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Elevate Vision Finance combines Controller-level execution with CFO-level strategic support to build finance functions that scale with the business. The result is greater clarity, stronger investor confidence, and more time for founders to focus on growing their company.
Client Results
$40M
Raised supported through finance transformation
80%
Non-compliance
risk reduction
50%
Financial reporting accuracy improved
$300K
Annual savings through cash flow discipline
20%
Accounting operation efficiency gain
30%
Sales tax exposure reduced
Meet Wei Yao
As a fractional Financial Controller providing CFO-level strategy support, I help venture-backed companies build investor-ready finance functions built to scale. With over 18 years of experience, I support companies through rapid growth, investor readiness, and operational scale. I believe finance should provide clarity, not complexity—helping founders make better decisions with confidence.
At Shopify, I managed accounting across multiple international entities and led post-acquisition integration. At Undertone, I led technical accounting initiatives, ERP implementations, and SOX compliance. I combine the discipline of public-company finance with the agility required by high-growth startups, helping founders build finance functions that satisfy investors without slowing the business down.
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For one $600M startup client, I led financial due diligence and managed the Big 4 audit. For another Series B client, I drove a finance transformation that supported a successful fundraise, reducing non-compliance risk by 80% through correcting material financial statement errors and closing significant sales tax gaps. I also led cash flow management, forecasting, investor data room preparation, KPI reporting, and day-to-day accounting operations. By implementing disciplined cash flow planning, I generated over $300K in annual savings for the client.
I hold an MS in Accounting, am a CPA candidate, and continue to expand my expertise through Columbia Business School's Chief Financial Officer Executive Education Program and MIT's AI Strategy program. I combine hands-on accounting excellence with executive-level strategic insight and technology-enabled execution to deliver modern finance transformation your company needs to scale with confidence, earn investor trust, and make better business decisions.
Services
Financial Reporting
& Analysis
Clear, trusted numbers that build confidence with boards and VCs
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Turn complex data into clear metrics that drive sharper strategic decisions.
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Reporting packages that speed decisions, strengthen diligence, and build board confidence.
Cash Flow Management
& Runway Clarity
Answer the most critical founder question: “How long do we have?”
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Up-to-date burn tracking and cash flow models that prevent solvency risks and keep growth on track.
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Strategic liquidity planning to extend runway without stalling growth.
Forecasting & Budgeting
Forward-looking clarity for
smarter decisions
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Forecasts that adapt as your business grows.
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Budgets that keep teams aligned and spending disciplined.
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​​Financial roadmaps that turn visions into measurable targets.
Compliance Guardrails
& De-risk Your Business
Protect credibility, prevent costly surprises, and provide peace of mind
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​Compliance frameworks for GAAP, revenue recognition, tax, and internal controls—so your team can stay focused on growth.
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Practical guardrails that keep finance disciplined without slowing down the team.
Systems, Policies
& Process Optimization
Systems that scale with your growth
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Set up and optimize scalable accounting, billing, payroll, and expense systems.
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Streamline processes that reduce errors, save time, and prevent overspending.
Accounting Operations
& Month-End Close
Strong, reliable financial foundations for your next stage of growth
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Day-to-day accounting—from expense reports and payables to receivables and core finance tasks.
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AI-enhanced automation that reduces manual errors and ensures timely, accurate month-end close.
Industry Focus
SaaS
AI
CPG/ecommerce
Service Firms
How I Help You Succeed
Make Better Decisions
Gain clear financial visibility and performance insights that support faster, more informed decisions.
Reduce Risk
Build reliable reporting, stronger controls, and compliance processes that protect the business and strengthen investor confidence.
Scale with Confidence
Create scalable finance systems and operational discipline that support sustainable growth without slowing the business.