Sierra Roy
Sierra Roy is a Manager based in the Ann Arbor office. She is a member of the firm’s Education Services Group and joined Yeo & Yeo in 2021.
Specializations
- Assurance services with an emphasis on government entities, school districts, and non-profit organizations
- Audit under government auditing standards
- Single audits and audits under 2 CFR 200
Professional Certifications and Education
- Certified Public Accountant (CPA)
- University of Michigan-Dearborn, Bachelor of Business Administration in Accounting
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Mackenzie Doyle is a Manager based in the firm’s Alma office. She is a member of the Assurance Service Line. She joined Yeo & Yeo in 2021.
Specializations
- Assurance services with an emphasis on government entities, school districts, for-profit organizations, and employee retirement benefit plans
- Audit under government auditing standards
- Single audits and audits under 2 CFR 200
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Northwood University, Bachelor of Business Administration in Accounting
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Publications/Seminars
McKenzie Luria is a Manager in the Ann Arbor office. She is a member of the firm’s Assurance Service line. She joined Yeo & Yeo in 2023.
Specializations
- Audits of school districts
- Audits of nonprofit organizations
- Audits under Uniform Grant Guidance (Single Audits)
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Wittenberg University, Bachelor in Accounting & Finance
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Community Involvement
- Founding member of Ann Arbor Women for Good
- Volunteer for Ladywood Legacy group
Joey Winterstein is a Manager in the Saginaw office. He is a member of the firm’s Education Services Group. He joined Yeo & Yeo in 2019.
Specializations
- Audits of school districts, nonprofit organizations and healthcare organizations
- Audits under Uniform Grant Guidance (Single Audits)
- Audits under Government Auditing Standards
Professional Certifications and Education
- Certified Public Accountant
- Northwood University, Bachelor of Business Administration in Accounting
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
- Michigan School Business Officials
Publications/Seminars
- Presented On Auditing Michigan School Books at the 2024 MICPA Governmental Accounting & Auditing Conference
- Presented various internal trainings on auditing schools in the State of Michigan
Community Involvement
- Saginaw Valley Zoological Society (Saginaw Children’s Zoo), Treasurer
David Berger is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC serving as a Partner for over 40 years. Dave has vast expertise in public accounting, serving businesses in real estate, construction, manufacturing, medical, nonprofit, and closely held businesses as well as high net worth individuals.
Specializations
- Tax and financial preparation for businesses and individuals
- High net worth individual tax planning and preparation
- Estate tax audits
- Peer review audits
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Eastern Michigan University, Bachelor of Arts – Accounting
Professional Membership
- American Institute of CPAs
- Michigan Association of CPAs
- Employee Benefit Plan Audit Quality Center
- Government Audit Quality Center
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
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
Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.
Specializations
- Audit and consulting for state and local government entities, education, and nonprofit organizations.
- Single audit (2 CFR 200)
- Employee benefit plan audits
- Internal controls and procedures analysis
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Government Financial Manager (CGFM)
- Michigan State University – B.A. in Accounting
Professional Membership
- American Institute of Certified Public Accountants (AICPA)
- AICPA Employee Benefit Plan Audit Quality Center
- Michigan Association of Certified Public Accountants (MICPA)
- Government Finance Officers Association (GFOA)
- Michigan Government Finance Officers Association (MGFOA)
- Michigan School Business Officials (MSBO)
- Macomb-St. Clair School Business Officials
- Auburn Hills Chamber of Commerce
- Troy Chamber of Commerce
- Detroit Economic Club
Publications/Seminars
- ARPA for NEU’s – presented at MGFOA conference
- GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
- Financial Management for Nonprofits
- SAS 115 and Common Audit Findings – presented at MGFOA conference
- GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
- Career Fair and Interviewing Tips and Tricks – presented at Davenport University
- Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
- Budgeting Basics – presented at Michigan Library Association Conference
- Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association
- GASB 84 – Planning Ahead for a Smooth Transition (two-part series) published in the firm’s Government Advisor eNewsletter
- Public Library Financial Management Guide – written for Library of Michigan
- Podcast: Single Audits for Government Entities, June 2021
- Podcast: Michigan Uniform Chart of Accounts for Local Government, June 2021
- GASB 84 – Planning Ahead for a Smooth Transition published in the firm’s Government Advisor eNewsletter
- GASB 84 – Defining Four Generic Types of Fiduciary Funds published in the firm’s Government Advisor eNewsletter
- How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders published in the firm’s Government Advisor eNewsletter
- COVID-19 Update for Local Governments published in the firm’s Government Advisor eNewsletter
- Looks Like We Need a Single Audit this Year – What Do We Need to Do? published in the firm’s Government Advisor eNewsletter
- The UCA is Here to Stay! published in the firm’s Government Advisor eNewsletter
Community Involvement
- Clarkston-Independence District Library, Trustee
- Knights of Columbus, St. Daniel Council 15967, Treasurer