Build The Financial Engine That Accelerates Your Business
Fractional CFO and Capital Advisory for Growth-Stage Businesses
YLU CPA provides senior financial leadership, capital advisory, and management reporting support to founder-led, growth-stage, and private-equity-backed companies. From cash-flow forecasting and monthly reporting to financing readiness and transaction support, we help leadership teams make clearer decisions, manage risk, and prepare for the next stage of growth.
Based in Burnaby, we serve businesses across Greater Vancouver and British Columbia.
Our Firm
Your Finance Partner For The Next Stage
Growth changes the questions leadership must answer. Cash, margins, reporting quality, capital structure, lender expectations, and transaction readiness become connected — and each decision can affect the company's ability to scale.
YLU CPA combines ongoing CFO leadership with project-based capital support and disciplined reporting. This gives clients a finance partner who understands the operating business, the capital structure, and the decisions in front of management.
Fractional CFO Services and Financial Leadership
Senior finance leadership without the cost or delay of building a full-time executive finance function. We support forecasting, 13-week cash flow, management and board reporting, finance-team leadership, financial modelling, audit readiness, and major strategic decisions.
Capital Advisory and Corporate Finance Support
Project-based financial support for financing, acquisitions, refinancing, expansion, liquidity planning, and other major capital decisions. We help clients build a credible financial case, assess structure and risk, prepare stakeholder-ready materials, and coordinate with lenders and professional advisors.
Bookkeeping Services and Management Reporting
Selective outsourced bookkeeping and reporting support for growth-oriented businesses that need more than transaction entry. We help clients establish a disciplined month-end close, timely financial statements, KPI reporting, cash-flow visibility, and information leadership can act on.
Who We Serve
Built for Growth, Complexity, and Major Financial Decisions
YLU CPA is most valuable when a business has moved beyond basic accounting support and needs stronger financial leadership. Typical situations include:
Rapid growth is increasing pressure on cash flow, reporting, people, and systems.
Management lacks timely visibility into margins, liquidity, forecasts, or business-unit performance.
A lender, investor, board, or buyer expects more rigorous financial information.
The company is preparing for financing, an acquisition, a divestiture, or a major capital project.
An internal finance team needs executive leadership, better processes, or stronger accountability.
The business needs a financial partner who can connect operations, capital, and long-term value.
Track Record
Experience That Stands Up to Scrutiny
Founder Jackie Lu, CPA, CISA, brings experience across Big Four audit, global treasury operations, and hands-on financial leadership through private-equity transactions. YLU CPA applies that background to practical decisions for operating businesses.
Selected published engagements include:
$200M Divestiture
Fractional CFO and transaction finance leadership for a critical infrastructure divestiture.
$10M+ Capital Package
A scalable capital structure and finance-function build for a high-growth logistics operator.
$5M Acquisition Facility
Transaction structuring, lender coordination, and post-close finance setup for a licensed daycare acquisition.
Selected outcomes are specific to the circumstances of each engagement and do not guarantee future results.
Industries We Understand
YLU CPA supports businesses in these industries:
The common thread is operational complexity, capital intensity, regulated environments, or a significant financial decision.
Insights and Case Studies
Explore practical perspectives on financial leadership, financing readiness, transaction preparation, cash-flow discipline, and the decisions that shape long-term business value.
Discuss Your Next Financial Decision
Whether you are strengthening the finance function, preparing for capital, or evaluating a transaction, YLU CPA can help you build the financial clarity required for the next stage.