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.
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 Financial Institution team performing external audits, internal audits, and SOX consulting services for community banks. Hannah became a Certified Public Accountant in 2015.
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.
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.
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“Working with Olivia Hutton and Claire Manspile over the past 3 years has been a great experience. They are both very professional, responsive and a joy to work with. Last year was the first virtual audit I have ever done, and it went seamlessly.” – Julie D.
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).
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“I have really enjoyed working with Dorrie Franzello-Kurtz! Customer service is second to none.” – Anonymous
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.
Daniel joined YHB in 2021 with 10 years of public accounting experience. He is a Manager on YHB’s audit team. He graduated in 2010 from Bob Jones University with a bachelor’s degree in accounting. He later became a Certified Public Accountant (CPA) in 2011.
Dan is a member of both the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Dan’s expertise shines in assisting clients with implementing new accounting standards, such as the new lease and revenue recognition standards. His diverse industry background also provides a unique perspective in his approach to working with clients.
Ben initially joined the YHB team as an intern. Following graduation from Virginia Tech (where he earned a degree in Accounting and Information Systems) in 2012, he officially began his career at YHB as an Associate and became a licensed CPA in 2014. He later spent 5 years in the private sector and returned back to YHB in 2022.
Due to his performance throughout his career, Ben has earned the role of Audit Manager on the Financial Institution team in Richmond, where he mainly focuses on leading engagements for community banks and credit unions and SOX 404 compliance.
He is also a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Outside of work, Ben enjoys spending time outside, specifically boating and spending time on the Rappahannock river with his family.
Ben uses a friendly and respectful approach to help build relationships with clients in order to best serve their needs and provide high quality service. He uses open, timely communication to develop strong relationships with his clients and aims to be a trusted advisor to them in all aspects of the engagement process.
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.
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“Steve does a great job and is always available for us to bounce ideas around.” – Renee L.
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.
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“Jesse Meadows is phenomenal…We feel extremely fortunate to have the opportunity to work with these teams from YHB. Thank you for your invaluable service to RSB!!!” – Jane L.
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.
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“The knowledge and audit services provided by YHB, and particularly Principal Darlene Gerstmyer, have been invaluable to our Supervisory Committee. Our Board’s decision to not backfill an Internal Auditor’s position left a highly concerning void in our oversight capability. Darlene and her team worked with us to initiate an engagement that provided much needed internal audit coverage, and in the process provided highly valued insights that helped to shape and improve our oversight capabilities. The team has provided excellent audit services; and, equally important, have unfailingly made themselves available to provide much needed advice at critical times.” – Lou D.
Jessica joined YHB in 2018 with several years of audit experience in public accounting. She later became a CPA in 2019. She has several degrees including both a Bachelor of Science in Business Administration with an Accounting Minor and a Master of Science in Accounting and Information Systems from University of Maryland University College.
During her time at YHB, Jessica has focused on providing audit, review, compilation, agreed upon procedures, and accounting services for governmental entities, construction companies, not-for-profits, and closely held businesses.
Jessica is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA). She also formerly served as treasurer of the Boys and Girls Club of Frederick County, MD.
Adrian is a 2016 graduate of Shepherd University where he received a Bachelor of Science in Accounting. He joined YHB in 2018 and became a licensed CPA in 2019. During his time at YHB, Adrian has focused on providing audit services to a variety of industries.
Adrian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accounts (VSCPA).
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.
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“Bryan Newlin, Brad Brosig, and their team have always been very knowledgeable and have provided excellent recommendations. Even outside of audit periods we are able to ask them questions and a response is always quick and informative.” – Anonymous
Brad joined YHB in 2021 with several years of audit experience in public accounting. He graduated from Roanoke College in 2017 with a Bachelor’s Degree in Business Administration with a concentration in accounting and finance.
During his time at YHB, Brad has focused on providing audit services to a variety of industries including not-for-profit and governmental clients.
Brad is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA).
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.
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“Knowledgeable, fair, responsive.” – Jay H.
“Bryan Newlin, Brad Brosig, and their team have always been very knowledgeable and have provided excellent recommendations. Even outside of audit periods we are able to ask them questions and a response is always quick and informative.” – Anonymous
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 and II. 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.
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.
Madison began her professional career at YHB in 2018 after graduating from West Virginia University with a Bachelor’s Degree in Accounting. She later earned her CPA certification in 2019.
Madison works on various internal and external audit engagements for private and public financial institutions of all sizes as part of YHB’s Financial Institutions Team. Madison’s external audit clients range from private institutions to SEC reporting companies. In addition, she works with several financial institutions in an internal/FDICIA/SOX compliance audit capacity.
Madison is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA) and regularly participates in continuing education courses.
She also received the Firm’s “ELITE” (Exceptional Leadership in Trust and Excellence) award for Breakout Performance in 2020.
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.
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“Easy to work with. Professional. Always available. Trust and value YHB with all aspects of our business.” – Anonymous
“Chris Frye’s trustworthiness, and his knowledge, consistency and professionalism, year in and year out.” – Anonymous
Danielle joined YHB in 2016 after earning her Bachelor of Business Administration in Accounting from James Madison University.
During her career at YHB, her focus has been on nonprofit organizations such as private schools, colleges, foundations, religious organizations, museums, trade associations and other nonprofit entities. Her service to those organizations include financial statement audit, review, compilation and accounting services as well as tax services.
Danielle helps with YHB’s Externship and Internship programs and assists with new staff trainings and bootcamps. She is also an active member in the Top of Virginia Regional Chamber of Commerce.
Danielle also received the Firm’s “ELITE” (Exceptional Leadership in Trust and Excellence) Trusted Advisor Award in 2021.
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.
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.
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.
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“Very professional and highly knowledgeable.” – Dean C.
Timothy Solomon joined YHB in August 2022 as a Manager on the Audit Team in our Rockville office. Timothy brings over 25 years of experience in the public and private accounting field. Most recently, Timothy established his own CPA and consulting practice providing financial statement audits, EBP audits, financial statement reviews and other consulting services. Timothy specializes in financial statement audits and federal government contractor accounting
Timothy earned his BS in Accounting from Hampton University and Masters of Financial Management from University of Maryland, University College. He became a licensed CPA in 2003.
Timothy is also a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Outside of work, Timothy enjoys spending time outside, specifically gardening and light-construction home improvement projects of a do-it-yourself variety. He is also an avid sports fan.
Timothy promotes and enjoys interactive communications with clients to first understand their needs and desires. Listening and placing himself in his client’s thoughts allows Timothy a better understanding of their thoughts, which allows him to better understand and provide better service.
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 financial institutions team performing internal and external audits.
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.
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.
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“Erica is easy to talk with and explain situations that occur within our plan and organization, she offers solutions that are easy to understand and implement.” – Jennifer C.
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.
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 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.
She enjoys working with clients to identify efficiencies in their processes, and to help clients defend and protect their bottom line.
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 are alike, and for that reason, no two internal control structures should be either.
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“Jennifer Files has been involved in leading our audit for several years. First as the manager and then, most deservedly, after her promotion to partner. She goes out of her way to be available. Communicated well and is extremely easy to work with. Top Shelf.” – Mark M.
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.
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).
Shawn graduated from Shepherd University in 2017 with a Bachelor of Science degree in Accounting and from West Virginia University in 2018 with a Master of Accountancy. He joined YHB in 2018 and became a Certified Public Accountant that same year.
Shawn helps lead external audit, internal audit, and SOX/FDICIA engagement teams for our Financial Institutions Team.
Shawn is a member of the AICPA and VSCPA and regularly participates in continuing education courses.
Tristan graduated with a B.S. in Accounting from the University of Maryland, College Park in 2002. Tristan has been performing a variety of accounting, auditing, including management advisory services, financial statement analysis, and valuation services for more than 20 years. Prior to joining YHB in 2022, he was a member of the Glass Jacobson team as an Audit and Assurance Services Manager.
In addition to his expertise in audit and accounting, Tristan has experience working with companies that have difficult revenue recognition policies, unusual/exotic equity structures and stock/performance based compensation arrangements.
Tristan is a Certified Public Accountant licensed in Maryland and is also a Certified Valuation Analyst (CVA). He is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the National Association of Valuators and Analysts (NACVA).
In his spare time, Tristan enjoys golfing, working with computers, and investing in the stock market.
Luke began his professional career at YHB upon graduation from Virginia Tech with a bachelor’s degree in Accounting and Information Systems as well as Finance. Since that time, he has worked exclusively for the Firm’s Financial Institutions Team. He specializes in performing external audits, internal audits, bank tax services, SEC regulatory compliance, and FDICIA/SOX implementation and consulting.
Luke is an audit leader for the team and is on the firm’s Audit Quality Committee and Marketing Committee. He is actively involved in providing audit and accounting updates, training for the team, and maintaining audit programs and policy. Luke regularly conducts industry specific, accounting and audit training within and outside the firm and is a regular speaker and presenter at YHB’s quarterly webinars and various banking associations.
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 on the Executive Committee with CICPAC (Construction Industry CPAs/Consultants Association) and an active 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, and Construction Financial Management Association. In addition to his active participation, he is also the current Treasurer for the Top of Virginia Homebuilders Association.
Bachelor’s degree in business, accounting and finance, from Radford University
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“Matt responds quickly and concisely whenever I email him. He never lets the ball drop.” – Anonymous
Connor joined YHB in 2018 after graduating from Virginia Tech with a Bachelor’s Degree in Accounting and Information Systems and a Bachelor’s Degree in Agribusiness. She also became a CPA in August of 2018.
Connor helps lead external audit, internal audit, and SOX/FDICIA engagement teams for our Financial Institutions Team.
Connor is a member of the AICPA and VSCPA and regularly participates in continuing education courses. She also helps with YHB’s Externship and Internship programs and new staff trainings.
Connor received the Firm’s “ELITE” (Exceptional Leadership in Trust and Excellence) award for Breakout Performance in 2021.
Outside of YHB, Connor actively volunteers with Hazelwild Farm’s Therapeutic Riding Program in Fredericksburg, VA. She is also a certified Foster/Adoptive and Respite Provider through the Spotsylvania County Department of Social Services.
Kristen joined YHB in 2022 with over 25 years of public accounting experience. She earned her BBA in Accounting at Midwestern State University and is a Certified Public Accountant (CPA), a Certified Regulatory Compliance Manager (CRCM), and a Certified Anti-Money Laundering Specialist (CAMS). Kristen is a member of the American Institute of Certified Public Accountants (AICPA), Texas Society of Certified Public Accountants (TXCPA), the Institute of Internal Auditors (IIA), and Financial Women in Texas (FWIT).
Kristen is a manager on our financial institutions team working on and overseeing compliance and internal audit engagements for community banks and credit unions.
Her specialties include:
Kristen is a member of the Kiwanis Club of Abilene and volunteers for their service projects benefiting children throughout the year. She has been a Distinguished President and Distinguished Lt. Governor. She also serves on the Foundation Committee for her church and teaches First Grade Sunday School with her husband.
Kristen and her husband are also ballroom dancers and have taken lessons for the last 10 years. They also love to travel internationally, watch movies, attend their local Philharmonic concerts and musical theater productions,