Kellen Riker

Kellen Riker is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Government Services Group. He joined Yeo & Yeo in 2018.

Specializations

  • Audits of for-profit businesses
  • Audits of school districts
  • Audits of governments
  • Audits under Government Audit Standards

Professional Certifications and Education

  • Certified Public Accountant
  • University of Michigan – Flint, Bachelor of Business Administration in Accounting
  • University of Michigan – Flint, Master of Business Administration in Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Presented various internal trainings on governmental accounting for governments
  • Presented an internal training on the firm’s Career Advocacy Program

Community involvement

  • American Cancer Society Making Strides Against Breast Cancer, volunteer
  • Special Olympics, volunteer
  • Yeo & Yeo Foundation, Young Professionals Service Chair

Awards

  • MICPA Rising Star Award – 2024
  • Flint and Genesee Group, 40 Under 40 honoree – 2022
  • Spirit of Yeo Award (2021) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Carrie Lapka is a Senior Manager in the Saginaw office. She leads the firm’s Healthcare Services Group and has over 20 years of experience in business consulting and management, financial decision-making, and tax planning with an emphasis on the healthcare industry. 

Specializations

  • Healthcare business consulting, including strategic advisory services for organizational management, financial decision‑making, operational optimization, and long‑term tax planning within the healthcare industry.
  • Interim Chief Financial Officer (CFO), providing leadership in financial oversight, cash‑flow management, budgeting, organizational performance assessment, and executive‑level decision support.
  • Directing the financial, operational, and administrative functions of medical practices.
  • Development, review, and interpretation of financial statements to support compliance, strategic planning, and operational efficiency.
  • Comprehensive tax strategy development, preparation, and compliance for individuals and healthcare organizations.

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Physician Practice Manager (CPPM)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • American Academy of Professional Coders
  • Medical Group Management Association

Publications/Seminars

  • Webinar: Building Financial Forecasts: The Smart Practice Playbook Series, 2025
  • Webinar: Understanding Financial Statements: The Smart Practice Playbook Series, 2025

Community Involvement

  • Caseville Public School – Past Treasurer
  • Humane Society of Bay County – Past Treasurer

Jordan Bohlinger is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Education Services Group. He joined Yeo & Yeo in 2017. 

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations
  • Audits under Government Auditing Standards
  • Single audits and audits under 2 CFR 200
  • 990 Tax Returns

Professional Certifications and Education

  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials 

Publications/Seminars

  • Presented various internal trainings related to governmental accounting for school districts

Community Involvement

  • Bay Valley Academy Gymnastics Booster Club, treasurer 

Awards

  • Flint and Genesee Group, 40 Under 40 honoree – 2024

Megan LaPointe is a Payroll Manager within the Consulting Service Line in the Saginaw office. She joined Yeo & Yeo in 2014.

Specializations

  • All aspects of payroll preparation
  • Knowledge of garnishments and Friend of the Court orders
  • Direct deposit and PayCards
  • Payroll tax returns – Form 941, Form 940, and State Unemployment
  • Multi-state payroll tax services
  • Year-end W-2 and W-3 processing
  • Preparation and filing of Form 1099 returns

Professional Certifications and Education

  • Certified Payroll Professional (CPP) since 2022
  • Fundamentals Payroll Certificate since 2016
  • Dale Carnegie Course completed 2022
  • Northwood University, bachelor of business administration in accounting

Professional Membership

  • PayrollOrg – National member  
  • PayrollOrg – Great Lakes Bay Chapter president

Publications/Seminars

  • Presented e-filing Updates at PayrollOrg Michigan Statewide Conference 2023
  • Presented CPP and FPC Requirements at PayrollOrg Michigan Statewide Conference 2022

Danielle Lutz is a Manager in the Saginaw office. She specializes in business consulting and tax planning and preparation. She is a member of the firm’s Business Valuation and Litigation Support Group and Manufacturing Services Group. She has more than five years of public accounting experience.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • Individual and business tax planning and preparation
  • Technical accounting research

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Michigan State University, Master of Science in Accounting
  • Michigan State University, Bachelor of Arts in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Young Professionals Network – Energize Bay City

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Christina LaVielle is a Manager in the Troy office. She is a member of the firm’s Government Services Group and Audit Services Group. She joined Yeo & Yeo in 2009. 

Specializations

  • Specialization in auditing of local governments, including cities, townships, counties, villages, libraries and water districts
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Education

  • Central Michigan University, Bachelor of Science in Professional Accountancy 

Professional Membership

  • Michigan Government Finance Officers Association
  • Auburn Hills Chamber of Commerce

Publications/Seminars

Community Involvement

  • Auburn Hills Chamber of Commerce’s ILEAD program graduate

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Zoey Provenzano is a Manager in the Midland office. Her areas of expertise include business consulting and tax planning and preparation. She joined Yeo & Yeo in 2021.  

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Quickbooks consulting, including setup and training
  • Preparation of nonprofit tax returns, including private foundations
  • Preparation of payroll returns

Professional Certifications and Education

  • Certified Public Accountant
  • Certified QuickBooks Online ProAdvisor
  • Certified QuickBooks Desktop ProAdvisor
  • University of Michigan, Master of Accounting
  • University of Michigan, Bachelor in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Leadership Midland, alum
  • Midland Center for the Arts, choir member

Shannon Champagne is a Manager in the Saginaw office. She is a member of the firm’s Nonprofit Services Group and Audit Services Group. She joined Yeo & Yeo in 2018. 

Specializations

  • Audits for school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single audits)
  • Nonprofit tax returns – Form 990

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Saginaw Township Soccer Association, past board member
  • Saginaw Young Professionals Network, member

Roselynn Sharman is an Outsourced Business Operations Manager in the Saginaw office. Her areas of expertise include business advisory services, outsourced accounting and payroll tax reporting. She joined Yeo & Yeo in 2017.

Specializations

  • Business advisory services
  • Outsourced accounting
  • Payroll tax reporting
  • Outsourced human resource services and consulting
  • Accounting software consulting services with an emphasis on QuickBooks
  • Financial statement preparation
  • Account and bank account reconciliation
  • Financial dashboards and custom reporting

Professional Certifications and Education

  • Davenport University, Bachelor of Human Resource Management +30 credits in Professional Accountancy
  • Certified QuickBooks ProAdvisor

Professional Membership

  • Valley Society of Human Resource Management

Publications/Seminars

Community Involvement

  • St. Lorenz Lutheran Church-Lutheran Women’s Mission League, Board Treasurer

Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.

Specializations

  • Tax planning and preparation
  • State and local taxation
  • Individual taxation for high-net-worth clients

Professional Certifications and Education

  • Certified Public Accountant
  • Walsh College, Master of Accountancy
  • Central Michigan University, Bachelor of Psychology 

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Linden Community Schools, volunteer

Kyle Richardson is a Senior Manager in the Troy office. His areas of expertise include tax planning and preparation and business advisory services. He is a member of the firm’s Trust and Estate Services Group, and he joined Yeo & Yeo in 2018.

Specializations

  • Tax planning and preparation with an emphasis on trusts and estates
  • Business advisory services

Professional Certifications and Education

  • Certified Public Accountant
  • Walsh College, Bachelor of Accountancy

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Auburn Hills Chamber of Commerce, Next Generation group
  • Troy Chamber of Commerce

Publications/Seminars

Community Involvement

  • American Cancer Society, volunteer
  • Walsh College Student Veteran Organization, former president
  • Auburn Hills Chamber of Commerce’s ILEAD program graduate
  • Woodside Bible Church
  • The Bottomless Toy Chest

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Bill Stec is the Manager of Recruitment & Campus Relations at Yeo & Yeo. Bill develops and executes strategic talent management initiatives to recruit the best candidates, engage and retain current employees, and drive a high-performance culture across all Yeo & Yeo offices. With over seven years of experience in college career services, he understands the challenges of navigating career choices and employment opportunities. He is passionate about supporting the next generation of professionals and travels throughout the state, attending career fairs and speaking on professional development topics. Recognized for his dedication, Bill is a proud recipient of Corp! Magazine’s Most Valuable Professional Award, MCEEA’s Don Hunt Service Award,  SVSU’s Career Services Professional of the Year and Advisor of the Year Awards, and the RUBY Award.

Specializations

  • Student and alumni professional development
  • Networking and maintaining strong partnerships with career services directors, alumni directors and employer relations managers at colleges and universities throughout Michigan
  • Public speaking on professional development topics including dining etiquette, interview/dress skills and human resources-related topics
  • Talent acquisition, including applicant tracking and screening talent 
  • Talent development, training, engagement and retention 
  • Human resources management functions in support of talent management 
  • College and Internet recruiting, including digital recruiting initiatives

Professional Certifications and Education

  • Saginaw Valley State University, Bachelor of Business Administration
  • Saginaw Valley State University, Master of Public Administration

Professional Membership

  • Michigan Career Educator & Employer Alliance, Vice-President of Employers (2022-2024)
  • Michigan Career Educator & Employer Alliance, Past President
  • Michigan Career Educator & Employer Alliance, Conference Chair (2016, 2022, 2024)
  • National Association of Colleges and Employers, Member
  • Valley Society for Human Resource Management, Member
  • Midland Business Alliance, Member
  • Saginaw County Chamber of Commerce, Member
  • Bay Area Chamber of Commerce, Member

Awards

Jordan Hale is a Manager in the Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits of real estate entities
  • Audits of nonprofit organizations
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Not-for-Profit Certificate 1 from the AICPA
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Yeo & Yeo Foundation board, Treasurer
  • Meals on Wheels volunteer
  • Greater Lansing Food Bank volunteer
  • Boys and Girls Club of Lansing volunteer
  • Capital Area Humane Society volunteer

Jim Bellor is a Senior Manager in the Midland office. He is a member of the firm’s Estate & Trust Services Group and Tax Services Group. Jim joined Yeo & Yeo in 2020 and has more than eight years of accounting experience.

Specializations

  • Tax planning and preparation of individual and corporate income tax returns
  • Preparation and analysis of financial statements
  • Preparation of estate and trust tax returns
  • Preparation of nonprofit tax returns, including foundations
  • Business consulting

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Midland Area Chamber of Commerce
  • Midland Young Professionals

Articles

Sophia is a Manager with the Ann Arbor office. She is a member of Yeo & Yeo’s Audit Services Group. She joined the firm in 2015.

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of for-profit companies

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University – Master of Science in Accounting 
  • Eastern Michigan University – Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants 

Publications/Seminars

  • Developed and conducted in-house training on audit updates for school districts, nonprofits and businesses

Articles

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Training and development
  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • The Exception to the Rule: An Analysis of Single Audit Results – MICPA Nonprofit Conference, October 2021
  • Year-End Payroll: Payroll & Tax Returns (941), W-2s – MSBO Conference, October-November 2021 (with Kristi Krafft-Bellsky)
  • Deep Dive Into Form 990 – MICPA Nonprofit Conference, October 2020
  • Form 990 Statement of Revenue – MICPA Nonprofit Conference, October 2020
  • GAAP Alternatives for Nonprofits – MICPA CPE Mega Conference, October 2019
  • Facing the Topic 606 Challenge – MICPA Nonprofit Conference, October 2019
  • A Nonprofit Accounting and Financial Reporting Update – MICPA Nonprofit Conference, October 2019
  • New Accounting Standards for 2018 – Michigan Society of Association Executives 2018 Operations Conference, January 2018
  • What’s All the Fuss About Form 990? eBook
  • Lobbying and Political Expenditures eBook
  • Revenue Recognition for Nonprofits eBook
  • Essential Nonprofit Policies eBook
  • Functional Expense Allocation for Nonprofits After ASU 2016-14 eBook

Community Involvement

  • Boy Scout Troop 760, Scoutmaster
  • Girl Scout Troop, Co-leader
  • Midland High Music Parents Association, Band Representative

Awards

  • Spirit of Yeo Award (2016) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Daniel Beard is a Senior Manager in the Ann Arbor office. He is a member of the firm’s Government Services Group. He joined Yeo & Yeo in 2014.

Specializations

  • Audit and assurance services, with an emphasis on government entities, nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

Community Involvement

  • Leadership A2Y graduate, 2020
  • Certified Tourism Ambassador in Washtenaw County

Jennifer Tobias is a Principal in the Kalamazoo office. She is the leader of the firm’s Construction Services Groups and is co-leader of the Death Care Services Group. She is also a member of the Agribusiness Services Group. Jen joined Yeo & Yeo in 2006.

Specializations

  • Federal income tax planning and preparation
  • State and local tax research, including nexus and income apportionment issues
  • Agribusiness taxation and credits
  • Examination and preparation of Prepaid Cemetery and Funeral Home Sales Act annual reports
  • QuickBooks consulting, including setup and training

Professional Certifications and Education

  • Certified Public Accountant
  • Central Michigan University, Bachelor of Business Administration in Accounting and Finance
  • Certified QuickBooks Online ProAdvisor
  • Certified QuickBooks Desktop ProAdvisor

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan Funeral Directors Association – Suppliers Sales Club
  • Michigan Farm Bureau – Barry County
  • HBA of Western Michigan
  • Construction Financial Management Association
  • Construction Industry CPAs/Consultants Association

Publications/Seminars

Community Involvement

  • Team of Professional Women Network, board member, 2008-2014
  • Poultry Development Committee – Barry County, past president, 2012-2013
  • Small Animal Sale Clerk – Barry County, 2014 to present
  • Small Animal Sale Committee Treasurer – Barry County, 2015 to present
  • 4-H Advisory Council Co-treasurer – Barry County, 2016 to present
  • Big Brothers Big Sister Bowl-a-thon, participant, 2016-2017
  • Western Michigan Home Builders Charity Truck Pull, volunteer
  • Western Michigan Home Builders Home Expo, volunteer

Timothy Crosson Jr. is a Principal in the Ann Arbor office. He is a member of the firm’s Education Services Group and Audit Services Group. Tim joined Yeo & Yeo in 2014 and has more than 12 years of audit and business consulting experience.

Specializations

  • Audit and assurance services for governmental units, school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

Community Involvement

  • The University of Michigan-Dearborn Alumni Association
  • Community Choice Credit Union, vice chairman of the board
  • Community Choice Foundation, vice chairman of the board
  • NuPath Community Credit Union, former board member

Michael Evrard is a Principal in the Kalamazoo office. He leads the firm’s Audit Services Group and is a member of the Nonprofit Services Group and the Education Services Group. He joined Yeo & Yeo in 2010.

Specializations

  • Single audits under Uniform Guidance (2 CFR 200)
  • Audits under government auditing standards
  • Audits of school districts
  • Audits of public school academies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of 401(k) plans
  • Audits of for-profit companies
  • Data extraction

Professional Certifications and Education

  • Certified Public Accountant
  • AICPA Advanced Single Audit Certification
  • Central Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Publications/Seminars

Community Involvement

  • Guys Who Give of Kalamazoo County
  • Family Promise of Genesee County, former treasurer
  • Mott College Accounting Advisory Committee, former member
  • Genesee County Habitat for Humanity, former volunteer
  • Leadership Genesee graduate