowing that Accounting in a Box has me covered. Thanks!

Michael Gilmore

Business Valuation – Utility Equipment

Aspen Valuations recently completed a valuation report for a company that I owned to facilitate the sale of my shares. The valuation performed by Yen and her team was precise, thorough and defensible, not to mention at a very reasonable cost and a quick turnaround.

Former shareholder of a utility equipment agency, Alberta, Canada

Business Valuation-Litigation Support

I recently retained Aspen Valuations to perform an expert report for litigation purposes. Yen was knowledgeable and went to great efforts to understand the unique aspects of the issues at hand. The report was very thorough and Yen was highly professional in her role as an objective expert witness.

Former shareholder of a distribution company, Alberta, Canada

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