Skip to main content

Small and Mid-Market Businesses

Helping Michigan Businesses Solve Today’s Challenges and Prepare for What’s Next

Running a business means making decisions every day that affect your people, profitability, growth, and future. Whether you’re managing cash flow, hiring employees, navigating tax changes, investing in technology, or planning for succession, you need advisors who understand how every part of your business works together.

For more than 100 years, Michigan businesses have trusted Yeo & Yeo as a Business Success Partner. Through our connected family of companies, we bring together accounting, advisory, HR, technology, and wealth management expertise to help organizations make informed decisions and thrive.

Wherever your organization is in its journey, we help you navigate today’s challenges while preparing for tomorrow’s opportunities. 

Managing cash flow and maintaining healthy margins
Navigating tax planning and compliance
Scaling operations while maintaining efficiency
Hiring, retaining, and managing employees
Technology modernization and implementation
Gaining clear, timely financial insights
Planning for expansion, transition, or succession
Balancing day-to-day operations with long-term strategy

Advisors You Can Turn To for the Challenges You Can’t Solve Alone

As a business owner, you need more than just a service provider—you need a trusted advisor who understands your goals and helps you navigate change. From financial management and tax planning to HR and technology, your business depends on multiple moving parts working together.

Our team collaborates across disciplines to deliver a coordinated, right-sized approach tailored to your needs. Whether you’re focused on stabilizing operations, accelerating growth, or planning for the future, we bring the insight and support to help you move forward with confidence.

Small & Mid-Sized Business Specializations

Entrepreneurial & Startup Companies

Growing Mid-Sized Organizations

Family-Owned Businesses

Professional Service Firms

Multi-Location Businesses

Owner-Operated Companies

Why Businesses Choose Yeo & Yeo

Longstanding client relationships and low employee turnover mean you work with professionals who understand your history, goals, and challenges. Instead of starting over with a new advisor every few years, you gain continuity and insight that grows stronger over time.

Through our connected family of companies, clients gain access to accounting, HR, technology, wealth management, and advisory expertise through a single trusted relationship, helping ensure all aspects of your business are aligned.

Our clients know they can reach out whenever a challenge or opportunity arises, not just during tax season. Whether you’re evaluating a major business decision or navigating an unexpected issue, you’ll have a trusted advisor who understands your business and is ready to help.

We work with small and mid-sized businesses across a wide range of industries, helping them improve financial performance, streamline operations, and plan for growth. Through our relationships with 20+ chambers of commerce across Michigan, we stay connected to the businesses and communities we serve.

What Our Clients Are Saying

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

Ready to Thrive?