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Review, Compilation & Agreed-upon Procedures

Financial information that helps achieve your goals

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:

Compilations

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.

Reviews

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.

Agreed-Upon Procedures

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.

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Contact us when it’s time to move forward.

Allison Shrader
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Allison Shrader
CPA
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Specialties
About Allison

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.

Jeff Mathias
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Jeff Mathias
CPA
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Specialties
ABOUT JEFF

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.

 

 

N’Goran Allangba
 
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N’Goran Allangba
CPA
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ABOUT N'GORAN

N’Goran Allangba joined YHB’s Financial Services team in 2023 as an Assurance Manager. With prior experience as an auditor at Crowe (working with banks and mortgage companies) and Deloitte (specializing in investment management), N’Goran brings a wealth of expertise to our team.

He holds both a Bachelor’s and Master’s degree in accounting from the University of Texas at Dallas and earned his CPA designation in December 2019.

N’Goran’s focus within the Financial Services team includes conducting both external and internal audits for community banks and credit unions. His client-centric approach involves understanding the intricacies of a business and adapting services to align with its management style.

Outside of work, N’Goran actively contributes to his community, participating in initiatives like Toast for Charity, the North Texas Food Bank, and local food pantries. Additionally, N’Goran enjoys staying active by playing in an indoor soccer league and speaks French as his first language.

Dan Bost
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Dan Bost
CPA
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About Daniel

In 2021, Daniel brought a wealth of experience to YHB, having accumulated over a decade of expertise in public accounting with large regional CPA firms. Daniel earned his bachelor’s degree in accounting from Bob Jones University in 2010, followed by his certification as a Certified Public Accountant (CPA) in 2011.

Daniel has extensive experience in providing accounting and assurance services to businesses of all sizes in a variety of industries. His expertise also shines in assisting clients with implementing new accounting standards, and helping them understand the impact on their business and financial reporting. In addition, Daniel has extensive experience in auditing retirement plans for businesses of all sizes. His diverse industry background grants him a distinctive outlook, enriching his approach when collaborating with clients. This unique blend of expertise and perspective makes him a valuable asset to our team.

Furthermore, Daniel is an active member of both the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, demonstrating his commitment to professional excellence.

Josh Byrum
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Josh Byrum
CPA
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Industries
ABOUT JOSH

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).

Brad Brosig
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Brad Brosig
CISA
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Industries
About Brad

A Western Pennsylvania native, Brad graduated from Indiana University of Pennsylvania in 2014 with bachelor’s degrees in both Accounting and Management Information Systems. He joined YHB that same year, spending the next five years focusing on the financial services industry by conducting internal and external financial audits, FDICIA/SOX compliance, IT audits, and ACH audits.

In 2019 Brad became a Certified Information Systems Auditor and shifted to focusing exclusively on IT-related auditing and consulting services, including the addition of vulnerability assessments, penetration testing, and SOC auditing to his repertoire. Brad’s primary goal is to help his clients find ways to control risk in an uncontrollable and risky world. He regards every engagement not as a transaction, but as a partnership, with his clients’ interests at the forefront. His primary goal was not just to deliver cutting-edge solutions, but to empower his clients with the knowledge and strategies to navigate the volatile landscape of IT risks confidently.

 

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What Clients are Saying

 

“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

Dorrie Franzello-Kurtz
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ABOUT DORRIE

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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What Clients are Saying

 

“I have really enjoyed working with Dorrie Franzello-Kurtz! Customer service is second to none.– Anonymous

Adrian Kessel
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Adrian Kessel
CPA
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ABOUT ADRIAN

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 Accountants (VSCPA).

Claire Manspile
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Claire Manspile
CPA
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ABOUT CLAIRE

Claire graduated from West Virginia University, earning a Bachelor’s of Science degree in Accounting in 2009 and a Master of Professional Accountancy in 2010. Her academic achievements laid a strong foundation for her professional journey. Claire became a licensed CPA in 2012, further solidifying her expertise in accounting and auditing.

Before joining YHB in 2013, Claire gained valuable experience as an Audit Supervisor with Ernst & Young, LLP in Pittsburgh, Pennsylvania. During her tenure at Ernst & Young, she honed her skills in auditing. This experience equipped her with a deep understanding of the unique challenges and opportunities within the practice.

At YHB, Claire has continued to build on her assurance expertise, extending her focus to include audits for wealth management firms. Her ability to navigate the complexities of both not-for-profit and wealth management assurance services has made her an invaluable asset to YHB. Claire’s comprehensive approach ensures that her clients receive the highest level of service and expertise.

In addition to her technical skills, Claire is a recognized thought leader within the industry. She is a regular speaker at YHB’s not-for-profit symposium and webinars, where she shares her insights and knowledge with a broader audience. Her presentations are well regarded, offering practical advice and best practices that benefit both boards and staff of not-for-profit organizations. Recently, she presented “Mastering the Statement of Functional Expenses: Overcoming Common Challenges” at YHB’s Annual Not-for-Profit symposium, further demonstrating her commitment to advancing the field.

Claire is also deeply committed to giving back to the community. She is active in volunteering with the United Way of the Eastern Panhandle, where she dedicates her time and expertise to support various community initiatives. Her involvement with the United Way underscores her belief in the importance of community service and making a positive impact beyond the workplace. Within YHB, Claire is known for her dedication to mentoring and developing younger staff. She leads internal trainings, fostering a culture of continuous learning and professional growth. Her mentorship has been instrumental in guiding new professionals and helping them achieve their career goals.

Claire’s dedication and exceptional skills have earned her a promotion to Principal, effective July 1, 2024. This new role is a testament to her unwavering commitment to excellence and her significant contributions to the firm and its clients. As a Principal, Claire will continue to lead with integrity, passion, and a deep commitment to both her profession and her community.

Danielle Kerns
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Danielle Kerns
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About Danielle

Danielle joined YHB in 2016 after earning her Bachelor of Business Administration in Accounting from James Madison University. 

Expertise

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. 

Other Interests & Awards

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. 

Kristen Carnohan
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Kristen Carnohan
CPA, CRCM, CAMS
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Industries
About Kristen

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:

  • Regulatory Compliance Consulting
  • BSA/AML Compliance Examinations
  • Internal Auditing Services
  • Loan Review
  • SOX/FDICIA Consulting
  • Temporary CFO Services

 

Other Interests

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,

Christopher L. Frye
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About Chris

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.

Experience

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.

Expertise

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.

Approach

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.

Other Interests

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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What Clients are Saying

 

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

Brad Tomlinson
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Brad Tomlinson
CPA
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About Brad

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. 

Expertise

During his time at YHB, Brad has focused on providing audit services to a variety of industries including not-for-profit and governmental clients.

Memberships and Other Interests

Brad is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA). 

Jacob Pendergraft
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Jacob Pendergraft
CPA
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About Jacob

Jacob is a seasoned professional with over a decade of experience. He earned his BS degree in Business Administration with a focus in accounting from Shenandoah University in 2012, followed by a Master of Business Administration in 2013. Jacob began his journey with YHB in 2013, achieving his CPA license in 2015. Throughout his extensive career, he has dedicated himself to providing top-notch assurance services to a diverse clientele, specializing in construction, government contracting, and other for-profit organizations.

INVOLVEMENT & MEMBERSHIPS

Jacob is also an active participant in various industry associations. He holds memberships in both the Associated Builders and Contractors and the Association for General Contractors, staying closely connected to industry trends and developments. Additionally, Jacob is a proud member of the Virginia Society for Public Accountants and the American Institute of Certified Public Accountants, showcasing his commitment to professional growth and excellence in his field.

Other Interests

Jake cherishes spending quality time with his wife, three children, and friends. His hobbies include coaching his kids’ baseball and softball teams, going to the beach, cooking, playing golf, and avidly following the Philadelphia Eagles and Baltimore Orioles.

Brandon Driver
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Brandon Driver
CPA
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About Brandon

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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What Clients are Saying

 

“Very professional and highly knowledgeable.” – Dean C.

Shawn Dunford
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Shawn Dunford
CPA
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About Shawn

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. 

Expertise

Shawn helps lead external audit, internal audit, and SOX/FDICIA engagement teams for our Financial Institutions Team. 

Other Interests

Shawn is a member of the AICPA and VSCPA and regularly participates in continuing education courses.

Chris Allshouse
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Chris Allshouse
CPA
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ABOUT CHRIS

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.

Drew Throckmorton
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Drew Throckmorton
CPA
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About Drew

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.

Approach

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.

Expertise

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.

Bryan Newlin
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About Bryan

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.

Expertise

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:

  • SOC 1 for Service Organizations: ICFR
  • SOC 2 for Service Organizations: TSC
  • SOC 3 for Service Organizations: TSC for General Use
  • SOC for Cybersecurity

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.

Certifications

 

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What Clients are Saying

 

“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

Jessica Sipple
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Jessica Sipple
CPA
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Industries
About Jessica

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.

Expertise

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.

Memberships & Other Interests

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.

Jesse Meadows
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Jesse Meadows
CPA
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About Jesse

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.

Experience

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).

Expertise

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.

Approach

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.

Education
  • Bachelors Degree from Marshall University in 2003
  • Master’s Degree in Professional Accounting from West Virginia University in 2004

 

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What Clients are Saying

 

“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.

Scott Moulden
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About Scott

Scott 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.

Experience

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.

Expertise

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.

Approach

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.

Other Interests

Scott enjoys traveling and spending time with his family, as well as helping out on his parents’ farm.

Ben Vaughan
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Ben Vaughan
CPA
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ABOUT BEN

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.

APPROACH

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. 

Stephen M. Weber
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Stephen M. Weber
MBA, CISA
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Industries
About Stephen

Stephen joined YHB in 2018 with extensive experience in IT Audit and Advisory Services.  His background includes internal and external IT Audit services for state and federal agencies and  Fortune 500 companies in retail, manufacturing and financial lending. Most recently, he was an instructor at Virginia Commonwealth University focusing on technology-related courses in the Accounting Department’s graduate and undergraduate programs.

 

Expertise

His expertise spans financial statement audits, SOX, project management, legal and compliance and data analytics.  Stephen earned his Masters of Business Administration from the University of Richmond and Bachelors in Business Information Technology from Virginia Tech.  He is actively involved in ISACA.

Stephen also completed ISACA®’s Cybersecurity Audit Certificate Program.

cybersecurityaudit-logo

ISACA’s Cybersecurity Audit Certificate Program provides security professionals with an understanding of the audit process, and IT risk professionals with an understanding of cyber-related risk and mitigating controls.

Thomas L. Milburn
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About Tom

Tom is YHB’s CEO and leader of the Firm’s strategic initiatives. He 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.

Experience

For years, Tom has dedicated his practice to providing accounting, auditing, advisory and tax services to financial institutions throughout the East Coast. A leader of our Financial Institutions Team, he regularly speaks at industry events and leads trainings throughout the region. Tom has previously served on the VSCPA Board of Directors, and now sits on their Nominating Committee.

Internally, Tom has served on YHB’s Diversity Council, Innovation Committee, Human Resources Committee, and Board of Directors. As he transitioned to CEO, Tom now oversees the management and leadership teams at YHB. His hands on, people first approach allows him to drive innovation while continuing to position YHB as a leading Firm in the region. Tom regularly travels to all YHB’s offices to engage with team members and understand the nuances of each location. He is actively involved in leadership roundtables and CEO programs.

Other Interests

In his free time, Tom enjoys traveling and camping with his wife and two adult children. His hobbies include running marathons and playing golf. He is active in the community volunteering with temporary housing not-for-profits and serving food to those in need.

Matthew Smith
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Experience

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.

Expertise

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.

Certified Construction Industry Financial Professionals

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.

 
Approach

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.

Involvement and Memberships

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.

 

Education

Bachelor’s degree in business, accounting and finance, from Radford University

 

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What Clients are Saying

 

“Matt responds quickly and concisely whenever I email him. He never lets the ball drop.” – Anonymous

Luke Gore
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Luke Gore
CPA
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About Luke

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.  

Connor Oakes
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Connor Oakes
CPA
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About Connor

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.

Expertise

Connor helps lead external audit, internal audit, and SOX/FDICIA engagement teams for our Financial Institutions Team. 

Other Interests & Awards

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.

Justin Crowder
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ABOUT JUSTIN

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.

Experience

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.

Expertise

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.

Approach

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.

EDUCATION
  • Bachelor’s Degree from Old Dominion University in 2007
Olivia Hutton
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Olivia Hutton
CPA
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About Olivia

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.

Experience

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 nonprofit certificatemagazine in the nonprofit/governmental field as well as the “Young CPAs” field.

 

Expertise

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.

 

Approach

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.

Speaking Engagements
  • Form 990 at YHB Annual Not-for-Profit Symposium, Loudoun Chamber Not-for-Profit Academy, Nonprofit Education and Training Workshop, and for other various groups.
    Audit and Tax Update at Richmond Chapter of CPAs and YHB Annual Not-for-Profit Symposium.
    Good Governance at Nonprofit Education and Training Workshop, Virginia Foundation for Community College Education Conference, and Hampshire County Community Foundation
  • New Accounting Standards at the YHB Annual Not-for-Profit Symposium
  • “Top five things to know in managing a Not-for-Profit Organization” at Shenandoah Valley Nonprofit Alliance for Excellence
  • Not-for-Profit Finance Fundamentals at Center for Nonprofit Excellence
  • Finance Management at the Lord Fairfax Community College Academy

 

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What Clients are Saying

 

“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.

Steven D. Halpern
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Steven D. Halpern
CPA
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About Steven

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.

Expertise

Steve is a leader on YHB’s financial services team. In this role, Steve is responsible for assuring the highest quality service to YHB’s community bank and credit union clients.

His specialties include: 

  • Financial Statement Audits
  • Public Company Audits
  • Supervisory Committee Audits
  • Internal Audits
  • SEC Financial Reporting
  • Temporary CFO Services
Other Interests

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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What Clients are Saying

 

“Steve does a great job and is always available for us to bounce ideas around.” – Renee L.

Darlene D. Gerstmyer
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Darlene D. Gerstmyer
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About Darlene

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).

Expertise

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: 

  • Internal Auditing Services
  • ACH Compliance Examinations
  • BSA/AML Compliance Examinations
  • Regulatory Compliance Consulting
  • Financial Statement Audits
  • Supervisory Committee and Director Training
  • Public Company Audits
  • Fraud Audits
  • Verification of Accounts
  • Temporary CFO Services
Other Interests & Awards

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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What Clients are Saying

 

“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.

Hannah Scates
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Hannah Scates
CPA
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ABOUT HANNAH

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.

Jennifer Files
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About Jennifer

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.

Experience

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.

Expertise

She enjoys working with clients to identify  efficiencies in their processes, and to help clients defend and protect their bottom line. 

Approach

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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What Clients are Saying

 

“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.