Whether you’re looking for assistance in setting up and administering a retirement plan for your employees, or need a plan audit, you want professionals who specialize in providing benefit plan services and can deliver what you need in a timely, tax-efficient and cost-effective manner that satisfies all pertinent requirements.
This is exactly the kind of professionals who belong to our Employee Benefit Services and Retirement Plan Audit teams. YHB is highly experienced in helping businesses, partnerships and nonprofit organizations of all types and sizes select, administer and meet audit requirements for defined contribution and defined benefit retirement plans. We can also help you, your partners and your employees understand the tax implications of various plans and distribution strategies.
Because we have made benefit plan services a major focus of our firm, YHB has a large number of professionals who are dedicated exclusively to providing these services to clients like you. And because we have exceptionally strong expertise in retirement plan design, administration and audits, you get fast, reliable service, informed advice, and solutions that exceed your expectations.
We would be glad to discuss your needs and objectives, and work with you to meet them. Please take a closer look at our benefit plan services and let us know how we can be of assistance.
YHB is a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC). The center is a national community of CPA firms that demonstrate a commitment to audit quality and raises awareness about the importance of employee benefit plan audits. The Center provides members with best practices, guidelines, and tools CPAs need to perform quality employee benefit plan audits and better serve their clients.
Our team of experienced 401(k) professionals can assist you in completing your 401(k) audit requirements. Please complete the following information to the best of your ability.
Contact us when it’s time to move forward.
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.
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.
Nykeya graduated from Lord Fairfax Community College with an Associate Degree in Business Administration in May 2009, graduated from George Mason University with a Bachelor’s degree in Accounting in May 2011, and earned a Master’s Degree in Accounting from George Mason University in May 2012 after a residency in London, England. Nykeya joined YHB in 2012 and became a licensed CPA in 2014.
Since joining YHB, her career focus has been on the audit of employee benefit plans. She has earned the AICPA Intermediate Employee Benefit Plan Certificate, and is currently working on obtaining the advanced certificate. Nykeya regularly attends the AICPA Employee Benefit Plan Conference, and occasionally attends the Greater Washington Society of CPA’s Employee Benefit Plan Conference. Most recent articles include “Cybersecurity: What Retirement Plan Sponsors and Plan Fiduciaries Can Do to Address the Risk.”
Nykeya has special ties to and enjoys recruiting at Millbrook High School, Lord Fairfax Community College and George Mason University. She also participates in numerous community services projects, and regularly attends Top of Virginia Regional Chamber and Women of Winchester events.
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.