Background

Global FinX

Your All-In-One Financial Operations Partner — Powered by Expertise and AI

We provide the next-generation financial operations solution, efficiently combined with an AI-driven platform that gives you real-time visibility and control, so you can focus 100% on business growth.

Who We Serve

Designed for High-Growth, High-Ambition Companies

Startups & Founders
Tech & SaaS
Cross-border Operations
E-commerce & Digital Businesses
Services

Our Services

From accounting operations to CFO advisory, we provide comprehensive US finance and tax solutions to power your business success

Accounting & Financial Operations

Complete accounting and financial operations management

Transaction recording, sales/COGS/inventory/fixed assets
Accounts payable & receivable workflows
Monthly accounting & reconciliations
Financial statement preparation (GAAP)
Cash flow management
Audit-ready documentation

Tax Compliance & Filing

Comprehensive tax compliance and filing services

Federal & State income tax
Research & Development Credits
Sales tax & local tax
Compliance calendar creation
International reporting (as applicable)

Business Setup & Entity Structure & Compliance

Entity formation and compliance setup

Entity selection (LLC, C-Corp, S-Corp)
Federal EIN and State registrations
Cross-border structuring support

Payroll & HR Compliance

Automated payroll and HR compliance management

Automated payroll processing
1099/contractor management

CFO Advisory

Strategic financial advisory and CFO services

Investor materials review
Pitch deck financials
Financial modeling & projections
Bank & lending strategy
KPIs and unit economics
Board reporting

Why Choose Us

Top-Tier Expertise. Modern Technology. Real-Time Insight.

With a career spanning both public account/investment banking and high-growth tech companies, start-ups, and cross-border US–China operations, our founders created a new model: a financial services firm that is as strategic as a CFO team, as precise as a Big Four practice, and as efficient as AI.

World-Class Experience, Without the Big-Firm Cost

Leverage the knowledge of professionals with Big Four backgrounds and decades of industry leadership. We build financial systems that meet GAAP, IRS, and audit standards from day one.