About Our Team

Principals

Joe is a graduate of the University of Tennessee with a major in accounting. He has nearly fifty years’ experience in public accounting including seven years with an international accounting firm. Joe's experience includes extensive involvement in the areas of auditing and business consulting. Joe is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. He has been recognized by the Association of Government Accountants as a Certified Government Financial Manager.

Frank is an honors graduate of the University of Tennessee with a major in accounting. Frank was a member of Beta Alpha Psi Accounting Honorary Society. He has nearly forty years’ experience in public accounting including six years with an international accounting firm. Frank's experience includes formal training and application of Computer Assisted Audit Techniques. Frank also has experience in hardware and software selection for accounting systems. Frank is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. He has been recognized by the Association of Government Accountants as a Certified Government Financial Manager.

Terry is a graduate of the University of Tennessee with a major in accounting. Terry also holds a Masters of Accountancy degree from The University of Tennessee. He has over twenty years’ experience in public accounting. Terry’s experience includes for-profit and not-for-profit accounting and auditing as well as governmental accounting and auditing services. Terry also prepares individual and business tax returns. Terry is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. He has been recognized by the Association of Government Accountants as a Certified Government Financial Manager.

Jim is a graduate of Carson-Newman College in Jefferson City, Tennessee with a major in accounting. He has over twenty years’ experience in public accounting. Jim’s experience includes for-profit and not-for-profit accounting and auditing as well as governmental accounting and auditing services. Jim also prepares individual, trust and estate, business tax returns and tax-exempt information returns. Jim is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.

Haley is a graduate of Carson-Newman College in Jefferson City, Tennessee with a major in accounting.  She has over fifteen years of experience in public accounting.  Haley’s experience includes for-profit and not-for-profit accounting and auditing as well as governmental accounting and auditing services.  Haley also prepares individual, trust and estate, business tax returns and tax-exempt information returns.  Haley is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.

Staff

In addition to the principals above, our staff includes several degreed accountants, including CPA’s.