Gina Yu

I’m a CPA and CFO Advisory Manager who partners with small and mid-sized businesses, forex traders, and active investors. I lead advisory and discovery consultations across accounting, tax, and compliance, and I onboard 15+ new clients per month generating $50k+ monthly recurring revenue. I scope and structure engagements aligned to each client’s growth stage.

As a Co-Founder/Fractional CFO, I provide FP&A support that turns financial data into action. I deliver financial modeling, cash flow forecasting, and KPI tracking, and I streamline monthly reporting cycles for founder-led organizations. I also manage a team of accounting professionals while overseeing high-level financial analysis and planning.

Earlier in my career, I delivered Real Estate Tax advisory work at Deloitte by leading client engagements, reviewing staff work, and presenting outcomes directly to clients. I analyzed financial data for partnerships and real estate entities, including projections, allocations, and tax-driven modeling, and I maintained strong client relationships through consistent communication. I’m efficient in K1-G, GoSystems, and SAGE, and I mentored and trained new staff.

I hold a Georgia CPA license (January 2023) and additional credentials including Intuit Quickbooks Expert (February 2024) and ongoing CFI FP&A and FMVA certification. I bring a consultative mindset—helping clients frame ROI, meet compliance obligations, and make confident, data-backed decisions.