Whether you’re a franchisor or a franchisee, you need accounting, audit, tax, and advisory services that enable you to obtain financing, meet reporting requirements, minimize taxes and maximize profit — and that adds value to your business, too.
Because YHB serves a large number of businesses like yours, our Franchising Team has an exceptionally deep understanding of your needs and the challenges you face, as well as of ways to help your business prosper and grow. We also excel in helping you achieve your personal tax and financial planning objectives.
To be able to offer you the best possible service, we participate actively in the Capital Area Franchise Association and the Virginia Franchise Forum — a professional networking community we helped form to facilitate the exchange of best practice ideas. Because team members are experienced in serving a large variety of franchising businesses, YHB can efficiently deliver the services you need, no matter how large or small your enterprise is, or what type of products and services you offer.
We welcome the opportunity to help advance your success with these and other services:
Contact us when it’s time to move forward.
Jim began his career at YHB in 1989 with a B.S. degree in accounting from James Madison University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Leesburg Daybreak Rotary Club. He is an Advisory Board Member of the Loudoun County Salvation Army, and Treasurer of the Loudoun Small Business Development Center. He also serves as a Board Member of the James Madison University School of Accounting Guiding Executive (SAGE).
He is experienced in providing income and estate planning services, business consulting, and estate and trust administration services to successful individuals in many professions, especially engineering, law, technology and real estate. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff. He primarily works out of our Leesburg office.
As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved.
In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be. Also, he employs ProfitCents software to analyze a client’s financial situation and identify areas where there are issues or opportunities for improvement. He then advises clients about steps they can take to more fully achieve their objectives.
Jim enjoys gardening, hiking and being outdoors with his wife and two daughters, as well as serving as a Youth Ministries volunteer at his church.
David joined Yount Hyde and Barbour in 1999 after graduating from West Virginia University with a B.S.B.A. degree. A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. David is a designated Chartered Global Management Accountant. He has served on the board as both president and treasurer for many local non-profits and civic organizations including, Boys and Girls Club of Northern Shenandoah Valley, Millbrook High School Band Boosters, and Kiwanis Club of Old Town.
Offering an extensive array of services, he is a trained business mentor and coach, providing advanced levels of strategic planning for owners and managers, consulting with management on a variety of critical business decisions including accounting systems implementation, changes in business operations, mergers and acquisitions, and developing growth and exit strategies. David also specializes in winery and vineyard operations, auto dealerships, agribusiness, and franchises.
As someone who is not afraid to get his hands dirty by getting involved in the day to day operations of a business, David takes that internal working knowledge and applies best practices from across all sectors to help each client develop and achieve their goals. He has extensive knowledge of the challenges that business owners and financial operators face and will work side by side his clients to ensure they are informed and making the best choices possible to advance their companies.
He is proficient in numerous software packages. David excels at developing personalized financial strategies for each business he works to help them reach their goals of improved profitability, growth, and long term stability. Because he takes such a vested personal interest in all of his clients, David is most dedicated to minimizing the tax impact for all of the clients he serves.
David values the personal relationships that are formed with clients and works hard to maintain the lines of communication year-round. By taking the time to find out what makes people tick, he is able to effectively apply business and tax solutions to meet client needs and long term goals. Because the rules of the trade are ever-changing, David carefully advises clients from all angles, oftentimes thinking out of the box, but well within regulations, to provide the best possible answer and ensure client satisfaction.
David enjoys weekend vineyard tours with his wife, playing and coaching soccer with his daughters and outdoors activities such as biking, camping and hiking. In his free time, he likes to watch WVU sports and root for his alma mater.
Chris joined YHB in 2001 with a B.S. in finance, accounting and accounting information systems from James Madison University. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. He has served on the Culpeper County Chamber of Commerce as a member, on the Board of Directors, as Chairman of the Small Business Committee.
Chris delivers a broad range of accounting, tax, assurance and business consulting services to clients throughout the Culpeper area, with a focus on the construction industry and small businesses. Besides helping to manage the firm’s Culpeper office, Chris is a member of YHB’s construction and business consulting teams. His experience includes preparation of financial statements and corporate/partnership income tax returns for private company clients, as well as service in the U.S. Navy.
Chris is highly skilled at helping the owners of small businesses set goals and develop strategic plans. He then continually measures performance to achieve those goals. His deep knowledge of business operations and management makes him adept at identifying ways for clients to increase operational efficiency and take advantage of growth opportunities, tax credits and profit enhancement strategies. He also excels at helping clients with tax planning and compliance, retirement and succession planning, and selecting and installing accounting systems.
For Chris, communication is the key to effective client service. So he talks at length with clients to determine their goals, understand their situations and gain insight into what’s happening in their businesses and personal lives. He then uses strategic dashboards, benchmarking, what-if analysis and other tools to track performance, identify areas for improvement and develop solutions that help move clients ahead. To keep clients on track and head off potential problems, Chris touches base with them frequently to see how things are going and to suggest ways to increase their success.
Chris enjoys spending time with his family, learning about new technology and the impacts it will have on business, and playing golf.
Since beginning his accounting career at YHB in 1998, Alex has provided tax planning, compliance, business consulting, business valuation and litigation support services to closely held businesses, high net worth / high net income individuals, and other clients in a variety of industries and professions. He has a B.S. in accounting as well as an M.S. in accountancy (concentration in taxation), both from Virginia Tech.
Alex is involved in several organizations including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and is licensed as a CPA in Virginia and West Virginia.
His experience includes assisting business owners with succession planning, analyzing financing structures, and negotiating business sales and other transactions. At YHB, he helps guide the firm’s Business Valuation and Litigation Support Team, in addition to providing clients with comprehensive tax and consulting services.
Alex excels in helping clients leverage opportunities to save tax while staying within IRS guidelines. He is skilled in providing international tax services, representing clients before tax authorities, and serving as an expert witness for clients engaged in the litigation process. As a Certified Valuation Analyst (CVA) and a CPA Accredited in Business Valuation (ABV), Alex also provides valuation services for gift and estate tax reporting, estate planning, due diligence in relation to buying and selling a business, marital dissolutions, and owner disputes.
In serving clients, Alex strives to deliver five-star service characterized by responsiveness, timeliness, thoroughness, accuracy and proactive communication. He also thoughtfully monitors business trends, changes in tax laws and developments in the economy to see how they may affect the clients he serves, so he can proactively help them take appropriate steps to reduce their tax liability and better achieve their financial objectives and goals.
Brian is a 2000 graduate from Virginia Tech with a Bachelor’s degree in Accounting. He joined the firm shortly after graduating and is now a tax principal in the Leesburg office. As a native of western Loudoun, Brian is familiar with the diverse people, places, and ideas that make Loudoun County unique.
He is experienced in providing income and business consulting to highly successful individuals in numerous professions. Brian is also involved with the family wealth planning team where he focuses on estate planning, taxation, estate, and trust administration.
With over 16 years of public accounting experience, Brian brings his unique relational style to providing real solutions to clients. In addition to individuals, his practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
To stay on top of national and local changes or trends Brian is an active member with the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). He is also active with the Loudoun County Chamber of Commerce’s Lead Share groups as well as the Wealth Builders Connect organization.
Working with clients in such a close role is not one that Brian takes lightly. While the importance of being technically sound is always a priority, it is not lost on Brian the reason we do what we do – people. Brian’s goal is to develop a lasting relationship with each client that moves beyond compliance to providing real solutions that deliver peace of mind.
Brian is readily accessible to provide advisory services on technical questions and simple ones. He regularly meets with bankers, attorneys, real estate agents and various other service providers to assure his clients always have access to the experts they need.
Nick joined YHB in 2020 with over 15 years of experience in the industry. Nick is a graduate of Carthage College with a BS in Accounting and Business, the University of Connecticut with an MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility.
Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure.
A passionate accountant who loves working at Yount Hyde Barbour, Tom has been with our firm since beginning his career in 1984. He has a B.S. in accounting from Shepherd University and has been recognized as a “Master Rainmaker” by the Rainmaker Academy and a “Super CPA” by Virginia Business magazine.
Tom is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants; additionally he served as Chairman of the Board at the Loudoun County Chamber of Commerce and was a former Trustee at the Loudoun Healthcare Foundation.
Over the years, Tom has provided a variety of audit, tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies, with a focus on medical, law, engineering, and consulting firms. In addition to having served on the YHB board of directors, Tom champions our Professional Service Firm team and is heavily involved in developing our Government Contracting practice.
As a leader of our firm, Tom is personally familiar with the challenges and issues professional service firms must deal with. So he is literally one of the best in helping clients with entity selection, tax planning, benchmarking, compensation formulas, forecasting, profitability improvement, and succession planning, including assistance with mergers and acquisitions. His team excels in providing government contractors with financial projections and analysis that helps control costs, improve cash flow and make decisions that advance their success.
In providing services, Tom tries to put himself in the client’s shoes and ask himself what he would do to address challenges, increase profitability, and plan for the future. His goal is to become part of a client’s team as an objective, third-party advisor who can help separate emotion from decision-making, so the client maximizes the long-term health of its organization. When he encounters a need that lies outside his main expertise, Tom brings in the right people from YHB to do the job. His measure of success is not how much fee he collects, but how good the client feels about the service his team provides.
Erica is a native of Tallahassee, Florida and a 2008 honors and cum laude graduate of West Virginia University with a Bachelor’s of Science in Accounting. She obtained the AICPA’s Advanced Defined Contribution Plan Certificate in 2016.
Erica joined the firm in 2008 and has since become a leader on our audit teams in Leesburg and Winchester. She is a champion of our employee benefit plans audits, having significant experience working with Defined Contribution, Money Purchase Plans, 403(b), ESOP, and Defined Benefit. Erica’s recent continuing education includes the American Institute of Certified Public Accountants (AICPA) Employee Benefit Conference, which she regularly attends.
Christen is a Manager based in our Winchester office. She received her Bachelors degree in Accounting and Finance in 2006 and her Master of Science in Accounting in 2007 from the University of Virginia. After graduating she spent time as an Analyst at Accenture then as a Senior Associate at PricewaterhouseCoopers in McLean, VA.
Christen joined YHB in 2011 working across the Firm providing tax and advisory services to clients. After several years of working at YHB Christine returned to the University of Virginia to successfully receive her Masters of Business Administration in 2017.
Christen provides a sounding board for business owners ideas and suggests ways to address challenges and help you take care of daily operations and plan for the future of your business.
Her specialized understanding of a wide variety of industries enables Christen to deliver exceptionally effective service and advice. Her community of professional contacts allows her to quickly connect you with the other resources you may need to achieve your objectives.
To help her clients streamline backend processes in a secure and effective manner, Christen became Bill.com certified.
Whether you need a bookkeeper for your startup, a part-time CFO for your growing business, or a replacement for someone who’s left , Christen is ready help you exceed expectations.
University of Virginia
Dan is a Northern Virginia native and a 1987 graduate of James Madison University with a Bachelor’s degree in Accounting. He also earned a Masters of Business Administration degree from George Mason University in 1989 and a Masters of Science in Taxation degree from Georgetown University in 1993. Dan has practiced public accounting for over 26 years and joined the Leesburg office of YHB in August 2002. He has considerable experience in tax compliance, research and planning for various business entities, including those engaged in commercial and residential real estate activities
Scott, YHB’s Managing Partner, has been with Yount Hyde Barbour since entering the accounting profession in 1988. He has a B.S. degree in agricultural economics (emphasis in accounting) from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, as well as a volunteer for the Frederick County Fair Association.
He has extensive experience in providing accounting, tax, and business consulting services to closely held companies, corporations, partnerships, and limited liability companies in the area. Over the years, he has worked with businesses of all sizes in a variety of industries, especially manufacturing, franchising, wholesale/distribution, retailing and agribusiness, as well as with the individuals and families who own and operate them.
As someone who grew up on a farm and was involved in his family’s business, Scott understands the challenges and needs of closely held businesses and what it takes to meet them. He specializes in helping businesses and their owners save tax, minimize risk, and operate more efficiently by using financial statements and projections as decision-making tools. He is especially skilled in advising YHB clients about financial controls and helping them negotiate favorable terms with banks and suppliers.
Scott has a hands-on approach to client service that’s based on taking time to develop an understanding of key concerns facing the client. Then, he works with the client to arrive at a plan of action he or she is comfortable with. In advising clients, he focuses on helping them understand how their money is being spent, so they can spend it more efficiently.
Scott enjoys traveling and spending time with his family, as well as helping out on his parents’ farm.