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Inside Frazier & Deeter: From Founding to Top 40 Firm, with Jim Frazier, David Deeter, Bob Woosley, and Roger Lusby

December 20, 2023 by John Ray

Inside Frazier & Deeter
Business Beat
Inside Frazier & Deeter: From Founding to Top 40 Firm, with Jim Frazier, David Deeter, Bob Woosley, and Roger Lusby
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Inside Frazier & Deeter

Inside Frazier & Deeter: From Founding to Top 40 Firm, with Jim Frazier, David Deeter, Bob Woosley, and Roger Lusby (Business Beat, Episode 57)

This special edition of Business Beat delved inside Frazier & Deeter and the firm’s remarkable 42-year journey, as Jim Frazier, David Deeter, and Bob Woosley joined Business Beat host Roger Lusby and co-host John Ray. The conversation delved into the early years of the firm’s existence, significant landmarks, growth strategies, and the firm’s unique culture that fostered long-term relationships with both clients and employees. The firm’s emphasis on personal relationships, consulting skills, and a market-oriented entrepreneurial mindset were cited as vital to their success. The discussion also touched on the evolution of accountancy, advice for younger accountants, and the important role of AI and technology in the future of the accounting profession. This show represented both a celebration of David Deeter and Roger Lusby as they retire at the end of 2023, as well as a look into a bright future for this dynamic accounting and advisory firm.

Business Beat is presented by the Alpharetta office of CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®.

Frazier & Deeter

Frazier & Deeter is an award-winning Top 50 accounting and advisory firm that offers a full scope of tax, audit, internal controls advisory, and business transformation services. FD and its family of brands serve clients worldwide, from the Fortune Global 500 companies to growing small businesses, and the firm has been recognized repeatedly as a Best of the Best Accounting firm, a Best Firm to Work For®, and a Best Firm for Women in Leadership.

Website | LinkedIn | Facebook | Instagram

Jim Frazier, Founder & Tax Partner

Jim Frazier, Frazier & Deeter
Jim Frazier, Founder & Tax Partner, Frazier & Deeter

As one of the founding partners of Frazier & Deeter, Jim Frazier is responsible for activities related to tax planning and the preparation of tax returns for clients varying in size from individuals to closely held companies and large national concerns. In addition, he provides tax, accounting and management consulting services to a variety of medical practices in the Atlanta area.

Jim has extensive experience in strategic planning for closely held corporations, staff utilization, personnel evaluation monitoring procedures and the management of information systems. He also serves as a panel member for the American Arbitration Association.

Jim has earned the designation of certified fraud examiner (CFE). The CFE designation is awarded to select professionals responsible for detecting, deterring and investigating fraud and white-collar crime. He also has received the Certified Information Technology Professional (CITP) designation, which distinguishes CPAs who are proficient in information technology.

David Deeter, Founder & Tax Partner

David Deeter, Founder & Tax Partner
David Deeter, Founder & Tax Partner

As co-founder of Frazier & Deeter, David Deeter has a major role in facilitating the growth of the firm. From 2001 to 2009, during his term as Managing Partner, the firm experienced an average growth of 20% annually and became a Top 100 Firm in the US. David was named one of the Top 5 Most Admired Leaders in US Accounting Firms in a recent Inside Public Accounting survey by his peers.

Most of David’s work centers around income tax and financial planning. He is an advisor to many of Atlanta’s leading families, and he has extensive experience with companies in the real estate, entertainment, finance, manufacturing, services, and nonprofit industries.

Bob Woosley, National Practice Leader, Private Equity Practice

Bob Woosley, National Practice Leader, Private Equity Practice
Bob Woosley, National Practice Leader, Private Equity Practice

After beginning his professional service career at PwC, Bob Woosley became the first professional employee of Frazier & Deeter shortly after the firm was founded in 1981. In 1985, Bob became a Partner of the firm, and over the next 18 years, he served as head of the Audit and Strategic Consulting Services Departments.  

In 2000, Bob founded iLumen, Inc., the CPA profession’s leading business intelligence and analytics platform, which is today used by leading CPA firms and financial institutions across the country. Bob served as CEO of iLumen through 2010 and is currently an active board member and advisor to the company. In 2010, Bob led the creation of the FD Alliance, a strategic collaboration of non-merged CPA firms located in several metropolitan areas.  

In 2011, Bob returned to the firm. He now serves as the National Practice Leader of the firm’s Private Equity Practice, which includes the firm’s Transaction Advisory Services Practice. In addition, Bob directs the firm’s marketing and growth strategies on both a national and local level.  

Bob has been involved in numerous private company board positions and assists clients in developing and optimizing strategies that impact their business across the spectrum of the entrepreneurial life cycle, including capital formation and exit strategies. 

Roger W. Lusby III, Tax Partner

Roger W. Lusby III, Tax Partner, Frazier & Deeter
Roger W. Lusby III, Tax Partner

As a member of the Tax Practice and just-retired Office Managing Partner for FD’s Alpharetta location, Roger Lusby oversees coordinating tax and accounting services for the firm’s clientele. His responsibilities include reviewing various tax returns, with an emphasis in the individual, estate and corporate areas.  

Roger further provides client assistance regarding financial planning, executive compensation & stock option planning, estate & succession planning, and international planning (FBAR, SFOP). He has significant expertise in the healthcare, real estate, manufacturing, technology, and service industries. Before joining the firm, Roger was a Tax Supervisor with an international accounting firm.

About Business Beat and show sponsor, the Alpharetta office of Frazier & Deeter

Business Beat is presented by the Alpharetta office of CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®.

The Alpharetta office of Frazier & Deeter is home to the firm’s Employee Benefit Plan Services group and a thriving CPA tax practice. Their Alpharetta CPAs and advisors serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions, and more. Their Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

As one of the largest CPA firms in the United States, Frazier & Deeter takes pride in bringing their clients exceptional technical expertise backed by a devotion to exceeding client expectations. Their brand promise is “Investing in Relationships to Make a Difference,” and they focus on that goal every day.

As an active participant in the business community, Frazier & Deeter’s Alpharetta CPAs are involved with the Forsyth County Chamber of Commerce, the Greater North Fulton Chamber of Commerce, and the Gwinnett Chamber of Commerce.

As an Alpharetta CPA firm, Frazier & Deeter has been highly involved in the Alpharetta community for many years. They are proud to support organizations like the Chattahoochee Nature Center, North Fulton Charities, and FosterCares, just to name a few. Frazier & Deeter is also a proud member of goBeyondProfit, an organization that helps businesses give back to our Georgia communities.

An episode archive of Frazier & Deeter’s Business Beat can be found here.

Tagged With: accountancy, accounting firm, Alpharetta CPA firm, audit firm, Bob Woosley, David Deeter, Frazier & Deeter's Business Beat, Frazier Deeter, Jim Frazier, private equity, Roger Lusby

John E. Hall, Jr. and Alex B. Kaufman, Hall Booth Smith, P.C.

March 16, 2022 by John Ray

Hall Booth Smith
Business Beat
John E. Hall, Jr. and Alex B. Kaufman, Hall Booth Smith, P.C.
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Hall Booth Smith

Frazier & Deeter’s Business Beat: John E. Hall, Jr. and Alex B. Kaufman, Hall Booth Smith, P.C.

John E. Hall, Jr. and Alex B. Kaufman, partners at Hall Booth Smith, PC, joined Roger Lusby and Donna Beatty from Frazier & Deeter to celebrate the opening of Hall Booth Smith’s new Alpharetta office, located in Avalon and sharing a floor with Frazier & Deeter. John and Alex discussed the unique way they serve their clients with a team model, what this move means for their firm, their excitement about being in Alpharetta, how this office helps attract talent to the firm, client success stories, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Hall Booth Smith, P.C.

Established in 1989, Hall Booth Smith, P.C. (HBS) is a full-service law firm with six regional offices strategically located throughout Georgia, as well as offices in Birmingham, AL; Little Rock and Rogers, AR; Denver, CO; Jacksonville, Miami, St. Petersburg, Tallahassee, Tampa, and West Palm Beach, FL; Missoula, MT; Asheville and Charlotte, NC; Saddle Brook, NJ; New York, NY; Oklahoma City, OK; Charleston, SC; and Memphis and Nashville, TN.

Experienced across a wide range of legal disciplines, HBS prides itself on providing knowledgeable, proactive, client-specific counsel to individuals, domestic and international corporations, state and federal agencies, and nonprofit organizations.

At HBS they possess the legal knowledge, skill, and experience to meet our clients’ needs wherever they do business. HBS maintains the highest commitment to serve clients ethically and professionally by providing the highest quality legal representation.

Company Website | LinkedIn | Facebook

John E. Hall, Jr, Partner, Hall Booth Smith, P.C.

John Hall, Jr, Partner, Hall Booth Smith, P.C.

John E. Hall, Jr. is one of the founding partners of Hall Booth Smith, and he is dedicated to making it the finest litigation firm in the Southeast.

John specializes in the defense of high exposure cases, including medical malpractice, batch claims, construction, commercial litigation, mass torts, transportation and products liability. During his legal career, he has tried more than 125 cases to resolution.

His expertise in high exposure birth trauma and catastrophic cases resulted in his being named National Counsel for several major insurance carriers. This National Counsel Program establishes a litigation approach, which enables a team of specialized attorneys to become involved and assist local counsel on high-exposure cases at all phases of the legal process.

John also maintains a robust corporate practice in International, International Trade and Finance, Arbitration/Mediation, Business Structures, Health Care and Commercial Litigation.

John is a former member of the Board of Directors of the USLAW Network, a premier organization of independent law firms with offices throughout the United States that provides high-quality legal services without unnecessary expense to clients.

He is actively involved in a number of professional organizations and is often invited to speak at industry gatherings and continuing legal education programs. In addition, he is closely involved in developing and providing educational materials to clients.

John serves as an Honorary Consul to the Country of Georgia and is Chairman of the Atlanta-Tbilisi Sister City Committee where he actively engages in developing international relationships between the state of Georgia and the country of Georgia.

LinkedIn

Alex B. Kaufman, Partner, Hall Booth Smith, P.C.

Alex B. Kaufman, Partner, Hall Booth Smith, P.C.

Alex B. Kaufman is a Partner in our Atlanta office, and he is an experienced trial attorney who represents clients on business transactions, commercial matters, employment, and securities issues. He also counsels clients on government relations, employment issues, as well as corporate and franchise matters.

Before joining Hall Booth Smith, Alex was a partner at a national law firm and other Atlanta firms where he concentrated his practice on business law and business litigation as well as corporate matters and a wide range of employment and commercial disputes.

During law school, Alex served in Georgia Governor Sonny Perdue’s Office of Executive Counsel, and he held positions in the Appellate and Trial divisions of the Cobb County District Attorney’s Office.

Alex’s wide-ranging work and internship experience include the U.S. Department of State’s Diplomatic Affairs Division, Fulton County Superior Court Judge Craig L. Schwall, Sr.’s chambers, and The United States House of Representative’s Judiciary Committee’s Subcommittee of Crime, Terrorism, and Homeland Security.

Alex is active in Republican politics and civic leadership and was honored to be the GOP’s nominee for State House District 51. Alex has served in several Republican Party leadership positions, including serving on the State Executive Committee as well as the Fulton Country and 6th Congressional District’s General Counsel. Alex has also worked on many political campaigns, including at the Presidential level.

Community involvement is important to Alex, and he has spent considerable time on the boards of many philanthropic and educational organizations including the Georgia Rotary Student Program, The Roswell Rotary Club, The Star House Foundation, The Emory University Annual Fund, The Roswell Arts Fund, and The Westminster Schools Young Alumni Council.

Alex is passionate about trial advocacy and for years has coached the Westminster Schools’ mock trial team as well as served as an adjunct faculty member at Emory School of Law’s Trial Advocacy Program – Trial Techniques.

Alex earned a Juris Doctorate degree from Emory University School of Law and has worked as an adjunct faculty member to teach courses on trial techniques. He completed a Bachelor of Arts degree at Hamilton College and graduated with honors.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alex B. Kaufman, Alpharetta CPA firm, Business Beat, Donna Beatty, Frazier & Deeter's Business Beat, Frazier and Deeter, Hall Booth Smith, John Hall Jr, law firm, Roger Lusby

Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

October 20, 2021 by John Ray

HVH Mechanical
Business Beat
Craig Harrison and Kevin Van Horn, HVH Mechanical Partners
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HVH Mechanical

Frazier & Deeter’s Business Beat: Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

Craig Harrison and Kevin Van Horn, Co-founders of HVH Mechanical, grew up in the business, starting out in trade school and apprenticeships, with an eye to starting their own business. Once they did that six years ago, they’ve not looked back, and they shared their inspiring story with host Roger Lusby on this edition of Business Beat. Craig and Kevin covered why they’ve grown so rapidly, how their field experience helps them manage the business today, why mechanical trades present such a wonderful opportunity for young people today, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

HVH Mechanical Partners

HVH Mechanical Partners is leading the next generation of mechanical contractors in the Greater Atlanta Area.HVH Mechanical

The company and field team was formed by lead technicians and managers with years of experience from some of Atlanta’s top mechanical contractors. Their team has the ability to tackle small service jobs as well as large central plant turn-key retrofit projects made possible by having Atlanta’s top highly trained technicians, managers, and relationships with highly experienced subcontractors and vendors.

They primarily offer services to high-end commercial and industrial accounts, including pharmaceutical facilities, research labs, data centers, hospitals and healthcare, colleges, high-end luxury hotels, heavy industrial, and Class A office buildings. HVH Mechanical offers very responsive quote times, prompt service, and direct contact with the company’s executive team.

They service all manufacturer’s equipment with factory-certified technicians from chillers, cooling towers, VRF Systems, piping, Med Gas, stainless work, pumps, AHUs, WSHP’s, refrigeration, etc. They also offer full-service plumbing from hot and cold water jetting, cameras and locators, service on lift and booster pump stations.

Company website | LinkedIn | Facebook

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners, LLC

Craig Harrison began his career in the mechanical industry just out of high school by attending HVAC-R training in technical school. He attended MTI while working for one of Atlanta’s leading mechanical contractors.

While in the field Craig focused on the following:

  • Chiller Install, maintenance, Repair, Overhaul
  • Managing Base building contracts for Atlanta’s Prestigious Clientele
  • Assisting with new construction startup issues
  • Providing solutions to customers’ concerns after new projects have been delivered to the end-user.

His focal point was chillers and assisting the company with start-up issues when a building was turned over to customers, resolving customer issues, and managing large base building contracts to high-end clients in the downtown Atlanta area. Refrigeration consultant for Innovative Air Technologies throughout the country on large desiccant dehumidifier projects, he assisted in designing systems to run with low ambient conditions while maintaining below-freezing dry air.

Craig has served as a refrigeration consultant designing systems that deliver subfreezing discharge air for the purpose of dehumidification in industrial arenas throughout the country.

LinkedIn

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners, LLC

Kevin began his career in the plumbing industry at a very early age. He can vividly remember long, hot days working for his dad’s plumbing company on his high school summer breaks. He often credits this chapter of his life with developing a lifelong passion for working with his hands. When he graduated high school, Kevin knew that four years at a university did not suit his personality. Knowing that he needed a career and not just a job, he joined Local 72 as a plumbing apprentice.

After working on construction sites with pipefitters and welders, he developed an interest in pipe welding and rigging. After long consideration, he decided to concentrate on hydronic heating and cooling systems and move away from domestic water and sanitary systems.

Using his past work experience and achievements, he was able to move into the mechanical service industry. It was here that he gained extensive knowledge in the operation of mechanical equipment and how to troubleshoot and repair this equipment.

Once he reached his goal of learning everything in this industry, from install to service, it was time for him to start on his lifelong goal of business ownership. This led to the birth of HVH Mechanical Partners.

At HVH Mechanical Partners, Kevin meets with customers to discuss solutions to the concerns they have with their building’s mechanical and plumbing systems. He interacts with suppliers and vendors to ensure HVH can service its customers efficiently and economically. He works with the office and field teams to ensure that customer service is the highest priority.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alpharetta CPA firm, Craig Harrison, Frazier & Deeter's Business Beat, Frazier Deeter, HVH Mechanical, Kevin Van Horn, mechanical contractors, Roger Lusby

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

March 17, 2021 by John Ray

Georgia Public Policy Foundation
Business Beat
Frazier & Deeter's Business Beat: Kyle Wingfield, Georgia Public Policy Foundation
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Georgia. Public Policy Foundation

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

Kyle Wingfield, Georgia Public Policy Foundation, joined host Roger Lusby to discuss the state’s budget, education funding, the impact of federal Covid relief, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Georgia Public Policy Foundation

A trusted, independent resource for voters and elected officials since its founding in 1991, the Georgia Public Policy Foundation provides actionable solutions to real-life problems by bringing people together. The Georgia Public Policy Foundation was created on the belief that good public policy is based upon fact, an understanding of sound economic principles and the core principles of our free enterprise system – economic freedom, limited government, personal responsibility, individual initiative, respect for private property and the rule of law.

State-focused, independent, non-partisan and market-oriented in its approach, the Foundation conducts scholarly research and analysis of state public policy issues, and works to educate citizens, policy-makers and the media.

Company website | LinkedIn | Facebook | Twitter

Kyle Wingfield, President and CEO

Georgia Public Policy Foundation
Kyle Wingfield, President and CEO, Georgia Public Policy Foundation

Kyle Wingfield is a native of Dalton and a graduate of the University of Georgia. He joined the Foundation as president and CEO in April 2018 after spending nine years as an opinion columnist for The Atlanta Journal-Constitution. He has also worked for the Wall Street Journal, based in Brussels, Belgium, from 2004 to 2009, and for the Associated Press, based in Atlanta and Montgomery, Ala., from 2001 to 2004.

At the AJC, Kyle wrote often about state politics and policy, focusing especially on education and school choice, transportation, health care, and state and local taxation. He is a frequent guest on GPB’s “Political Rewind” show and was a finalist for the Reason Foundation’s Bastiat Prize for Journalism in 2013. Kyle’s weekly column continues to appear in 10 newspapers around the state.

Kyle received the UGA Grady College’s John E. Drewry Young Alumnus Award in 2006, was named to the UGA Alumni Association’s 40 Under 40 Class of 2012 and is a member of UGA’s Board of Visitors. He is a member of Leadership Georgia’s Class of 2018 and, as an Eagle Scout, remains an active volunteer in Scouting.

LinkedIn

Questions and Topics in this Interview:

  • An overview of the 2021 Georgia legislative session.
  • An overview of reforms under consideration that would affect education in Georgia.
  • A look at the budget picture for the state.
  • How the new federal COVID relief bill will affect Georgia (as well as how past relief bills have affected the state).
  • How the pandemic might affect healthcare in Georgia moving forward.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook  | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Alpharetta CPA firm, COVID relief bill, Frazier & Deeter's Business Beat, Frazier Deeter, Georgia Public Policy Foundation, Kyle Wingfield, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

December 16, 2020 by John Ray

TechCXO
Business Beat
Frazier & Deeter's Business Beat: Grant Edwards and Kevin Carlson, TechCXO
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Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

Grant Edwards and Kevin Carlson of TechCXO are more than just “interims-for-hire” filling a role. As a fractional CFO and fractional CTO, respectively, Kevin and Grant become a part of their respective clients’ teams to bring seasoned executive knowhow and collaboratively drive impactful solutions. They joined host Roger Lusby on this edition of “Business Beat,” presented by Alpharetta CPA firm Frazier & Deeter.

TechCXO

TechCXO provides companies with on demand executives. TechCXO was founded on the premise that high potential companies can greatly benefit from proven, interim executives who they otherwise may not be able to access due to cost, availability or because they do not necessarily need them full time. Our purpose is to provide the best executive talent available… on demand.

Grant Edwards, Partner, TechCXO

TechCXO
Grant Edwards, Partner, TechCXO

Grant Edwards is a hands-on, results-driven executive with expertise in finance operations, SEC reporting, corporate governance, and strategic planning. Grant has been the CFO for multiple early stage companies, many of which of had successful exits. These include an energy company that grew from inception to over $70 million in annual revenues, an entertainment and theatre company, a durable medical equipment company, a receivable factoring business and an executive travel company.

His Big 4 CPA experience includes positions with Deloitte & Touche and Arthur Andersen. He also served as Senior Director of SEC Reporting and Corporate Controller for Shinogi & Co. (formerly Sciele Pharma) where he launched all initial accounting policies and procedures, designed to shepherd the company through a period of massive growth, from $100MM to over $500MM in annual revenue. He effectively managed a team of 32 employees and a full spectrum of corporate finance functions, including general ledger, accounts payable, accounts receivable, payroll, financial reporting (internal and external) and revenue recognition.

As Vice President, Corporate Controller & Treasurer for Harbinger Group, Inc., Grant managed all finance, accounting, and treasury functions for this NYSE-listed BDC/Holding Company/Private Equity company, while contributing additional service as an active member of the Disclosure, Pension and 401K Committee.

Grant is also an adjunct professor for accounting at Georgia State University.

Kevin Carlson, Partner, TechCXO

TechCXO
Kevin Carlson, Partner, TechCXO

Kevin is a veteran technology executive with a unique combination of technology expertise and business acumen. A four-time CTO of both services and product companies, he has worked with numerous organizations across various industries in technology leadership and executive-level roles in North America and Europe. He is also a technology thought-leader, with in-depth working knowledge of current technologies such as mobile application development, AI, predictive analytics, privacy, security, and technical architecture.

Serving as fractional CTO for a number of companies, he is an expert at helping clients leverage technology effectively and manage the change inherent in the technology world. Seeing companies transform through the thoughtful application of technology solutions has been a career-long goal. Throughout his career, Kevin never lost the desire to code and prototype solutions . He believes that in order to gain a full understanding of how things work, it’s necessary to get into the details and determine how they apply to solving a business problem. Equally as rewarding as helping business strategize and plan on technology solutions, he still likes get in the trenches with software engineers and work through making a system more performant or find an elusive bug.

A founder of multiple startups, he stays active in the startup community by mentoring founders and providing technology leadership. He is currently a mentor for The Farm, Comcast’s Accelerator located in Atlanta, GA.

Among Kevin’s career highlights he is serving or has served as:

Board of Advisors, ChartSpan Medical Technologies – As an advisor to Chartspan whose flagship product is a first of it’s kind, fully automated personal healthcare record management system that operates on a mobile platform. Chartspan allows an individual to take ownership of their personal health information, manage the information for an individual or entire family and control which healthcare providers receive the information.

Vice President of Development, DataFinch Technologies – Led and managed development teams for three products, mentoring and fostering collaboration between team members in development, user experience, quality assurance, project management, and technical writing. Responsible for helping set technology strategy, working with product management to prioritize effort, and ensuring the timely delivery of quality software.

CTO/CSO, Optaros – Set technology direction and strategy for world-class digital agency focused on eCommerce for B2C and B2B. Responsible for global technical resource pool and for working with partners and clients to set eCommerce technology strategy.

CTO, Verteris – Chief Technology Officer for firm that provides software and information services to legal and financial services organizations.

CTO, Delivery Services, Viant – Responsible for technical strategy and direction for Viant in all areas of the company. Key responsibilities include business development, enterprise marketing, recruiting, service model development, and other broad ranging managerial duties within the technology community. Responsible for the management of over 500 technology staff members in 8 offices worldwide.

Founder & Managing Partner, Advanced Systems Group – Founded and managed a technology focused consulting firm that provided focused services to companies developing software either for internal use or the retail market. Flagship clients include: IBM, Peachtree Software, Equifax.

In addition, Kevin is a published writer, songwriter, blogger and speaker. When he isn’t busy helping his clients, he is active in the music industry and voting member of NARAS. Several of his original songs have been licensed for TV shows and he actively writes and records new music.

Kevin received his Bachelor of Science degree from Georgia State University; and completed executive education studies in Leadership in Professional Services Firms from the Harvard Business School.

Read more of Kevin’s insight at his blog: FractionalCTO and on Twitter @thatcarlson.

Company Website

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Grant Edwards LinkedIn

Kevin Carlson LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Alpharetta CPA firm, CFO, Chief Financial Officer, Chief Technology Officer, CTO, finance, Frazier Deeter, Grant Edwards, Kevin Carlson, Roger Lusby, Technology

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