Brian Barksdale
If you’re expecting a bean counter, then Brian just doesn’t fit the mold. His 40+ years of accounting, auditing, consulting, and tax experience make him a relatable CPA with real-world ideas and processes for improving efficiencies and profitability. Whether your business is a construction company, governmental entity, manufacturing and distribution company, or nonprofit entity, Brian knows a lot about your area. Working with a wide range of subcontractors and manufacturing companies, he has an extensive background in a variety of job costing systems and the intricacies of accurately accounting for production costs. Brian also provides income tax compliance services to individuals and businesses, aiding in the significant reduction of income tax burdens. Brian has also been involved in providing fraud and forensic auditing services to clients focused on detecting and preventing fraud within governmental entities, manufacturing companies, nonprofit entities, and construction companies.
Brian personally manages audits for municipalities, school districts, and other governmental agencies. Brian has proven himself to be a valuable resource to many local governmental units throughout our firm’s geographic footprint by providing assistance with the application of governmental accounting pronouncements.
Additionally, Brian is the partner-in-charge of CRI’s Birmingham office, a member of CRI’s executive committee, a past chairman of the board for the Alabama Society of Certified Public Accountants (ASCPA) and United Ability (Formerly United Cerebral Palsy of Central Alabama).
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Immediate Past Chair – United Ability (Formerly United Cerebral Palsy of Central Alabama)
Education
Samford University, Bachelor’s
AL: Birmingham
3700 Colonnade Pkwy Ste 300Birmingham, AL 35243
Phone: 205.933.7822
Brian Barksdale
If you’re expecting a bean counter, then Brian just doesn’t fit the mold. His 40+ years of accounting, auditing, consulting, and tax experience make him a relatable CPA with real-world ideas and processes for improving efficiencies and profitability. Whether your business is a construction company, governmental entity, manufacturing and distribution company, or nonprofit entity, Brian knows a lot about your area. Working with a wide range of subcontractors and manufacturing companies, he has an extensive background in a variety of job costing systems and the intricacies of accurately accounting for production costs. Brian also provides income tax compliance services to individuals and businesses, aiding in the significant reduction of income tax burdens. Brian has also been involved in providing fraud and forensic auditing services to clients focused on detecting and preventing fraud within governmental entities, manufacturing companies, nonprofit entities, and construction companies.
Brian personally manages audits for municipalities, school districts, and other governmental agencies. Brian has proven himself to be a valuable resource to many local governmental units throughout our firm’s geographic footprint by providing assistance with the application of governmental accounting pronouncements.
Additionally, Brian is the partner-in-charge of CRI’s Birmingham office, a member of CRI’s executive committee, a past chairman of the board for the Alabama Society of Certified Public Accountants (ASCPA) and United Ability (Formerly United Cerebral Palsy of Central Alabama).
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Immediate Past Chair – United Ability (Formerly United Cerebral Palsy of Central Alabama)
Education
Samford University, Bachelor’s
AL: Brewton
335 Belleville AveBrewton, AL 36426
Phone: 251.867.7722
Hilton Galloway
Hilton’s glasses may make him look like an auditor, but he has a definitive way of clearly explaining complex auditing and accounting terms so that we all can easily understand them. He provides more than 30 years of public accounting experience in a broad range of fields — from individual and small business taxation to audits of governmental entities and not-for-profit organizations. As director of the Enterprise, Alabama, governmental accounting and auditing division, Hilton assists with the preparation, review, and presentation of more than 50 governmental and not-for-profit audits annually. In addition to speaking to numerous groups on various subjects pertaining to governmental accounting standards and practices, he is heavily involved in the firm’s industry-leading governmental auditing and consulting practice. He also serves as a contributor to our continuing education staff.
Hilton is a member of the Alabama League of Municipalities (ALM). He is also a member of the American Institute of Certified Public Accountants (AICPA), Alabama Society of Certified Public Accountants (ASCPA), and the Florida Institute of Certified Public Accountants (FICPA).
Education
University of West Florida, Bachelor’s
AL: Enterprise
1117 Boll Weevil CirEnterprise, AL 36330
Phone: 334.347.0088
Bill Carr
A native Alabamian, Bill is a recognized and proven leader in the accounting industry, bringing more than 40 years of business advisory and consulting experience to the table. Bill is one of the founding partners of CRI, serves as Chairman of CRI’s Executive Committee, and as the firm’s managing partner. Under his leadership, CRI rose to become the 19th nationally ranked accounting and advisory firm in 2018, according to leading industry publication, Accounting Today. Bill’s negotiation and mediation skills have proven critical throughout the firm’s history, and are part of the reason that the firm has seen consistent growth since its formation in 1997.
Today, CRI and their Family of Companies are recognized as one of the nation’s fastest-growing firms, defying the disruption of the industry by providing actionable insights and solutions based on their founding principles of tailored client-service, respect for all, and unyielding integrity.
Education
University of Alabama, Bachelor’s
AL: Enterprise (Corporate)
901 Boll Weevil Cir Ste 200Enterprise, AL 36330
Phone: 334.347.0088
From financial accounting, auditing, and reporting to business and individual taxation, Skip has overseen many engagements in his more than 35 years of experience across numerous industries, including construction, not-for-profit, governmental agencies, and employee benefit plans. In addition to those areas, he has also received specialized training for internal control evaluations and fraud deterrence strategies. Skip’s litigation experience includes acting as a class action settlement administrator and an expert witness in both fraud and domestic cases.
Skip is an active member of the American Institute of Certified Public Accountants (AICPA), the Alabama Society of Certified Public Accounts (ASCPA), the National Association of Certified Valuators and Analysts (NACVA), the Mobile Area Chamber of Commerce Board of Advisors, and the Rotary Club of Mobile. In his community, Skip has served as past member of the University of South Alabama Accounting Advisory Board and past president of the Augusta Chapter of the Georgia Society of CPAs. He has also served as past treasurer for the United Way of Central Savannah River Area, the Bay Area Tennis Association, the Mirror Lake Racquet Club, and the Literacy Coalition of South Alabama.
Education
University of Georgia, Bachelor’s
AL: Fairhope
7530 Parker Rd Suite 150Fairhope AL 36532
Phone: 251.928.9300
Brian Barksdale
If you’re expecting a bean counter, then Brian just doesn’t fit the mold. His 40+ years of accounting, auditing, consulting, and tax experience make him a relatable CPA with real-world ideas and processes for improving efficiencies and profitability. Whether your business is a construction company, governmental entity, manufacturing and distribution company, or nonprofit entity, Brian knows a lot about your area. Working with a wide range of subcontractors and manufacturing companies, he has an extensive background in a variety of job costing systems and the intricacies of accurately accounting for production costs. Brian also provides income tax compliance services to individuals and businesses, aiding in the significant reduction of income tax burdens. Brian has also been involved in providing fraud and forensic auditing services to clients focused on detecting and preventing fraud within governmental entities, manufacturing companies, nonprofit entities, and construction companies.
Brian personally manages audits for municipalities, school districts, and other governmental agencies. Brian has proven himself to be a valuable resource to many local governmental units throughout our firm’s geographic footprint by providing assistance with the application of governmental accounting pronouncements.
Additionally, Brian is the partner-in-charge of CRI’s Birmingham office, a member of CRI’s executive committee, a past chairman of the board for the Alabama Society of Certified Public Accountants (ASCPA) and United Ability (Formerly United Cerebral Palsy of Central Alabama).
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Immediate Past Chair – United Ability (Formerly United Cerebral Palsy of Central Alabama)
Education
Samford University, Bachelor’s
AL: Haleyville
2009 9th AveHaleyville, AL 35565
Phone: 205.486.7568
Greg Crabtree
With over 40 years of in-depth experience, Greg is recognized for being a public speaker, author, and entrepreneur. He is known for working with his clients on cash flow planning, business consultations, strategic planning facilitation, success planning, and transaction advisory services.
Greg is the author of “Simply Numbers, Straight Talk, Big Profits” and “Simply Numbers 2.0: Rules for Smart Scaling.” He has also contributed to Verne Harnish’s book, “Scaling Up.” Greg chairs the [email protected] Executive Education program and the Functional Finance for Entrepreneurs program.
Education
University of Alabama, Bachelor’s
AL: Huntsville
2004 Airport Rd Suite 211Huntsville AL 35801
Phone: 256.704.0620
Greg Crabtree
With over 40 years of in-depth experience, Greg is recognized for being a public speaker, author, and entrepreneur. He is known for working with his clients on cash flow planning, business consultations, strategic planning facilitation, success planning, and transaction advisory services.
Greg is the author of “Simply Numbers, Straight Talk, Big Profits” and “Simply Numbers 2.0: Rules for Smart Scaling.” He has also contributed to Verne Harnish’s book, “Scaling Up.” Greg chairs the [email protected] Executive Education program and the Functional Finance for Entrepreneurs program.
Education
University of Alabama, Bachelor’s
AL: Huntsville
3626 Memorial Parkway SWHuntsville AL 35801
Phone: 256.704.0620
From financial accounting, auditing, and reporting to business and individual taxation, Skip has overseen many engagements in his more than 35 years of experience across numerous industries, including construction, not-for-profit, governmental agencies, and employee benefit plans. In addition to those areas, he has also received specialized training for internal control evaluations and fraud deterrence strategies. Skip’s litigation experience includes acting as a class action settlement administrator and an expert witness in both fraud and domestic cases.
Skip is an active member of the American Institute of Certified Public Accountants (AICPA), the Alabama Society of Certified Public Accounts (ASCPA), the National Association of Certified Valuators and Analysts (NACVA), the Mobile Area Chamber of Commerce Board of Advisors, and the Rotary Club of Mobile. In his community, Skip has served as past member of the University of South Alabama Accounting Advisory Board and past president of the Augusta Chapter of the Georgia Society of CPAs. He has also served as past treasurer for the United Way of Central Savannah River Area, the Bay Area Tennis Association, the Mirror Lake Racquet Club, and the Literacy Coalition of South Alabama.
Education
University of Georgia, Bachelor’s
AL: Mobile
3605 Springhill Business ParkMobile AL 36608
Phone: 251.473.5550
Phyllis Ingram
Phyllis truly represents the heart of CRI. Her passion for excellence and dedication to exceeding client expectations is reflected in CRI’s core values.
With more than 30 years of experience, Phyllis provides accounting, auditing, and taxation services to insurance companies, captives, workers’ compensation self-insurance funds, closely held businesses, and nonprofit organizations throughout the U.S. As a part of the firm’s insurance audit team, recognized throughout the nation for its knowledge of insurance industry issues, Phyllis participates in external audits and internal audits, as well as performs compliance and taxation services to insurance companies, captives, funds, and pools. She also offers accounting and taxation specialization in the nonprofit industry with expertise gathered from performing audits, accounting, and taxation services. Within the nonprofit industry, Phyllis specializes in audit and taxation services for trade associations. She has extensive experience in unrelated business income taxation (UBIT), exempt income, and excluded income for trade associations.
Additionally, Phyllis currently serves the firm as our financial services industry line leader. She is also the partner-in-charge of CRI’s Montgomery office and a board member for Trustmark National Bank and other nonprofit organizations.
Education
Auburn University at Montgomery, Bachelor’s
AL: Montgomery
7550 Halcyon Summit DrMontgomery, AL 36117
Phone: 334.271.6678
Connie Harvey
Connie offers more than 25 years of experience in tax planning services to both individuals and small business owners. She serves as the partner-in-charge of the Oneonta office. Connie specializes in providing services for long-term care clients in the areas of audits, reviews, and compilations, as well as preparation of Medicaid and Medicare cost reports.
Connie is a member of both the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA).
Education
University of Alabama, Bachelor’s
AL: Oneonta
1601 2nd Ave EOneonta, AL 35121
Phone: 205.625.3472
Garrett Shinn
With years of experience and a hands-on approach, Garrett focuses on each individual project with efficiency and professionalism. His expertise in areas like tax planning and preparation services have allowed him to successfully serve high net worth individuals and multi-generational companies. Garrett has been known to specialize in strategic tax planning, estate and gift planning, and retirement planning for industries like agribusiness, healthcare, and multi-generational businesses.
Garrett is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He currently sits on the Board of Directors for WEDU Tampa, the Board of Advisors for the NowUp Foundation, and the Board of Directors for the Lakewood Ranch Community Fund.
Education
University of South Florida, Bachelor’s
FL: Bradenton
1001 3rd Ave W Suite 500Bradenton FL 34205
Phone: 941.747.0500
David Sietsma
David offers clients in the Tampa Bay area more than 20 years of experience in public accounting, as well as over 10 years of experience as a closely held business owner in retail sales. He provides tax compliance, tax consulting, and business advisory services to business owners — in addition to tax and opportunity planning for high-net-worth individuals. David also has extensive knowledge of estate and trust engagements, including expertise in estate and trust tax returns and fiduciary accountings. David is also knowledgeable in estate planning with charitable unitrusts and annuity trusts, special needs trusts, and revocable and irrevocable grantor trusts.
David is not only a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA), but he also often speaks to local Tampa Bay business groups about changes to tax laws and emerging planning opportunities. David is the immediate past Chairman of the Board of Governors of the Pinellas Community Foundation and has served various officer positions there.
Education
University of South Florida, Bachelor’s
FL: Clearwater
600 Cleveland St Ste 1000Clearwater, FL 33755
Phone: 727.446.0504
Tim Herndon
Tim generates ideas at a mile a minute to benefit his clients and the Niceville community. With more than 20 years of diversified accounting experience, Tim provides tax, accounting, and consulting services to small businesses, governmental entities, federal contractors, manufacturing and distribution companies, and not-for-profit entities. He provides accounting outsourcing services including comptroller services. Tim offers expertise in Federal Acquisition Regulations (FAR) compliance as well as interpreting agency regulations – 8a and SBA guidelines in the federal contracting industry. Services provided include compliance assessments; Defense Contractor Audit Agency (DCAA) audit liaison; compliance with cost accounting standards, FAR standards, and internal controls; timekeeping solutions, software consulting support for ICAT, Quickbooks, Peachtree, and Deltek products. He is also well-versed in international tax and serves organizations throughout both the Niceville area and the greater North Florida region.
Tim currently serves as partner-in-charge of the Niceville and Crestview offices. He is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), and the Georgia Society of Certified Public Accountants (GSCPA).
Education
Florida State University, Bachelor’s
University of West Florida, Master’s
FL: Crestview
866 N Ferdon BlvdCrestview, FL 32536
Phone: 850.682.4357
Steve Riggs
Steve believes in pairing cutting-edge technologies with tried and true business values. With more than 39 years of experience in the accounting profession, he uses this philosophy to deliver innovative accounting solutions designed to improve efficiencies and profitability for Destin clients — including homeowner association audit clients, employee benefit plan audit clients, and governmental audit clients. Steve also serves as partner-in-charge of the Destin office.
Steve’s personal client work typically relates to litigation support and court-appointed receiver work as he serves as both a consulting expert and testifying expert witness at trials involving financial matters. His work often focuses on economic damages – either performing calculations on behalf of plaintiffs or assessing calculations of other experts on behalf of defendants. Steve’s expertise spans across business fraud, antitrust, breach of contract, and estate, trust, and probate cases, as well as tax-related IRS disputes.
Steve is active in the accounting community with current roles including service on the Florida Board of Accountancy. Additionally, Steve is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), and the Alabama Society of Certified Public Accountants (ASCPA).
Education
University of West Florida, Bachelor’s
FL: Destin
500 Grand Blvd Ste 210Miramar Beach, FL 32550
Phone: 850.837.3141
Gordon Proctor
For more than 40 years, Gordon has been providing accounting, business consulting, and income tax services to a variety of individual and business clients. He concentrates his efforts on healthcare, construction contractors, manufacturing, and high-net-worth individuals.
Gordon is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He is a current board member and long-time treasurer of the Stuart/Martin County Chamber of Commerce, and a board member of M.E.’s Team Charitable Foundation and the We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Education
University of South Florida, Bachelor’s
FL: Fort Pierce
2112 S US Highway 1 Ste 201Fort Pierce, FL 34950
Phone: 772.461.5511
Steve Riggs
Steve believes in pairing cutting-edge technologies with tried and true business values. With more than 39 years of experience in the accounting profession, he uses this philosophy to deliver innovative accounting solutions designed to improve efficiencies and profitability for Destin clients — including homeowner association audit clients, employee benefit plan audit clients, and governmental audit clients. Steve also serves as partner-in-charge of the Destin office.
Steve’s personal client work typically relates to litigation support and court-appointed receiver work as he serves as both a consulting expert and testifying expert witness at trials involving financial matters. His work often focuses on economic damages – either performing calculations on behalf of plaintiffs or assessing calculations of other experts on behalf of defendants. Steve’s expertise spans across business fraud, antitrust, breach of contract, and estate, trust, and probate cases, as well as tax-related IRS disputes.
Steve is active in the accounting community with current roles including service on the Florida Board of Accountancy. Additionally, Steve is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), and the Alabama Society of Certified Public Accountants (ASCPA).
Education
University of West Florida, Bachelor’s
FL: Fort Walton Beach
189 Eglin Pkwy NE 2nd FloorFort Walton Beach, FL 32548
Phone: 850.244.8395
Louise Anderson
Louise has the heart of a teacher, and her clients benefit from her educational approach to accounting and consulting. With more than 35 years of experience as an accounting and tax professional, she provides consulting and tax services to business clients and individual clients in the Northeast Florida area — particularly St. Augustine, Palatka, and Gainesville. As part of the CRI team in Northeast Florida, she provides a variety of business and tax services to restaurants, professional service firms, construction companies. Louise also provides outsourced accounting services to clients as a way to either act as an entire accounting department or simply supplement an existing structure by providing a higher level of accounting support.
Louise has participated in numerous forensic accounting engagements, and she has proactively worked with accounting clients to improve internal controls and decrease opportunities for business fraud. She is also active in her service and leadership in the community. Not only is she a member and past President of the Rotary Club of St. Augustine, but she is also a member of the Flagler Hospital Health Service Board, and chair of the First Coast Technical College Education Foundation.
Active in both professional associations and community organizations, Louise has served on numerous boards and national committees while writing articles for various publications. She is also a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Education
University of South Florida, Bachelor’s
FL: Gainesville
4010 NW 25th PlGainesville, FL 32606
Phone: 352.372.6300
Louise Anderson
Louise has the heart of a teacher, and her clients benefit from her educational approach to accounting and consulting. With more than 35 years of experience as an accounting and tax professional, she provides consulting and tax services to business clients and individual clients in the Northeast Florida area — particularly St. Augustine, Palatka, and Gainesville. As part of the CRI team in Northeast Florida, she provides a variety of business and tax services to restaurants, professional service firms, construction companies. Louise also provides outsourced accounting services to clients as a way to either act as an entire accounting department or simply supplement an existing structure by providing a higher level of accounting support.
Louise has participated in numerous forensic accounting engagements, and she has proactively worked with accounting clients to improve internal controls and decrease opportunities for business fraud. She is also active in her service and leadership in the community. Not only is she a member and past President of the Rotary Club of St. Augustine, but she is also a member of the Flagler Hospital Health Service Board, and chair of the First Coast Technical College Education Foundation.
Active in both professional associations and community organizations, Louise has served on numerous boards and national committees while writing articles for various publications. She is also a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Education
University of South Florida, Bachelor’s
FL: Jacksonville
7411 Fullerton Street Suite 300Jacksonville FL 32256
Phone: 904.356.6023
Michael Carter
With more than 20 years of experience, Michael serves as the audit partner within the Tallahassee office. He primarily concentrates his work on the not-for-profit industry within the greater Tallahassee area. Michael has managed numerous engagements in various industries during his career, but he focuses primarily on trade associations, charitable organizations, and foundations.
Michael is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Currently, he serves as the chair of the Tallahassee Museum’s board of trustees. Michael has written articles and developed presentations on internal controls, unrelated business income taxes, and other topics.
Education
Florida State University, Bachelor’s
FL: Marianna
4267 Lafayette StMarianna, FL 32446
Phone: 850.526.3207
Debbie Goode
Debbie asks plenty of the right questions to ensure that she provides the highest level of service for her auditing clients. She provides more than 30 years of audit experience to clients in Central Florida. Debbie works primarily with government contractors, governmental entities, nonprofit organizations, commercial companies and employee benefit plans.
Debbie offers expertise in providing government cost accounting services — including DCAA representation, contract rate calculations, developing ICE models, and setting up cost accounting systems that meet FAR Part 31.2 requirements. In 2009, striving to provide the most value to her government contracting clients, Debbie founded the Government Contracting Advisory Team (GCAT), a network of independent service providers that specialize in providing services to government contractors. Through the GCAT, government contracting clients gain quick access to a variety of government contracting specific services, including help with bid proposals, GSA schedules, contract negotiations, and RFP reviews.
As an active member of the local Melbourne community, Debbie was the chair of the board of the Space Coast Economic Development Commission (EDC) from 2014-2016 and still serves on its board and Financial Council. She recently joined the board and executive committee of United Way of Brevard. Debbie’s passion lies in economic development which is why, when she was chair of Florida Tech’s WeVenture, she drove the initiative to start mentoring for 2nd stage companies ( the Ignite program) and also formed the League of Extraordinary Women to raise funds to benefit WeVenture.
Debbie received the Florida Institute of Certified Public Accountants (FICPA) Women to Watch Award in the Experienced Leader category. During the same year, she was named to the FICPA’s President’s Honor Roll. Additionally, Debbie is a diplomate of the American College of Forensic Examiners (ACFE) and has been involved in many forensic engagements. She would rather assist clients with improving their internal controls than to have clients pay to determine how much has been taken from them due to weak controls.
Education
Florida State University, Bachelor’s
University of South Florida, Master’s
FL: Melbourne
215 Baytree DrMelbourne, FL 32940
Phone: 321.255.0088
Tim Herndon
Tim generates ideas at a mile a minute to benefit his clients and the Niceville community. With more than 20 years of diversified accounting experience, Tim provides tax, accounting, and consulting services to small businesses, governmental entities, federal contractors, manufacturing and distribution companies, and not-for-profit entities. He provides accounting outsourcing services including comptroller services. Tim offers expertise in Federal Acquisition Regulations (FAR) compliance as well as interpreting agency regulations – 8a and SBA guidelines in the federal contracting industry. Services provided include compliance assessments; Defense Contractor Audit Agency (DCAA) audit liaison; compliance with cost accounting standards, FAR standards, and internal controls; timekeeping solutions, software consulting support for ICAT, Quickbooks, Peachtree, and Deltek products. He is also well-versed in international tax and serves organizations throughout both the Niceville area and the greater North Florida region.
Tim currently serves as partner-in-charge of the Niceville and Crestview offices. He is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), and the Georgia Society of Certified Public Accountants (GSCPA).
Education
Florida State University, Bachelor’s
University of West Florida, Master’s
FL: Niceville
4502 Hwy 20 E Ste ANiceville, FL 32578
Phone: 850.897.4333
Jennifer Christensen
Jennifer Christensen is a planner with the ability to proactively consider opportunities and potential issues. She leverages this characteristic with more than 20 years of experience in certified public accounting for the greater Orlando, Florida, area. Jennifer’s accounting career has focused on serving the service industry, including nonprofit organizations, school districts, and service providers. Jennifer specializes in providing audit, review, and compilation services to her clients. Jennifer also serves as a member of CRI’s Executive Committee and a mentor at the UCF School of Business.
Education
University of Florida, Bachelor’s
University of Central Florida, Master’s
FL: Orlando
1031 W Morse Blvd Ste 200Winter Park, FL 32789
Phone: 407.644.7455
Louise Anderson
Louise has the heart of a teacher, and her clients benefit from her educational approach to accounting and consulting. With more than 35 years of experience as an accounting and tax professional, she provides consulting and tax services to business clients and individual clients in the Northeast Florida area — particularly St. Augustine, Palatka, and Gainesville. As part of the CRI team in Northeast Florida, she provides a variety of business and tax services to restaurants, professional service firms, construction companies. Louise also provides outsourced accounting services to clients as a way to either act as an entire accounting department or simply supplement an existing structure by providing a higher level of accounting support.
Louise has participated in numerous forensic accounting engagements, and she has proactively worked with accounting clients to improve internal controls and decrease opportunities for business fraud. She is also active in her service and leadership in the community. Not only is she a member and past President of the Rotary Club of St. Augustine, but she is also a member of the Flagler Hospital Health Service Board, and chair of the First Coast Technical College Education Foundation.
Active in both professional associations and community organizations, Louise has served on numerous boards and national committees while writing articles for various publications. She is also a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Education
University of South Florida, Bachelor’s
FL: Palatka
906 S State Rd 19Palatka, FL 32177
Phone: 386.325.4561
Gordon Proctor
For more than 40 years, Gordon has been providing accounting, business consulting, and income tax services to a variety of individual and business clients. He concentrates his efforts on healthcare, construction contractors, manufacturing, and high-net-worth individuals.
Gordon is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He is a current board member and long-time treasurer of the Stuart/Martin County Chamber of Commerce, and a board member of M.E.’s Team Charitable Foundation and the We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Education
University of South Florida, Bachelor’s
FL: Palm Beach Gardens
3300 PGA Blvd Ste 700Palm Beach Gardens, FL 33410
Phone: 561.427.0300
Mike Scott
Mike is a high-energy kind of guy, and he believes in his clients and community benefiting from his enthusiasm. Mike’s career, which spans more than 30 years, has focused on serving clients in the areas of tax efficiency, planning, projecting and wealth creation. He is also proficient in a wide array of consulting areas as well as extensive experience in fraud detection, forensics and succession planning. Mike is a member of the Association of Certified Fraud Examiners (ACFE) and holds a certification of Certified in Financial Forensics (CFF). He has numerous years of experience in assisting business clients throughout the South in negotiating sell or purchase transactions.
Mike currently serves CRI as the partner-in-charge of the Panama City, Florida offices, which specializes in providing auditing, accounting, consulting, and tax services to construction companies, governmental entities, manufacturing and distribution companies, healthcare entities, and not-for-profit organizations. Under Mike’s tenure, the Panama City offices have grown exponentially through a strong network of clients, community leaders, and professionals utilizing CRI’s multiplicity of resources. Additionally, Mike serves on the firm’s Executive Committee, having been elected to the position for a 5-year term beginning in 2015.
Education
Huntingdon College, Bachelor’s
FL: Panama City
2583 Huntcliff LnPanama City, FL 32405
Phone: 850.785.6153
Mike Scott
Mike is a high-energy kind of guy, and he believes in his clients and community benefiting from his enthusiasm. Mike’s career, which spans more than 30 years, has focused on serving clients in the areas of tax efficiency, planning, projecting and wealth creation. He is also proficient in a wide array of consulting areas as well as extensive experience in fraud detection, forensics and succession planning. Mike is a member of the Association of Certified Fraud Examiners (ACFE) and holds a certification of Certified in Financial Forensics (CFF). He has numerous years of experience in assisting business clients throughout the South in negotiating sell or purchase transactions.
Mike currently serves CRI as the partner-in-charge of the Panama City, Florida offices, which specializes in providing auditing, accounting, consulting, and tax services to construction companies, governmental entities, manufacturing and distribution companies, healthcare entities, and not-for-profit organizations. Under Mike’s tenure, the Panama City offices have grown exponentially through a strong network of clients, community leaders, and professionals utilizing CRI’s multiplicity of resources. Additionally, Mike serves on the firm’s Executive Committee, having been elected to the position for a 5-year term beginning in 2015.
Education
Huntingdon College, Bachelor’s
FL: Panama City Beach
14101 Panama City Beach Pkwy Ste 200Panama City Beach, FL 32413
Phone: 850.784.6733
Gordon Proctor
For more than 40 years, Gordon has been providing accounting, business consulting, and income tax services to a variety of individual and business clients. He concentrates his efforts on healthcare, construction contractors, manufacturing, and high-net-worth individuals.
Gordon is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He is a current board member and long-time treasurer of the Stuart/Martin County Chamber of Commerce, and a board member of M.E.’s Team Charitable Foundation and the We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Education
University of South Florida, Bachelor’s
FL: Port St. Lucie
540 NW University Blvd Ste 101Port St. Lucie, FL 34986
Phone: 772.879.1151
Garrett Shinn
With years of experience and a hands-on approach, Garrett focuses on each individual project with efficiency and professionalism. His expertise in areas like tax planning and preparation services have allowed him to successfully serve high net worth individuals and multi-generational companies. Garrett has been known to specialize in strategic tax planning, estate and gift planning, and retirement planning for industries like agribusiness, healthcare, and multi-generational businesses.
Garrett is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He currently sits on the Board of Directors for WEDU Tampa, the Board of Advisors for the NowUp Foundation, and the Board of Directors for the Lakewood Ranch Community Fund.
Education
University of South Florida, Bachelor’s
FL: Sarasota
50 Central Ave Ste 910Sarasota FL 34236
Phone: 941.747.0500
Louise Anderson
Louise has the heart of a teacher, and her clients benefit from her educational approach to accounting and consulting. With more than 35 years of experience as an accounting and tax professional, she provides consulting and tax services to business clients and individual clients in the Northeast Florida area — particularly St. Augustine, Palatka, and Gainesville. As part of the CRI team in Northeast Florida, she provides a variety of business and tax services to restaurants, professional service firms, construction companies. Louise also provides outsourced accounting services to clients as a way to either act as an entire accounting department or simply supplement an existing structure by providing a higher level of accounting support.
Louise has participated in numerous forensic accounting engagements, and she has proactively worked with accounting clients to improve internal controls and decrease opportunities for business fraud. She is also active in her service and leadership in the community. Not only is she a member and past President of the Rotary Club of St. Augustine, but she is also a member of the Flagler Hospital Health Service Board, and chair of the First Coast Technical College Education Foundation.
Active in both professional associations and community organizations, Louise has served on numerous boards and national committees while writing articles for various publications. She is also a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Education
University of South Florida, Bachelor’s
FL: St. Augustine
975 S Ponce de Leon Blvd Suite FSt Augustine FL 32084
Phone: 904.356.6023
Gordon Proctor
For more than 40 years, Gordon has been providing accounting, business consulting, and income tax services to a variety of individual and business clients. He concentrates his efforts on healthcare, construction contractors, manufacturing, and high-net-worth individuals.
Gordon is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He is a current board member and long-time treasurer of the Stuart/Martin County Chamber of Commerce, and a board member of M.E.’s Team Charitable Foundation and the We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Education
University of South Florida, Bachelor’s
FL: Stuart
33 SW Flagler AveStuart, FL 34994
Phone: 772.283.2356
Michael Carter
With more than 20 years of experience, Michael serves as the audit partner within the Tallahassee office. He primarily concentrates his work on the not-for-profit industry within the greater Tallahassee area. Michael has managed numerous engagements in various industries during his career, but he focuses primarily on trade associations, charitable organizations, and foundations.
Michael is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Currently, he serves as the chair of the Tallahassee Museum’s board of trustees. Michael has written articles and developed presentations on internal controls, unrelated business income taxes, and other topics.
Education
Florida State University, Bachelor’s
FL: Tallahassee
2633 Centennial Blvd Ste 200Tallahassee, FL 32308
Phone: 850.878.8777
David Sietsma
David offers clients in the Tampa Bay area more than 20 years of experience in public accounting, as well as over 10 years of experience as a closely held business owner in retail sales. He provides tax compliance, tax consulting, and business advisory services to business owners — in addition to tax and opportunity planning for high-net-worth individuals. David also has extensive knowledge of estate and trust engagements, including expertise in estate and trust tax returns and fiduciary accountings. David is also knowledgeable in estate planning with charitable unitrusts and annuity trusts, special needs trusts, and revocable and irrevocable grantor trusts.
David is not only a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA), but he also often speaks to local Tampa Bay business groups about changes to tax laws and emerging planning opportunities. David is the immediate past Chairman of the Board of Governors of the Pinellas Community Foundation and has served various officer positions there.
Education
University of South Florida, Bachelor’s
FL: Tampa
3000 Bayport Drive Ste 500Tampa, FL 33607
Phone: 813.855.3036
Kelly Bollinger
If you’re looking for a CPA that’s never short on ideas, Kelly just might be your answer. Kelly strives to deliver innovative solutions to business and tax problems. With more than 30 years of experience, he provides accounting, auditing, and business consulting, and tax strategy services to middle-market companies in both the commercial and nonprofit sectors. He has extensive experience with manufacturing, distribution, construction, and service industries. Additionally, Kelly serves as the lead partner on a number of international clients and is experienced in IFRS reporting and foreign reporting in international group audits. Kelly provides clients with a high level of expertise in planning and business strategy as well as core auditing and accounting services.
Kelly serves CRI as the partner-in-charge of the Atlanta office, a member of both the firm’s Executive Committee and Compensation Committee. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA). He has authored articles in national publications in the area of financial benchmarking and analysis, business planning, and ownership transition. Kelly also has served in various capacities in a number of civic and philanthropic organizations in the greater Atlanta area.
Education
Georgia State University, Bachelor’s
GA: Atlanta
4004 Summit Boulevard NE Ste 800Atlanta, GA 30319
Phone: 770.394.8000
Jane Phillips
When you need to develop and implement business and tax strategies, Jane is your go-to CPA. She has more than 30 years of experience as an accounting and tax professional providing business consulting and tax services to business and individual clients in the Southern Georgia area. She works with manufacturing and distribution companies, professional service firms, and healthcare companies to provide services including business consulting, tax compliance, tax consulting, and IRS representation services. Jane also provides accounting outsourcing services to clients that need CFO-level accounting support.
Jane serves her community as a board member of the Tifton Museum of Arts and Heritage. She is also a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA). Additionally, she is an active member of the Medical Group Managers Association (MGMA) and a former member of the Georgia State Board of Accountancy.
Education
University of Georgia, Bachelor’s
GA: Tifton
202 Love AveTifton, GA 31794
Phone: 229.382.8576
Jane Phillips
When you need to develop and implement business and tax strategies, Jane is your go-to CPA. She has more than 30 years of experience as an accounting and tax professional providing business consulting and tax services to business and individual clients in the Southern Georgia area. She works with manufacturing and distribution companies, professional service firms, and healthcare companies to provide services including business consulting, tax compliance, tax consulting, and IRS representation services. Jane also provides accounting outsourcing services to clients that need CFO-level accounting support.
Jane serves her community as a board member of the Tifton Museum of Arts and Heritage. She is also a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA). Additionally, she is an active member of the Medical Group Managers Association (MGMA) and a former member of the Georgia State Board of Accountancy.
Education
University of Georgia, Bachelor’s
GA: Valdosta
3338A Country Club Rd Ste 2Valdosta, GA 31605
Phone: 229.247.9801
Lanny White
Lanny, who serves as the partner-in-charge of the Bowling Green office, has more than 30 years of experience in the accounting profession. Lanny’s career has focused on providing audit and related services and as a business advisor to construction companies, governmental entities, and not-for-profit organizations.
Lanny has been and remains active in the local community. He is a former chairman/member of the Peer Review Committee for the Kentucky Society of CPAs (KYCPA). He is a graduate of Leadership Bowling Green, past president of the Bowling Green-Warren County Jaycees, past treasurer of Big Brothers Big Sisters of South Central Kentucky, past treasurer of Junior Achievement of South Central Kentucky and previous honorary board member of the Bowling Green Area Chamber of Commerce.
He is a member of the American Institue of Certified Public Accountants (AICPA), the Kentucky Society of CPAs (KYCPA), and the Government Finance Officers Association (GFOA).
Education
Western Kentucky University, Bachelor’s
KY: Bowling Green
922 State St Ste 100Bowling Green, KY 42101
Phone: 270.782.0700
Lanny White
Lanny, who serves as the partner-in-charge of the Bowling Green office, has more than 30 years of experience in the accounting profession. Lanny’s career has focused on providing audit and related services and as a business advisor to construction companies, governmental entities, and not-for-profit organizations.
Lanny has been and remains active in the local community. He is a former chairman/member of the Peer Review Committee for the Kentucky Society of CPAs (KYCPA). He is a graduate of Leadership Bowling Green, past president of the Bowling Green-Warren County Jaycees, past treasurer of Big Brothers Big Sisters of South Central Kentucky, past treasurer of Junior Achievement of South Central Kentucky and previous honorary board member of the Bowling Green Area Chamber of Commerce.
He is a member of the American Institue of Certified Public Accountants (AICPA), the Kentucky Society of CPAs (KYCPA), and the Government Finance Officers Association (GFOA).
Education
Western Kentucky University, Bachelor’s
KY: Russellville
167 S Main StRussellville, KY 42276
Phone: 270.726.7151
Kathleen Zuniga
With more than 20 years of experience, Kathleen focuses on delivering accounting services to privately held companies, organizations, and governmental entities. She provides audit, review, compilation, and consulting services to governmental, healthcare, gaming, insurance, financial institutions, and not-for-profit industries. Kathleen previously served as an adjunct professor for the University of New Orleans’ accounting department. She also teaches CPE courses at various professional conferences and local organizations such as the American Society of Women Accountants and the Junior League of New Orleans.
Kathleen is a member of both the American Institute of Certified Public Accountants (AICPA) and the Louisiana Society of Certified Public Accountants (LCPA).
Education
University of New Orleans, Bachelor’s
LA: Mandeville
200-B Greenleaves BlvdMandeville LA 70448
Phone: 504.837.9116
Kathleen Zuniga
With more than 20 years of experience, Kathleen focuses on delivering accounting services to privately held companies, organizations, and governmental entities. She provides audit, review, compilation, and consulting services to governmental, healthcare, gaming, insurance, financial institutions, and not-for-profit industries. Kathleen previously served as an adjunct professor for the University of New Orleans’ accounting department. She also teaches CPE courses at various professional conferences and local organizations such as the American Society of Women Accountants and the Junior League of New Orleans.
Kathleen is a member of both the American Institute of Certified Public Accountants (AICPA) and the Louisiana Society of Certified Public Accountants (LCPA).
Education
University of New Orleans, Bachelor’s
LA: New Orleans
111 Veterans Blvd Ste 350Metairie, LA 70005
Phone: 504.837.9116
Tom Simms
With more than 37 years of experience, Tom provides auditing and accounting, including specializations in not-for-profits, and governmental entities. As a Certified Fraud Examiner (CFE) who is Certified in Financial Forensics (CFF), Tom delivers forensic accounting and auditing services. He also has experience and expertise derived from serving as a past chairman of the State Society Peer Review Committee.
Tom is a member of the American Institute of Certified Public Accountants (AICPA), the Society of Louisiana Certified Public Accountants (LCPA), and the Association of Certified Fraud Examiners (ACFE). Additionally, Tom is very active in the local Shreveport community. He serves as treasurer of the Shreveport Opera, Loyola College Prep and as chairperson for the St. Joseph Parish Finance Council and LifeShare Blood Center.
Education
Louisiana State University, Bachelor’s
LA: Shreveport
1000 E Preston Ave Ste 200Shreveport, LA 71105
Phone: 318.222.2222
William Horne, Jr.
With almost 50 years of experience, Billy’s vision centers on the need to find solutions for his clients. Serving as Partner-in-Charge of the Laurel and Hattiesburg offices, he specializes in institutional healthcare and reimbursement consulting, estate taxation, and general business advisory services. He believes client services are of the utmost importance and strives to become intimately knowledgeable about clients’ business and accounting needs.
Billy is a Fellow of the Health Care Financial Management Association (FHFMA), a Chartered Global Management Accountant (CGMA), a member of the American Institute of Certified Public Accountants (AICPA), and a member of the Mississippi Society of Certified Public Accountants (MSCPA).
Education
University of Southern Mississippi, Bachelor’s
MS: Hattiesburg
22 Millbranch Road Suite 400Hattiesburg MS 39402
Phone: 601.268.8890
Elton Sims
Elton keeps eyes open for opportunities for his clients. He leverages more than 25 years of public accounting experience to serve many of the largest entities in Mississippi to ensure maximum profitability. His expertise results from serving both publicly and privately held companies in a wide spectrum of industries including healthcare, financial institutions, insurance, utilities, governmental and not-for-profit entities. Elton is a certified financial examiner, as well as a CPA, who has served more than 20 insurance companies and financial services companies. Elton currently serves as an audit partner for many state agencies and divisions in Mississippi.
Elton has a wealth of experience in working with companies and public sector entities that have complex investment portfolios and is regularly asked to provide technical expertise in this area. Elton provides leadership to the firm by serving on the SEC committee and serves as the Partner-In-Charge of the Jackson office. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Mississippi Society of Public Accountants (MS-CPA).
Education
University of Southern Mississippi, Bachelor’s
MS: Jackson
400 W Pkwy Pl Ste 300Ridgeland, MS 39157
Phone: 601.853.7050
William Horne, Jr.
With almost 50 years of experience, Billy’s vision centers on the need to find solutions for his clients. Serving as Partner-in-Charge of the Laurel and Hattiesburg offices, he specializes in institutional healthcare and reimbursement consulting, estate taxation, and general business advisory services. He believes client services are of the utmost importance and strives to become intimately knowledgeable about clients’ business and accounting needs.
Billy is a Fellow of the Health Care Financial Management Association (FHFMA), a Chartered Global Management Accountant (CGMA), a member of the American Institute of Certified Public Accountants (AICPA), and a member of the Mississippi Society of Certified Public Accountants (MSCPA).
Education
University of Southern Mississippi, Bachelor’s
MS: Laurel
120 South 12th AvenueLaurel MS 39440
Phone: 601.649.5207
Jeanette Sullivan-Bonthuis
As a trusted advisor with more than 25 years of public accounting experience, Jeanette helps her clients with accounting and auditing services, as well as tax services. Jeanette serves as the partner-in-charge of CRI’s North Carolina offices. She has provided the majority of these services to not-for-profit organizations, governmental entities, construction contractors, and other small business clients—in addition to individuals. Jeanette specializes in conducting employee benefit plans audits, serving not-for-profits, and performing audit, review, and services for construction clients.
Jeanette is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA).
Education
Mount Olive College, Bachelor’s
NC: Goldsboro
2805 N Park DrGoldsboro, NC 27534
Phone: 919.751.8297
Jeanette Sullivan-Bonthuis
As a trusted advisor with more than 25 years of public accounting experience, Jeanette helps her clients with accounting and auditing services, as well as tax services. Jeanette serves as the partner-in-charge of CRI’s North Carolina offices. She has provided the majority of these services to not-for-profit organizations, governmental entities, construction contractors, and other small business clients—in addition to individuals. Jeanette specializes in conducting employee benefit plans audits, serving not-for-profits, and performing audit, review, and services for construction clients.
Jeanette is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA).
Education
Mount Olive College, Bachelor’s
NC: Greenville
1692 E Arlington BlvdGreenville, NC 27858
Phone: 252.756.2760
Jeanette Sullivan-Bonthuis
As a trusted advisor with more than 25 years of public accounting experience, Jeanette helps her clients with accounting and auditing services, as well as tax services. Jeanette serves as the partner-in-charge of CRI’s North Carolina offices. She has provided the majority of these services to not-for-profit organizations, governmental entities, construction contractors, and other small business clients—in addition to individuals. Jeanette specializes in conducting employee benefit plans audits, serving not-for-profits, and performing audit, review, and services for construction clients.
Jeanette is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA).
Education
Mount Olive College, Bachelor’s
NC: New Bern
3105 Trent RdNew Bern, NC 28562
Phone: 252.633.5821
Jeanette Sullivan-Bonthuis
As a trusted advisor with more than 25 years of public accounting experience, Jeanette helps her clients with accounting and auditing services, as well as tax services. Jeanette serves as the partner-in-charge of CRI’s North Carolina offices. She has provided the majority of these services to not-for-profit organizations, governmental entities, construction contractors, and other small business clients—in addition to individuals. Jeanette specializes in conducting employee benefit plans audits, serving not-for-profits, and performing audit, review, and services for construction clients.
Jeanette is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA).
Education
Mount Olive College, Bachelor’s
NC: Raleigh
6601 Six Forks Rd Ste 340Raleigh, NC 27615
Phone: 919.848.1259
Jeanette Sullivan-Bonthuis
As a trusted advisor with more than 25 years of public accounting experience, Jeanette helps her clients with accounting and auditing services, as well as tax services. Jeanette serves as the partner-in-charge of CRI’s North Carolina offices. She has provided the majority of these services to not-for-profit organizations, governmental entities, construction contractors, and other small business clients—in addition to individuals. Jeanette specializes in conducting employee benefit plans audits, serving not-for-profits, and performing audit, review, and services for construction clients.
Jeanette is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA).
Education
Mount Olive College, Bachelor’s
NC: Wilson
2301 Airport Blvd NWWilson, NC 27896
Phone: 252.243.2117
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Alamogordo
115 S Florida Ave Ste EAlamogordo, NM 88310
Phone: 575.437.5573
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Albuquerque
2424 Louisiana Blvd NE Ste 300Albuquerque, NM 87110
Phone: 505.883.2727
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Carlsbad
201 S Halagueno StCarlsbad, NM 88220
Phone: 575.885.4184
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Clovis
910 Colonial PkwyClovis, NM 88101
Phone: 575.769.2841
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Hobbs
1801 N Dal Paso StHobbs, NM 88240
Phone: 575.392.3377
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Roswell
400 N Pennsylvania Ave Ste 690Roswell, NM 88201
Phone: 575.622.4667
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
NM: Santa Fe
807 Camino de Monte ReySanta Fe NM 87505
Phone: 505.983.3387
Shane Wheeler
With more than 30 years of experience, Shane has served clients in multiple industries, including transportation, manufacturing, financial institutions, construction, governmental, and nonprofits. He regularly provides tax compliance and consulting for businesses and individuals. Additionally, Shane’s expertise extends into financial statement audits, reviews and compilations, business consulting, and tax planning.
Shane is also a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).
Education
Tennessee Technological University, Bachelor’s
TN: Cookeville
228 East Broad Street Ste 200Cookeville, TN 38501
Phone: 931.528.1545
Scott Schumpert
With more than 25 years of experience, Scott serves as the partner-in-charge of the Nashville office. He performs audits for companies within the transportation, distribution, wholesale, manufacturing, and professional service industries. Scott also performs several specialty services. He is accredited in business valuations and performs them for various purposes, including financial reporting, gifts and estates, employee stock ownership plans (ESOP), mergers and acquisitions, and divorces.
Scott is a member of both the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). He also previously served as the chairman of the Trucking Conference Committee for the Tennessee Society of CPAs.
Education
Tennessee Technological University, Bachelor’s
TN: Nashville
3011 Armory Dr Ste 190Nashville, TN 37204
Phone: 615.665.1811
Lisa Matthews
Lisa is a planner, so it makes perfect sense that her principal areas of practice include estate tax planning and compliance, closely held businesses, franchise, payroll tax planning and compliance, income tax planning & compliance, IRS controversy resolution, professional services firms, and medical practice management. She leverages her more than 25 years of accounting experience to the benefit of business and individual clients throughout the greater Austin, Texas area.
Lisa serves as a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Estate Planning Council of Central Texas.
Education
University of Texas at San Antonio, Bachelor’s
TX: Austin
4210 Spicewood Spgs Rd Ste 108Austin, TX 78759
Phone: 512.346.1880
Jeannette Smith
Jeannette is involved in all areas of tax, offering public accounting expertise to clients in the Rio Grande Valley. She provides tax planning and consulting services and her 21 years of expertise includes Business and Individual Income tax, Trusts, Estate and Gift Tax, Maquiladora Consulting and IRS Representation. In addition to providing tax services, Jeannette conducts the audit of Employee Benefit 401-(k) Plans and is also involved in providing consulting and accounting services to numerous international clients in the region and Mexico.
Jeannette currently serves on the Texas State Board of Public Accountancy, and serves as a Council member with the American Institute of Certified Public Accountants. Jeannette served on the board of directors of the Texas Society of Certified Public Accountants (TXCPA) and is a past president of the Rio Grande Valley Chapter. She is a member of the TXCPA, the Rio Grande Valley Chapter of the TXCPA, and a member of the American Institute of Certified Public Accountants (AICPA). She is involved in civic activities including being an advisory board member of BBVA Bank and an advisory board member of The University of Texas Rio Grande Valley School of Accountancy. Jeannette serves on the finance committee of Our Savior Lutheran Church. Jeannette is fluent in both the English and Spanish languages.
Education
University of Houston, Bachelor’s
TX: Brownsville
3125 Central BlvdBrownsville, TX 78520
Phone: 956.546.1655
George Hawkins
George offers clients in the Greater Houston area more than 24 years of experience in public accounting. He serves as the partner-in-charge of the Houston office and provides tax planning, tax consulting, and business advisory services to business owners in addition to tax and estate planning for high net worth individuals. His clients include individuals and corporate entities involved in oil and gas exploration and production, industrial fabrication, real estate management, wholesale food distribution, physicians and dentists, and professional services firms (including legal firms).
George is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Houston Chapter of Certified Public Accountants.
Education
Northern Arizona University, Bachelor’s
TX: Conroe
414 W Phillips St Ste 102Conroe, TX 77301
Phone: 936.760.3369
Kellie Shipley
Kellie is a CPA with more than 15 years of experience, and primarily provides tax and consulting services to closely-held businesses and individuals. She also has experience with financial statements, audits, and general accounting services, particularly on behalf of oil and gas companies, retail and consumer product companies, and nonprofit organizations.
Kellie’s accounting experience includes the public and private sectors — including work for a company involved in oil and gas royalties and other business enterprises — as well as years with a Big Four accounting firm. A Corpus Christi native who has always lived in Texas, she is an active community and professional volunteer through her membership with the Corpus Christi Rotary Club, the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the TSCPA Corpus Christi chapter.
Education
University of Texas at San Antonio, Bachelor’s
University of Texas at Austin, Master’s
TX: Corpus Christi
500 N Shoreline Blvd Suite 701Corpus Christi, TX 78401
Phone: 361.882.3132
Doug Koval
Doug has more than 35 years of experience in various auditing, accounting, and tax fields with particular emphasis on oil and gas companies, financial institutions, manufacturers and distributors, software development, retail trade, and franchise operations. Not only has he audited public companies and conducted SEC reporting, but he has also served as an expert witness for many clients.
Before joining CRI, Doug had been with Vogel CPAs in Dallas, Texas since 1979. While there, he served as the firm’s CFO and its director of technical quality control for the accounting and auditing practice. His directorial responsibilities included performing all pre-issuance reviews, updating technical manuals, conducting annual internal inspections, and maintaining compliance with professional standards.
Doug is heavily involved with both the American Institute of Certified Public Accountants (AICPA) and the Dallas chapter of the Texas Society of Certified Public Accountants (TSCPA). Along with other commitments to the AICPA and TSCPA, he serves on the peer review committees of both organizations as well as the Texas State Board of Public Accountancy. Doug is also active in the Dallas community. In addition to doing volunteer work for the American Heart Association and United Way of Dallas, he has served on a variety of boards within the Richardson Chamber of Commerce.
Education
College of William & Mary, Bachelor’s
TX: Dallas
12400 Coit Rd Ste 1000Dallas, TX 75251
Phone: 214.346.5800
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
TX: El Paso
810 E Yandell DrEl Paso, TX 79902
Phone: 915.532.8400
Lisa Matthews
Lisa is a planner, so it makes perfect sense that her principal areas of practice include estate tax planning and compliance, closely held businesses, franchise, payroll tax planning and compliance, income tax planning & compliance, IRS controversy resolution, professional services firms, and medical practice management. She leverages her more than 25 years of accounting experience to the benefit of business and individual clients throughout the greater Austin, Texas area.
Lisa serves as a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Estate Planning Council of Central Texas.
Education
University of Texas at San Antonio, Bachelor’s
TX: Georgetown
101 Cooperative Way Ste 240Georgetown, TX 78626
Phone: 512.346.1880
Jeannette Smith
Jeannette is involved in all areas of tax, offering public accounting expertise to clients in the Rio Grande Valley. She provides tax planning and consulting services and her 21 years of expertise includes Business and Individual Income tax, Trusts, Estate and Gift Tax, Maquiladora Consulting and IRS Representation. In addition to providing tax services, Jeannette conducts the audit of Employee Benefit 401-(k) Plans and is also involved in providing consulting and accounting services to numerous international clients in the region and Mexico.
Jeannette currently serves on the Texas State Board of Public Accountancy, and serves as a Council member with the American Institute of Certified Public Accountants. Jeannette served on the board of directors of the Texas Society of Certified Public Accountants (TXCPA) and is a past president of the Rio Grande Valley Chapter. She is a member of the TXCPA, the Rio Grande Valley Chapter of the TXCPA, and a member of the American Institute of Certified Public Accountants (AICPA). She is involved in civic activities including being an advisory board member of BBVA Bank and an advisory board member of The University of Texas Rio Grande Valley School of Accountancy. Jeannette serves on the finance committee of Our Savior Lutheran Church. Jeannette is fluent in both the English and Spanish languages.
Education
University of Houston, Bachelor’s
TX: Harlingen
402 E TylerHarlingen, TX 78550
Phone: 956.423.3765
George Hawkins
George offers clients in the Greater Houston area more than 24 years of experience in public accounting. He serves as the partner-in-charge of the Houston office and provides tax planning, tax consulting, and business advisory services to business owners in addition to tax and estate planning for high net worth individuals. His clients include individuals and corporate entities involved in oil and gas exploration and production, industrial fabrication, real estate management, wholesale food distribution, physicians and dentists, and professional services firms (including legal firms).
George is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Houston Chapter of Certified Public Accountants.
Education
Northern Arizona University, Bachelor’s
TX: Houston
2 Riverway 15th FloorHouston, TX 77056
Phone: 713.621.8090
Ray Roberts
Known and regarded for his straightforward and unassuming manner, Ray provides his clients with a no-nonsense, high-quality service in the areas of accounting, auditing, employee benefit plan auditing, and tax services for private companies.
Ray is a former member of the AICPA Peer Review Board, as well as the PCPS Peer Review Committee. He has served as the Chairman of the AICPA Oversight Task Force for the Peer Review Board, as well as the PCPS Executive Committee and the AICPA Government Audit Quality Center Executive Committee. Ray has been involved in the formation of Professional Standards in the area of quality control and has served on the AICPA Ethics Committee.
Ray is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of Certified Public Accountants (NMSCPA), the AICPA Government Audit Quality Center, and the AICPA ERISA Audit Quality Center.
Education
University of Texas at El Paso, Bachelor’s
TX: Lubbock
2403 82nd StLubbock, TX 79423
Phone: 806.745.6789
Jeannette Smith
Jeannette is involved in all areas of tax, offering public accounting expertise to clients in the Rio Grande Valley. She provides tax planning and consulting services and her 21 years of expertise includes Business and Individual Income tax, Trusts, Estate and Gift Tax, Maquiladora Consulting and IRS Representation. In addition to providing tax services, Jeannette conducts the audit of Employee Benefit 401-(k) Plans and is also involved in providing consulting and accounting services to numerous international clients in the region and Mexico.
Jeannette currently serves on the Texas State Board of Public Accountancy, and serves as a Council member with the American Institute of Certified Public Accountants. Jeannette served on the board of directors of the Texas Society of Certified Public Accountants (TXCPA) and is a past president of the Rio Grande Valley Chapter. She is a member of the TXCPA, the Rio Grande Valley Chapter of the TXCPA, and a member of the American Institute of Certified Public Accountants (AICPA). She is involved in civic activities including being an advisory board member of BBVA Bank and an advisory board member of The University of Texas Rio Grande Valley School of Accountancy. Jeannette serves on the finance committee of Our Savior Lutheran Church. Jeannette is fluent in both the English and Spanish languages.
Education
University of Houston, Bachelor’s
TX: McAllen
4100 N 23rd StMcAllen, TX 78504
Phone: 956.686.3701
George Hawkins
George offers clients in the Greater Houston area more than 24 years of experience in public accounting. He serves as the partner-in-charge of the Houston office and provides tax planning, tax consulting, and business advisory services to business owners in addition to tax and estate planning for high net worth individuals. His clients include individuals and corporate entities involved in oil and gas exploration and production, industrial fabrication, real estate management, wholesale food distribution, physicians and dentists, and professional services firms (including legal firms).
George is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Houston Chapter of Certified Public Accountants.
Education
Northern Arizona University, Bachelor’s
TX: The Woodlands
1780 Hughes Landing Ste 265The Woodlands, TX 77380
Phone: 713.482.2960