Kelly Yu

Critic
DISC Type : C

Managing Director and Shareholder at CBIZ CPAs P.C.

Houston, Texas, United States

Overview

Kelly Yu is a Managing Director and Shareholder at CBIZ, working in the National Attest Office. A CPA with a Masters from The University of Texas at Austin, she specializes in resolving complex accounting issues in US GAAP, IFRS, and SEC reporting for public companies.

Her professional interests include keeping up with business insights from sources like the Harvard Business Review. She has deep industry experience across technology, e-commerce, and financial services, focusing on companies pursuing capital market transactions.

Unique fact: Kelly has a specialized background in assisting Chinese clients with the intricacies of navigating U. S. IPOs and bond offerings.

Personality Overview

Information Seeker

Negotiator

Critic

They are quite likely to negotiate on pricing or other key terms.  They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

U. S. Capital Markets
Specializes in assisting international clients with complex U. S. IPOs, SEC reporting, and public or private bond offerings.
Complex Accounting Standards
Expert in navigating and implementing US GAAP, IFRS, and newer standards like ASC 606 (Revenue) and ASC 842 (Leases).
Cross-Border Finance
Possesses significant experience providing solutions for Chinese companies engaging in capital market transactions in the United States.

Media Appearances

Kelly has no verified media appearances

Work History

11-2024
Managing Director and Shareholder at CBIZ CPAs P.C.
4-2024 - 11-2024
Partner at CBIZ CPAs P.C.
6-2021 - 11-2023
Partner at Deloitte China
8-2019 - 5-2021
Senior Manager at Deloitte China
10-2017 - 5-2019
Senior Manager at Deloitte China

Education

2004 - 2009
Masters of Professional Accounting from The University of Texas at Austin
CIBER Summer Program from The Chinese University of Hong Kong

More Information

Social Presence :

Prographics :

Exp : 15 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Managing Director and Shareholder at CBIZ CPAs P.C.
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kelly

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kelly take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kelly

Personality Compatibility


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