Yeo & Yeo CPAs & Business Consultants

What Yeo & Yeo CPAs & Business Consultants does

Yeo & Yeo CPAs & Business Consultants is a privately held, Michigan-based professional services firm founded in 1923, operating as an integrated 'family of companies' across five service lines: CPAs & Advisors (audit, tax, business consulting, outsourced accounting/payroll), HR Advisory Solutions, Medical Billing & Consulting, Technology Services (YYTECH — managed IT, cloud, cybersecurity, ERP/CRM), and Wealth Management. The firm serves a diversified base of small-to-mid businesses, healthcare practices, government entities, nonprofits, and high-net-worth individuals across Michigan through six offices (Saginaw HQ, Kalamazoo, Ann Arbor, Alma, Flint, Bloomfield Hills).

The technology arm (Yeo & Yeo Technology, LLC) delivers a multi-vendor platform-plus-services stack built primarily on Microsoft Azure (YeoCloud) and Microsoft 365, supplemented by Sage 100cloud/Sage HRMS, Veeam, Lenovo, HP, and Ergotron. Security offerings span SIEM, XDR/EDR, email security, security awareness training, and risk assessments. The firm distributes services through direct partner-led engagement, BDO Alliance USA membership for national reach, and content-driven demand generation (blog, podcast, webinars, eBooks). Revenue is generated from professional service fees, recurring managed IT contracts, and asset-based wealth management compensation; pricing is quote-based and customized per engagement.

The firm pursues growth through bolt-on M&A (merger with Berger, Ghersi & LaDuke PLC in July 2024; acquisition of Amy Cell Talent in January 2025), talent pipeline development (~30 annual interns, Summer Leadership Program), and cross-selling across service lines. AI exposure is limited to Microsoft 365 Copilot consulting; the firm holds no proprietary AI/ML IP. Revenue is not publicly disclosed, and the firm is led by President & CEO David Youngstrom (30+ year tenure) with headquarters in Saginaw, Michigan.

Name

Yeo & Yeo CPAs & Business Consultants

Legal name

Yeo & Yeo

Website

https://yeoandyeo.com

Company type

Private

Founded year

1923

Operating status

Operating

Headcount range

251–500 employees

Short description

Michigan-based professional services firm (founded 1923) operating across CPAs & Advisors, HR Advisory Solutions, Medical Billing & Consulting, Technology Services (managed IT, cloud, cybersecurity), and Wealth Management, serving SMBs, healthcare practices, government, and nonprofits statewide.

Ownership category

akta.pro rank

Headquarters

HQ city

Michigan

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting, Audit & Business Advisory: Traditional CPA and advisory services including audit and assurance, tax planning (business, personal, estates/trusts, international, federal, state & local), outsourced accounting, payroll solutions, and business consulting (valuation, litigation support, fraud & forensics, interim staffing). Revenue is generated through professional service fees billed by engagement or recurring retainer.
2. Medical Billing & Practice Management: Revenue cycle management, medical billing, practice consulting, transitions, and valuation for healthcare practices and physician groups. Billed on a service fee or per-transaction basis.
3. Technology Services (YYTECH): Managed IT, cloud solutions, cybersecurity, IT consulting & compliance, and hardware procurement. Includes both recurring managed services fees and one-time project/installation fees.
4. Wealth Management: Asset management, financial planning, retirement planning, and business transition services for individuals and business owners. Revenue from advisory fees and asset-based compensation.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Yeo & Yeo provides integrated professional services through a family of companies spanning CPAs & Advisors (audit, tax planning, outsourced accounting, payroll, business consulting, valuation, litigation support, fraud & forensics), Medical Billing & Practice Management (revenue cycle management, practice consulting, transitions, valuation), Technology Services / YYTECH (managed IT, cloud solutions on Microsoft Azure, cybersecurity, IT consulting, business management software including Sage 100cloud and Microsoft 365 Copilot, hardware procurement), and Wealth Management (asset management, financial planning, retirement planning, business transitions). The firm primarily serves small-to-mid-sized businesses, healthcare practices, nonprofits, government entities, and high-net-worth individuals across Michigan.

Product overview

Yeo & Yeo operates as a family of companies providing integrated professional services through five core divisions: CPAs & Advisors (accounting, audit, tax, and business consulting), HR Advisory Solutions, Medical Billing & Consulting, Technology Services, and Wealth Management. The Technology division functions as a platform-plus-services model offering managed IT services (YeoCare Managed Services), cloud solutions (YeoCloud/Microsoft Azure, Microsoft 365, VoIP Phone Systems), cybersecurity solutions (including Email Security, Security Awareness Training, SIEM, XDR & EDR, and Business Continuity & Disaster Recovery), IT Consulting & Compliance, and Business Management Software (including Sage HRMS, Sage 100cloud, ERP, CRM, Custom Programming, Barcode Scanning, and Microsoft 365 Copilot). These technology services integrate with third-party platforms like Microsoft Azure, Microsoft 365, Sage, Veeam, Lenovo, HP, and Ergotron. The company also provides client-facing digital tools including client portals and payment systems. Services span multiple industries including agribusiness, cannabis, construction, education, financial institutions, government, healthcare, manufacturing, nonprofit, real estate, and small-mid business.

Differentiator

Problem solved

Functional benefit

Products and services

• CPAs & Advisors Comprehensive accounting, audit, tax planning, and business consulting services for various industries including agribusiness, cannabis, construction, education, financial institutions, government, healthcare, manufacturing, nonprofit, real estate, and small-mid business. Includes audit & assurance, employee benefit plan audits, outsourced accounting, payroll solutions, internal controls, business and personal tax planning, estates/trusts/gifts, international tax, state and local tax, business valuation, litigation support, fraud and forensics, and interim staffing.
• HR Advisory Solutions People-focused and results-driven HR and recruiting solutions to help shape stronger workforces for client organizations.
• Medical Billing & Consulting End-to-end medical billing, revenue cycle management, and practice management consulting services for physician groups and medical practices, including practice consulting, transitions, valuation, and IT & security solutions for healthcare providers.
• Technology Services (YYTECH) Comprehensive technology solutions including managed IT (YeoCare Managed Services), cloud solutions (YeoCloud on Microsoft Azure, Microsoft 365, VoIP Phone Systems), cybersecurity (Email Security, Security Awareness Training, SIEM, XDR & EDR, Business Continuity & Disaster Recovery), IT consulting & compliance (Network Management, Security Risk Assessment), business management software consulting (Sage 100cloud, Sage HRMS, ERP, CRM, Custom Programming, Barcode Scanning, Microsoft 365 Copilot), and hardware procurement (Lenovo, HP, Ergotron).
• Wealth Management Holistic wealth management services including asset management, financial planning, retirement planning for individuals and businesses, and business transition planning.
• YeoCare Managed Services Recurring managed IT services offering ongoing IT support, maintenance, monitoring, patching, security management, and helpdesk support for business clients.
• YeoCloud (Microsoft Azure Cloud) Cloud infrastructure, migration, and cloud management services built on Microsoft Azure for business clients.
• Asset Management Investment asset management services for individuals and business owners within the Wealth Management service line.
• Business Transitions Business transition and succession planning services for business owners, integrated with wealth management.

Quantifiable outcome

• Healthcare client achieved more than 50% growth over 12 years of medical billing partnership

Named customers5 records

Segments8 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Nine partnerships are on record, tiered core, peripheral and minor.

• BDO USA, P.C. (BDO Alliance USA)coreStrategic or Co-development PartnerYeo & Yeo is a member of the BDO Alliance USA, a network of independently owned accounting firms providing access to BDO's national resources, standardized methodologies, client referral programs, and professional development. This alliance enables Yeo & Yeo to serve clients with multi-state or national needs while maintaining its independent Michigan identity.
• MicrosoftcoreTechnology or IntegrationYeo & Yeo Technology holds Microsoft partnership status, providing Azure cloud services (YeoCloud), Microsoft 365 implementations, VoIP phone systems, and Microsoft 365 Copilot consulting. The firm's technology division is positioned as a Microsoft-centric managed services provider.
• SageperipheralTechnology or IntegrationYeo & Yeo offers consulting and implementation for Sage 100cloud ERP and Sage HRMS, positioning the firm as a Sage partner for mid-market business management software deployments.
• VeeamperipheralTechnology or IntegrationVeeam backup and data protection solutions are offered as part of Yeo & Yeo Technology's managed services and business continuity offerings.
• LenovoperipheralTechnology or IntegrationLenovo hardware (Gold Partner status) is offered through Yeo & Yeo Technology's technology product procurement services.
• HP (Hewlett-Packard)peripheralTechnology or IntegrationHP hardware and printing solutions are offered through Yeo & Yeo Technology's managed print and hardware procurement services.
• ErgotronperipheralTechnology or IntegrationErgotron ergonomic products (sit-stand desks, monitor arms) are offered through Yeo & Yeo Technology's hardware and ergonomics procurement service.
• Berger, Ghersi & LaDuke PLC (BGL)coreStrategic or Co-development PartnerOn July 1, 2024, Yeo & Yeo completed a merger with Berger, Ghersi & LaDuke PLC of Bloomfield Hills. The merger brought BGL's team and expertise, particularly in real estate, high-end tax planning, and peer reviews, expanding Yeo & Yeo's regional presence in Oakland County.
• Michigan Community Service CommissionminorOthersPartnered with Michigan Community Service Commission on community service and volunteer initiatives, supporting the firm's giving back and community involvement programs.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Rehmann: Michigan-based CPA, advisory, wealth management and technology services firm with a similar multi-divisional structure competing for the same SMB, nonprofit, healthcare and manufacturing clients.
• Anders CPAs + Advisors: Midwest-based CPA, technology and advisory firm with a comparable "family of services" structure, competing for similar SMB, healthcare and nonprofit clients in overlapping geographies.
• Doeren Mayhew: Troy, Michigan-based Top 100 CPA and advisory firm competing directly with Yeo & Yeo across tax, audit, business consulting and technology-enabled services in Michigan.
• Wipfli: Top 20 U.S. CPA and advisory firm founded in Wisconsin with strong Midwest coverage; closely comparable multi-divisional (CPA, technology, outsourced accounting) model serving SMB and mid-market clients.
• Plante Moran: Largest Michigan-headquartered CPA and business advisory firm; the most direct head-to-head competitor across audit, tax, consulting, healthcare and technology services in Yeo & Yeo's home market.
• Eide Bailly: Top 25 U.S. CPA and advisory firm with Midwest roots; competes for similar manufacturing, nonprofit, government and healthcare audit/tax clients in overlapping regional markets.

Broad incumbents

• BDO USA: Top 5 national accounting network and Yeo & Yeo's alliance partner; provides the national scale and methodology backbone Yeo & Yeo leverages, while also competing for multi-state and larger-company clients.
• Baker Tilly US: Top 10 national CPA and advisory firm with strong Midwest presence; competes for the same Michigan-based mid-market clients across tax, audit, advisory and managed technology services.
• UHY LLP: Top 25 national accounting network with a strong Michigan presence; competes across audit, tax and advisory for the same mid-market and SMB clients in Michigan.

Regional players

• MMB+AS (Mieras, McDonald, Buehner + Associates / local Michigan firms via BDO Alliance): Smaller Michigan CPA and advisory firms in the BDO Alliance USA network that compete for the same regional client base and overlap with Yeo & Yeo's territory; use as a regional-market reference.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/yeoandyeo
• YouTubeyoutube.com/@yeo_advisors
• Facebookfacebook.com/yeoandyeocpas
• LinkedInlinkedin.com/company/yeo-&-yeo-pc
• Instagraminstagram.com/yeo_advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments

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

Frequently asked questions about Yeo & Yeo CPAs & Business Consultants