David Berger

David Berger is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC serving as a Partner for over 40 years. Dave has vast expertise in public accounting, serving businesses in real estate, construction, manufacturing, medical, nonprofit, and closely held businesses as well as high net worth individuals.

Specializations

  • Estate tax audits
  • High net worth individual tax planning and preparation
  • Tax and financial preparation for businesses and individuals

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Arts in Accounting

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs

Alan LaDuke is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, where he served as a Partner. Alan has over 42 years of experience in public accounting, serving business and individual clients in real estate, construction, manufacturing, medical, mortgage banking, retail, wholesale, and nonprofit industries.

Specializations

  • Estate tax audits
  • Forensic audits
  • High net worth individual tax planning and preparation
  • Pension and profit sharing
  • Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Walsh College, Master of Science in Taxation

Professional Membership

  • American Institute of Certified Public Accountants
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center
  • Michigan Association of Certified Public Accountants
  • MICPA Peer Review Task Force
  • MICPA State and Local Tax Force

Community Involvement

  • Detroit Athletic Club, member
  • Optimist Club of West Bloomfield, past president and treasurer
  • Upper Long Lake Estates Corporation, president and treasurer
  • West Bloomfield Chamber of Commerce, past president and treasurer
  • West Bloomfield Township Public Library, past elected trustee

Kellen Riker is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Government Services Group. He joined Yeo & Yeo in 2018.

Specializations

  • Audits of for-profit businesses
  • Audits of governments
  • Audits of school districts
  • AI integration in audits and project management

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan – Flint, Bachelor of Business Administration in Accounting
  • University of Michigan – Flint, Master of Business Administration in Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association, Technology Resource Committee

Publications/Seminars

  • Presentation: Internal speaker for training on the firm’s Career Advocacy Program
  • Presentation: Speaker on GASB 101 for the American Institute of Certified Public Accountants
  • Training: Internal instructor for training on governmental accounting for government entities

Community involvement

  • American Cancer Society Making Strides Against Breast Cancer, volunteer
  • Flushing Area Chamber of Commerce, participant in annual paczki eating contest
  • Special Olympics, volunteer
  • Yeo & Yeo Foundation, former Young Professionals Service Chair

Awards

  • MICPA Rising Star Award – 2024
  • Flint and Genesee Group, 40 Under 40 honoree – 2022
  • Spirit of Yeo Award, 2021, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Carrie Lapka is a Senior Manager in the Saginaw office. She leads the firm’s Healthcare Services Group and has over 20 years of experience in business consulting and management, financial decision-making, and tax planning with an emphasis on the healthcare industry. 

Specializations

  • Comprehensive tax strategy development, preparation, and compliance for individuals and healthcare organizations.
  • Development, review, and interpretation of financial statements to support compliance, strategic planning, and operational efficiency.
  • Directing the financial, operational, and administrative functions of medical practices.
  • Healthcare business consulting, including strategic advisory services for organizational management, financial decision-making, operational optimization, and long-term tax planning within the healthcare industry.
  • Interim Chief Financial Officer (CFO), providing leadership in financial oversight, cash-flow management, budgeting, organizational performance assessment, and executive-level decision support.
  • Practice Management services

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Physician Practice Manager (CPPM)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Academy of Professional Coders
  • American Institute of Certified Public Accountants
  • Medical Group Management Association
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Webinar: Building Financial Forecasts: The Smart Practice Playbook Series
  • Webinar: Understanding Financial Statements: The Smart Practice Playbook Series

Community Involvement

  • Caseville Public Schools, past treasurer
  • Humane Society of Bay County, past treasurer

Danielle Lutz is a Manager in the Saginaw office. She specializes in business consulting and tax planning and preparation. She is a member of the firm’s Business Valuation and Litigation Support Group and Manufacturing Services Group. She has more than seven years of experience in the accounting profession, five of those in public accounting.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • Forensic accounting – fraud investigation and prevention
  • Individual and business tax planning and preparation
  • Technical accounting research

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Young Professionals Network – Energize Bay City

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Shannon Champagne is a Manager in the Saginaw office. She is a member of the firm’s Nonprofit Services Group and Audit Services Group. She joined Yeo & Yeo in 2018. 

Specializations

  • Audits for school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single audits)
  • Nonprofit tax returns – Form 990

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Presentation: Speaker on nonprofit board perspectives and financial responsibilities

Community Involvement

  • Saginaw Township Soccer Association, past board member
  • Saginaw Young Professionals Network, member
  • United Way of Saginaw County, board member

Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.

Specializations

  • Individual taxation for high-net-worth clients
  • State and local taxation
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Psychology
  • Walsh College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Linden Community Schools, volunteer

Kyle Richardson is a Senior Manager in the Troy office. His areas of expertise include tax planning and preparation and business advisory services. He is a member of the firm’s Trust and Estate Services Group, and he joined Yeo & Yeo in 2018.

Specializations

  • Business advisory services
  • Tax planning and preparation with an emphasis on trusts and estates

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Bachelor of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Auburn Hills Chamber of Commerce, Next Generation group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: Estate Planning Discussion: What Is Portability and How Can It Affect You?

Community Involvement

  • American Cancer Society, volunteer
  • Auburn Hills Chamber of Commerce’s ILEAD program graduate
  • Walsh College Student Veteran Organization, former president
  • Woodside Bible Church

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Jordan Hale is a Manager in the East Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits on nonprofit organizations
  • Audits of real estate entities
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting
  • Not-for-Profit Certificate I – AICPA

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Boys and Girls Club of Lansing, volunteer
  • Capital Area Humane Society, volunteer
  • Greater Lansing Food Bank, volunteer
  • Meals on Wheels, volunteer
  • Yeo & Yeo Foundation Board, treasurer

Jim Bellor is a Senior Manager in the Midland office. He is a member of the firm’s Estate & Trust Services Group and Tax Services Group. Jim joined Yeo & Yeo in 2020 and has more than eight years of accounting experience.

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Preparation of estate and trust tax returns
  • Preparation of nonprofit tax returns, including foundations
  • Tax planning and preparation of individual and corporate income tax returns

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Midland Area Chamber of Commerce
  • Midland Young Professionals

Articles

  • Article: Senior Manager Spotlight: Get to Know Jim Bellor
  • Article: Yeo & Yeo Promotes Jim Bellor

Community Involvement

  • Great Lakes Bay Estate Planning Council, treasurer
  • Home To Stay Midland, treasurer

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200
  • Training and development

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • eBook: What’s All the Fuss About Form 990?
  • eBook: Lobbying and Political Expenditures
  • eBook: Revenue Recognition for Nonprofits
  • eBook: Essential Nonprofit Policies
  • eBook: Functional Expense Allocation for Nonprofits After ASU 2016-14
  • Presentation: Speaker for “Assessing and Responding to Risks for NFPs” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “The Exception to the Rule: An Analysis of Single Audit Results” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Year-End Payroll: Payroll & Tax Returns (941), W-2s” at the Michigan School Business Officials Conference
  • Presentation: Speaker for “Deep Dive Into Form 990” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Form 990 Statement of Revenue” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “GAAP Alternatives for Nonprofits” at the Michigan Association of Certified Public Accountants CPE Mega Conference
  • Presentation: Speaker for “Facing the Topic 606 Challenge” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “A Nonprofit Accounting and Financial Reporting Update” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “New Accounting Standards for 2018” at the Michigan Society of Association Executives 2018 Operations Conference

Community Involvement

  • Boy Scout Troop 760, scoutmaster
  • Girl Scout Troop, co-leader
  • Midland High Music Parents Association, band representative & co-president

Awards

  • Spirit of Yeo Award, 2016, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Daniel Beard is a Senior Manager in the Ann Arbor office. He is a member of the firm’s Government Services Group. He joined Yeo & Yeo in 2014.

Specializations

  • Audit and assurance services, with an emphasis on government entities, nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Article: Why Is the Auditor So Concerned With My Budget?
  • Article: GASB No. 101 Compensated Absences
  • Podcast: Understanding GASB Statement No. 101, Compensated Absences

Community Involvement

  • Certified Tourism Ambassador in Washtenaw County
  • Leadership A2Y graduate, 2020

Jennifer Tobias is a Principal in the Kalamazoo office. She is the leader of the firm’s Construction Services Groups and is co-leader of the Death Care Services Group. She is also a member of the Agribusiness Services Group. Jen joined Yeo & Yeo in 2006.

Specializations

  • Agribusiness taxation and credits
  • Examination and preparation of Prepaid Cemetery and Funeral Home Sales Act annual reports
  • Federal income tax planning and preparation
  • QuickBooks consulting, including setup and training
  • State and local tax research, including nexus and income apportionment issues

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Business Administration in Accounting and Finance
  • Certified QuickBooks Desktop ProAdvisor
  • Certified QuickBooks Online ProAdvisor

Professional Membership

  • American Institute of Certified Public Accountants
  • Construction Industry CPAs/Consultants Association
  • HBA of Western Michigan
  • Michigan Association of Certified Public Accountants
  • Michigan Farm Bureau – Barry County
  • Michigan Funeral Directors Association – Suppliers Sales Club

Publications/Seminars

  • Article: Do You Have Your ‘A’ Team? Work with a Team of Outside Advisors
  • Article: The H-2A Program: Considerations in Hiring Temporary, Nonimmigrant Foreign Workers
  • Presentation: QuickBooks Tips & Tricks
  • Presentation: Small Business Tax Tips at the Striving and Thriving Small Business Event

Community Involvement

  • 4-H Advisory Council Co-treasurer – Barry County, 2016-present
  • Big Brothers Big Sisters Bowl-a-thon, participant, 2016-2017
  • Poultry Development Committee – Berry County, past president, 2012-2013
  • Small Animal Sale Clerk – Barry County, 2014 to present
  • Small Animal Sale Committee Treasurer – Barry County, 2015-present
  • Team of Professional Women Network, board member, 2008-2014

Timothy Crosson Jr. is a Principal in the Ann Arbor office. He is a member of the firm’s Education Services Group. Tim joined Yeo & Yeo in 2014 and has more than 15 years of audit and business consulting experience.

Specializations

  • Audit and assurance services for governmental units, school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Article: How to Record Donated Personal Protective Equipment (PPE)
  • Article: Cybersecurity: 4 Tips to Reduce the Risk of Malware and Other Intruders at Your School District
  • Article: Summer Food Service Considerations
  • Article: Manage the Click Risk
  • Article: Vendor Fraud – Know the Warning Signs
  • Article: Nonprofits Can Register with AmazonSmile to Earn .5 Percent of Amazon Purchases
  • eBook: Functional Expense Allocation for Nonprofits After FASB ASU 2016-14

Community Involvement

  • The University of Michigan-Dearborn Alumni Association
  • Community Choice Credit Union, vice chairman of the board
  • Community Choice Foundation, vice chairman of the board
  • NuPath Community Credit Union, former board member

Michael Evrard began his career with Yeo & Yeo in 2010 and serves as a Principal in the Kalamazoo office. He is a member of the firm’s Audit Services Group, the Nonprofit Services Group, and the Education Services Group.

Specializations

  • Audits of 401(k) plans
  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of public school academies
  • Audits of school districts
  • Audits under government auditing standards
  • Single audits under Uniform Guidance (2 CFR 200)
  • Data extraction

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Central Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: 6 Tips for Effective Virtual Fundraisers
  • Article: Nonprofit Quick Tip: Voided Transactions
  • Article: 7 Tips for Nonprofit Budgeting During Uncertain Times
  • Article: New Federal Funding in 2020-2021 May Mean New Audit Considerations for Nonprofits
  • Article: Nonprofit Quick Tip: Monitoring Electronic Donations
  • Article: Nonprofit Internal Control Quick Tip: Property/Equipment Inventory
  • Article: How to Account for Verbal Promises to Give
  • Article: Unrelated Business Income Tax – Does It Affect Your Nonprofit Organization?
  • Article: Nonprofit Internal Control Quick Tip: IT Access
  • Article: 4 Ways to Track Donor Restrictions
  • Article: Receiving Donations from Network for Good
  • Article: Best Practices for Effective Board Packets
  • Article: Nonprofit Quick Tip: Document Retention Policy
  • Article: Questionable Solicitation Language Draws Huge Fine from Michigan Attorney General
  • Article: Do Your Part for Donors – IRS Substantiation Rules
  • Article: What Picture Are You Painting With Your Form 990?
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for “How to Prepare for a Headache-Free Audit” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “Avoiding Common Audit Issues” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Understanding and Completing Your SEFA” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Accounting and Auditing Update” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “The MD&A – Who Cares, and How to Make Yours Meaningful” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for a six-hour training for Michigan entities receiving a specific federal grant, covering regulatory updates, accounting standards, best practices, and federal procurement standards
  • Presentation: Speaker for an association of nonprofit organizations in Michigan on board member responsibilities and education
  • Training: Internal instructor for Form 990 preparation training

Community Involvement

  • Family Promise of Genesee County, former treasurer
  • Genesee County Habitat for Humanity, former volunteer
  • Guys Who Give of Kalamazoo County
  • Leadership Genesee graduate
  • Mott College Accounting Advisory Committee, former member

Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.

Specializations

  • Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
  • Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

Professional Certifications and Education

AICPA Advanced Defined Contribution Plans Audit Certificate
  • Certified Public Accountant
  • AICPA Advanced Defined Contribution Plans Audit Certificate
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: SECURE 2.0: Navigating the Key Provisions for Retirement Plans
  • Article: Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
  • Article: Does Your Employee Benefit Plan Need an Audit?
  • Article: Three Key Areas to Review in Your Employee Benefit Plan Document
  • Article: Maintaining and Retaining Employee Benefit Retirement Plan Records
  • Article: Department of Labor Announces Inflation Adjustments for ERISA-Related Penalties
  • Article: Understanding Retirement Plan Fees and Expenses
  • Presentation: Retirement Plan Audits, Michigan Community Action Conference
  • Presentation: MICPA EBP Annual Conference
  • Presentation: Internal Controls in Small and Medium-Sized Businesses, MICPA CPEconomy Event
  • Presentation: Applying COSO Standards in Small to Medium-Sized Enterprises, MICPA Spring Accounting & Auditing Conference
  • Training: Internal trainings on employee benefit plans

Community Involvement

  • Mid-Michigan Children’s Museum, treasurer
  • Saginaw County Business & Education Partnership, past treasurer (2015-2019)
  • St. Lorenz Church, treasurer

Zaher Basha is a Principal in the Troy office. He is a member of the firm’s Valuation, Forensics and Litigation Support Group and the Healthcare Services Group. Zaher joined Yeo & Yeo in 2014 and has ten years of public accounting experience.

Specializations

  • Business advisory services
  • Business valuation
  • Mergers and acquisitions
  • Special emphasis on the healthcare industry
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Indiana University, Bachelor of Business Administration
  • Walsh College, Master of Business Administration

Professional Membership

  • Alliance of Merger & Acquisition Advisors (AM&AA)
  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Healthcare Task Force
  • Troy Chamber of Commerce

Publications/Seminars

  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Tax Effects of Cryptocurrency

Community Involvement

  • Making Strides Against Cancer walks
  • Syrian American Rescue Network, treasurer
  • The Syria Institute, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025
  • Spirit of Yeo Award (2019) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Steven Treece is a Principal in the Troy office. He is a member of the firm’s Agribusiness Services Group and the Estate and Trust Services Group. He joined Yeo & Yeo in 2013.

Specializations

  • Business advisory services
  • Payroll tax consulting
  • QuickBooks consulting
  • Tax planning and preparation for individuals and businesses, with an emphasis in agribusiness and for-profit businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • University of Michigan, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: When Buying Equipment or Other Assets, Take Advantage of New Section 179 Deduction and Bonus Depreciation
  • Article: Update on Agricultural Tariff Battles
  • Article: Understanding the Domestic Production Activities Deduction
  • Article: Michigan Corn Farmers: The Window to File an Individual Claim Against Syngenta Ends October 15
  • Article: Are You Receiving the Maximum Credit Allowed for Property Taxes Paid on Your Farm?
  • Article: Why Do Partners Sometimes Report More Income on Tax Returns Than They Receive in Cash?

Community Involvement

  • Food Bank of Eastern Michigan, volunteer
  • Genesee County Habitat for Humanity, volunteer
  • Old Newsboys of Flint, past committee chairperson
  • Rotary Club of Burton, board member and past president

Awards

Flint and Genesee Group, 40 Under 40 honoree – 2022

Disclaimer

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

Rachel Van Slembrouck is a Principal in the Saginaw office. She co-leads the firm’s Client Accounting Software Team and is a member of the Healthcare Services Group. Rachel joined Yeo & Yeo in 2013.

Specializations

  • Account and bank account reconciliation
  • Accounting software consulting services with an emphasis on QuickBooks
  • Budgeting
  • Business advisory services
  • Business income taxes
  • Financial dashboards and custom reporting
  • Financial statement preparation
  • Outsourced accounting
  • Payroll tax reporting
  • Paycheck Protection Program, Employee Retention Credit, and other business relief initiatives
  • Strategic planning
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: PPP Adjusted to Prioritize Very Small Businesses
  • Article: Small Business Administration Releases Updated Application for Forgiveness of PPP Loans of $150,000 and Under
  • Article: PPP Round 2 – More Government-Backed Funding Available
  • Article: 5 Common Accounting Software Mistakes to Avoid
  • Article: 5 Steps to Streamline the Month-end Close
  • Article: Drive Success with Dashboard Reports
  • Article: Form 1099-MISC: What Is It and To Whom Should You Send It?
  • Podcast: A Breakdown of the Paycheck Protection Program, August 2020

Community Involvement

  • Bethlehem Lutheran School, volleyball coach
  • Saginaw County Animal Care & Control Advisory Council, board member; treasurer for 2018 millage campaign
  • Saginaw County Animal Care & Control Advisory Council, Chair
  • Saginaw Young Professionals Network

Awards

  • Spirit of Yeo Award (2018) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Michael Rolka is a Principal in the Troy office and serves in the Assurance Service Line. He leads the firm’s Government Services Group. Mike joined Yeo & Yeo in 2012.

Specializations

  • Annual Financial Statements for Cannabis companies following CRA regulations
  • Audits of governmental entities
  • Audits of school districts
  • Audits under Governmental Auditing Standards
  • Single audits Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Emerging Leaders Academy graduate, 2025
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Board of Directors and Standards Committee

Publications/Seminars

  • Article: 5 Common Mistakes in Cannabis AFS Reports—and How to Avoid Them
  • Article: Annual Financial Statement Requirements for Michigan Cannabis Businesses: Fiscal Year 2025 Update
  • Article: Navigating AFS Reporting for Cannabis Businesses
  • Article: GASB 87: Fundamental Changes in Lease Accounting for Governments
  • Article: Watch for These Commonly Missed Requirements to Improve State Compliance
  • Article: Does Your Municipality Really Need a Single Audit?
  • Article: GASB 84 and GASB 87 for Municipalities Webinar Offered
  • Article: Public Act 202 of 2017 – Uniform Assumption Requirements
  • Article: Is the Price Right? Management Must Assume Responsibility for Fair Value
  • Article: Management’s Discussion and Analysis – Does Yours Need a Facelift?
  • Article: Electronic Transactions – Are You Protected?
  • Podcast: Understanding GASB Statement No. 101, Compensated Absences
  • Presentation: Speaker for “Presenting Audit Results to the Board” at the 2019 Michigan Association of Certified Public Accountants Governmental Winter Conference
  • Webinar: An Abundance of Relief: Auditing Coronavirus State and Local Fiscal Recovery Funds
  • Webinar: Model Accounting: Compensated Absences

Community Involvement

  • Clinton River Watershed Council, finance committee
  • LEA Global Volunteer Week, volunteer
  • Special Olympics, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025