Yeo & Yeo CPAs & Business Consultants

5300 Bay Rd Ste 200, Saginaw, MI 48604

3.5

BPI
Financial Rating

4.1

BPI Stakeholder Rating

3

BPI Social Responsibility Rating

Wherever possibility needs a path. Through our family of companies, we work with you to achieve your unique goals. We wake up each day excited about helping you focus on what you do best. We walk beside you, navigating challenges and opportunities. We won’t overwhelm — but we always strive to over-deliver. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo and Yeo. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

3.5

Overall Excellence Rating

Industry

Accounting Services

Category

Accounting & Tax

ESG/Ethical Impact

Yeo & Yeo is among the leading accounting, technology, medical billing and wealth management firms in the nation with more than 200 employees in offices throughout Michigan. Our Core Values: To be proactive and exceed client expectations. Absolute integrity and honesty in all relationships. Long-term success of clients, employees and the company. Family-focused work environment. Commitment to the communities with time, talent and financial support. Commitment to delivering lifetime learning opportunities and personal growth Our four companies, Yeo & Yeo CPAs & Business Consultants, Yeo & Yeo Technology, Yeo & Yeo Medical Billing & Consulting and Yeo & Yeo Wealth Management, are a complete resource for our clients. The Yeo & Yeo family of businesses is committed to providing outstanding business solutions and exceeding client expectations through everything we do. Our people are trusted advisors, our clients are our friends and our community is our foundation.

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Awards Received

2023

Revenues

$37,500,000.00

Website Traffic

Employee Rating

3.9

Customer Rating

4.2

Company Size

100-1000

ESG Risk Rating

3

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