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Outsourced CFO

Expert Guidance Customized for You

Whether you need a bookkeeper for your startup, a part-time CFO for your growing business, or a replacement for someone who’s left or gone on leave, YHB’s outsourced controller services can be the perfect way to get what you need.

Scaleable CFO Services

YHB offers a full range of scalable controller, bookkeeping or CFO services that can be right-sized to meet your needs. And once we’ve determined the kind of services you need, you can count on a predictable fee and continuity of service, so you’ll know what to expect and how to budget.

Outsourced CFO

Business Consulting

Big Picture Doing

Forecasting
Mergers & Acquisitions
Governance & Compliance
Cash Flow Forecasts

Controller

Guidance & Analyis

Budgets
Financial Dashboards
Month End Close
Accounting Software Implementation

Staff Accountant

Pen

Hands On Doing

Reconcile Bank Accounts
Journal Entries / GL
Billing & Invoicing
Cut Checks

Flexibility to Accommodate Changing Needs

  • Accounting system selection and implementation
  • Financial reporting, analysis and management
  • Bookkeeping, general ledger and payroll
  • Accounts payable and receivable, and bank account reconciliation
  • Sales, property and payroll tax reporting
  • Cash flow projections and management
  • Creation of an electronic file cabinet for paperless accounting

Let us Help You find the Perfect Hire

When attaining and retaining people matter, YHB stands ready to deliver the Human Resource Consulting solutions you need to succeed. Our certified HR consultants are able to help you identify your needs and extend our expertise to exceed them.

YHB leverages our vast network of both experienced and young professionals to provide the right talent to our clients. We can work with you to identify your organization’s workforce needs, assist you in developing a job description, conduct a full blown search or just help you to interview and land the perfect candidate.

We’re large enough to offer economies of scale and handle any size of company in any industry. Yet we’re community-based and organized to operate efficiently and responsively, so you get big-league service without big fees — or down time.

Interim CFO Solutions

Our Team consists of experienced professionals who understand what a challenge it can be to find someone reliable to watch over your books. That’s why we’re ready to step in and take care of your accounting needs, so you can focus on your business. So if you find yourself needing to fill the gap from an employee leaving or have a big project in mind, we’re here for you.

 


Specialized for You

Our team covers a wide range of industries, so we’re always prepared to meet your CFO, Controller or Staff Accountant needs.


 

Are your financials providing actionable insight?

Watch a quick 30 minute webinar recording to learn why you should incorporate monthly financial reporting into your organization and how to use it to improve company performance.

Watch Here

 


Find Out How We Can Help You Thrive

Let's Talk

Contact us when it’s time to move forward.

Johanna Smith
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Johanna Smith
CPA
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Industries
About Johanna

Johanna graduated from Fordham University with a Bachelors of Science in Accounting. She is a licensed CPA with over 20 years of accounting experience and is also a Notary Public. Johanna is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.

Expertise

Johanna has extensive experience in preparing financial statements in accordance with current standards. Her expertise is also in preparing tax returns, review and compilation procedures for construction contractors, subcontractors, home builders and physicians. She regularly consults with clients regarding accounting assistance, implementation of general accounting principals, and improving internal control processes.

She knows how important it is to keep her clients informed about any relevant tax law legislation or accounting standard that is important to their business needs. In order to best serve her clients and help them achieve their goals, Johanna takes the time to fully comprehend their specific situations and concerns.

M. Jeanette Woodcock
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M. Jeanette Woodcock
CPA
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About Jeanette

Jeanette has over 30 years of experience in public accounting, specializing in construction accounting and tax. Since 1980, her career has focused on accounting for closely held companies.

Her tax expertise consistently yields significant savings to corporate, partnership, and individual clients. Her knowledge of business financial management enhances client productivity and profitability. Jeanette also contributes to published works on construction accounting.

In addition to being a member of the American Institute of Certified Public Accountants (AICPA), Jeanette is also active in the Virginia Society of Certified Public Accountants (VSCPA), the Construction Financial Managers Association (CFMA), and the Associated General Contractors of America (AGC).

Kimberly Koch
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About Kim

Kim graduated from James Madison University with a Bachelor of Business Administration in Accounting. She is a licensed CPA with 25 years of diverse accounting experience. Kim has extensive experience in assisting clients in preparing financial statements in accordance with current standards, preparing tax returns, conducting reviews and compilations for construction contractors and small businesses.

Kim is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She has previously held board positions on the RHS, NRMS, and BRES PTAs, BSA Troop 14, Fawn Lake Fliers Swim Team, Fawn Lake Triathlon, and is currently active with the Fredericksburg Regional Chamber of Commerce.

Expertise

Kim’s strongest skills cover many aspects of financial reporting and taxation, including cost control principals, ledger analysis, financial statements, budgeting, taxation, and economic regulations. Her broad experience in this deadline-driven environment enables her to successfully help build a better financial future for both regional businesses and individuals.

Allen Foster
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Allen Foster
CPA
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Specialties
ABOUT ALLEN

Allen joined YHB in 2020 as the firm’s Chief Financial Officer. He oversees the day-to-day operation of the firm and works closely with YHB’s Managing Partner, Executive Committee and Board of Directors.

A native of Charlottesville, VA, Allen holds a Bachelors Degree in Industrial and Systems Engineering from Virginia Tech and an MHA from the Medical College of Virginia/Virginia Commonwealth University. He is also a Fellow of the American College of Healthcare Executives and has spoken on physician practice integration and physician compensation for professional societies.  Allen also taught finance as adjunct faculty at the George Mason University Department of Health Administration.

Allen’s professional career in finance and administration has given him broad experience across multiple professional services settings with deep knowledge in healthcare and physician practices.  Prior to joining YHB Allen served as Controller for a $400M multi-specialty academic physician practice.

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).

Theresa Etcho
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About Theresa

Theresa graduated from James Madison University with a BBA degree in Accounting. She is a licensed CPA with over 25 years of public accounting experience. Theresa has extensive knowledge and a proven track record of consistently and effectively delivering accounting services focused on enhancing the clients’ profitability and sustainability. She works with a variety of clients in various industries in preparing financial statements in accordance with current standards, performing audits, review and compilation procedures, and preparing tax returns.

Theresa is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.

Expertise

Theresa’s strongest skills cover many aspects of financial reporting and taxation, including laws, cost control principals, ledger analysis, financial statements, budging, taxation, and economic regulations. She often consults with clients regarding tax planning, implementation of general accounting principles and improving internal control processes in order to identify and deliver tax and advisory solutions to help them achieve their goals.

Kelly Domenick
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About Kelly

Kelly graduated from Penn State University in 1999 with a Bachelor’s Degree in Accounting. She became a licensed CPA in 2000 and later went on to get her Master’s in Taxation from Robert Morris University in 2006. She has worked in public accounting for over 20 years providing tax and advisory services. In addition to individuals, her practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.

Kelly is an active member of the Loudoun County Chamber of Commerce and a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She is also actively involved with St. Theresa’s Catholic Church in Ashburn, Virginia, and her children’s schools.

M. Lynn Reilly
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About Lynn

Lynn graduated from Virginia Tech with a Bachelors of Science in Accounting. She is a licensed CPA with over 38 years of accounting experience in the public and private sector. Lynn is a member of multiple organizations, including the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.

Expertise

Lynn has extensive experience in providing a full range of tax services in compliance with laws and regulations. She performs innovative income tax planning, complex tax return preparation and review for individuals, corporations, partnerships and trusts.

In order to best serve her clients, Lynn takes the time to fully comprehend their specific situations and concerns. She knows how important it is to keep her clients informed about any relevant tax law legislation that is important to their business needs. She strives to help her clients fine tune their accounting processes so that they can work faster and smarter and achieve their goals.