Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator (ProfitSense with Bill McDermott, Episode 36)
Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks about both accounting and business, the advice he gives his clients on the current economy, and much more.
Bill closed the show with a commentary on how to transition from employee to owner.
ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.
Frazier & Deeter
Frazier & Deeter is a full-service accounting and consulting firm with Georgia offices in mid-town Atlanta and in Avalon in Alpharetta, GA. Additionally they have offices in other states and in London, England. Frazier & Deeter is a member of the top 50 CPA firms in America.
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Donna Beatty, Tax Partner, Frazier & Deeter
As a Partner in Frazier & Deeter’s Tax practice, Donna Beatty brings a wealth of professional tax and accounting knowledge to the firm. Her experience encompasses providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high net-worth individuals, and professional services groups. She has extensive expertise consulting with small businesses on financial software and has worked with clients in industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment, and family-owned businesses. Donna specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight in an evolving market; she has successfully represented clients with the Internal Revenue Service in Washington, D.C.
Donna prides herself on solid professional relationships with clients and thrives on learning and fulfilling her client’s needs and expectations. Until 1994, she was a Principal at the firm before moving to become a partner at a small local accounting firm.
Professional & Civic Organizations:
American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), Atlanta Tax Forum, Board Member, Past President, Better Business Bureau Serving Metro Atlanta, Athens & NE GA, Board V.P., and C5 Georgia Youth Foundation, Board Member, Past Chair.
CFO Navigator
Company website | Facebook | LinkedIn | Twitter
Robert Stephens, Managing Partner, CFO Navigator
Robert Stephens is managing partner of CFO Navigator. As a fractional Chief Financial Officer, Robert fills a critical gap for growing privately held businesses and non-profit organizations that do not have the budget or need for a full-time CFO. Having advised over 75+ organizations during his 30+ year career, Robert strives to bring “Wall Street” worthy financial expertise to local “Main Street” companies by turning his financial insight into their business foresight.
In addition to his professional roles, Robert is active in the philanthropic and business community, currently serving on the Chattahoochee Tech Foundation Board of Advisors. He has previously served as Board Chairman of the Boys & Girls Club of Paulding and the North Paulding Band Foundation. Other board service includes the Kennesaw State University Entrepreneurship Center, and Starfish Greathearts Foundation (USA).
Robert earned his BSBA in Accounting from the University of Southern Mississippi, is a member of Vistage International, Leadership Cobb, and the Georgia Society of CPAs. He has two adult sons and resides with his wife in north metro Atlanta.
About ProfitSense and Your Host, Bill McDermott
ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.
Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.
Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.
Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.
