Nonprofits and Associations

The City of St. Clair Shores had used the same audit firm for over 30 years. The possibility of changing firms and adjusting to new personnel and procedures that could result in a significant increase in staff time was a major concern. So much so that it was discussed during the interview process with each firm that was shortlisted. Representatives from Yeo & Yeo reassured us throughout the process that their methodology, even during the first year, would not result in a significant increase of staff time. This was confirmed through reference checks with other organizations in a similar situation. Our experience was consistent with what we were told during the interview process. Yeo & Yeo met or exceeded our expectations in all respects when it came to their transition plan.

Doug Finance Director

Education

Yeo & Yeo has been a trusted advisor for us. It’s not because they can do the tax return and help us with our ESOP. It’s that whole next step which is the relationship and the advice, and that’s what I truly value is the insights provided. Taking the complex and making it simple for our business is where the value is.

James COO/CFO

Financial Institutions

Yeo & Yeo has been instrumental to the rapid growth and financial stability of our company. They assist and advise on all business planning. We trust Yeo & Yeo completely and truly value the team's input.

Beth CEO

Construction

Our CPA at Yeo & Yeo has been our tax expert since the very beginning, and we always meet with her to talk about different aspects of how we should run the business to take advantage of tax laws and make sure we're doing things the right way. They have been with us step for step the entire time we've been in business.

Mark Co-founder and Principal

Financial Institutions

For a first-year audit, ours went very smoothly. All Yeo & Yeo staff assigned to the audit were professional and pleasant. We have enjoyed the friendly and prompt response to all of our questions prior to, during, and after the audit.

William Finance Director

Education

Yeo & Yeo's auditors are always available for questions (not just at audit time) and they offer suggestions to ensure an efficient and accurate audit. Their expertise has guided me through bond issues, sinking funds, early retirement incentives and too many GASBs to count! While I may not love audit season, I do enjoy having a team of professionals that review my work so I can stand with confidence before our community and Board of Education.

Carol, CPA Finance Director

Education

We rely on Yeo & Yeo for many items involved in the financial management of our company. Whether it’s finding hidden expenses which have required additional attention, to analyzing business opportunities and providing sound advice, Yeo & Yeo has been instrumental in our development and growth.

Brandon President

Construction

Very professional and easy to work with. Yeo & Yeo has a true understanding of our business.

Liz Director, Finance

Agribusiness

What is important to me about Yeo & Yeo is their expertise and their accessibility. One of the most important decisions our board of directors made when I became CEO eight years ago was to retain Yeo & Yeo as our auditing partner. I stay in contact with our CPA year-round for advice and problem-solving. I make better decisions on behalf of the Youth Protection Council because of her expertise and support. Our agency is a bit complex with 16 grants braided together to keep services in place. Providing the annual audited financial statements to our funders bound with the Yeo & Yeo name carries significant weight.

Mary President/CEO

Nonprofit

Our firm has used Yeo & Yeo to conduct our annual audit and single audit for many years. They have always been organized, thorough, and supportive. The checklists and engagement information they provide up front assist us in properly preparing for the audit and facilitate the process greatly. While on site, the auditors are efficient, professional, and helpful with recommendations for improving systems and processes. Following the audit, their presentation to our board is critically important from the governance perspective.

Jody CFO

Nonprofit

Yeo & Yeo has always been responsive to assisting us even beyond the primary audit services. They provided guidance for recruiting a new CFO when our long-time controller retired. They present regularly to statewide groups to which we belong about changes in the laws that will have future impact for our agencies. They have also advocated for us around important classification changes. In short, Yeo & Yeo is a full-service, client-oriented financial services provider which you can confidently rely upon.

Jody CFO

Nonprofit

What is important to me about Yeo & Yeo is their expertise and their accessibility. One of the most important decisions our board of directors made when I became CEO eight years ago was to retain Yeo & Yeo as our auditing partner. I stay in contact with our CPA year-round for advice and problem-solving. I make better decisions on behalf of the Youth Protection Council because of her expertise and support. Our agency is a bit complex with 16 grants braided together to keep services in place. Providing the annual audited financial statements to our funders bound with the Yeo & Yeo name carries significant weight.

Mary Ellen President/CEO

Nonprofit

We are very happy with the updates that have been performed by Yeo & Yeo Technology's Business Applications Group. I have heard from multiple staff members that the updates have made things more efficient and better. We appreciate the services that the Business Applications Group provides.

James Administrative Manager

Nonprofit

We welcome the assistance of Yeo & Yeo’s professionals in the completion of our governmental reporting and internal controls study. It's a pleasure to work on these projects with their outstanding staff; we are happy to be one of their clients.

Pete Treasurer

Nonprofit