CPA FIRM CASE STUDY

A Smarter Digital Workplace

Modernizing Collaboration, Recognition, and Compliance Workflows

Kristi Krafft-Bellsky

Quality Control Director / Tech Innovation Team Leader

About
Yeo & Yeo is a Michigan-based business advisory and professional services firm with over a century of trusted expertise in accounting, audit, and tax. Their family of companies spans technology, wealth management, medical billing, and HR advisory — serving businesses and individuals across Michigan with a forward-thinking approach to growth and operations.

Industry
Accounting, Technology & Advisory

Company Size
225+

Headquarter
Saginaw, Michigan

Founded
1923

Services

Accounting, Audit & Tax
Business Advisory & Consulting
Technology & Managed IT Services
Wealth Management
Medical Billing & Consulting
Payroll & Outsourced Accounting

Affiliations

Challenge

For years, Yeo & Yeo ran on manual processes that worked — until they didn’t. As the firm expanded its family of companies, the cracks widened. Information lived everywhere and nowhere. Recognition programs ran through Excel exports and email chains. Compliance approvals moved at the speed of paperwork. The employee experience suffered quietly, and leadership knew it.

Solution

Yeo & Yeo partnered with Netsurit to consolidate their digital workplace into one governed, intuitive system. Using SharePoint Online and Power Platform, Netsurit delivered four connected solutions that eliminated manual processing, automated compliance workflows, and gave employees a single place to find, do, and celebrate their work.

Yeo & Yeo’s Story

Yeo & Yeo is a Michigan-based professional services firm with deep roots in accounting, audit, and tax. Over the years, the firm grew beyond its core practice into a broader family of companies spanning technology, wealth management, medical billing, and HR advisory. That growth brought complexity. And with complexity came friction — the kind that accumulates slowly until it becomes impossible to ignore.

The firm’s internal tools hadn’t kept pace. Employees searched through email threads and shared drives to find basic information. Recognition programs required manual cleanup every cycle. Compliance approvals were slow, undocumented, and difficult to audit. The firm wasn’t failing. But it wasn’t moving the way a modern organization should.

Before Netsurit

The problems at Yeo & Yeo weren’t dramatic. They were death by a thousand cuts.

There was no central intranet worth using. Content lived in siloed folders, outdated pages, and email chains that only certain people could find. Employees wasted time on searches that should have taken seconds. The recognition program — a genuine effort to celebrate people — was running on survey exports and manual Excel cleanup. It worked, technically. But it was slow, inconsistent, and invisible unless you knew where to look.

CPE approvals were worse. Every request traveled through Word documents and email back-and-forth, with no visibility into status, no tracking system, and no audit trail. For a firm built on compliance and accuracy, that gap was both a liability and an embarrassment.

The tools weren’t broken. The architecture was. And without a governed structure underneath everything, no amount of effort was going to fix it.

Yeo & Yeo wasn’t looking to add more technology. We needed a governed digital workplace that was intuitive and actually supported how our people work. Netsurit helped us unify SharePoint Online and Power Platform in a way that reduced manual processes, improved visibility, and gave us a foundation we can continue to build on.

Netsurit as a Partner

Yeo & Yeo didn’t need more software. They needed a team that understood how a professional services firm actually operates — and could build a digital environment to match.
Netsurit came in with a clear principle: centralize data in SharePoint, automate workflows with Power Automate, and let the user experience do the rest. Four connected solutions. One consistent foundation.
That clarity made the difference. Not four separate projects stitched together. One coherent system built to grow.

How Netsurit Helped Yeo & Yeo

Netsurit built a unified, branded intranet that gave Yeo & Yeo a single source of truth. Structured navigation. Governed content. Zero manual Excel processing for recognition data.

The Shout-Outs program moved from a spreadsheet exercise to a dynamic, searchable hub inside SharePoint. Highlights automated. Filters built in. Employees could see and feel the recognition culture, not just hear about it.

CPE approvals moved out of email entirely. Automated routing, built-in tracking, and a full audit trail replaced the old Word document process. What once created delays and compliance risk now ran cleanly, with 100% visibility from submission to approval.
Administrative processing time dropped an estimated 60 to 80 percent. The audit exposure disappeared.

Scaling Up with Netsurit

With the foundation in place, Yeo & Yeo stopped reacting and started building.

Faster publishing. Consistent templates. A governance structure that actually holds. The employee experience improved not because the firm added more tools — but because the tools they had finally made sense together.

As Kristi Krafft-Bellsky, Principal and Quality Control Director, put it: the goal was never more technology. It was a governed digital workplace that supported how their people work. That’s exactly what they got.

Yeo & Yeo is now operating on a foundation they can build on — not just maintain.

Inspired by Yeo & Yeo's story?

Let’s write yours next.

If outdated systems are holding you back, we’re ready to help. We’re here to support the dreams of the doers.