Mike Up In Your Business Podcast with Mike Michalowicz

Ep 91: A Pumpkin Plan Business Makeover with Minnie Lau

Episode Summary

Minnie Lau joins Mike to share her experience with Pumpkin Planning her business. She refined her offerings as a general CPA, and found her significant niche as a stock option/compensation specialist. It helped her create a much more valuable experience for her customer and for Minnie too. Listen in!

Episode Notes

Minnie Lau is a San Francisco based CPA specializing in helping clients make the most of their stock options.   Minnie started her career working at KPMG and the IRS.  She fell in love with stock options planning during her time working at a San Francisco boutique tax firm servicing high net worth individuals.  Minnie began her tax practice in 2013 servicing early Facebook employees, and now has the good fortune of providing consulting services to early employees of many notable tech start-up companies in San Francisco and New York.  Minnie has a Masters of Accountancy from San Jose State University and a BA in Legal Studies from University of California, Berkeley.

 

 

Websites and Handles:

https://www.minnielau.com/

https://pumpkinplanyourbiz.com/