As a business owner, lender, trustee or interested party, you may want to have a good understanding of an organization’s financial condition without having to pay for a full-fledged audit. This is where YHB’s financial reporting expertise comes in. We’re ready to assist you with:
In compiling the information needed to prepare a financial statement, we follow appropriate professional standards and point out any lack of conformity with generally accepted accounting principles (GAAP). If you need help with bookkeeping or creating your general ledger to provide a basis for our compilation, we’d be pleased to assist with that, too.
YHB’s approach to performing a review is similar, but we add analytical procedures that examine relationships among the data to identify any unexpected differences or anomalies. We then make inquiries to determine the reasons for those findings, so we can note that we found nothing that would indicate the statements are not in conformity with GAAP.
When you need information about specific financial matters for a loan application, business sale, estimate of cash balances or other purpose, you’ll find a YHB agreed-upon procedures engagement a cost-effective way to get it. We provide specialized financial reporting on businesses of all types and sizes for banks, franchisors and other clients. And because we have strong relationships with bankers, lawyers and other members of the business community, we can help define the procedures in a way that minimizes costs while maximizing benefit for all parties involved.
Contact us today to achieve your goals with YHB.
Contact us when it’s time to move forward.
Luke joined YHB in 2009 after graduating from Virginia Tech. He is an audit leader for YHB’s Financial Institutions Team specializing in auditing, taxation and consulting. He is actively involved in providing audit and accounting updates, training for the team, and maintaining audit programs and policy. Luke has worked exclusively for the financial institutions team since joining YHB, performing external audits, internal audits, bank tax services and FDICIA/SOX consulting.
Jesse began his professional career at YHB in 2005. He graduated from Marshall University in 2003 and received a Master’s Degree in Professional Accounting from West Virginia University in 2004. Jesse is a member of our Community Bank Services team and leads our Roanoke office.
Jesse has been working with community banks since 2005 and helped open and lead our Roanoke office, which opened in 2014. Jesse has extensive experience in SOX/FDICIA consulting as well as outsourced internal audit engagements. He has been instrumental in leading YHB’s compliance efforts and stays abreast of compliance developments, trains our teams and develops our compliance audit programs. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
Jesse has worked with community banks for over 10 years providing reliable and quality solutions. He regularly conducts internal, external, SOX 404 and compliance audits. Jesse also has extensive experience with mergers, acquisitions and strategic planning.
Understanding that building relationships with clients is an important aspect of providing strong client service, Jesse takes the time to develop an understanding of clients’ needs while helping them prepare for future industry changes. As important, Jesse enjoys working with younger staff to develop their expertise so that they are better able to serve client’s needs.
Jennifer joined Yount, Hyde & Barbour in 2003 and holds a B.S. degree in accounting from Robert Morris University. She is a member of numerous organizations within the community, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Association of Certified Fraud Examiners, the National Association of Certified Valuators and Analysts and is also on the Special Review Committee of the Government Finance Officers Association.
Throughout her career, she has worked on a variety of audit, tax, and consulting engagements for clients across many industries. She continues to lead our clients Single Audit compliance, Federal Acquisition Regulation (FAR) and governmental audit needs. Since discovering her passion for internal controls and fraud prevention, she has performed numerous forensic accounting and litigation support engagements, including conducting forensic analysis and investigation and interviews of witnesses and potential persons of interest. Working in conjunction with YHB’s niche specialists, she is able to assist with internal control, fraud and litigation support needs across various industries.
She enjoys working with clients to identify deficiencies in their internal control environment, to find efficiencies in their processes, and to help clients defend and protect their bottom line. Jennifer specializes in the design and implementation of internal controls to help prevent fraud. Because of her specialized knowledge, Jennifer is often invited to speak to audiences regarding internal controls, fraud and forensic accounting. She has expanded her expertise by becoming a Certified Fraud Examiner (CFE) and Certified Valuation Analyst (CVA).
Every client, every company, every control environment is unique. Jennifer takes the time to thoroughly understand her client’s needs and objectives. The result is a customized solution. No two businesses (or fraud cases) are alike, and for that reason, no two internal control structures should be either.
Jake joined the firm in 2021 with over 13 years of previous accounting experience primarily auditing private and public sector financial institutions. He has a bachelor’s degree in Accounting from Towson University as well as a Master of Business Administration degree with a concentration in Finance from the University of Baltimore.
He is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.
Jake is responsible for managing the Firm’s credit union audit engagements and the supervision of audits, reviews, compilations, and agreed‑upon procedure engagements in the financial institutions sector.
His specialties include:
Jake enjoys spending time with his wife and family and is an avid sports fan, especially of the Baltimore Ravens and the Washington Capitals. He also plays on several local recreation hockey teams.
Jeff joined YHB in 2013 after graduating from Virginia Tech with a master’s degree in Accounting and Information Systems. He became a licensed CPA in 2014. As a Manager on our Community Banking Service Team, he leads external audit, internal audit, and SOX/FDICIA engagement teams. Jeff’s background has been exclusively with financial institutions since joining the firm, giving him valuable insights and significant experience in providing his clients with quality, value-added services. Because of his exclusive expertise and industry knowledge in the community banking practice, he can meet the full range of a client’s accounting service needs.
Jeff is based in our Richmond office and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Jeff also helps with YHB’s Internship program and new staff trainings.
Andy graduated with a Bachelor’s degree in Accounting in May 1999 from James Madison University. He has worked in public accounting his entire career at firms serving the Washington DC and Richmond metropolitan areas. His experience includes working with closely held businesses and organizations in a variety of industries including real estate and construction, transportation, nonprofit, and manufacturing. His experiences in these industries include working with businesses of all sizes in both the assurance and tax fields. He also has an in-depth understanding auditing employee benefit plans.
Andy has presented on topics including Computer Assisted Audit Techniques for the annual “Virginia Society of CPA’s Audit and Accounting Conference” and been a guest speaker for several construction industry associations presenting on topics including understanding construction contractor financial statements and fraud issues for construction contractors.
Andy has been honored in Virginia Business as a Super CPA in the Young CPAs category. He currently serves on the Executive Committee and is Treasurer of the nonprofit organization Rebuilding Together Richmond. He is a member of both the Associated Builders and Contractors Virginia Chapter and the Associated General Contractors of Virginia and currently is on the membership committee and young leader’s council for these organizations.
Darlene is an industry leader with over 35 years of experience. She manages independent audit engagements for credit unions and community banks. and also serves as the engagement quality reviewer on many of the Firm’s audits. She is a graduate of Loyola University Maryland with a Bachelor of Business Administration degree in accounting.
She is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants where she served on the Cooperation with Financial Institutions Committee and served and chaired the Women’s Career Issues Committee, the Association of Certified Fraud Examiners, and the Risk Management Association (RMA).
With her vast expertise, Darlene has become a leader in the area of internal auditing and regulatory compliance. Her services are designed for maximum flexibility, allowing you to utilize her specialties for one specific project or on an ongoing basis. Darlene enjoys teaching and has developed and presented various accounting educational programs for financial institutions. In addition, she conducts specialized training sessions on various topics including oversight/governance, lending, and internal controls. She has appeared as a speaker at a national conference discussing the importance of internal controls. She frequently speaks at Career Days for students.
Her specialties include:
A fan of musical theater, Darlene has appeared in a number of productions with various community theater groups. She is an active supporter and volunteer for the Blackfriars Theatre program with Archbishop Curley High School.
Darlene and her husband have chaired and remain actively involved with the annual galas for The Catholic High School of Baltimore and Archbishop Curley High School, their alma maters. Darlene is a current member of the Finance Committee for St. Isaac Jogues Parish and is the past treasurer for the Immaculate Heart of Mary School’s Home and School Association.
Darlene was awarded the Mother Generosa McCafferty Distinguished Alumna Award from The Catholic High School of Baltimore in 2015.
Darlene and her husband, David, were awarded the Archbishop Curley Cornerstone Award in 2019 for their dedicated volunteerism to the school.
Chris joined Yount, Hyde and Barbour, P.C. in 2004 after graduating from Virginia Tech, where he earned a B.S. degree in accounting. He is a member of multiple committees, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Associated Builders and Contractors, the ABC-VA, Management Education Committee, the Associated General Contractors (AGC) and the Construction Industry CPAs/Consultants Association.
During his time with the firm, Chris has focused his efforts on providing audit, review, compilation and tax services to clients in a variety of industries, including construction, government contracting, real estate and not-for-profit entities. Chris also specializes in assisting clients with strategic performance management, including the implementation of dashboards and overall process improvements.
Through continuing education and professional development, Chris stays up-to-date on the trends and changes affecting his clients’ industries and the accounting profession as a whole. He regularly speaks and writes articles on these relevant topics as they arise. In addition to being a licensed CPA, Chris has also earned a CSPM (Certified in Strategic Performance Management) designation through MentorPlus®. This designation allows Chris to provide value to his clients above and beyond tax, audit, and other compliance services.
Chris strives to take a “client centric” approach, where services are based on the actual needs of the client rather than a specific commodity or deliverable. By taking time to understand the operations of a business and its future goals, Chris is able to provide superior customer service and help clients avoid and plan for potential difficulties, rather than just accurately reporting on them once they occur.
Chris enjoys spending time with his wife and two sons. His hobbies include exercising, strength training and running, as well as following Virginia Tech Athletics. He served as assistant basketball coach at Millbrook High School from 2004 – 2014.
Matt joined YHB in 2008 after graduating from Radford University. At YHB, he has focused his efforts on providing assurance and consulting services to private companies in the construction and real estate industries. Through his active participation in industry trade associations and continuous industry specific training and education, Matt has obtained a wealth of knowledge and a deep understanding of these industries.
As someone who has been actively involved in both the audit and attestation as well as tax services, Matt has a strong understanding of accounting issues that are unique to the industries he serves. He is familiar with their unique accounting and reporting needs, as well as industry benchmarks and best practices. Matt excels at analyzing financial statements and key performance indicators, and advising clients about ways to improve their accounting procedures and internal controls.
To further his commitment to the construction industry, Matt became a Certified Construction Industry Financial Professionals (CCIFPs) in 2018. The Certified Construction Industry Financial Professional (CCIFP®) designation is the only accounting certification for construction financial professionals accredited by the American National Standards Institute (ANSI) under ISO 17024:2012.
Open communication with management throughout the year helps Matt establish a healthy, trusting relationship with the client. Frequent communication helps identify the client’s concerns and allows Matt to focus on areas that will add value to the client and address those concerns. His goal is to have a no surprise engagement that is characterized by a high degree of interaction with the client, which facilitates quick response to any issues as well as effective and efficient completion of every engagement.
Matt is a current member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, Associated General Contractors (AGC), the Associated Builders and Contractors (ABC), National Association of Homebuilders, Construction Financial Management Association and Construction Industry CPAs/Consultants Association. In addition to his active participation, he is also the current Treasurer for the American Subcontractors Association of the Shenandoah Valley and on the Board of the Top of Virginia Homebuilders Association.
Bachelor’s degree in business, accounting and finance, from Radford University
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.
Drew is a 2008 graduate of the University of Lynchburg (previously Lynchburg College) and has a Bachelor’s Degree in Business Administration (concentration in Accounting). He joined YHB in 2009 and became a Certified Public Accountant in 2010. Since joining the firm, Drew has worked exclusively for YHB’s bank team. Because of this industry expertise, Drew excels in conducting internal, external, and SOX 404 audits to financial institutions throughout the Mid-Atlantic. He also has extensive experience working with SEC and financial reporting and SOX/FDICIA implementation and consulting. Drew’s extensive knowledge of the community banking industry enables him to meet the full range of a client’s accounting service needs.
Drew’s approach begins with building a strong relationship with his clients in order to understand their needs and maximize the services he provides. He maintains open, timely communication and provides quality, value-added services to limit disruptions to his client’s staff during the engagement’s timeline.
Drew is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accounts, and the Institute of Internal Auditors. He is also a member of YHB’s Marketing Committee, leads annual staff trainings, is a leader on our audit team in keeping up with and implementing changes in generally accepted auditing practices and assists our HR team in recruiting, retaining and developing top accounting professionals. Drew currently resides in Midlothian, Virginia with his wife and two boys and enjoys any opportunity he gets to golf, hunt and spend time with his family and friends.
In addition to over 25 years of experience in public accounting, Kim has five years of experience as a CFO of a financial institution. She has a B.S. degree in accounting from Virginia Tech and is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants as well as the Institute of Internal Auditors. She is the proud mother of one daughter, one dog, and one cat.
Kim provides accounting, auditing, tax and advisory services to community banks and has been named a Super CPA in auditing by Virginia Business magazine. A key member of our Bank Services Team, Kim leads the Community Bank teams quarterly CFO Peer Exchange in conjunction with the Virginia Bankers Association. She is a frequent speaker at various banking association conferences including the Virginia Bankers Association, the Virginia Association of Community Banks and the Maryland Bankers Association and has taught classes on internal auditing and led workshops on recent accounting pronouncements pertinent to the banking industry.
Kim’s experience as a bank CFO has given her a deep, hands-on knowledge of bank operations. She also is skilled at conducting external audits of private banks and public companies, and in advising clients about accounting for mergers and acquisitions and capital raises. Kim leads the firm’s internal audit practice and pioneered our audit approach and programs.
Kim finds that spending time with clients is the best way to learn how they operate, what their needs are, and how to best serve them. To this end, she analyzes key processes to find out how bank employees perform their tasks, and looks at ways to improve control structure while also improving efficiency. She then helps clients develop any needed remediation plans.
Tyler is a graduate of Georgia Southern University where he earned his Bachelor of Business Administration in Marketing and Master of Accounting degrees, as well as his MBA. Tyler is a member of the Virginia Society of Certified Public Accountants (VSCPA), the American Institute of Certified Public Accountants (AICPA) as well as the Information Systems Audit and Control Association (ISACA).
He is a member of both the Financial Institution Services and Risk Advisory Services teams and performs external, internal, IT, and SOC audits as well as various consulting engagements. He joined YHB in 2020 and is based out of the Falls Church office.
Tyler has worked in the public accounting sector since graduating from college serving primarily financial institutions and private businesses in the manufacturing, construction and IT services industries. Services provided have ranged from audit and attestation services, data and business analytics, and management consulting and assistance with due diligence for mergers and acquisitions.
Tyler considers the most important aspect of being a public accountant is maintaining the role of a trusted advisor with his clients. Identifying problems and providing valuable solutions to assist clients in reaching their strategic goals and objectives is what impassions Tyler to go above and beyond expectations.
Hannah graduated from James Madison University in 2013 with a Master’s Degree in Accounting and Information Systems. She joined YHB in 2014 and has worked exclusively on YHB’s Bank team performing external audits, internal audits, and SOX consulting services. Hannah became a Certified Public Accountant in 2015.
Jeff is an Audit Manager in our Richmond office. He has a Bachelor’s Degree in Accounting and a Master’s Degree in Accounting both from James Madison University. He became a Certified Public Accountant in 2011 and joined YHB in 2014. Jeff works exclusively with our community bank team performing internal and external audits.
Katrina graduated from the University of Virginia with an undergraduate degree in Accounting in May 2011 and graduated from James Madison University with her Masters of Science in Accounting in August 2012. Katrina joined YHB in January 2012 and became a licensed CPA in 2013. In 2015, Katrina was nominated and won an opportunity to be part of the Virginia Society of CPA’s Leadership Academy. This is an exclusive opportunity only given to a handful of CPA’s across Virginia.
Since joining YHB, her career focus has been on nonprofit organizations such as private schools, colleges, foundations, religious organizations, museums, and other nonprofit entities. Her service to those organizations include audit and attest as well as tax services. Recent CPE includes the Not-for-Profit Conference held by the AICPA as well as the NFP Certificate Program I. Katrina has previously presented at YHB’s annual nonprofit symposium on the financing reporting standard updates for nonprofit organizations. She has also given a presentation on internal controls at a seminar hosted jointly by YHB and Evangelical Council for Financial Accountability. Katrina gives back to her local community by volunteering at a local healthcare facility where she assists the Activities Director with various activities for the residents.
Jacob graduated from Shenandoah University with a Bachelor’s degree in Business Administration (focus in accounting) in 2012 and a Masters of Business Administration in 2013. He became a licensed CPA in 2015. Jacob joined YHB in 2013. His career focus has been in the audit of construction, nonprofit and governmental organizations.
Allison joined YHB in 2015 after earning both her Bachelor of Business Administration in Accounting and Master of Science in Accounting from James Madison University. Allison completed her testing to become a Certified Public Accountant in 2016. During her time at YHB, Allison has focused on providing services to not-for-profits and closely held businesses, providing a range of audit and tax services.
Allison is an active member in the Virginia Society of Certified Public Accountants (VSCPA), American Institute of Certified Public Accountants (AICPA) and the Top of Virginia Chamber of Commerce.
Bryan began his career with YHB in 2005, and has been a key leader in YHB’s respected Risk Advisory Services practice since 2007. Focusing attention on two of the most well-known technology internal control frameworks –the AICPA’s Trust Services Categories and ISACA’s COBIT® framework —Bryan works across industries to help clients identify and mitigate information & technology risk.
Bryan leads the Firm’s SOC Examination Practice with specialty niches in business process outsourcing companies, contact centers, media and communications companies, and cloud-native applications. SOC Examination specialties include:
Bryan also leads the IT Audit, ACH Audit and Vulnerability Assessment segments of YHB’s Financial Services Industry team, regularly speaking at banking conferences in the mid-Atlantic region about IT and cybersecurity risk in the financial services industry.
Dorrie graduated from George Mason University in 1997 with a Bachelor of Science in Accounting and later received her Master’s degree from the University of Phoenix in 2010. Since entering the world of public accounting Dorrie has focused on construction and small business on both attest and tax engagements. Dorrie previously acted as a controller in private industry, responsible for forecasting, budgeting, monthly close process, general ledger analysis and year-end financial procedures.
In addition to working on attest and tax engagements, Dorrie provides consulting services for clients with selection, execution, and training of various accounting process and software solutions. She utilizes her accounting and industry knowledge to aid businesses on deciding which tools to implement for current and future requirements. When doing this, she is able to leverage her technical experience with her unique understanding of the challenges businesses face.
Dorrie is an active member of both the American Institute of Certified Public Accountants and the Virginia Society of Public Accountants. Additionally, Dorrie is a current member of the Associated General Contractors (AGC), the Associated Builders and Contractors (ABC), National Association of Homebuilders, and Construction Industry CPAs and Consultants (CICPAC).
Chris is a graduate of Radford University and joined YHB’s bank team in 2017. Chris became a CPA in 2019 and leads external audit, internal audit, and SOX/FDICIA engagement teams.
Prior to his time at Radford and YHB, Chris served for five years in the United States Marine Corps stationed in North Carolina. During his service, Chris was deployed to Afghanistan and Northern Africa. He was an infantry squad leader and earned the rank of Sergeant.
Brandon is an audit leader for the bank team. He regularly prepares audit and accounting updates for the team. Brandon has worked exclusively for the bank team since graduating from Virginia Tech performing external audits, internal audits, bank tax services and SOX consulting.
Justin began his career at Yount, Hyde & Barbour in 2007, where he has worked exclusively for our Community Bank Services Team since graduating from Old Dominion University with a degree in Business Administration, focusing in Accounting. Justin is based in our Richmond office, and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Justin is an audit leader for the firm, performing external audits, internal audits, bank tax services and SOX consulting for public and non-public financial institutions, and has been working with community banks in Virginia and throughout the region for over ten years.
Justin’s background has been exclusively with financial institutions since joining the firm, giving him valuable insights and significant experience in providing his clients with quality, value-added services. He has expertise in providing internal, external, and SOX 404 audits, as well as SEC and financial reporting assistance and significant experience with mergers and acquisition transactions.
Justin’s focus is on providing quality service and adding value for his clients by being a trusted advisor and resource. He believes that accessibility and open, timely communication are key to developing strong relationships with clients and providing them the highest quality services that meet their needs in a changing, challenging environment.
Josh received his Bachelor’s Degree in Accounting & Information Systems from Virginia Tech in 2014, graduating Magna Cum Laude. Josh began his career with Yount, Hyde & Barbour in 2015 and has been a licensed CPA upon joining the firm. He is a member of the Community Bank Services Team and performs external audit, internal audit, BSA and compliance audit services for YHB’s community bank clients.
Josh is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).
Steve has over 25 years of professional experience and has dedicated his practice to providing accounting, auditing, advisory and consulting services to financial institutions throughout the region. He is a graduate of University of Delaware and has a Bachelor of Science Degree in Accounting.
Steve is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the Financial Managers Society.
Steve is a leader on YHB’s community bank and employee benefit plans practices. In this role, Steve is responsible for assuring the highest quality service to clients served in these industries. Steve also serves as technical reviewer for the Firm’s FAR overhead audits performed for engineering firms as well as the Firm’s internal audit engagements.
His specialties include:
Steve has completed Maryland Bankers School and was President of the 1997 graduating class. He also served on the Board of Directors for Federal Hill South Neighborhood Association and Glenwood Life Counseling Center.
A Western Pennsylvania native, Brad graduated from Indiana University of Pennsylvania in 2014 with Bachelor’s Degrees in Accounting and Management Information Systems. He joined YHB that same year and has since split his time between both the Bank team and the Risk Advisory Services team completing external and internal financial audits, SOX consulting services, and IT related audit and consulting services. Brad became a Certified Information Systems Auditor in early 2019.
Tom began his professional career at YHB in 1997, with a Bachelor’s degree in liberal arts and sciences as well as a Master of Accountancy degree, both from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
For years, Tom has dedicated his practice to providing accounting, auditing, advisory and tax services to financial institutions throughout Virginia, West Virginia, Maryland and Pennsylvania. A leader of our Financial Institutions Team, Tom also serves on our IT Steering Committee and Organizational Development Steering Committee and conducts annual audit training for new hires.
Because Tom has worked with financial institutions for more than 10 years, he excels in conducting internal, external and SOX 404 audits, assisting with SEC and financial reporting, and providing tax compliance services to financial institutions. While he has expertise in consulting about internal controls and SOX implementation, Tom’s comprehensive knowledge of the financial institutions industry enables him to meet the full range of a client’s accounting service needs.
Tom believes that building a strong relationship with clients is one of the keys to maximizing the benefits of the services he provides. In working with clients, he listens carefully to what their needs are. Because of his bank audit expertise, Tom is able to minimize disruption of the client’s staff while optimizing communication and achieving the desired results. Tom also believes that all members of our Financial Institutions Team are instrumental in building successful client relationships and performing engagements. Our focus on attracting, developing and retaining top professionals makes YHB a leader in providing services to community banks and credit unions.
In his free time, Tom enjoys traveling and camping with his wife and two children and watching the kids play sports. His hobbies include running marathons and playing basketball.
Olivia began her accounting career at YHB in 1998, with a B.S. degree in business (major in accounting) from Bridgewater College and a Certificate in Nonprofit Management, sponsored by the University of Virginia. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Olivia focuses on providing financial reporting services to nonprofit organizations, especially private schools, colleges, universities, and foundations. In addition to conducting audits and reviews, she has helped clients prepare Form 990, 990-T and Form 990-PF informational returns. As a member of our Nonprofit and Governmental Services team, Olivia has been named a Super CPA by Virginia Business magazine in the nonprofit/governmental field as well as the “Young CPAs” field.
Because she specializes in conducting audits for nonprofit organizations, Olivia has a thorough understanding of applicable regulations and audit standards. This expertise enables her to perform audits efficiently and issue accurate financial statements quickly after completing field work. In addition, she is very good at keeping lines of communication open and letting clients know about current developments in the industry and recently issued accounting standards.
For Olivia, the key to efficient service is learning all she can about an organization and its needs. She meets with management to find out whether the nonprofit has endowments, restricted funds or other financial features that require special attention. In conducting an audit, Olivia lets a client know what types of information she will need, documents internal controls and provides a draft financial statement as soon as field work is completed, so the client can review it at the same time a YHB principal does.
Claire graduated from West Virginia University with a Bachelor’s of Science degree in Accounting in 2009 and a Master of Professional Accountancy in 2010. She became a licensed CPA in 2012. Prior to joining YHB, Claire was an Audit Supervisor with Ernst & Young, LLP in Pittsburgh, Pennsylvania. She joined YHB in 2013. Her career focus has been in the audit of nonprofit and governmental organizations. Recent presentations include “Best Practices for Boards and Staff” at an event sponsored by Loudoun County Chamber of Commerce.
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.