About Me
My name is Rosaline Chen and I am here to serve your financial needs.
Let's work together to grow your business and personal wealth.
My name is Rosaline Chen. I started this business in 2023 to help my friends who own small businesses.
No matter your business structure (DBA, sole proprietor, single or multi-member LLC, etc.) or if you’re an individual looking to start your own business, I am here to help. I personalize my services to your specific situation and give 110% dedication to you. If I don’t know the answer to a question you have, I will find it for you or guide you in the right direction.
Messy books and finances? I will help you clean it up and get you on the road to financial success. Let me help you take care of the books while you do what you do best and let me help you maximize your business.
Not sure where you’re at when it comes to your personal wealth? Don’t know what the heck you’re doing? Let’s take a look and discuss your options. The name of the game is financial freedom.
Looking to make a major purchase such as buying your first home or purchasing your next vehicle? Let me help you figure that out.
Need to file your taxes but don’t understand what you’re doing? I’ve got you.
Schedule a free consultation with me.
Achievements
Education
The University of Texas at San Antonio
Bachelor of Business Administration in Accounting
Business and General Business Honors
100 Best Business Students
Career
Alamo Title Company – Title Policy and Accounting & Administrative Assistant
AXA Advisors – Financial Advising
Tesoro Corporation – Trading Controls (Risk Analyst)
BDO USA, LLP – Tax Core Services
Alamo Title Company – Mail Handler – Administrative Assistant
Tesoro Corporation – Product Accounting
Jefferson Bank – Credit Analyst I
Fidelity National Financial – Title Assistant
Fidelity National Financial – AVP/Policy Coordinator
Fidelity National Financial – AVP/South Texas CPF Analyst and Policy Manager
Fidelity National Financial – AVP/Texas CPF Reporting Analyst
