Danielle Cary

Danielle Cary is a Principal in the Ann Arbor office. She co-leads the firm’s SALT (state and local tax) Team, and is a member of the Tax Services Group. She joined Yeo & Yeo in 1998.

Specializations

  • Consulting and financial reporting for closely held businesses
  • Experience in construction, retail, manufacturing, transportation, real estate and professional service firms
  • High net worth individual tax services
  • Multi-state taxation
  • Startups, corporate restructuring, and succession planning
  • Strategic tax planning & compliance for businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Indiana Wesleyan University, Bachelors in Accounting, Business Administration and Finance
  • Indiana Wesleyan University, Master of Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • MICPA State and Local Tax Task Force

Publications/Seminars

  • Presentation: Speaker for seminars on federal and SALT tax updates and planning strategies
  • Training: Internal instructor for the firm’s tax trainings
  • Webinar: Tax Reform Impact on Individuals
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?

Community Involvement

  • Ann Arbor/Ypsilanti Regional Chamber of Commerce
  • Junior Achievement, volunteer
  • Keystone Church, member

Ali Barnes is the Managing Principal of the Alma office. She joined Yeo & Yeo in 2007. She leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group and Pension Services Group.

Specializations

  • Assurance services, with an emphasis on government entities, school districts, for-profit organizations and employee retirement benefit plans.
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Standards Committee and Board of Directors
  • Michigan Municipal Treasurers Association
  • Michigan School Business Officials

Publications/Seminars

  • Article: Effective Audit Management: A Guide for Townships
  • Article: Effectively Communicating Financial Information
  • Article: How to Use Spreadsheets Effectively, Plus Excel Tips & Tricks
  • Article: Leadership During Uncertain Times
  • Article: Increase Finance and Accounting Department Efficiency
  • Article: You Won the Election, But Do You Know the Compliance Challenges Ahead?
  • Article: Are You Overwhelmed? Prioritize to Take Control of Your Work Life
  • Presentation: Enterprise Fund Accounting Issues, MGFOA Fall Conference
  • Presentation: Fund Accounting, presented to MSBO Beginning Business Managers
  • Presentation: Transparency and Accountability and Financial Management, Nonprofit Management/Leadership Certificate Program, Saginaw Valley State University
  • Presentation: Tips for Governments, Yeo & Yeo Governmental Client Training
  • Presentation: School District Auditing Primer, MICPA Government Conference
  • Presentation: Get Ready for 401(k) Audit, MICPA Employee Benefit Plans Conference
  • Presentation: Initial Audits and Cyber Security, MICPA Employee Benefit Plans Conference
  • Presentation: OPEB Reporting: Embracing GASB 74 and 75, MICPA Government Conference
  • Presentation: GASB 75: Do You Accept the Challenge?, MICPA Government Conference
  • Presentation: Increase Finance and Accounting Department Efficiency, MGFOA Fall Conference
  • Podcast: Michigan Uniform Chart of Accounts for Local Government
  • Training: Internal trainings on school districts, governmental entities, and employee benefit plans

Community Involvement

  • Alma Kiwanis, former member
  • Alma Police Athletic League, board treasurer
  • Gratiot County Community Foundation, president and finance committee member
  • Pine River Township, compensation committee
  • Junior Achievement, classroom volunteer

Awards

  • Named among Forbes 2025 Best in State CPAs

Michael Oliphant is a Principal in the Kalamazoo office. He is a member of the firm’s Business Valuation and Litigation Support Services Group. He joined Yeo & Yeo in 1993.

Specializations

  • 30+ years of experience in public accounting and business consulting for management, financial reporting and tax issues with strong emphasis in the construction, manufacturing, retail and wholesale sectors
  • Business consulting and succession planning through the YeoConsults Legacy Program
  • Certified Valuation Analyst for all industries with expertise in succession planning, business plans and start-ups, divorce, and shareholder disputes
  • Mergers and acquisitions, strategic planning, consulting and exit planning strategies
  • Qualified expert witness

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Western Michigan University, Bachelor of Arts in Accounting
  • Western Michigan University, Master of Business Administration in Finance

Professional Membership

  • AICPA Business Valuation and Forensic and Litigation Services Section
  • American Institute of Certified Public Accountants
  • Kalamazoo Regional Chamber of Commerce
  • Michigan Association of Certified Public Accountants
  • National Association of Certified Valuators and Analysts

Publications/Seminars

  • Article 4 Steps to Improving Your Company’s Sales
  • Article: Plan for Cash Flow Preservation
  • Article: Factoring COVID-19 into the Valuation Equation
  • Article: Professional Witness in Divorce Engagements
  • Article: Valuing Your Business: 10 Common Events That Spark the Need for a Business Valuation
  • Article: Where’s the Money? Ensuring Fair Outcomes in Divorce Cases
  • Article: A Business Owner’s Key to Success: Focusing on the Big Picture
  • Article: Published articles in the Saginaw Bar Association newsletter and the Washtenaw County Bar Association newsletter
  • Article: Published various articles in the Builder/Architect Southwest Michigan edition
  • eBook: 5 Ways to Drive Business Growth and Recovery to Fuel Your Dreams
  • Presentation: Speaker on various accounting-related topics
  • Presentation: Speaker on valuation topics for the Kalamazoo Trial Bar Association and Family Law Association
  • Presentation: Speaker on valuation topics as part of a local Exit Planning Group
  • Webinar: 5 Steps to Drive Business Growth and Recovery to Fuel Your Dreams

Community Involvement

  • Kalamazoo County Bar Association, treasurer
  • Leadership Kalamazoo alumni
  • Local Journalism Foundation Board, member