{"id":50719,"date":"2026-05-29T07:57:13","date_gmt":"2026-05-29T11:57:13","guid":{"rendered":"https:\/\/netsurit.com\/en-us\/?page_id=50719"},"modified":"2026-06-01T11:50:21","modified_gmt":"2026-06-01T15:50:21","slug":"sharepoint-intranet-accounting-firm-yeo-and-yeo","status":"publish","type":"page","link":"https:\/\/netsurit.com\/en-us\/sharepoint-intranet-accounting-firm-yeo-and-yeo\/","title":{"rendered":"Case Study : Yeo & Yeo"},"content":{"rendered":"\t\t
CPA FIRM CASE STUDY<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
A Conversation with<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\tAbout<\/strong> Industry<\/strong> Company Size<\/strong> Headquarter<\/strong> Founded<\/strong> Services<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t Affiliations<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
Yeo & Yeo<\/a> 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 \u2014 serving businesses and individuals across Michigan with a forward-thinking approach to growth and operations.<\/p>
Accounting, Technology & Advisory<\/span><\/span><\/p>
225+<\/p>
Saginaw, Michigan<\/p>
1923<\/p>\n\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\tChallenge<\/h5>\nFor years, Yeo & Yeo<\/strong> ran on manual processes that worked \u2014 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.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t
Solution<\/h5>\nYeo & 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.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\tYeo & Yeo’s Story<\/h3>