North Fulton Business Radio, Episode 695)
Daniel Sosebee and Heather Fleming with MST were guests on this episode of North Fulton Business Radio with host John Ray. Daniel and Heather each shared how they came to MST, what MST does for family businesses, and what makes them unique. They also talked about how cloud accounting has changed their business, the advantages they bring to their clients, success stories, and much more.
North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.
MST’s focus remains on serving privately owned businesses, entities domiciled in the United States owned by a foreign parent company, and nonprofits since 1956. We opened our first office in Brunswick, Georgia, with two partners and five employees driven to give individual and organizational clients the pinnacle of business support and consultation. Now, with four offices, ten partners, and more than 100 employees, we are equipped to support a broader clientele with an extensive array of specialized services.
After achieving substantial growth through the Brunswick office, we expanded operations into the Atlanta market, opening a second location in 1967. Positioning ourselves in this southeastern hub was essential to serve the extensive metro community. Twenty years later, in 1988, we furthered our outreach in Georgia by opening a third office in Gwinnett County. In 2017 through the growth of the firm and our clients, we were able to open a New York office to better serve clients with holdings in the Northeast.
Our focus has remained constant throughout our distinguished growth and history: the entire MST team is dedicated to creating lasting success for our clients and continuing opportunities for our employees. Our achievements have been recognized by Accounting Today and Atlanta Business Chronicle, where we are consistently named in the “Top 25 Accounting Firms.”
MST is an independently owned and operated member firm of Moore North America (Moore NA), a regional member of Moore Global Network Limited (MGNL). All the firms in MGNL are independent entities owned and managed in each location.
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Daniel Sosebee, Associate Member, MST
Daniel is an associate member in MST’s Gwinnett office. He specializes in assurance and attestation services for closely held businesses and not-for-profit organizations. His expertise includes a variety of industries such as distribution, manufacturing, construction, technology and dealerships, as well as serving on a number of significant non-profit engagements, including our largest private foundation clients.
In addition to assurance and attest engagements, Daniel is passionate about building relationships with colleagues, clients, prospects and networking within the communities we serve. This passion has led Daniel to the position of Director of Business Development where his role is to lead the Firm through organic growth, mergers and acquisitions as well as develop new lines of business. Secondly, he oversees the Firm’s employee retention and recruiting department in which he works hand-in-hand with the Firm’s retention and recruiting specialist.
Daniel obtained his BBA in Accounting from Georgia College and State University (where he also was a member of the men’s golf team) and completed his Master of Accountancy at Kennesaw State University.
Daniel is a member of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants and is actively involved with his church and community affairs including the Gwinnett Chamber of Commerce, Gwinnett Chairman’s Club, Partnership of Gwinnett and board member of the Gwinnett Leadership Forum and the Hudgens Center for Art and Learning.
Heather Fleming, Business Development Manager, MST
Heather is the Business Development Manager in the Gwinnett office for MST. She is a. former banker who spent the first part of her career helping privately held companies achieve their business goals by providing sound financial solutions. She invested time with her clients to really get to know them, their company, and their goals.
As a daughter of entrepreneurial parents, Heather has always enjoyed working with privately held companies and when she was presented the opportunity to join the MST team as a Business Development Manager, she couldn’t pass up the chance to do what she loves, getting to know people and more importantly getting to know their business.
Heather wants to help businesses determine what accounting services match their strategic or compliance needs and connect them with the partner and team that is going to be best for them and their team. It’s MST’s goal to be a strategic partner with their clients and to develop strategies that help reach their goals.
Questions and Topics in this Interview:
- What is MST and how did each of you come to MST?
- What makes MST unique as a CPA firm?
- Why do you focus on family businesses?
- What are some common themes you’re seeing in your clients?
- What are the advantages to cloud accounting?
- What’s the return on the investment for a business with MST?
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.
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.
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