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Any business with employee benefit plans covered by ERISA will be subject to complex regulations — and possibly an annual audit — once they have 100 eligible employees. Plan sponsors have a fiduciary responsibility to properly manage their plans. Therefore, it’s critically important for them to hire experienced employee benefit plan professionals who understand the regulations, stay on top of pertinent developments and deliver quality audits.
YHB’s Employee Plan Audit Team is dedicated exclusively to conducting benefit plan audits. So our professionals are highly experienced in auditing various types of retirement plans for businesses of all sizes in many industries. We, therefore are able to perform an audit efficiently and correctly.
But we don’t just give you accurate numbers. We also point out areas where you can do things better, so you can avoid prohibited transactions, minimize the risk of adverse findings and correct any accounting deficiencies. Plus, our large community of audit clients enables us to put you in touch with others who can share best practice techniques and ideas with you, so you can benefit from their knowledge, too.
You are unique. That is why we customize your retirement plan audit process to meet your needs and provide the highest standards for delivering audit services through strong planning and coordination between your team and YHB staff. Our audit approach is risk-based and consists of four distinct phases: planning, interim fieldwork, year-end fieldwork and completion.
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We sincerely believe you’ll find YHB, exactly the kind of accounting firm you’ve been looking for — a values-oriented firm that doesn’t just deliver world-class service, but also cares about you, your organization, and works to improve the communities we share. We blend the technical expertise you expect with cutting edge solutions to keep you at the front of the herd.
YHB performs pension audit services on over 100 different retirement plans for nonprofits, public and private companies. Retirement plan sizes have ranged from $1,000,000 to $300,000,000 in assets and employee population from 100 to over 10,000. We also provide tax return preparation and administration services to numerous additional retirement plans.
To further demonstrate our commitment to excellence, YHB is a proud member of the AICPA Employee Benefit Plan Audit Quality Center. This is a voluntary membership center for firms that demonstrate a commitment to employee benefit plans audit quality.
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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.
Sarah earned her Bachelor of Science degree in accounting from UNC Asheville in 2010 and later obtained her master’s degree in accounting from Western Carolina University in 2012. She launched her career in public accounting that same year, specializing in providing audit, review, and attestation services to clients across various industries and ensuring the accuracy, transparency, and integrity of financial statements while helping clients navigate complex reporting requirements.
As a licensed CPA in North Carolina since 2015, Sarah is also an active member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Sarah has extensive experience in assurance services for construction companies, government contractors, employee benefit plans, and not-for-profit organizations. She is committed to delivering exceptional service by combining technical expertise with a personalized approach.
Whether providing actionable insights to strengthen internal controls and enhance operational efficiency, optimizing financial reporting, or supporting clients through various types of assurance engagements, Sarah strives to tailor every service to the unique needs of each client.
When she’s not working, Sarah enjoys spending quality time with her husband and two sons. She is passionate about running and loves attending live sporting events and concerts.
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.
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.
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.
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“Scott Moulden is above and beyond helpful and on top of the job.” – Anne D.
