Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Advisory Solutions
At YHB, we believe in empowering your potential through personalized accounting and advisory services. With over 75 years of experience, our team of dedicated professionals prioritizes client success by delivering tailored solutions that align with your unique goals. We combine technical expertise with a deep understanding of industries such as community banking, construction, healthcare, and nonprofits to provide actionable insights and strategic guidance. Our commitment to excellence is reflected in our proactive approach to problem-solving, ensuring compliance while maximizing financial opportunities.As a community-focused firm, we actively invest in local initiatives, fostering relationships that extend beyond traditional accounting services. By maintaining a culture of continuous learning and innovation, we equip clients with the tools needed to thrive in a dynamic financial landscape. Our dedication to transparency, ethical practices, and client-centric service has earned us long-standing trust and recognition as a leading accounting partner.
Services
Tax Services
Financial Statement Audit
Wealth Management
Risk Advisory
SOC Audits
Outsourced CFO
IT Audits
Business Valuation
Nonprofit Consulting
Construction Accounting
Details
- Year established: 1947
Highlights and features
- We offer over 75 years of experience in accounting and advisory services.
- Our team provides personalized solutions tailored to your industry-specific needs.
- We prioritize proactive communication and responsive client support.
- Our professionals hold certifications like CPA, CISA, and CCIFP for specialized expertise.
- We combine technical knowledge with a commitment to community-driven values.
What people say
Exceptional service
Responsive team
Deep industry knowledge
Trusted advisor
Proactive communication
Services
Tax Services
YHB provides comprehensive tax planning and compliance solutions for businesses and individuals. Our experts stay updated on evolving regulations to ensure accurate filings while optimizing tax benefits. We specialize in industry-specific strategies for community banks, nonprofits, and construction firms, helping clients minimize liabilities and maximize returns through proactive, customized approaches.
Financial Statement Audit
Our audit services ensure financial transparency and regulatory compliance for public and private entities. YHBs team conducts risk-based audits with a focus on industry best practices, delivering actionable insights to enhance decision-making. We serve community banks, government contractors, and healthcare organizations, combining technical rigor with tailored communication to meet client needs efficiently.
Wealth Management
Through a partnership with Choreo, YHB offers integrated wealth management solutions. We align tax and investment strategies to clients long-term goals, emphasizing personalized service and holistic financial planning. Our approach prioritizes client education and adaptive strategies to navigate complex financial landscapes with confidence.
Risk Advisory
YHBs risk advisory services address cybersecurity and compliance challenges for financial institutions and tech-driven businesses. We conduct SOC audits, vulnerability assessments, and IT audits, leveraging frameworks like COBIT and ISO standards. Our team helps clients mitigate risks, strengthen controls, and ensure compliance with evolving regulatory requirements.
Nonprofit Consulting
We specialize in audit and compliance services for nonprofits, including Form 990 preparation and grant reporting. YHBs experts understand sector-specific challenges, offering strategic guidance to improve financial management and governance. Our goal is to help organizations enhance transparency and operational efficiency while fulfilling their missions.
People
Thomas L. Milburn
CEO
With over 25 years at YHB, Tom leads strategic initiatives and innovation. A CPA and former audit partner, he specializes in financial institutions and drives community engagement through volunteer work.
Luke Gore
Audit Leader
Luke specializes in financial audits and SEC compliance for banks. He contributes to audit program development and training, ensuring high standards across engagements.
Sarah Nelson
Construction Audit Specialist
Sarah provides audit and attestation services for construction firms and government contractors. Her CCIFP certification underscores her expertise in industry-specific financial challenges.
Jennifer Files
Principal
Jennifer leads single-audit compliance and governmental engagements. She focuses on customized internal control solutions for education and government contracting clients.
Stephen Weber
IT Audit Specialist
Stephen leads IT audit services, leveraging cybersecurity expertise to help clients mitigate risks. His background includes roles at Fortune 500 companies and academic teaching.
Questions
What industries does YHB specialize in?
YHB serves community banks, construction firms, healthcare providers, nonprofits, government contractors, and professional service organizations.
How does YHB ensure audit quality?
We combine risk-based methodologies, peer reviews, and industry-specific expertise to deliver accurate, compliant audit results.
Do you offer remote audit services?
Yes, YHB utilizes secure technology for remote audits, ensuring efficiency without compromising quality or communication.
What certifications do YHB professionals hold?
Our team includes CPAs, CISA, CCIFP, and SOC-certified experts, ensuring specialized knowledge across services.
How does YHB support nonprofit clients?
We provide audit, tax, and compliance services tailored to nonprofit needs, including grant reporting and governance guidance.
Is YHB a local or national firm?
YHB is a regional firm with offices in Virginia and clients nationwide, offering local accessibility with national expertise.
