Small-Mid Business

From delivering customer value in the face of rising costs to responding to a shortage of qualified talent and integrating technology into day-to-day practices, businesses face many challenges. We understand the resources and dedication it takes to run your business, increase efficiency and expand. Our business professionals will help improve business processes so that you can focus on your core business and deliver exemplary customer service.

Accounting

Technology

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Suzanne Lozano

Suzanne Lozano

CPA

CPAs & Advisors

Jeff McCulloch

Jeff McCulloch

Technology

David Jewell

David Jewell

CPA

CPAs & Advisors

Yeo & Yeo has been instrumental in helping our team to build a successful company, not only in tax planning and accounting, but business development as well.  The insights and ideas provided by our accountant and the Yeo & Yeo team have played a key role in shaping the direction of the company both now and for years to come.

Marcus President

Manufacturing

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

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

Yeo & Yeo has prepared our prepaid report for the last three years. They understand our business because they are experienced in the funeral home industry. They have a thorough knowledge of Michigan laws and proactively notify us if anything is changing. They walk us through the process so we understand what to do and why we’re doing it. We are very comfortable now and know that we are documenting everything correctly.

Kathleen CFSP, Vice President and Treasurer

Small-Mid Business

Since we began using Yeo & Yeo’s payroll services, we have had a completely stress-free and worry-free payroll every week. We have total confidence in their payroll specialists’ work. They are incredibly responsive to questions, extremely helpful, and provide excellent client service. The staff has been an absolute pleasure to work with since day one. Yeo & Yeo’s payroll specialists are fantastic, and they have our company’s best interest at heart. We highly recommend Yeo & Yeo to any company looking for an efficient, professional, worry-free payroll service provider.

Trevor Safety Manager | Transportation

Small-Mid Business

We have worked with Yeo & Yeo for more than 30 years in some capacity. Yeo & Yeo has been our accountant, IT company and payroll processor. Recently we split our company. Yeo & Yeo’s payroll professionals showed us how to streamline our payroll, including implementing the Swipe Clock System. Every member of their payroll staff is so knowledgeable. We receive answers to our questions in a very timely manner. COVID-19 created so many payroll changes -- I am so thankful for the payroll team for their knowledge and willingness to help us understand them.

Peggy Office Manager

Small-Mid Business

We have worked with Yeo & Yeo for more than 30 years in some capacity. Yeo & Yeo has been our accountant, IT company and payroll processor. They are very efficient and caring in all divisions of their organization. Yeo & Yeo’s payroll professionals showed us how to streamline our payroll. COVID-19 created so many payroll changes -- I am so thankful for the payroll team for their knowledge and willingness to help us understand them. It is a pleasure to recommend the entire Yeo & Yeo business for the services they provide.

Peggy Office Manager

Small-Mid Business

We have worked with Yeo & Yeo for more than 30 years in some capacity. Yeo & Yeo has been our accountant, IT company and payroll processor. Yeo & Yeo Technology takes care of all our hardware and software needs. The staff has helped our company in more ways than I can list. They are up to date with current trends and have the staff to handle, quickly and efficiently, any issue or need we may have. It is a pleasure to recommend the entire Yeo & Yeo business for the services they provide.

Peggy Office Manager

Small-Mid Business

We use Yeo & Yeo for all our accounting, payroll, and tax filings. For our payroll, switching from ADP to Yeo & Yeo was absolutely the best decision. We were immediately assigned a lead payroll specialist to answer all our questions and handle day-to-day payroll operations. The specialist is always prompt in responding to our needs. She even sends us reminders when important filings are due that may have slipped our minds. Payroll is sent to us electronically, and the process is simple. When applying for PPP loans, our Yeo & Yeo accountants worked directly with our payroll specialist to gather all required documents. Using Yeo & Yeo has limited the number of HR employees I need at the office and freed them up to work on other projects. Yeo & Yeo is an extension of my company, and I am fortunate to have them working for me.

Matt Partner

Small-Mid Business

Thank you for encouraging us to apply for the Shuttered Venue Operators Grant. We ended up receiving a grant! I appreciate your guidance and interest regarding this topic. I could not have done it without you.

Jonathan General Manager

Small-Mid Business