As a Manager on Gray, Gray & Gray’s Sage Intacct & Advisory team, Xiaoyi works with closely-held businesses and owner-managed businesses throughout their critical start-up and growth stages. Her guidance and targeted advice are important factors in keeping emerging companies on the right track.

Xiaoyi focuses on assisting clients with accounting and automation systems, including the Sage Intacct enterprise accounting platform and Workato process automation tool.

She also delivers carefully crafted advisory services relating to accounting systems consulting and improvement, strategic business consulting, and financial statement services and modeling, along with traditional services such as financial statement reviews and compilations, employee benefit plan audits, and strategic tax planning and compliance.

“Sage Intacct is a wonderful system for accounting, especially if your business is in a growth mode and needs the ability to upscale and expand,” Xiaoyi says. “But the true power of Sage Intacct lies in our ability to customize the system to meet the specific reporting and analysis needs of an organization. We optimize the workflow, streamline the process, and create a powerful resource for managing the business.”

Prior to joining Gray, Gray & Gray in 2022, Xiaoyi served as an accountant with Brixey & Meyer. She is a graduate of Shanghai Financial University and Lakeland College. When not solving problems for clients, Xiaoyi may be found spending time with her daughter and trying to corral her three dogs, two Huskies and a Malamute.