Alvin Liu

Alvin Liu

Founder @ Agentic CPA

About

10+ years implementing ERP systems and running accounting for mid-market companies — e-commerce, distribution, services, $1M to $100M. Dynamics GP, Business Central, Prophix, Solver, Power BI, QuickBooks Online. I've been in the room when it goes wrong.The thing that always got me: the books are always behind. Not because anyone's lazy — you just can't process faster than your team can get to it. Everything runs in batches, month-end is always a catch-up exercise, and when someone quits, all the knowledge about how the books actually work walks out with them. The next person starts over from scratch.I got tired of watching that cycle, so I built a firm that works differently. Agentic CPA does the production accounting — AP, AR, GL, reporting, close — using AI agents that I built, under CPA review. We're not selling software. We do the work. Your controller stays in charge, they just get a team that doesn't turn over and doesn't fall behind.No controller? We handle that too.

Country

United States

City

Los Angeles Metropolitan Area

Industry

Retail

Skill

Accounting, ERP, Consulting, Business Analysis, Project Management, SQL, Microsoft Dynamics, Leadership, Management, Analysis, Business Intelligence, Microsoft Dynamics GP, Microsoft SQL Server, Software Integration, Financial Modeling, Operational Support, Financial Analysis, Strategic Planning, Team Leadership, Data Migration

Experience

Agentic CPA

Founder

Agentic CPA

LinkedIn
2025-8 - Present · 1 yr 2 mos

Outsource accounting and business systems for mid-market companies. We handle the production accounting — AP, AR, GL, reporting, month-end close — so your team can focus on the work that matters.

WonderFold

Director of Finance

WonderFold

LinkedIn
2023-4 - Present · 3 yrs 6 mos
Accounting and Information Systems

Independent Consultant

Accounting and Information Systems

2018-1 - Present · 8 yrs 9 mos
FMT Consultants

Practice Manager

FMT Consultants

2014-3 - 2017-12 · 3 yrs 10 mos

Greater Los Angeles Area

Dynamic Methods

ERP Consultant

Dynamic Methods

LinkedIn
2012-8 - 2014-3 · 1 yr 8 mos

Irvine, CA

Lan, Liu & Co

Staff Accountant

Lan, Liu & Co

2011-6 - 2012-5 · 1 yr

Alhambra, CA

Education

USC Marshall School of Business

USC Marshall School of Business

LinkedIn

Business Administration, Finance

Alvin Liu's Contact Information

Email

******@***.com

Phone

(**) *** ****

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