Kevin Bouma

Kevin Bouma is a Nonprofit Consulting Manager in the Kalamazoo office. He has more than 25 years of experience in public and private accounting, including serving as Chief Financial Officer for organizations in the nonprofit industry. 

Specializations

  • Interim CFO/Controller services
  • Year-end audit preparation and reconciliations
  • Nonprofit accounting training
  • Annual audit coordination and oversight
  • Monthly financial statement reviews
  • Budgeting

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Nonprofit Accounting Professional
  • Certified QuickBooks ProAdvisor
  • Indiana Wesleyan University, Master of Business Administration in Accounting
  • Central Michigan University, Bachelor of Science in Business Administration in Accounting

Professional Membership

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

Daniel Gruzd II is a Manager based in the firm’s Saginaw office. He specializes in tax planning and business consulting with an emphasis on the manufacturing, construction, and retail industries.

Specializations

  • Business consulting
  • Reviewed financial statements
  • GAAP basis financial statements
  • Business and individual tax planning
  • Experience in the following industries – manufacturing, construction, and retail

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Master of Business Administration in Accounting
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting
  • Dale Carnegie graduate

Professional Membership

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

Publications/Seminars

  • Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
  • Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities. 

Specializations

  • Tax return preparation for individuals, partnerships, S corporations, C corporations, and nonprofit organizations
  • Accounting, compilations, and reviews for nonprofit and for-profit entities
  • Payroll processing, reconciling, and tax compliance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Davenport University, Bachelor of Science in Business Administration in Accounting
  • Davenport University, Master of Business Administration in Accounting
  • Dale Carnegie graduate

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

  • Barry County United Way, volunteer
  • IRS Volunteer Income Tax Assistance (VITA) program, volunteer
  • Epilepsy Foundation of Michigan, volunteer

Madi Moreau is a Manager in the Flint office. She is a member of the Tax & Consulting Service Line, and specializes in tax and consulting services for the real estate industry. 

Specializations

  • Tax planning and preparation for corporations, pass-through entities and individuals with a focus on the real estate industry
  • Business advisory services
  • Preparation and analysis of financial statements

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Bachelor of Science in Accounting, University of South Florida
  • Master of Business Administration in Forensic Accounting, University of South Florida

Professional Membership

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

Community Involvement

  • Ronald McDonald House Charities, volunteer
  • Crossover Outreach, volunteer

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

  • State and local taxation
  • Tax planning and preparation for partnerships
  • Experience in the following industries – nonprofit and real estate

Professional Certifications and Education

  • Certified Public Accountant
  • Adrian College, Master of Accountancy
  • Adrian College, Bachelor of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Troy Chamber of Commerce Business Networking Group

Michael Wilson II is a Manager based in the Saginaw office. He specializes in business advisory services, consulting, and tax planning and preparation with an emphasis on the cannabis industry. He is a member of the firm’s Cannabis Services Group. 

Specializations

  • Business advisory services
  • Accounting software consulting services with an emphasis on QuickBooks
  • Financial statement preparation
  • Tax planning and preparation
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.

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
  • Saginaw County Young Professionals Network – Steering Committee

Publications/Seminars

  • Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
  • Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025

Community Involvement

  • Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

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

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

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

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

Rachel Van Slembrouck is a Principal in the Saginaw office. She co-leads the firm’s Client Accounting Software Team and is a member of the Healthcare Services Group. Rachel joined Yeo & Yeo in 2013.

Specializations

  • Account and bank account reconciliation
  • Accounting software consulting services with an emphasis on QuickBooks
  • Budgeting
  • Business advisory services
  • Business income taxes
  • Financial dashboards and custom reporting
  • Financial statement preparation
  • Outsourced accounting
  • Payroll tax reporting
  • Paycheck Protection Program, Employee Retention Credit, and other business relief initiatives
  • Strategic planning
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant
  • Saginaw Valley State University, Bachelor of Professional Accountancy
  • Certified QuickBooks ProAdvisor

Professional Membership

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

Publications/Seminars

Community Involvement

  • Saginaw Young Professionals Network
  • Saginaw County Animal Care & Control Advisory Council, Chair
  • Saginaw County Animal Care & Control Advisory Council, board member; treasurer for 2018 millage campaign
  • Bethlehem Lutheran School, volleyball coach

Awards

  • Spirit of Yeo Award (2018) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Chelsea Meyer is a Senior Manager in the Kalamazoo office. She is a member of the firm’s Client Accounting Software Team, the Nonprofit Services Group, and the Trust & Estate Services Group. Chelsea joined Yeo & Yeo in 2013.

Specializations

  • Tax planning and preparation for individuals, businesses, trusts and estates
  • Business advisory services
  • Financial statement compilations and reviews
  • Managerial accounting solutions with an emphasis on QuickBooks

Professional Certifications and Education

  • Certified Public Accountant
  • Certified QuickBooks ProAdvisor
  • Grand Valley State University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Accounting & Financial Women’s Alliance, Grand Rapids
  • Grand Valley Young Professionals
  • Grand Valley Accounting Alumni Chapter
  • Western Michigan Estate Planning Council
  • Women in Networking, Kalamazoo

Publications/Seminars

Community Involvement

  • Junior League of Ann Arbor, former treasurer 
  • Child Care Network, former board chair and finance committee member
  • Women Who Care of Kalamazoo County, member
  • Humane Society of Huron Valley leadership team, former member

Alex Wilson is a Principal in the Alma office. He is a member of the firm’s Agribusiness Services Group, the Construction Services Group and the Cannabis Services Group. Alex joined Yeo & Yeo in 2014.

Specializations

  • Business advisory services
  • Business succession planning and strategy implementation
  • Tax planning and preparation with an emphasis on the construction and agribusiness sectors
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Central Michigan University – Bachelor of Science in Business Administration, accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Agribusiness Task Force
  • Construction Industry CPAs/Consultants Association
  • Associated Builders and Contractors – Greater Michigan
  • Home Builders Association of Saginaw
  • Home Builders Association of Central Michigan
  • Michigan Agri-Business Association

Publications/Seminars

Community Involvement

  • Yeo & Yeo Foundation board, Past President
  • Central Michigan University Accounting Advisory Council
  • Special Olympics of Michigan, Volunteer
  • Children’s Discovery Academy, past Board Treasurer
  • Boys & Girls Club of the Great Lakes Bay Region, Past Volunteer
  • Youth sports, Past Coach

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
  • Michigan Association of Certified Public Accountants
  • MICPA – Manufacturing Task Force
  • Great Lakes Bay Manufacturers Association
  • Central Michigan Manufacturing Association
  • Michigan Manufacturers Association
  • Bay County Chamber of Commerce
  • Energize Bay Area Young Professionals Network
  • Saginaw Valley Young Professionals Network

Publications/Seminars

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