Our Story

More than century of serving and just getting started

Founded on possibilities

In 1923, James J. Yeo and his son, W.L. Yeo, later joined by Lloyd Yeo, entered into a partnership for the purpose of practicing public accounting in Saginaw, Michigan. The Yeo family shaped the firm’s reputation for integrity and personalized service, steadily growing from a small accounting partnership to a family of companies with more than 225 employees in nine locations across Michigan.

Today, Yeo & Yeo is among the leading accounting, tax, audit, technology, medical billing, wealth management, and advisory firms in the nation. Yeo & Yeo is a trusted partner for organizations and individuals seeking to achieve their specific goals on their unique paths. Driven by a vibrant, people-first culture, the firm is dedicated to solving challenges through its four distinct but connected businesses: Yeo & Yeo CPAs & Advisors, Yeo & Yeo Technology, Yeo & Yeo Medical Billing & Consulting, and Yeo & Yeo Wealth Management.

What makes us different?

We are driven by empathy, possibility, agility, and enthusiasm. Whether it’s through one of our four Yeo & Yeo companies or our Foundation, we’re here to help our clients, our colleagues, and our communities thrive in every way possible. We are here with you.



We listen intently and respond authentically. We hear our clients’ goals and anxieties and alleviate them through knowledge, experience, and kindness.



Whatever your chosen path, wherever you’d like to go, Yeo & Yeo is a catalyst and confidant to help you get there.



What sets us apart is our ability to adapt perfectly to the size, scope, and needs of our clients. The right expertise for our clients’ exacting situations.



We wake up every morning thinking about the things that keep you up at night. Our enthusiasm for helping is both powerful and undeniable.

The Story Behind the Yeo Name

As the third-generation leader of the firm, Lloyd Yeo said, “My great grandfather, Thomas Yeo came to the Americas from England in the late 1800s. It was said that he took the name YEO which was a derivative of the name yeoman.” The English word “yeoman,” means attendant, in the royal household regarded for loyal, vigorous, and effective service.


The Beginning

James J. Yeo and his son, W.L. Yeo, entered a partnership to practice public accounting in Saginaw, Michigan. The first office was located in downtown Saginaw at #518 Bearinger Building.


Lloyd Yeo Joins the Firm

Lloyd Yeo, son of W.L. Yeo, joined the firm. Lloyd’s priorities continue to inspire and are reflected in our values.


Our Alma Office

The St. Louis office (now the Alma office) opened with the acquisition of Senator Emil Lockwood’s practice. The office eventually moved to Alma in 1966.


Our Flint Office

The Flint office officially became Yeo & Yeo on January 1, 1973, when the firm merged with Conlen & Darnton CPA. The office was located in the Sill Building in downtown Flint.


Our Midland Office

Yeo & Yeo adds an office in Midland with the merger of Goodnight & Reimer, CPA.


Our Lansing Office

Yeo & Yeo expanded into the Lansing market with the acquisition of Donald L. Miller & Company.


Our Kalamazoo Office

The Kalamazoo office was added to the firm as a result of a merger with Sidnam & Martens, CPA.


Yeo & Yeo Technology

Yeo & Yeo Technology (now Yeo & Yeo Technology) begins providing clients with technology solutions.


Yeo & Yeo Wealth Management

Yeo & Yeo Financial Services (now Yeo & Yeo Wealth Management) was established to offer retirement, insurance, and investment services.


Yeo & Yeo Medical Billing & Consulting

Yeo & Yeo established Affiliated Medical Billing, LLC (now Yeo & Yeo Medical Billing & Consulting), providing medical billing and practice management solutions for healthcare clients.


Our Ann Arbor Office

Yeo & Yeo expands into Ann Arbor, opening an office under the supervision of Managing Principal, Alan Lapczynski.


Lloyd and Judy Yeo Endowment Fund

Wickson-Link Memorial Foundation Trustees set up the Lloyd & Judy Yeo Business Development Endowment Fund at SVSU with a $150,000 grant. The fund recognizes the Yeos' contributions to the community.


West Michigan Best and Brightest

Yeo & Yeo wins West Michigan’s Best and Brightest Places to Work award for the first time and every year after.


Corporate Community Leader Award

Yeo & Yeo is recognized by Michigan Governor Jennifer Granholm as a Corporate Community Leader for outstanding community service and giving back.


Our Auburn Hills Office

Yeo & Yeo expands into Auburn Hills, MI, through a merger with Hauswirth+Moncrief.


Metro Detroit’s Best and Brightest

Yeo & Yeo wins Metro Detroit’s Best and Brightest Places to Work award for the first time and every year after.


Inside Public Accounting Top 200

Yeo & Yeo is ranked among the largest accounting firms in the country for the first time and every year after.


Best in Wellness

Yeo & Yeo receives Michigan Best and Brightest in Wellness award for the first time and every year after.


Saginaw Office relocation

The Saginaw office moves to its current location at 5300 Bay Road to accommodate growth.


Yeo & Yeo Foundation

The Yeo & Yeo Foundation is established to serve as a channel to give back to the community through our time, talents, and financial resources.


100 Years

Yeo & Yeo proudly reflects on 100 years of excellence while purposely and innovatively preparing for the next 100.

Our goal? To help you reach all of yours.

Our brand reflects who we are. A relationship company that loves to see our clients thrive. We are more than just what we do. We are the sum of our clients’ success. We are Business Success Partners.

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.