Danielle Lutz
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
Chris Sheridan is a Principal and serves in the Consulting & Tax Service Line. He is a member of the Business Valuation and Litigation Support Services Group and the Manufacturing Services Group. He joined the firm in 2012.
Specializations
- Business valuation and litigation support services for privately owned businesses
- Business consulting for financial reporting and tax issues with a strong focus on manufacturers
- Managerial consulting, including designing and implementing accounting systems and internal controls
- Consulting related to new business start-ups, corporate restructuring and succession planning
- Fraud investigation and prevention
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- Certified Fraud Examiner (CFE)
- Central Michigan University, Bachelor of Science in Business Administration
- Central Michigan University, Master of Business Administration
- Emerging Leaders Academy graduate, 2025
Professional Memberships
- American Institute of Certified Public Accountants
- National Association of Certified Valuators and Analysts
- Mid-Michigan Manufacturers Association (M3A)
- Michigan Association of Certified Public Accountants
- MICPA – Manufacturing Task Force
- Michigan Manufacturers Association
- Bay County Chamber of Commerce
- Energize Bay Area Young Professionals Network
- Saginaw Valley Young Professionals Network
Publications/Seminars
- Lease or Buy? Changes to Accounting Rules May Change Your Mind, March 2020
- Lease Accounting Standard Implementation Delayed, October 2019
- External Factors in a Business Valuation, September 2019
- Use a Baseline Business Valuation to Determine What Your Business is Worth, August 2019
- Michigan Manufacturing Association – MFG Forum Recap, June 2018
- Webinar: Revenue Recognition – How to Identify Your Impact Under the New Standard, November 2018
Community Involvement
- Stevens Center for Family Business, Executive Council Member (July 2023 – June 2025)
- Montessori Children’s House of Bay City, Board Member
- Great Lakes Bay Economic Club, Board Member
- Bay Future, past Board Member
- United Way
Awards
- National Association of Certified Valuators and Analysts / CTI “40 Under Forty” honoree, 2021
Thomas O’Sullivan is the Managing Principal of Yeo & Yeo’s Ann Arbor office. He has more than 23 years of certified public accounting experience which includes business consulting, tax preparation and audit experience. He is a member of the firm’s Tax, Health Care, Death Care, Litigation, Construction and Cannabis Teams.
Specializations
- Business consulting for management, financial reporting and tax issues with strong emphasis on the retail and wholesale sectors
- Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
- Fraud investigation and prevention
- Internal controls consulting
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Personal Financial Specialist (PFS)
- Eastern Michigan University, Bachelor of Business Administration, Accounting
Professional Membership
- Michigan Association of CPAs
- American Institute of CPAs
- Michigan Manufacturers Association
- Association of Certified Fraud Examiners
- Michigan Cannabis Industry Association
Community Involvement
- Ann Arbor/Ypsilanti Regional Chamber
- Saline Chamber of Commerce
- United Way of Washtenaw County
- Member of St. Francis of Assisi Parish