We are proud to announce these 16 individuals, whose skills enhance our industry specializations and service offerings, as new partners.
ENTERPRISE, AL (PRWEB) December 13, 2016
Top 25 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has named 16 new partners.
“CRI’s accelerated expansion has fostered many opportunities for our team’s professional advancement,” stated William H. Carr, managing partner and chairman of CRI. “We are proud to announce these 16 individuals, whose skills enhance our industry specializations and service offerings, as new partners. Combined with their commitments to personalized client service, they truly embody our firm’s ‘National Strength. Southern Roots.’ tagline.”
New Partner from Brewton, Alabama:
Matt Sasser, CPA, CITP, has more than 15 years of experience in public accounting. His expertise includes providing accounting and tax services to timber, manufacturing, nonprofit, medical, and governmental entities. He also performs small business consulting and tax preparation services.
New Partner from Destin, Florida:
Sonia Mitchell, CPA, has more than 25 years of accounting, tax, and audit experience. Her longevity with CRI has allowed her to build close relationships with clients and strengthen her focus on the hospitality, retail, real estate, and construction sectors. Sonia also has in-depth expertise in the nuances of restaurant accounting – including payroll, insurance, tips and tax credits, point-of-sale (POS) reports, costing out meals for profitability, and performance measurements. Sonia is also a QuickBooks Pro Advisor, a Xero Certified Advisor, and a licensed realtor in the state of Florida.
New Partner from Enterprise, Alabama:
Jason Dickey, CPA, has more than 15 years of experience serving a diverse client base. He prepares federal and state tax returns for individuals, as well as for all business entity types (including C-corporations, S-corporations, and partnerships). He specializes in preparing tax returns for financial institutions, agriculture operations companies, manufacturing operations companies, and service-based organizations.
New Partner from Gainesville, Florida:
Throughout the 10+ years of his career, Rob Lemmon, ACA, has specialized in governmental auditing, Single Audit compliance testing, and Sarbanes-Oxley compliance. He has also conducted training sessions on Governmental Accounting Standards updates and audit quality initiatives. In addition to managing a wide variety of audit engagements (including those for employee benefit plans, nonprofit entities, and utility companies), he has performed special projects related to utility taxes and complex pension standards.
New Partner from Greenville, North Carolina:
With more than 25 years of experience, Karen Shook, CPA, mainly focuses on auditing governmental clients of small to mid-sized townships and preparing Comprehensive Annual Financial Reports (CAFRs) according to the Governmental Finance Officers Association’s standards. She also specializes in conducting employee benefit plan audits, especially those of 401(k) plans. Karen even provides tax services to a wide range of clients, including individuals and small businesses.
New Partner from Jacksonville, Florida:
For more than 35 years, Bill Hall, CPA, has provided a variety of accounting, consulting, and tax planning services to individuals and organizations. He focuses specifically on estate and tax planning with high-net-worth individuals. Bill’s industry expertise includes nonprofits, construction companies, and professional service firms (including legal and physician practices).
New Partner from Marianna, Florida:
Evan Dykes, CPA, uses his 15+ years of experience to provide business consulting, tax planning, and tax compliance services to small business clients. He also has extensive expertise in performing audits of governmental, not-for-profit, healthcare, and banking clients.
New Partners from Montgomery, Alabama:
Robyn Bailey, CPA, has more than 10 years of accounting experience and provides audit, review, and compilation services to organizations in the not-for-profit sector and insurance industry. She has worked extensively with self-insurance funds, trade associations, charitable foundations, political organizations, and related for-profit subsidiaries.
Jonathan Knight, CPA, has more than 15 years of accounting and audit experience, specifically in the insurance and employee benefit plan industries. He regularly works with clients whose largest assets are their investment portfolios. Additionally, he has a wealth of experience handling complex issues related to investment accounting.
New Partners from New Orleans, Louisiana:
Stephanie Mullet, CPA, has more than 10 years of tax and advisory experience with large and mid-sized companies throughout the Gulf South region. She specializes in serving the real estate, hospitality, healthcare, and insurance industries. Stephanie also focuses on federal and state tax credits, such as those for historic rehabilitation and low-income housing. She has expertise in various Louisiana tax incentive initiatives, including the Enterprise Zone and Industrial Tax Exemption programs.
Kevin Tschirn, CPA, has more than 10 years of experience in public accounting. He specializes in the manufacturing, construction, and real estate industries. His in-depth expertise also includes internal control evaluations, consulting, and advisory services for engineering, employee benefit plans, and not-for-profit entities.
New Partner from Niceville, Florida:
Heather Jourdan, CPA, has more than 15 years of experience providing quality tax compliance and consulting to businesses and individuals. Her areas of concentration include small business consulting and tax planning for partnerships, S-corporations, and limited liability companies. While many small businesses and individuals can benefit from her tax and advisory services, she focuses primarily on the healthcare, nonprofit, and restaurant industries.
New Partner from Raleigh, North Carolina:
With more than 10 years of experience in public accounting and internal audit for Fortune 500 companies, small and mid-sized sector leaders, and closely held businesses, Scott Bailey, CPA, CFE, CISA, CGMA, provides clients with a broad range of services, including accounting, auditing, and risk advisory. He focuses his practice on the manufacturing and distribution, financial services, and construction industries.
New Partners from Tallahassee, Florida:
For more than 15 years, Tom Montalbano, CPA, focuses on delivering accounting and auditing services for nonprofits, governmental agencies, and employee benefit plans. Additionally, Tom offers specialty services in areas such as compliance monitoring and IT audits and assurance.
With nearly 10 years of experience at CRI, David White, CPA, provides clients with tax planning insights and services. His true passion is dedicating time and energy to assisting entrepreneurs and start-up companies with navigating the many accounting and tax compliance decisions that they face – as well as pioneering best practices for their future growth and success.
New Partner from Tampa, Florida:
Bridget Boswell, CPA, CISA, has more than 15 years of professional audit experience in both financial reporting and internal control auditing. Her industry expertise includes the software and technology, construction, manufacturing and distribution, service, and not-for-profit sectors. Bridget also has extensive experience with auditing employee benefits administration clients. As a partner serving clients through Auditwerx, a portfolio company of Carr, Riggs & Ingram, Bridget specializes in SOC 1 engagements for service organizations auditing operational control environments and assessing the effectiveness of internal controls related to transaction processing.
About Carr Riggs & Ingram, LLC
CRI is located in 25 markets throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee, and Texas. CRI’s industry specializations include construction companies, governmental entities, financial institutions, healthcare entities, insurance companies, not-for-profit organizations, and manufacturing and distribution companies. CRI also offers specialized services including business consulting, forensic accounting, IT audit and assurance, SEC compliance, and tax. Additionally, CRI’s portfolio companies deliver service organization control (SOC) reports, transaction advisory services, and wealth management. CRI is nationally ranked in the top 25 largest accounting firms. For information, please visit CRIcpa.com.
# # #