Meet The Team

Bill Luo, MBA (Boston University)

With over 10 years of experience in finance and accounting—spanning private‑equity fund administration and small‑business operations—Bill is more than a bookkeeper. He is a strategic partner who helps owners make clear, actionable decisions. He specializes in turning financial statements into growth and cash‑flow plans: budgets, forecasting, pricing and profitability analysis, cost optimization, KPI systems, and monthly reviews that support scalable business performance.

• Building end‑to‑end processes from bookkeeping → monthly close → management reporting → KPI dashboards for restaurants and local service companies.
• Supporting private‑equity fund accounting and audit coordination; standardizing fee accruals and carried‑interest calculations.
• Drawing on hands‑on restaurant ownership to connect inventory, margins, turnover, and cash—preventing “paper profits” with cash shortages.
• Strategy & Forecasting: Budgets, cash‑flow forecasts, scenario and sensitivity analysis.
• Profitability & Pricing: Margin and contribution analysis by product/location/customer; pricing and cost optimization.
• Operations & Compliance: Monthly close, management reports, KPI dashboards, documented controls.