ABOUT US
(Maggie) Jing Yu
About
CFA, CPA, CPA (Illinois)
Maggie is the founder of Meaningful Yield Consulting. She is an accounting & finance professional with over 7 years of diverse experience in financial accounting, internal & external reporting, private equity, and valuation.
She worked in a national firm providing assurance services during the first 4 years of her career and moved to a corporate accounting and investment analysis role in the private equity industry focusing on due diligence, process improvements, and company start-ups. These diverse experience have provided her with the ability to see the financial needs of your business and allows her to provide the best advice! She's also passionate about serving the not-for profit organization and mentoring future CPAs.
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Education
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Master of Higher Education, University of Toronto (ongoing)
Canadian Institute of Chartered Business Valuators (ongoing)
Bachelors of Business Administration, Accounting Major, Cape Breton University, highest academic standing
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Languages
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English, Mandarin, & Cantonese
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Designations
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Chartered Financial Analyst (CFA)
Chartered Professional Accountant (CPA)
Certified Public Accountant (CPA, Illinois), USA
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Community
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CPA Mentor
Judge, CPA Capstone 1 Oral Presentations
Treasurer, Working Skills Centre
Worship leader at a local Christian Church
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Jason Lu
Jason is the executive assistant for Meaningful Yield Consulting. He has obtained his Bachelors of Business Administration, Marketing Major from York University, Canada. He has extensive experience in event planning, office administration, and social media. Attention to details and with strong organizational skills, he has successfully hosted multiple events and book clubs with average 50+ participants.
Trusted Advisors
We treasure every client, and we thrive to be your trusted advisors and maintain long-term relationships.
Long-term Perspective
We perform in a proactive, long-term planning methodology that enables you and your business to stay one step ahead