Kelly Yu in

Kelly Yu

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Managing Director and Shareholder at CBIZ CPAs P.C.
📍 Houston, Texas, United States

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.

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Experience
15 Years
Current Role
Managing Director and Shareholder
Job Level
Mid-senior
Location
Houston, Texas, United States
Personality Overview

How Kelly shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kelly cares 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).
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Career

Work history

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

Media appearances

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Education
2004 - 2009
Masters of Professional Accounting
The University of Texas at Austin
CIBER Summer Program
The Chinese University of Hong Kong
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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