Brian Barksdale
If you're expecting a bean counter, then Brian just doesn't fit the mold. His 38+ 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 is the firm's industry line leader for our governmental, nonprofit, and retirement plan practice. He still personally manages audits for municipalities, school districts, and other governmental agencies. And, in providing assistance with the application of governmental accounting pronouncements, he has proven himself to be a valuable resource to many local governmental units throughout our firm's geographic footprint.Additionally, Brian is the partner-in-charge of CRI’s Birmingham office, a member of CRI's executive committee, and a past chairman of the board for the Alabama Society of Certified Public Accountants (ASCPA).
Professional Designations
Certified Public Accountant (CPA)
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 38+ 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 is the firm's industry line leader for our governmental, nonprofit, and retirement plan practice. He still personally manages audits for municipalities, school districts, and other governmental agencies. And, in providing assistance with the application of governmental accounting pronouncements, he has proven himself to be a valuable resource to many local governmental units throughout our firm's geographic footprint.Additionally, Brian is the partner-in-charge of CRI’s Birmingham office, a member of CRI's executive committee, and a past chairman of the board for the Alabama Society of Certified Public Accountants (ASCPA).
Professional Designations
Certified Public Accountant (CPA)
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).
Professional Designations
Certified Public Accountant (CPA)
Education
University of West Florida, Bachelor's
AL: Enterprise
1117 Boll Weevil CirEnterprise, AL 36330
Phone: 334.347.0088
Bill Carr
Bill Carr is a man with vision -- not only for CRI, but also for his clients and their businesses. With more than 40 years of accounting experience, Bill is the founder and managing partner of CRI and serves as the chairman of CRI’s Executive Committee. Under Bill’s leadership, CRI has become a Top 20 CPA firm nationally and is recognized as one of the nation's fastest-growing CPA firms.As a leader in the accounting industry, Bill is actively involved with the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of Alabama, Bachelor's
AL: Enterprise (Corporate)
901 Boll Weevil Cir, Ste 200Enterprise, AL 36330
Phone: 334.347.0088
Brian Barksdale
If you're expecting a bean counter, then Brian just doesn't fit the mold. His 38+ 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 is the firm's industry line leader for our governmental, nonprofit, and retirement plan practice. He still personally manages audits for municipalities, school districts, and other governmental agencies. And, in providing assistance with the application of governmental accounting pronouncements, he has proven himself to be a valuable resource to many local governmental units throughout our firm's geographic footprint.Additionally, Brian is the partner-in-charge of CRI’s Birmingham office, a member of CRI's executive committee, and a past chairman of the board for the Alabama Society of Certified Public Accountants (ASCPA).
Professional Designations
Certified Public Accountant (CPA)
Education
Samford University, Bachelor's
AL: Haleyville
2009 9th AveHaleyville, AL 35565
Phone: 205.486.7568
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.
Professional Designations
Certified Public Accountant (CPA)
Education
Auburn University at Montgomery, Bachelor's
AL: Montgomery
7550 Halcyon Summit DrMontgomery, AL 36117
Phone: 334.271.6678
Tom Self
With more than 40 years of experience, Tom serves as the partner-in-charge of the Oneonta office. He specializes in audits, reviews, compilations, corporate and individual income tax return preparation and advice, estate planning, and small business planning. He works extensively with many business, governmental, and non-profit clients.Tom is a member of both the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA).
Professional Designations
Certified Public Accountant (CPA)
Education
Birmingham-Southern College, Bachelor's
AL: Oneonta
1601 2nd Ave EastOneonta, AL 35121
Phone: 205.625.3472
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).
Professional Designations
Certified Public Accountant (CPA)
Education
Florida State University, Bachelor'sUniversity of West Florida, Master's
FL: Crestview
866 North 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).
Professional Designations
Certified Public Accountant (CPA)
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 of the Stuart/Martin County Chamber of Commerce, M.E.'s Team Charitable Foundation, and We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Professional Designations
Certified Public Accountant (CPA)
Education
University of South Florida, Bachelor’s
FL: Fort Pierce
2112 South 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).
Professional Designations
Certified Public Accountant (CPA)
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 30 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.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).
Professional Designations
Certified Public Accountant (CPA)
Education
University of South Florida, Bachelor's
FL: Gainesville
4010 NW 25th PlGainesville, FL 32606
Phone: 352.372.6300
John Fletcher
John offers a distinct advantage to his clients by delivering 40+ years of public accounting experience focusing primarily on taxation. He provides comprehensive tax planning, tax research, tax consulting, and estate planning services to high-net-worth individuals and businesses in the Northeast Florida area.John also provides business advisory services to real estate developers, professional service firms, and healthcare entities such as physicians and dental practices.John serves as partner-in-charge of CRI’s Jacksonville office. He is also active in the local community and currently serves as a board member and treasurer of the Monique Burr Foundation for Children. Additionally, he is an active member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Professional Designations
Certified Public Accountant (CPA)
Education
Florida State University, Bachelor'sFlorida State University, Master's
FL: Jacksonville
637 Park StJacksonville, FL 32204
Phone: 904.356.6023
Mike Whitney
Mike utilizes more than 25 years of diversified audit and tax experience to serve clients in not-for-profit organizations, governmental entities, and manufacturing and distribution companies in the Tallahassee area.As a part of the firm’s governmental audit team, which is recognized throughout the Southern United States for its knowledge of government auditing standards, Mike participates in municipal audits, county audits, and other governmental agency audits in Florida. Formerly a county treasurer, Mike offers unique expertise derived from participating in both sides of a governmental audit engagement.Mike is a former adjunct professor of not-for-profit and governmental accounting at Elmira College. He is also an active member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He received a certificate of educational achievement from the AICPA in governmental accounting and auditing.
Professional Designations
Certified Public Accountant (CPA)
Education
Elmira College, 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 25 years of audit experience to clients in Central Florida. Debbie works primarily with government contractors, governmental entities, not-for-profit organizations, and commercial companies.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 is the chair of the board of the Space Coast Economic Development Commission (EDC) and serves on its Ad Valorem Tax Abatement Committee and Financial Council. She is currently chair of the Women’s Business Center and a member of Brevard Small Business Assistance Council – an organization that consists of the small business liaisons for prime contractors and other professionals dedicated to assisting government contractors. Debbie also serves on the Brevard Cultural Alliance Board and is treasurer of the Space Coast Chapter of Women in Defense.In 2010, 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 diplomat of the American College of Forensic Examiners (ACFE).
Professional Designations
Certified Public Accountant (CPA)
Education
Florida State University, Bachelor'sUniversity 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).
Professional Designations
Certified Public Accountant (CPA)
Education
Florida State University, Bachelor'sUniversity of West Florida, Master's
FL: Niceville
4502 Hwy 20 East, 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 a decade of experience in certified public accounting for the greater Orlando, Florida, area. Jennifer’s accounting career has focused on serving the service industry, including not-for-profit organizations, school districts, and broker/dealers of securities. Jennifer specializes in providing audit, review, and compilation services to her clients. Jennifer also serves as a member of CRI’s Audit Quality Control Committee.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Florida, Bachelor'sUniversity of Central Florida, Master's
FL: Orlando
1031 West Morse Blvd, Ste 200Winter Park, FL 32789
Phone: 407.644.7455
Jennifer Christensen
Jennifer Christensen is a planner with the ability to proactively consider opportunities and potential issues. She leverages this characteristic with more than a decade of experience in certified public accounting for the greater Orlando, Florida, area. Jennifer’s accounting career has focused on serving the service industry, including not-for-profit organizations, school districts, and broker/dealers of securities. Jennifer specializes in providing audit, review, and compilation services to her clients. Jennifer also serves as a member of CRI’s Audit Quality Control Committee.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Florida, Bachelor'sUniversity of Central Florida, Master's
FL: Orlando - West Canton
280 West Canton Ave, Ste 110Winter Park FL 32789
Phone: 407.622.6600
Louise Anderson
Louise has the heart of a teacher, and her clients benefit from her educational approach to accounting and consulting. With more than 30 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.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).
Professional Designations
Certified Public Accountant (CPA)
Education
University of South Florida, Bachelor's
FL: Palatka
906 South 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 of the Stuart/Martin County Chamber of Commerce, M.E.'s Team Charitable Foundation, and We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Professional Designations
Certified Public Accountant (CPA)
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.
Professional Designations
Certified Public Accountant (CPA)
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.
Professional Designations
Certified Public Accountant (CPA)
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 of the Stuart/Martin County Chamber of Commerce, M.E.'s Team Charitable Foundation, and We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Professional Designations
Certified Public Accountant (CPA)
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
Louise Anderson
Louise has the heart of a teacher, and her clients benefit from her educational approach to accounting and consulting. With more than 30 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.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).
Professional Designations
Certified Public Accountant (CPA)
Education
University of South Florida, Bachelor's
FL: St Augustine
1301 Plantation Island Dr, Ste 205ASt Augustine, FL 32080
Phone: 904.471.3445
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 of the Stuart/Martin County Chamber of Commerce, M.E.'s Team Charitable Foundation, and We Are Life Charitable Foundation. He is also a past board member of the United Way of Martin County and Stuart Main Street.
Professional Designations
Certified Public Accountant (CPA)
Education
University of South Florida, Bachelor’s
FL: Stuart
33 S.W. Flagler AveStuart, FL 34994
Phone: 772.283.2356
Mike Whitney
Mike utilizes more than 25 years of diversified audit and tax experience to serve clients in not-for-profit organizations, governmental entities, and manufacturing and distribution companies in the Tallahassee area.As a part of the firm’s governmental audit team, which is recognized throughout the Southern United States for its knowledge of government auditing standards, Mike participates in municipal audits, county audits, and other governmental agency audits in Florida. Formerly a county treasurer, Mike offers unique expertise derived from participating in both sides of a governmental audit engagement.Mike is a former adjunct professor of not-for-profit and governmental accounting at Elmira College. He is also an active member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He received a certificate of educational achievement from the AICPA in governmental accounting and auditing.
Professional Designations
Certified Public Accountant (CPA)
Education
Elmira College, 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 currently serving as Chairman of the Board of Governors of the Pinellas Community Foundation.
Professional Designations
Certified Public Accountant (CPA)
Education
University of South Florida, Bachelor's
FL: Tampa Bay
2111 Drew StClearwater, FL 33765
Phone: 727.446.0504
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 25 years of experience, he provides accounting, auditing, and business consulting services to middle-market companies in the construction, nonprofit, and manufacturing and distribution industries. He has extensive experience with governmental overhead audits and single audits conducted under OMB Circular A-133. 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 Continuing Education Committee and Compensation Committee, and an instructor at the firm’s Leadership Academy. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA), the Georgia Association of Certified Fraud Examiners, and the Construction Financial Management Association (CFMA). 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.
Professional Designations
Certified Public Accountant (CPA)
Education
Georgia State University, Bachelor's
GA: Atlanta
4360 Chamblee Dunwoody Rd, Ste 420Atlanta, GA 30341
Phone: 770.394.8000
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 25 years of experience, he provides accounting, auditing, and business consulting services to middle-market companies in the construction, nonprofit, and manufacturing and distribution industries. He has extensive experience with governmental overhead audits and single audits conducted under OMB Circular A-133. 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 Continuing Education Committee and Compensation Committee, and an instructor at the firm’s Leadership Academy. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA), the Georgia Association of Certified Fraud Examiners, and the Construction Financial Management Association (CFMA). 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.
Professional Designations
Certified Public Accountant (CPA)
Education
Georgia State University, Bachelor's
GA: Atlanta - Buckhead
3500 Piedmont Rd, Ste 500Atlanta, GA 30305
Phone: 404.233.5486
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 25 years of experience, he provides accounting, auditing, and business consulting services to middle-market companies in the construction, nonprofit, and manufacturing and distribution industries. He has extensive experience with governmental overhead audits and single audits conducted under OMB Circular A-133. 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 Continuing Education Committee and Compensation Committee, and an instructor at the firm’s Leadership Academy. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA), the Georgia Association of Certified Fraud Examiners, and the Construction Financial Management Association (CFMA). 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.
Professional Designations
Certified Public Accountant (CPA)
Education
Georgia State University, Bachelor's
GA: Atlanta - Sandy Springs
5909 Peachtree Dunwoody Rd, Ste 800Atlanta, GA 30328
Phone: 770.261.1900
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 is a member of the American Institute of Certified Public Accountants (AICPA) and recipient of the AICPA's Certificate of Educational Achievement in Taxation. She is also an active member of the Georgia Society of Certified Public Accountants (GSCPA) and a former member of the Georgia State Board of Accountancy.
Professional Designations
Certified Public Accountant (CPA)
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 is a member of the American Institute of Certified Public Accountants (AICPA) and recipient of the AICPA's Certificate of Educational Achievement in Taxation. She is also an active member of the Georgia Society of Certified Public Accountants (GSCPA) and a former member of the Georgia State Board of Accountancy.
Professional Designations
Certified Public Accountant (CPA)
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 25 years of experience in the accounting profession. Lanny's career has focused on providing audit services to construction companies, insurance companies, financial institutions, governmental entities, and not-for-profit organizations in the South Central Kentucky area.Lanny is very active in the local community. He has held various committee positions with the Kentucky Department of Education. He is a member (and former chairman) 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, and previous honorary board member of the Bowling Green Area Chamber of Commerce.
Professional Designations
Certified Public Accountant (CPA)
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 25 years of experience in the accounting profession. Lanny's career has focused on providing audit services to construction companies, insurance companies, financial institutions, governmental entities, and not-for-profit organizations in the South Central Kentucky area.Lanny is very active in the local community. He has held various committee positions with the Kentucky Department of Education. He is a member (and former chairman) 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, and previous honorary board member of the Bowling Green Area Chamber of Commerce.
Professional Designations
Certified Public Accountant (CPA)
Education
Western Kentucky University, Bachelor's
KY: Russellville
167 South Main StRussellville, KY 42276
Phone: 270.726.7151
Tom Gurtner
With more than 30 years of experience in public accounting, Tom serves as the partner-in-charge of the New Orleans offices. He serves clients from a wide range of industries in the Greater New Orleans area. Tom specializes in helping real estate industry clients turn critical and complex real estate issues into opportunities through restructuring and transactional services. He works with traditional lenders, alternative capital providers, and private equity sponsors. He also has experience representing potential investors, buyers, and sellers in all aspects of transaction support. This knowledge provides unparalleled value to each phase of the transaction lifecycle -- from strategic planning to the negotiation table through post-transaction and integration.Tom is a member of both the American Institute of Certified Public Accountants (AICPA) and the Louisiana Society of Certified Public Accountants (LCPA).
Professional Designations
Certified Public Accountant (CPA)
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 30 years of experience, Tom provides auditing and accounting, including specializations in insurance companies, group self-insurance funds, not-for-profits, and governmental entities. He has special expertise in the peer review process and is a past chairman of the State Society Peer Review Committee. As both a CFE and CFF, Tom also delivers forensic accounting and auditing services.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 and as chairperson for the St. Joseph Parish Finance Council.
Professional Designations
Certified Public Accountant (CPA)
Education
Louisiana State University, Bachelor's
LA: Shreveport
1000 East Preston Ave, Ste 200Shreveport, LA 71105
Phone: 318.222.2222
Elton Sims
Elton keeps his eyes open for opportunities for his clients. He leverages more than 25 years of public accounting experience to serve many of the firm’s largest SEC reporting entities, as well as 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 credit unions, community banks, financial institutions, insurance, utilities, governmental, energy, manufacturing 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 provides audit services for the largest electric utility in Mississippi, the largest electric generation and transmission cooperative in Mississippi, and the largest propane gas supplier in Mississippi. He also serves as an audit partner for many state agencies and divisions in Mississippi and Alabama.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, Quality Control, Compensation Committees, 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 Certified Public Accountants (MS-CPA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of Southern Mississippi, Bachelor's
MS: Jackson
282 Commerce Park DrRidgeland, MS 39157
Phone: 601.853.7050
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Belhaven
382 Pamlico StBelhaven, NC 27810
Phone: 252.943.2723
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Clayton
530 North Carolina 42Clayton, NC 27528
Phone: 919.553.5291
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Goldsboro
2805 North Park DrGoldsboro, NC 27534
Phone: 919.751.8297
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Greenville
1692 East Arlington BlvdGreenville, NC 27858
Phone: 252.756.2760
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: New Bern
3105 Trent RdNew Bern, NC 28563
Phone: 252.633.5821
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Raleigh
911 Paverstone Dr, Ste ARaleigh, NC 27615
Phone: 919.848.1259
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Williamston
127 West BlvdWilliamston, NC 27892
Phone: 252.792.6081
Dean Horne
With more than 29 years of experience, Dean serves as the partner-in-charge of CRI’s North Carolina offices. He specializes in assisting small business clients with consulting, tax planning, tax compliance, and tax consulting services. Additionally, Dean is an accredited Certified Valuation Analyst (CVA) and performs business valuations. Some of Dean’s industries of focus include agribusiness, governments, and construction.A past president of the La Grange Rotary Club, Dean has a long history of involvement in the community. He was selected as the 1993 La Grange Citizen of the Year and the 1998 Business Associate of the Year by the Goldsboro Charter of the American Business Women’s Association. He also received the Cashwell District Assistant Cub Scout Master of the Year award in 2001.Additionally, Dean is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the National Association of Certified Valuators & Analysts (NACVA).
Professional Designations
Certified Public Accountant (CPA)
Education
University of North Carolina, Bachelor's
NC: Wilson
2301 Airport Blvd NWWilson, NC 27896
Phone: 252.243.2117
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.
Professional Designations
Certified Public Accountant (CPA)
Education
Tennessee Technological University, Bachelor's
TN: Nashville
3011 Armory Dr, Ste 190Nashville, TN 37204
Phone: 615.665.1811
Dale Cooper
Texans are typically considered free thinkers, so Dale Cooper's out-of-the-box solutions for his clients works perfectly in Austin. Dale has worked with small business and successful individuals in the Austin community for more than 30 years. He concentrates in taxation including succession planning and buy-sell agreements. Whether through helping them plan and minimize their taxes, plan their financial affairs, or helping them grow their business, he has become an integral part of his clients' financial teams.Additionally, as a Certified Valuation Analyst (CVA), Dale helps business owners determine and realize the value of their businesses. In some cases, this process is a formal valuation of the business, while in others it involves consulting with the client on the business value drivers to position the client’s business for future sale.Dale has in-depth and proven knowledge in the healthcare field. As a past owner of a physician billing company, he understands the complications and intricacies of the revenue cycle. Assisting clients with improving efficiency in their practices, surgery centers and related entities is one of Dale’s specialties. Simply put, he helps clients and their entities think logically and systematically about complicated financial issues.
Professional Designations
Certified Public Accountant (CPA)
Education
Stephen F. Austin State University, Bachelor's
TX: Austin
4210 Spicewood Spgs Rd, Ste 108Austin, TX 78759
Phone: 512.346.1880
Carlos Barrera
Carlos has been delivering audit and tax services to individuals and corporations for more than 40 years. He also performs forensic accounting services and conducts fraud investigations. Much of his industry expertise comes from working closely with governmental entities and not-for-profit organizations.Carlos is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Government Finance Officers Association. He currently serves on the AICPA’s Professional Ethics Executive Committee. He is also active in the Brownsville community, serving as a board member for the Valley Zoological Society (Gladys Porter Zoo) and the Valley Zoological Endowment. He is also part of the Brownsville Economic Development Corporation and the Brownsville Chamber of Commerce.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Texas at Austin, Bachelor’sUniversity of Texas at San Antonio, Master’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.
Professional Designations
Certified Public Accountant (CPA)
Education
Northern Arizona University, Bachelor's
TX: Conroe
414 West Phillips St, Ste 102Conroe, TX 77301
Phone: 936.760.3369
Rodney Senterfitt
With more than 40 years of experience in accounting, tax, consulting, and retirement plan services, Rodney focuses on providing tax and consulting services to closely held companies in a number of industries primarily in the South Texas area. His areas of expertise include income tax preparation and consulting as well as retirement plan consulting and administration.Rodney is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA). He is a past president of the Corpus Christi chapter of the TSCPA. He is also a past president of the board of the Corpus Christi Business and Estate Planning Council. He has served on the boards of numerous local charitable organizations and is currently the incoming president of the Coastal Bend Blood Center.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Texas at Austin, Bachelor'sUniversity of Texas at Austin, Master's
TX: Corpus Christi
800 North Shoreline Blvd, North Tower, Ste 450Corpus Christi, TX 78401
Phone: 361.880.5600
Rodney Senterfitt
With more than 40 years of experience in accounting, tax, consulting, and retirement plan services, Rodney focuses on providing tax and consulting services to closely held companies in a number of industries primarily in the South Texas area. His areas of expertise include income tax preparation and consulting as well as retirement plan consulting and administration.Rodney is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA). He is a past president of the Corpus Christi chapter of the TSCPA. He is also a past president of the board of the Corpus Christi Business and Estate Planning Council. He has served on the boards of numerous local charitable organizations and is currently the incoming president of the Coastal Bend Blood Center.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Texas at Austin, Bachelor'sUniversity of Texas at Austin, Master's
TX: Corpus Christi - North Carancahua
711 North Carancahua St, Ste 1400Corpus 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. 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.
Professional Designations
Certified Public Accountant (CPA)
Education
College of William & Mary, Bachelor’s
TX: Dallas
12400 Coit Rd, Ste 1000Dallas, TX 75251
Phone: 214.346.5800
Dale Cooper
Texans are typically considered free thinkers, so Dale Cooper's out-of-the-box solutions for his clients works perfectly in Austin. Dale has worked with small business and successful individuals in the Austin community for more than 30 years. He concentrates in taxation including succession planning and buy-sell agreements. Whether through helping them plan and minimize their taxes, plan their financial affairs, or helping them grow their business, he has become an integral part of his clients' financial teams.Additionally, as a Certified Valuation Analyst (CVA), Dale helps business owners determine and realize the value of their businesses. In some cases, this process is a formal valuation of the business, while in others it involves consulting with the client on the business value drivers to position the client’s business for future sale.Dale has in-depth and proven knowledge in the healthcare field. As a past owner of a physician billing company, he understands the complications and intricacies of the revenue cycle. Assisting clients with improving efficiency in their practices, surgery centers and related entities is one of Dale’s specialties. Simply put, he helps clients and their entities think logically and systematically about complicated financial issues.
Professional Designations
Certified Public Accountant (CPA)
Education
Stephen F. Austin State University, Bachelor's
TX: Georgetown
101 Cooperative Way, Ste 240Georgetown, TX 78626
Phone: 512.346.1880
Carlos Barrera
Carlos has been delivering audit and tax services to individuals and corporations for more than 40 years. He also performs forensic accounting services and conducts fraud investigations. Much of his industry expertise comes from working closely with governmental entities and not-for-profit organizations.Carlos is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Government Finance Officers Association. He currently serves on the AICPA’s Professional Ethics Executive Committee. He is also active in the Brownsville community, serving as a board member for the Valley Zoological Society (Gladys Porter Zoo) and the Valley Zoological Endowment. He is also part of the Brownsville Economic Development Corporation and the Brownsville Chamber of Commerce.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Texas at Austin, Bachelor’sUniversity of Texas at San Antonio, Master’s
TX: Harlingen
402 East 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.
Professional Designations
Certified Public Accountant (CPA)
Education
Northern Arizona University, Bachelor's
TX: Houston
2 Riverway, 15th FloorHouston, TX 77056
Phone: 713.621.8090
Carlos Barrera
Carlos has been delivering audit and tax services to individuals and corporations for more than 40 years. He also performs forensic accounting services and conducts fraud investigations. Much of his industry expertise comes from working closely with governmental entities and not-for-profit organizations.Carlos is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Government Finance Officers Association. He currently serves on the AICPA’s Professional Ethics Executive Committee. He is also active in the Brownsville community, serving as a board member for the Valley Zoological Society (Gladys Porter Zoo) and the Valley Zoological Endowment. He is also part of the Brownsville Economic Development Corporation and the Brownsville Chamber of Commerce.
Professional Designations
Certified Public Accountant (CPA)
Education
University of Texas at Austin, Bachelor’sUniversity of Texas at San Antonio, Master’s
TX: McAllen
4100 North 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.
Professional Designations
Certified Public Accountant (CPA)
Education
Northern Arizona University, Bachelor's
TX: The Woodlands
1780 Hughes Landing, Ste 265The Woodlands, TX 77380
Phone: 713.482.2960