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Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter

March 7, 2025 by John Ray

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter
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Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, on North Fulton Business Radio with host John Ray

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852)

In this episode of North Fulton Business Radio, host John Ray interviews Jessie Broussard, Chief Marketing Officer, and Donna Beatty, Tax Partner at Frazier & Deeter. The discussion highlights the evolution of Frazier & Deeter from a traditional accounting firm to a multifaceted advisory firm. Topics covered include the firm’s commitment to client relationships, the integration of technology like AI, and the recent rebranding efforts focused on maintaining client trust while evolving with modern times. The conversation also touches upon the importance of internal culture and recruiting in maintaining the firm’s growth and success. Listen to learn how Frazier & Deeter continues to innovate and serve their clients’ diverse needs while fostering a dynamic and supportive workplace.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

Jessie Broussard, Chief Marketing Officer, Frazier & Deeter

Jessie Broussard, Chief Marketing Officer, Frazier & Deeter, on North Fulton Business Radio with host John Ray
Jessie Broussard, Chief Marketing Officer, Frazier & Deeter

Jessie Broussard was named Frazier & Deeter’s first Chief Marketing Officer in 2024, marking a significant milestone for the firm’s strategic growth. With more than 15 years of corporate marketing and leadership experience, she specializes in B2B marketing, advertising and sales enablement, along with a background in talent and organizational development. Her expertise spans brand development, demand generation and client engagement across professional services, technology and telecommunications sectors.

Known for leading high-performing teams, Broussard has developed marketing strategies that fuel business growth and innovation. Her leadership plays a key role in advancing Frazier & Deeter’s market presence and strengthening client relationships. A graduate of the University of Mississippi with a Bachelor of Arts in History, she has been recognized for her expertise in strategic communications and sales marketing in the B2B sector.

LinkedIn

Donna Beatty, Tax Partner, Frazier & Deeter

Donna Beatty, Tax Partner, Frazier & Deeter, on North Fulton Business Radio with host John Ray
Donna Beatty, Tax Partner, Frazier & Deeter

Donna Beatty, a Partner in Frazier & Deeter’s Tax Practice, brings extensive professional tax and accounting expertise to the firm. Her experience includes providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high-net-worth individuals, and professional services groups. She has significant expertise consulting with small businesses on financial software and has worked with clients across various industries, including real estate, construction, manufacturing and distribution, retail, professional services, technology, entertainment, and family-owned businesses.

Donna specializes in assisting law firms and real estate investment groups with complex tax matters. Her broad industry knowledge enables her to offer valuable insights in an evolving market. She has successfully represented clients before the Internal Revenue Service in Washington, D.C., showcasing her ability to navigate challenging tax scenarios.

A hallmark of Donna’s career is her commitment to building strong professional relationships with her clients. She thrives on understanding and meeting their needs and expectations. Before 1994, Donna served as a Principal at Frazier & Deeter before transitioning to a partner role at a small local accounting firm. She rejoined Frazier & Deeter in January 2010 to better serve her clients.

In addition to her professional accomplishments, Donna is actively involved in civic and professional organizations. She is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), and the Atlanta Tax Forum, where she serves as a Board Member and Past President. She is also a Board Vice President for the Better Business Bureau Serving Metro Atlanta, Athens & Northeast Georgia, and a Board Member and Past Chair of the C5 Georgia Youth Foundation. Furthermore, Donna serves as a director on the board of the Community Foundation for Northeast Georgia (CFNEG), contributing to initiatives that strengthen communities through leadership and charitable giving while supporting nonprofits and fostering meaningful connections between donors and causes.

LinkedIn

Frazier & Deeter

Frazier & Deeter, founded in 1981 by Jim Frazier and David Deeter, is a prominent accounting and advisory firm that has grown from its Atlanta roots to become one of the largest and fastest-growing firms in the United States. The founders, dissatisfied with the rigid and impersonal approach of their Big Eight firms, set out to create a company that prioritized client relationships and hired curious professionals eager to understand their clients on a deeper level.

Over the past four decades, Frazier & Deeter has attracted talent from the world’s largest accounting firms, the Public Company Accounting Oversight Board (PCAOB), and prestigious colleges. Today, it stands as a Top 50 firm with a presence in three countries, maintaining its commitment to client-centric service.

The firm’s success is attributed to its brand promise of “Investing in Relationships to Make a Difference™,” which has earned it numerous accolades. These include recognition as a Best of the Best Accounting firm, Best Firm for Women, Fastest Growing, and Best Firm to Work For.

Frazier & Deeter offers a comprehensive range of services, including tax, audit, risk advisory, digital, and business transformation solutions. Its client base spans from Fortune Global 500 companies to small businesses worldwide. The firm is registered with the Public Company Accounting Oversight Board and the American Institute of Certified Public Accountants, underscoring its commitment to maintaining high professional standards.

Website | LinkedIn |Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:33 Meet Jessie Broussard and Donna Beatty
01:52 Frazier & Deeter: Beyond Traditional Accounting
07:16 The Role of Technology and AI
11:50 Brand Refresh and Employer Branding
24:22 Client Success Stories and Firm Growth
29:11 Closing Remarks and Contact Information

About North Fulton Business Radio and host John Ray

With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: accounting firm, advisory firm, AI, Donna Beatty, Frazier Deeter, Jessie Broussard, John Ray, North Fulton Business Radio, relationships

Understanding The Importance of Regular Business Valuations, with David Hern, Sofer Advisors

January 3, 2024 by John Ray

David Hern, Sofer Advisors
North Fulton Business Radio
Understanding The Importance of Regular Business Valuations, with David Hern, Sofer Advisors
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David Hern, Sofer Advisors

Understanding The Importance of Regular Business Valuations, with David Hern, Sofer Advisors (North Fulton Business Radio, Episode 736)

On this episode of North Fulton Business Radio, host John Ray talked with David Hern, CEO at Sofer Advisors. David highlighted the importance of regular business valuations and shared why it’s a key metric that businesses should track. He also talked about how valuations are tied to both tangible and intangible assets, as well as the significant role valuations play in strategic decision-making. David shared anecdotes from his career and explained how company valuations help in disputes or potential mergers. He also discussed how his firm helps businesses understand and evaluate their own worth.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

David Hern, CEO, Sofer Advisors

David Hern is the founder and chief executive officer of Sofer® Advisors, LLC, focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privately held and public companies.

He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers, and private equity portfolio managers.

Mr. Hern has been recognized for enabling organizations to determine their enterprise and equity value for a variety of situations, including strategic planning, sale or IPO, mergers and acquisitions, financial reporting (common stock, stock option grants, purchase price allocations, impairment analyses, etc.), and tax compliance (estate & gift, 409A, NUBIG). Industry experience includes, but is not limited to, professional services, business services, healthcare, information technology, financial services, and manufacturing and distribution.

LinkedIn

Sofer Advisors

Sofer® Advisors was created in 2019, but their experience with valuation goes back over a decade. Their CEO, David Hern, has worked in the business valuation field at both boutique advisory firms and large international financial services companies.

While at these firms, David recognized the need for a boutique financial advisory firm in the Atlanta area to serve the business valuation needs of small- and medium-sized businesses.

These businesses have unique needs that require an advisor who can both empathize and have the agility to deliver prompt insights. Sofer® Advisors was formed to fill this void while providing high-quality business valuations to the lower and middle markets.

Since its inception, Sofer® Advisors has quickly added associates to help with the growing business. The firm specializes in providing a neutral third-party valuation of closely held businesses. The valuation and its insights will give the business owner the confidence they need when contemplating a material but uncertain financial decision.

After determining a company’s value, they communicate that information to the relevant stakeholders, including company management, the board of directors, shareholders, and financial or legal advisors.

This process involves more than just providing accurate numerical valuations. They put numbers into proper perspective, giving you key insights when making critical business decisions.

Their “Heart of a Teacher” approach is designed to help you understand the data we provide and how to use these insights to immediately benefit your organization.

Valuation services are applicable in many situations where business value may be uncertain and critical. These situations include litigation assistance, estate and gift tax planning, financial and tax reporting, and other contexts for public and private companies.

Website | LinkedIn | YouTube

Topics in this Interview

00:04 Introduction
01:20 Welcoming Guest: David Hearn, CEO of Sofer Advisors
01:33 Understanding Sofer Advisors and Their Services
02:21 David’s Journey and Passion for Business Valuation
09:40 The Importance of Business Valuation in Different Contexts
20:09 The Role of Intangible Assets in Business Valuation
27:50 Success Stories and Impact of Regular Valuations
30:53 Connecting with Sofer Advisors
32:00 Closing Remarks and Show Wrap-up

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Tagged With: advisory firm, business valuation, business valuations, closely-held businesses, david hern, estate planning, John Ray, litigation, North Fulton Business Radio, Sofer Advisors, valuations

Jesse Morton, Stout

February 21, 2023 by John Ray

Jesse Morton, Stout
North Fulton Business Radio
Jesse Morton, Stout
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Jesse Morton, Stout

Jesse Morton, Stout (North Fulton Business Radio, Episode 609)

On this episode of North Fulton Business Radio, Jesse Morton, Managing Director & Atlanta Office Leader of Stout, joined host John Ray to discuss the Employee Retention Tax Credit. Jesse shared what small business should consider when exploring the Employee Retention Tax Credit, misinformation related to the ERC, what a proper claim for ERC contains, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Stout

Stout is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.

Website | LinkedIn | Twitter

Jesse Morton, Managing Director & Atlanta Office Leader, Stout

Jesse Morton, Managing Director & Atlanta Office Leader, Stout

Jesse Morton is a Managing Director and Stout’s Atlanta & Miami Offices Leader. He has professional experience as a consultant, lawyer, accountant, investigator, and auditor since 2002.

Jesse specializes in working with businesses of all types and sizes on government program-related economic assistance including the CARES Act and other pandemic-related relief including, but not limited to, the Paycheck Protection Program (PPP) and Employee Retention Tax Credits (ERCs).

Specifically, he works directly with businesses and their advisors (i.e., CPAs, attorneys, bankers, etc.) with compliance and fraud prevention, detection, response, and remediation related services, including litigation support and expert witness services.

LinkedIn

 

Questions and Topics in this Interview:

  • What is the Employee Retention Tax Credit, and why is it something that small businesses should learn more about and explore?
  • What should small businesses consider when exploring the Employee Retention Tax Credit?
  • Can you explain some of the ERC related misinformation that’s out there, and how it relates to the recent IRS news release?
  • What does a proper claim for ERCs consider and contain?
  • What are some red flags of an improper ERC claim?
  • What can companies that have already claimed the credit do if they’re concerned about filing an improper claim?
  • Is there anything else that you want to mention related to ERCs that small businesses should consider?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: advisory firm, banking, Employee Retention Credit, ERTC, ERTC Credit, global investment bank, investments, Jesse Morton, John Ray, North Fulton Business Radio X, Office Angels, renasant bank, Stout

Business RadioX ® Network


 

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