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Retail

Grow Confidently

Being a retail business owner can be a daunting task. You not only need to juggle a myriad of tasks, from marketing and business development to operations management and collections. You also need to keep an eye on competitors and the economy while planning for the future. Even if you’re a whiz at business management, doing all this on your own can be overwhelming.

Retail businesses looking to thrive rely on YHB’s retail industry team to be their north star. Our professionals understand the unique demands placed on your business and take a global view when working with you.

We have a history of being trusted advisors and accountants to retailers of all sizes, from mom-and-pop, brick-and-mortar shops to established chain stores. We find opportunities to help improve competitiveness and profitability.

We believe you have extraordinary potential.

You may think all accounting firms are alike. Just as retail establishments differ greatly in choices and quality, accounting firms differ in the range and quality of the services they provide.

At YHB, we offer comprehensive tax, accounting, audit, wealth management, and consulting services amplified by business valuation, litigation support, and other specialized services. Your team at YHB can meet every accounting-related service need you may have, both here and abroad, no matter what type of retail business you are.

Who We Serve

  • Fashion & Apparel
  • Beauty
  • Food & Beverage
  • Automotive
  • Grocery
  • Online

How We Help

When you work with YHB, you get the advantage of advisors who know your community and the retail industry. We take a personal interest in your success. So you’ll get service that’s not only of the highest professional caliber, but responsive and genuinely caring, too. We leverage the latest technology so you can focus on what’s most important to you, not mundane tasks.

 
Let's Talk

Contact us when it’s time to move forward.

Dan Fagerli
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About Dan

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

Adrian U. Taylor
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About Adrian

Adrian began her career at YHB in 1999, with a B.B. A. from Old Dominion University. She is a Personal Finance Specialist (PFS) as well as certified in Strategy & Performance Management from Mentor Plus. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants (VSCPA). She is also an Evaluator for the VSCPA Educational Foundation Scholarship Selection Committee, a Board Member of the Dental Clinic of Northern Shenandoah Valley and a Board Member of the Top of Virginia Regional Chamber

Experience

Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations.  She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.

Expertise

Adrian specializes in providing tax and consulting services to individuals, partnerships and corporations.  She has extensive experience with the tax and financial challenges business owner’s face.  The Personal Financial Specialist (PFS) certification allows Adrian to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.

APPROACH

One of Adrian’s greatest strengths is her ability to help business owner’s understand and analyze their financial data to enable them to make informed business decisions.  She enjoys working with clients to develop effective tax and financial plans then helping them measure their progress.  In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.

INVOLVEMENT & MEMBERSHIPS

American Institute of Certified Public Accountants, Member
Virginia Society of Certified Public Accountants (VSCPA), Member
VSCPA Educational Foundation Scholarship Selection Committee, Evaluator
Dental Clinic of Northern Shenandoah Valley, Board Member
Top of Virginia Regional Chamber Valley Business Women, Committee Member

Education & Achievements

B.B.A. from Old Dominion University
Personal Financial Specialist (PFS)
Certificate in Strategy and Performance Management from Mentor Plus

Julie Carper Hay
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Julie Carper Hay
CPA
Connect:
Industries
About Julie

Julie joined YHB after graduating from Bridgewater College in 2004 and became a certified public accountant in 2006. Since joining the firm Julie has gained significant experience by supporting the YHB Healthcare Team and the general tax practice for individuals and businesses. Julie is a member of the American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA) and National CPA Health Care Advisors Association (HCAA). She is also past treasurer and member of the Winchester’s Latest Rotary. Julie regularly presents to area dentists, physicians, and medical office managers regarding the latest industry, tax and medical issues facing their business.

Chris A. Pearson
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About Chris

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.

Experience

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.

Expertise

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.

Approach

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.

Other Interests

Chris enjoys spending time with his family, learning about new technology and the impacts it will have on business, and playing golf.

Alex Fleming
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Alex Fleming
CPA, PFS
Connect:
Industries
About Alex

Alex Fleming graduated from Lynchburg College with a Bachelor’s degree in Accounting in May 2008.  He interned with YHB right after graduation and then joined the firm as a full-time professional the following year in August 2009.  During that interim year, he studied for and passed all four parts of the CPA exam and joined the AICPA and VSCPA.  Alex began his YHB career with the bank audit team but has transitioned to the tax department out of the Middleburg office.  He now specializes in complex tax planning and compliance for individuals, estate, trusts, private foundations, and privately-held companies.  Alex has also obtained the Personal Financial Specialist (PFS) certification from the AICPA in September 2017.

Alex is a native of Loudoun County, specifically the Middleburg area.  He is an active board member for the Middleburg Business and Professional Association, the Hill School Alumni Association, and the Piedmont Child Care Center.  He, his wife, and two sons now live near Warrenton with their two dogs.

James Snyder
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About Jim

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).

Experience

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.

Expertise

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.

Approach

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.

Other Interests

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 Henning
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About David

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. 

Experience

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.

Expertise

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.

Approach

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.

Other Interests

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.

What Clients Are Saying

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Jenny Piasecki
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About Jennifer

Jennifer is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. She later became a Certified Public Accountant in 2004. Jennifer joined the YHB Community Bank Team in October of 2017. Prior to joining YHB, her career spanned from working with non-profits to her current specialty in working with Community Banks.

Jennifer is an active member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She also serves on the Board of Directors of United Way of the Northern Shenandoah Valley.

Expertise

Jennifer’s experience includes all aspects of bank taxation compliance and consulting.  Her unique combination of bank tax experience is an asset to the team.

Involvement & Memberships
  • Virginia Bankers Association (VBA)
  • Virginia Association of Community Bankers (VACB)
  • American Institute of Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants (VSCPA)

 

Education
  • Old Dominion University (2001)
Brian Kling
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ABOUT BRIAN

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.

Experience

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.

Approach

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.

What Clients Are Saying

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Thomas W. Moler
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About Tom

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.

Experience

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.

Expertise

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.

Approach

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.