Home / Professionals / Jeremy T. Yeary

As a Manager, Jeremy works in and manages various aspects of engagements, including planning, fieldwork, and the issuance of reports. He works in a variety of industries such as employee benefit plans, broker dealers, and manufacturing and distribution. Jeremy also has experience with the not-for-profit industry, specifically financial statements. 

Jeremy strives to provide exceptional client service by taking time to understand his clients’ business, goals, and needs. He serves as a valuable resource by responding timely and providing proactive guidance and assistance year-round.

In addition to pursuing his own ongoing education, Jeremy takes time to train new hires on IDEA data analysis software through the firm’s on-boarding program.

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

Community Activities

Education

BS, Business with a concentration in Accountancy, Miami University of Ohio

Industry & Service Specialization

Articles

From Jeremy

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Featured Articles

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2 Min Read

IRS Suspends Processing of ERTC Claims 

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2 Min Read

The New CECL Accounting Standard Impacts Financial Reporting

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2 Min Read

IRS issues guidance on new retirement catch-up contribution rules

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2 Min Read

Learn About Our Virtual CFO Services

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3 Reasons to Consider Outsourced Accounting for Nonprofits

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Prep for January: Collect W-9 Forms Now!

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