Meet the team
The people who do the work.
Every account gets a named team, and the same people stay on it. Nothing gets handed to a stranger, and nobody has to re-explain how your organization works.
Directors and Advisors
The seat in the ownership conversation, the lender meeting, and the plan for next year.

Nick D'Alessandro, CPA
Client Director

Josh Fulgham, CPA
Client Director

Trey Fulmer
Director of Client Services

Leslie Irons
Client Director

Scott McCrory, CPA
Client Advisor

Melanie Shores, CPA
Director of Tax

Adam Smith
Client Director
Managers and Controllers
Month-end close, the reporting package, and the review that happens before anything reaches you.

Kristi Bratton, CPA
Controller

Nicholas Caltabiano, EA
Controller

Elizabeth Carter, CPA
Controller

Megan Collins, CPA
Controller

Amy Cross
Client Accounting Manager

Hannah Delashaw
Payroll Manager

Chris Gray
Controller

Stephanie Jensen, CPA
Tax Manager

Natalie Jett, EA
Tax Manager

Sarah Lane, CPA
Controller

Samuel Lawrence
Client Accounting Manager

Blake Rice
Implementation / Special Projects Manager

Jennifer Sheffield
Controller

Kristen Stepp, CPA
Controller

Erin Waldron
Controller
Specialists
Your day-to-day. Transactions, bills, deposits, reconciliations, payroll, and returns.

Chapel Bryars
Financial Operations Specialist

Gladys Colis-Entedez
Financial Operations Specialist

Kayla Crittenden
Lead Financial Operations Specialist

Andrew Current
Financial Operations Specialist

Jacey Daughtry
Senior Tax Specialist

Billie Dupree
Lead Financial Operations Specialist

Ashley Frasier
Lead Financial Operations Specialist

Allie Hagler
Financial Operations Specialist

Adrienne Handley
Lead Financial Operations Specialist

Meg Hanson
Financial Operations Specialist

Garrit Headley
Lead Financial Operations Specialist

Courtney Hodges
Financial Operations Specialist

ReJennie Jordan
Payroll Specialist

Molly LaHue
Payroll Specialist

Abigail Lawrence
Financial Operations Specialist

Ysabelle Maneje
Financial Operations Specialist

Mallie Miller, CPA
Tax Supervisor

Nancy North
Financial Operations Specialist

Maggie Petit
Financial Operations Specialist

Meredith Plaxco
Financial Operations Specialist

Cross Power
Tax Specialist

Kaitlin Pridemore
Lead Financial Operations Specialist

Lindsey Smith
Lead Financial Operations Specialist

Samantha Willis
Financial Operations Specialist
Operations
The people who keep the firm itself running, from finance and billing to how we grow.

Autumn Acton
Director of Finance

Mary Jane Armstrong
Director of Client Success

Robbie Crawford
Sales and Marketing Coordinator

Kathryn Lee
Billing Manager + Tax Administrator

Robert Lewis
Chief Operations Officer

Jordan Pridemore
Director of Strategic Development
Others
The rest of the people who keep the office running, plus two who mostly nap.

Frankie the Office Pup
Financial Operations Mascot

Winston the Office Pup
Financial Operations Mascot
Meet the people who would work on your account.
Tell us a little about your organization and we will introduce you to the team that fits it.
Get Started