Jacob Sopczynski
Jacob Sopczynski is a Principal and leader of the firm’s Manufacturing Services Group. Jacob serves many clients as a consultant and specialist in the application of data extraction techniques, tax planning and assurance services. He joined Yeo & Yeo in 2005 and serves on the firm’s board of directors.
Specializations
- Manufacturing, Construction, Distribution
- Audits of local governmental units, school districts and nonprofit organizations
- Government Auditing Standards
- Audits of Federal Awards
- Data extraction uses and techniques
- Information management and technology assurance
- Tax planning for business and personal
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Saginaw Valley State University, Bachelor of Professional Accountancy
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Institute of Certified Public Accountants
- Michigan Association of CPAs Manufacturing Task Force
- Michigan Manufacturers Association
- Great Lakes Bay Manufacturers Association
- Government Finance Officers Association
- Automation Alley – Finance Committee
Publications/Seminars
- Three Ways to Develop Manufacturing Leaders – published in MiMfg. Magazine, February 2018
- Re-evaluate Your Company’s Competitiveness in a Changed Economy
- Get Ready for FASB’s New Lease Accounting Requirements
- Social Media Tips for Manufacturers
- Why the Three Key Elements of Integrity are Critical for Your Accountant
- Podcast: Tax Effects of Cryptocurrency, January 2021
Community Involvement
- Board of Trustees for the International Academy of Flint
- Gen Forward
- Treasurer of Pinconning Plays, Inc.
- The Hundred Club of Genesee, Shiawassee and Lapeer Counties
- Leadership Bay County Alumni
- 1,000 Leaders Initiative
Brian Dixon is the Managing Principal of the firm’s Saginaw office. He is a member of the firm’s Education Services Group and Health Care Services Group. He joined Yeo & Yeo in 1998.
Specializations
- Audits of healthcare organizations
- Audits of local school districts
- Audits of not-for-profit organizations
- Audits of small businesses
- Audits under government auditing standards
- Single audits under OMB A-133 and 2 CFR 200
Professional Certifications and Education
- Certified Public Accountant (CPA)
- AICPA Advanced Single Audit Certification
- Northwood University, Bachelors in Accounting
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
- Healthcare Financial Management Association
- Michigan School Business Officials
Publications/Seminars
- “Single Audit Update – Be Prepared for Year-End,” April 2013 for the Michigan School Business Officials conference
- “School District Accounting and Auditing Update” for Saginaw Valley School Business Officials, 2013-2017, 2020
- “School District Accounting and Auditing Update,” May 2012 for the MICPA conference
- Various Yeo & Yeo in-house trainings
- “Top Audit Issues for Community Health Centers,” December 2013 for Michigan Primary Care Association Finance Officers Forum
- “Major Changes to Federal Award Requirements,” December 2014 for MPCA Finance Officers Forum
- “School District A-133 Update,” March 2015 for Southwest Michigan School Business Officials
- “District-Wide Conversion and Financial Statement Preparation,” March 2015 for Southwest Michigan School Business Officials
- “School District Accounting and Auditing Update,” May 2015 for Michigan School Business Officials Annual Conference
- “Ask the Auditor,” May 2017 for Michigan School Business Officials Annual Conference
- “Accounting & Auditing Update,” July 2019 for Michigan Primary Care Association Annual Conference
- “IT Vendor Fraud,” April 2021 for Michigan School Business Officials Annual Conference
- “Employee Retention Credit Summary and Discussion,” June 2022 for MPCA Finance Officers Forum
- “GASB 87: Fundamental Changes in Lease Accounting for Schools,” February 2021 for the firm’s Education Advisor eNewsletter
- “GASB Financial Reporting Model Reexamination For Government,” August 2020 for the firm’s Education and Government Advisor eNewsletter
- “How to Develop an Ethical Culture in Your School District,” October 2019 for the firm’s Education Advisor eNewsletter
- “Five Ways School Districts Work Smarter, Not Harder, When Preparing for an Audit,” June 2019 for the firm’s Education Advisor eNewsletter
- “Don’t Forget! Year-end Audit Submission Reminders,” October 2018 for the firm’s Education Advisor eNewsletter
- “GASB Financial Reporting Model Reexamination for Education,” August 2018 for the firm’s Education Advisor eNewsletter
- “Changes to Fiduciary Activity Reporting,” October 2017 for the firm’s Education Advisor eNewsletter
- “Know Before Your Hire! Professional Standards for School Nutrition Program Employees,” for the firm’s Education Advisor eNewsletter, August 2017
- “Cafeteria Plans” for firm’s Nonprofit Perspectives newsletter
Community Involvement
- Frankenmuth Credit Union, board chairman
- Carrollton Education Foundation, board treasurer
- Saginaw Hospital Finance Authority, board member
- United Way of Saginaw County, board treasurer
- Saginaw Area Jaycees Foundation Scholarship Fund, SCF Fund Representative
- Yeo & Yeo Foundation, Vice President
- Leadership Saginaw Alumnus
Kristi Krafft-Bellsky is the firm’s Director of Quality Control, overseeing the development and implementation of policies and processes to comply with professional standards and regulatory requirements. She joined Yeo & Yeo in 2003 and is a Principal in the Saginaw office. She is a member of the firm’s Education Services Group and the Technology and Innovation Team.
Specializations
- Technical guidance and support on complex accounting and auditing issues
- Oversight of professional performance, including engagement quality control reviews, internal quality performance reviews and the peer review process
- Audit and attestation services for nonprofit organizations, government entities, health care organizations and school districts
- Audits under Governmental Auditing Standards
- Single audits
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Western Michigan University – Master of Science in Accountancy
- Western Michigan University – Bachelor of Business Administration
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- BDO Alliance USA
- Michigan School Business Officials (MSBO)
- MDE School Auditing Manual Referent Group, member
Publications/Seminars
- Presenter for Michigan School Business Officials
- Presenter for MICPA
- Managing School Nutrition Programs: Financial Reporting and Auditing, June 2024
Community Involvement
- Frankenmuth Community Foundation’s Legacy Ball Committee – treasurer
- 100+ Women Who Care Mid-Michigan – member
- Saginaw County 1000 Leaders graduate
- Leadership Saginaw County graduate
- Member of the Executive Committee for Early Childhood Investment Corporation
Ali Barnes is the Managing Principal of the Alma office. She joined Yeo & Yeo in 2007. She leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group and Pension Services Group.
Specializations
- Assurance services, with an emphasis on government entities, school districts, for-profit organizations and employee retirement benefit plans.
- Audits under government auditing standards
- Single audits and audits under 2 CFR 200
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Government Financial Manager (CGFM)
- Saginaw Valley State University, Bachelor of Professional Accountancy
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Michigan Government Finance Officers Association – Standards Committee and Board of Directors
- Michigan Municipal Treasurers Association
- Michigan School Business Officials
- GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee
Publications/Seminars
- Enterprise Fund Accounting Issues at MGFOA Fall conference
- Fund Accounting presented to MSBO beginning business managers
- Transparency and Accountability and Financial Management presented for the Nonprofit Management/Leadership Certificate Program at Saginaw Valley State University
- Presented various internal trainings related to school districts, governmental entities, and employee benefit plans
- Tips for Governments presented at Yeo & Yeo governmental client training
- School District Auditing Primer presented for the MICPA Government Conference
- Get Ready for 401(k) Audit for the MICPA Employee Benefit Plans Conference
- Initial Audits and Cyber Security for the MICPA Employee Benefit Plans Conference
- OPEB Reporting: Embracing GASB 74 and 75 presented for the MICPA Government Conference
- GASB 75 – Do You Accept the Challenge? presented for the MICPA Government Conference
- Increase Finance and Accounting Department Efficiency presented for the MGFOA Fall Conference
- Podcast: Michigan Uniform Chart of Accounts for Local Government, June 2021
- Effective Audit Management: A Guide for Townships (April 2024 Township Focus Magazine Page 29)
- Effectively Communicating Financial Information
- How to Use Spreadsheets Effectively, Plus Excel Tips & Tricks
- Leadership During Uncertain Times
- Increase Finance and Accounting Department Efficiency
- You Won the Election, But Do You Know the Compliance Challenges Ahead?
- Are You Overwhelmed? Prioritize to Take Control of Your Work Life
Community Involvement
- Gratiot County Community Foundation – president and finance committee member
- Alma Police Athletic League – board treasurer
- Junior Achievement classroom volunteer
- Alma Kiwanis – former member
Awards
- Named among Forbes Best in State CPAs (2025, 2026)