Our Founder, Rhys Li, spent years as a risk investigator in New York City and later as a risk consultant for the big 4 accounting firms. He believed in educating business owners so they can grow and expand no matter what challenges they were exposed to.
OPTI Finance & Accounting was born to provide the services that the founder believed as fundamentals for any business to thrive and survive. With over 18 years of experience, we are equipped with the right methods and tools to help you and your business.
We Offer Popular Plans for Risk ConsultationPersonal Leadership DevelopmentSuccession Planning
We believe our client’s success is our objective and we place our clients’ business needs first.
We Offer Popular Plans for General FeaturesPersonal taxInheritance TaxIndirect TaxLarge CorporateInternational Tax
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The task was to help a French waste management company to prepare their new board of directors to become leaders.
After 6 months of work, three new board of directors were prepared to take on their new role. The task was challenged with the new generation’s ability to lead without risking the success the previous board of directors created. The project not only prepared three new executives to become leaders but with new knowledge in risk taking and handling, they felt more confident to take on their new role.
Employment attrition rate has always been an issue at a Swiss pharmaceutical company. The challenge for us was to help identify the issue and mitigate it.
The project lasted 12 months that resulted in the development of a long term goal. Together with the business leaders, we came up with a plan to identify the risks and resolve the noted issues. The method also help vet out those that may be a better fit for another department. The company now have retained all their employees since the end of the project.
The plan is to help a new entrepreneur develop his business and scale up
After two months of work, the entrepreneur was able to identify his market by identifying the risks involved in each of his previous target market. The next risk was to help him identify his suppliers and products. This was all accomplished through risk management. The lessons he learned from my consulting helped him to become sustainable entrepreneur. He is in the progress to scale up throughout Europe.
"You will leave Rhys' coaching sessions feeling excited about living your values and accomplishing those things that truly matter to you."
Director
“Rhys is an insightful, patient, thought-provoking and compassionate coach. He is non-judgmental, very open and has excellent listening skills.”
“Rhys has a profound coaching method that encouraged me to speak up at work and in my personal life.”
A Defensive Strategy for Small Business Owners to Manage Risks, Plan for the Future, and Grow Forward
