We are a CPA and consulting firm with over twenty years of working experiences. We are in the tri-state area of New York, New Jersey and Pennsylvania. We have a philosophy: serving client professionally with all we have.
Our more-than-20-years of experience covers public and private accounting, tax, investment, risk management and corporate finance. We had experience in leading teams of professionals executed numerous billion dollar projects in achieving millions of incremental profits working in American Express’s corporate strategy, Citigroup’s risk management and Wyndham’s global finance. We also have experience in providing accounting, risk, corporate strategy and tax services to public to private, local to international corporations in manufacturing, medical, retails, transportation, real estate, leisure travel and banking industries. We also had experiences in managing $5 billion dollar investment strategy for the municipal bond portfolio and low income housing investments. We had experience in leading and participating the integration of dozen of new acquisitions of Citigroup and Wyndham. We had experience of being responsible and managing the annual generation of $450 million free cash flow from 15 companies worldwide. We have profound experience in managing the profitability of business small or big operations, customer acquisition and management.
We now serve primarily small to middle size companies and individuals as their personalized “CFO” and tax experts, and compliance matters.
Cindy Yu, Author, MBA MS, CPA, CFP, Adjunct Professor with Fairleigh Dickson University, Partner of the firm with over 20 years of valuable experience assisting individuals and small to S&P 500 businesses with their financial, tax, risk and cash flow needs.
Ms. Yu received a M.S. in accounting from University of Delaware and M.B.A from Regis University. Ms. Yu is a NJ licensed CPA since 1995 and a Certified Financial Planner by the CFP board. She also earned various professional designations and licenses in computer science, management accounting, investment and insurance.
Since 2002, as a founder and volunteer of 501(c) organization PCE Club, she
devoted time and fund to parents and children education and earned Presidential Volunteer Award 3 years in a row. She lives in New Jersey with her husband and two children. Her favorite leisure activities are reading and writing, gym, Zumba and gardening.
Donna Campanaro, CPA, is partnering with Cindie LLC. She is a NJ licensed CPA and a member of NJCPA. Her B.A. degree was earned at Johnson &
Wales University in 1988. She’s an experienced professional with integrity and care for her clients.
Donna lives in Branchburg, NJ with her husband and two children. Her favorite hobbies include skiing, wakeboarding, jet skiing, and reading.
Laurie Shen, MBA, is an expert in regulatory compliance for financial service industry. She’s partnering with Cindie LLC on all regulatory compliance related engagement.
Brandon Lin, Staff Accountant, is also the office manager for the Firm. He’s been with the firm since 2017. He’s an experienced bookkeeper and tax preparer.