Welcome, Stacey Bergman!

YH Advisors is excited to announce the newest member of our team, Stacey Bergman. Stacey joins us as a Manager, bringing an extensive background in exempt organization accounting and auditing, both in the public and private sectors. Her knowledge and experience will help us to continue providing stellar service to our exempt organization clients. Stacey skill set will help expand our expertise and service offerings in the nonprofit sector by best serving our exempt organization clients throughout their entire annual financial cycle.

Stacey’s experience and expertise includes, but is not limited to, the following:

  • Providing accounting services, including outsourced CFO and Controller functions
  • Preparing of internal periodic (monthly, quarterly or annual) financial statements
  • Helping exempt organizations prepare for their financial statement audits and reviews
  • Preparing of information tax returns and required registrations

While in public accounting, the majority of Stacey’s time was focused on working with exempt organizations. Stacey has worked with exempt organizations in preparing their internal financials, helping get exempt organizations ready for financial audits and reviews, conducting audits, reviews and compilations for exempt organizations of varying size and preparing the information tax returns for exempt organizations.

With extensive practical experience and expertise as a financial auditor, Stacey possesses the requisite skills and knowledge to assist any size or type of exempt organization in the preparation of their audit documentation and the pulling together of their audit PBC information. Stacey also has significant accounting and bookkeeping experience; she currently serves as an outsourced Controller for multiple exempt organizations, assisting with the creation, documentation and implementation of internal controls and accounting procedures as well as special projects based on the specific needs of the organization. Finally, Stacey directly supervises personnel in the undertaking of various bookkeeping functions for exempt organizations.

Stacey remains connected to her community by participating in a multitude of philanthropic events and fundraisers. She currently sits as Treasurer for a local religious organization and has served as the Vice President of Individual Development for the Long Beach Junior Chamber of Commerce. Stacey earned a bachelor’s degree in Accounting from California State University Long Beach. Personal interests include hiking, biking, baking and spending time with her family.

Stacey can be  contacted via phone at 310.982.2805. or via email at sbergman@yhadvisors.com.