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CAAS | 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 Client Accounting & Advisory Services (CAAS) can be the perfect way to get what you need.

Scalable 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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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.

Andrea Montali
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About Andrea

Andrea is a Pennsylvania State University graduate who joined the firm in December 2017 with several years of experience in public accounting. Her main responsibilities include outside controller services for several nonprofit organizations as well as financial statement preparation, tax preparation, and other accounting services. 

Andrea works mostly with the nonprofit sector and specialized in non-profit accounting. She is a member of both the Maryland Association of Certified Public Accountants and the American Institute of Certified Public Accountants.

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

M. Lynn Reilly
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M. Lynn Reilly
CPA
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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.

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.