Jin W. Chang

Observer
DISC Type : ic

CEO, Co-Founder at Fieldguide

San Francisco, California, United States

Overview

Jin W. Chang is the CEO and Co-Founder of Fieldguide, an agentic AI platform for audit and advisory firms. A UC Berkeley MBA and former EY practitioner, he is recognized as one of the "Top 100 Most Influential People in Accounting" for building technology he wished he had.



Prior to his current venture, Jin co-founded Lydia Tax, a company aptly described as the "TurboTax for cryptocurrencies, " which was backed by UC Berkeley’s SkyDeck accelerator.

Personality Overview

Assertive

Example Seeker

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Agentic AI
His company, Fieldguide, is positioned as the leading "agentic AI" platform, reflecting his focus on advanced AI solutions for audit and advisory services.
Practitioner-led Innovation
As a former "Big 4" auditor, he is passionate about building the modern, AI-powered tools that are specifically designed for practitioners like himself.
Cryptocurrency Tax
He co-founded Lydia Tax, a startup backed by UC Berkeley's SkyDeck fund that was designed to be the "TurboTax for cryptocurrencies. "

Media Appearances

Goldman Sachs leads $75 million funding round for Fieldguide, an AI software platform for accounting and CPA firms. Featured in Fortune

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Fieldguide Raises $30 Million to Combat CPA Shortage With AI. Featured in PYMNTS

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Innovation Insights Podcast: Fieldguide – Center for Transformation. Featured in ImproveTheWorld.net

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Work History

4-2020
CEO, Co-Founder at Fieldguide
2018 - 2020
Chief of Staff at Atrium
2017 - 2018
CEO, Co-Founder at Lydia Tax
2012 - 2017
Audit, Advisory, Consulting at EY

Education

Master of Business Administration - MBA from University of California, Berkeley
Summer 2020 from Y Combinator

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Francisco, California, United States Job Level : Leadership Designation : CEO, Co-Founder at Fieldguide
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Insights For Selling To Jin W.

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jin W. is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jin W.

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jin W. move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jin W. take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jin W.

Personality Compatibility


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