What Yount Hyde & Barbour does

Yount Hyde & Barbour (YHB) is a privately held certified public accounting and advisory firm headquartered in Culpeper, Virginia, founded in 1947. The firm operates 10 offices across Virginia and Maryland with a professional staff of over 300, delivering accounting, tax, audit, and consulting services to clients in 50 states, the District of Columbia, and internationally. YHB serves a diversified client base across 11 industry verticals, with community banks, credit unions, not-for-profit organizations, construction/AEC, government contractors, and healthcare as core segments. Long-tenured engagements include 30-year-plus client relationships (e.g., AAAN Real Estate Holding) and recurring audit mandates for publicly traded community banks including Chain Bridge Bancorp, MainStreet Bancshares, Potomac Bancshares, and C&F Financial Corporation for fiscal year 2026.

YHB's service portfolio is organized into three lines: Assurance (financial statement audits, reviews and compilations, employee benefit plan audits covering 100+ retirement plans ranging from $1M to $300M in assets, SOC reporting, and IT audits); Tax (personal and business tax, specialty tax including QSBS, R&D credits, and 179D/45L energy incentives, plus sector-specific tax for banks and nonprofits); and Advisory (outsourced CFO/CAAS, cybersecurity and technology advisory built around the proprietary CORE methodology, estate and trust planning, family office services, ICFR/SOX consulting, risk advisory, and wealth management delivered through the Choreo Partner Alliance Program). Service delivery is supported by digital tools including SafeSend Returns, SafeSend Organizer, Inflo analytics, SuraLink, and ShareFile. The firm expanded its footprint in 2022 through the acquisition of Maryland-based Glass Jacobson, adding 6 principals and 54 staff members and extending geographic reach into the Maryland/DC market.

The firm operates a sales-led professional services model with engagement-based pricing that is not publicly disclosed. Distribution is primarily direct via relationship-based engagement across 10 physical offices, supplemented by referral networks of bankers, lawyers, and business community contacts. Marketing channels include content marketing, educational webinars (e.g., One Big Beautiful Bill Act), industry event participation (Not-for-Profit Symposium), and SEO-driven web presence. YHB is PCAOB-registered with a clean peer review history (no comment letters) and earned "Virginia Super CPAs" recognition from Virginia Business magazine. The firm is privately held as Yount, Hyde & Barbour, P.C., with no external private equity or venture capital backing.

Name

Yount Hyde & Barbour

Legal name

Yount, Hyde & Barbour, P.C.

Website

https://yhbcpa.com

Company type

Private

Founded year

1947

Operating status

Operating

Headcount range

251–500 employees

Short description

Yount Hyde & Barbour is a privately held CPA and advisory firm founded in 1947 with 300+ professionals across 10 offices in Virginia and Maryland. It delivers assurance, tax, advisory, and cybersecurity services across 11 industry verticals, serving clients in 50 states and internationally.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Audit Management, Controls & SOX Compliance (BPAEAPAH)

akta.pro secondary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Accounting services
• Audit and attest
• Tax advisory
• Cybersecurity consulting
• Wealth management

Headquarters

HQ city

Culpeper

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Audit & Attest Services: Financial statement audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, SOC audits, and IT audits for various client types.
2. Tax Advisory Services: Tax planning, preparation, and consulting services for individuals, partnerships, businesses, corporations, trusts, estates, and nonprofits at federal, state, local, and international levels.
3. Business Consulting: Advisory services including outsourced CFO, CAAS, business organization, strategic planning, succession planning, and ownership transfer.
4. Cybersecurity & Technology Advisory: Cybersecurity assessments, CORE advisory packages, penetration testing, vCISO services, incident response, cloud advisory, and AI security services.
5. Wealth Management: Wealth management services through partnership with Choreo Partner Alliance Program providing integrated financial services solutions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Yount Hyde & Barbour (YHB) is a regional CPA and advisory firm providing assurance (financial statement audits, SOC and IT audits, employee benefit plan audits), tax (personal, business, bank, nonprofit, specialty), and advisory (outsourced CFO/CAAS, cybersecurity and technology advisory, estate and trust planning, family office, ICFR/SOX, risk advisory, wealth management) services. The firm operates 10 offices across Virginia and Maryland with 300+ professionals serving clients in 50 states, DC, and internationally.

Product overview

Yount Hyde & Barbour (YHB) is a regional CPA and advisory firm operating as a single integrated professional services platform rather than a modular software product. The firm delivers its services through a collaborative team culture where clients benefit from collective expertise across the entire organization. The core portfolio consists of three primary service lines: Assurance (encompassing Financial Statement Audits, Reviews & Compilations, Employee Benefit Plan Audits, SOC Audits, and IT Audits); Tax Services (including Personal & Business Tax, Tax Services for Banks, Not-for-Profit Tax Preparation, and Specialty Tax & Advisory with capabilities in QSBS, R&D credits, and fixed assets); and Advisory services (comprising CAAS/Outsourced CFO, Cybersecurity & Technology Advisory, Estate & Trust Planning, Family Office, ICFR/SOX Consulting, Risk Advisory, Wealth Management via Choreo partnership, and Business Consulting). YHB also provides specialized industry-focused services across Community Banks, Credit Unions, Construction/AEC, Agribusiness & Manufacturing, Healthcare, Government Contracting, Hospitality, Veterinary, Professional Service Firms, and Not-for-Profit sectors. The firm supports its service delivery with digital tools including Inflo for audit analytics and document management platforms, though these are internal delivery mechanisms rather than standalone products.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Statement Audits
• Reviews, Compilations and Agreed-Upon Procedures
• Employee Benefit Plan Audits
• SOC Audits
• IT Audits
• Tax Preparation and Advisory Services
• Tax Services for Banks
• Not-for-Profit Tax Preparation
• Specialty Tax and Advisory Services
• Outsourced CFO / Client Accounting and Advisory Services (CAAS)
• Cybersecurity and Technology Advisory
• Estate and Trust Planning
• Family Office Services
• Internal Control Over Financial Reporting (ICFR)
• Risk Advisory Services
• Wealth Management
• Business Consulting

Quantifiable outcome

• Consistently passed peer and PCAOB review with no comment letters
• +4 more outcomes

Named customers7 records

Segments10 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• Choreo Partner Alliance ProgramcoreGTM or Marketing Partner · 1 March 2025YHB joined the Choreo Partner Alliance Program in March 2025, providing clients access to an expansive suite of financial services solutions from wealth management professionals. The partnership extends beyond standard referrals with integrated service delivery from initial meeting to ongoing strategy refinements.
• Glass JacobsoncoreStrategic or Co-development Partner · 1 July 2022YHB acquired Maryland-based tax, accounting, and management consulting firm Glass Jacobson, effective July 1, 2022. The acquisition added 6 principals and 54 staff members, expanding YHB's presence in the Maryland/DC area and forming a joint venture in wealth management.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Withum: Mid-Atlantic-based regional CPA and advisory firm of comparable size serving closely held businesses, financial institutions, and not-for-profits. Most directly comparable peer in terms of service mix (audit, tax, advisory), regional footprint along the East Coast, and mid-market client focus.
• SC&H Group: Mid-Atlantic CPA and advisory firm headquartered in Maryland serving government contractors, closely held businesses, and high-net-worth individuals. Direct comparable on geographic overlap (MD/VA/DC), government contracting specialization, and similar mid-market positioning.
• Marcum LLP: Large regional CPA and advisory firm with significant Mid-Atlantic presence serving middle-market companies, financial services, and not-for-profits. Comparable service breadth (audit, tax, advisory, technology) and similar client verticals including community banks and family offices.
• Eide Bailly: Top-25 U.S. accounting and advisory firm serving closely held businesses, financial institutions, agribusiness, and not-for-profits. Comparable on vertical specialization, mid-market focus, and service line breadth; similar organic-plus-inorganic growth profile.
• Aprio: Mid-market-focused CPA and advisory firm serving closely held businesses, financial services, and technology companies. Comparable on service mix and client profile with similar growth-oriented positioning in the regional mid-market segment.
• Wipfli: Top-20 U.S. accounting and advisory firm serving middle-market companies, financial institutions, and not-for-profits. Comparable on community bank/credit union audit work, technology advisory services, and regional firm consolidation strategy.
• Doeren Mayhew: Mid-sized regional CPA and advisory firm serving closely held businesses, financial institutions, and not-for-profits. Comparable on service mix, industry verticals, and mid-market positioning, with similar size and growth profile.

Broad incumbents

• Baker Tilly US: Top-10 U.S. accounting and advisory firm serving middle-market companies, financial institutions, and government contractors. Comparable on service line breadth and industry verticals (especially financial services and government contracting) but significantly larger scale and broader geographic reach.
• FORVIS (formerly Dixon Hughes Goodman): Large U.S. accounting and advisory firm formed via the merger of Dixon Hughes Goodman and BKD, serving financial institutions, not-for-profits, and mid-market companies. Comparable on community bank audit specialization and industry vertical coverage, but at meaningfully larger scale.
• Plante Moran: Large U.S. accounting and advisory firm serving middle-market companies, financial institutions, and manufacturing. Comparable on industry specialization and service breadth, but at significantly larger scale with broader national footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/yhbcpa
• Facebookfacebook.com/yhbcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Yount Hyde & Barbour