Team Dynamics. Team Dynamics.

Education

Experience is important when your school board is considering an independent CPA and consulting firm. Yeo & Yeo is the experienced firm you’re looking for.

Our Education Services team is highly qualified. In fact, we perform the second highest number of public school and academy audits in Michigan. The firm serves over 70 public and nonpublic schools, charter schools and community colleges throughout Michigan. Team members are regular presenters at state and local education meetings and conferences, and are involved in state and local associations. In addition, Yeo & Yeo Audit Team members perform reviews for the Certificate of Achievement for Excellence in Financial Reporting (CAFR) program.

Our professionals know the issues and complexities facing education policy makers. We help school leaders assess the status of their financial resources. We understand that your future depends on the ability to make decisions about your financial base.

Achievements

Yeo & Yeo’s Education Partners receiving the distinguished Association of School Business Officials’ Certificate of Excellence in Financial Reporting Award include:

  • Bloomfield Hills Schools
  • City of Royal Oak School District
  • Saginaw City School District
  • Saginaw Intermediate School District

The Meritorious Budget Award recognizes excellence in school system budgeting. Yeo & Yeo worked with the following school to receive this award.

  • Bloomfield Hills Schools

Audit and Accounting

  • Budgets and Projections
  • Cash Flow Analysis
  • Certificate of Excellence in Financial Reporting
  • Chart of Account Design
  • Construction Bond Audits
  • Evaluation and Implementation of Internal Controls
  • Federal and State Grant Compliance
  • Financial Statement Audits and Single Audits
  • Financial Statement Preparation
  • Fixed Asset Schedules, Including Depreciation
  • Forensic Investigation
  • Fraud Prevention
  • Internal Control Design and Review
  • Inventory Controls
  • Payroll Processing
  • Review and compilation of financial statements

Management Consulting

  • Accounting Policies and Procedures
  • Employee Benefit Plan Services
  • FASB Implementation and Consulting
  • GASB Implementation and Consulting
  • Interim Business Managers
  • Indirect Cost Allocation Plans
  • Lease vs. Buy Analysis
  • Long-range Financial Projections
  • Operations Analysis
  • Outsourcing
  • Payroll Taxes
  • Privatization Analysis

Tax Services

  • IRS Examinations
  • IRS Form 5500 Annual Return for Not-for-Profit Organizations
  • IRS Form 990, 990PF, 990T
  • Michigan License to Solicit and Renewal Application
  • Michigan Sales Tax
  • Michigan Unemployment Tax
  • Payroll Taxes
  • Unrelated Business Income Tax (UBIT)

Technology

Training Opportunities

  • Accounting Issues
  • Financial Reporting Issues
  • FASB implementation
  • GASB Implementation
  • Computer Software Training
  • Training for Governance

 

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