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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 & Analysis

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.

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.

 

 

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What Clients are Saying

 

“Scott Moulden is above and beyond helpful and on top of the job.– Anne D.

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

Markisha Baker
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Markisha Baker
MBA
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ABOUT MARKISHA

As a member of YHB’s Client Accounting & Advisory Services (CAAS) team, Markisha specializes in helping non-profit organizations manage their finances with clarity and confidence. She understands that every organization has unique needs, which is why she takes the time to learn about their operations, challenges, and goals before offering tailored solutions. Her approach is built on clear communication, proactive planning, and adaptability, ensuring clients have the financial insights they need to make informed decisions.

Markisha earned a Bachelor of Science in Accounting from North Carolina Agricultural & Technical State University and an MBA with a concentration in Management from Strayer University. She has extensive experience working with non-profits, government entities, and private B2B organizations. As a Certified QuickBooks ProAdvisor, she also helps organizations streamline their accounting processes and improve financial efficiency.

Beyond her professional work, Markisha is committed to mentorship and community involvement. She actively participates in Big Brother Big Sister and the NC A&T Mentor Collective, where she supports and empowers future professionals.

Katie Schaefer
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Katie Schaefer
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ABOUT KATIE

Katie, with YHB since 2023, brings over a decade of corporate accounting experience, having worked with two publicly traded companies for 10 years and provided consultation for government contracts for 5 years. A JMU graduate with a bachelor’s degree in accounting, Katie specializes in accounting services, month-end and year-end close processes, as well as financial statement preparation and software implementation.

Christine Williams
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About Christine

Christine earned a Bachelor of Business Administration from Radford University in 1992. With over 11 years of experience in public accounting, she has established herself as a leading expert in preparing corporate and individual tax returns, including 1099s. Her comprehensive skill set extends to payroll management, bookkeeping support, and she has her QuickBooks™ ProAdvisor certification.