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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
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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

Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit

November 22, 2024 by John Ray

LIVE from the 2024 GNFCC BOLD Women's Leadership Summit, with Donna Beatty, Frazier & Deeter
North Fulton Business Radio
Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women's Leadership Summit
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LIVE from the 2024 GNFCC BOLD Women's Leadership Summit, with Donna Beatty, Frazier & Deeter

Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit (North Fulton Business Radio, Episode 821)

In this live remote interview, North Fulton Business Radio host John Ray interviews Donna Beatty, Tax Partner with Frazier & Deeter, at the 2024 GNFCC BOLD Women’s Leadership Summit. Donna shares her experiences in tax and advisory work, her role as a GNFCC Chamber diplomat, and the importance of setting boundaries for self-care. She also highlights the value of Frazier & Deeter’s sponsorship and involvement in supporting women’s professional growth, discussing how the firm’s initiatives, such as talking partners and women affinity groups, foster a supportive work environment.

This interview was originally broadcast live from the 2024 GNFCC BOLD Women’s Leadership Summit held at The Commons at Phase in Alpharetta, Georgia.

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

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.

LinkedIn

Frazier & Deeter

Frazier & Deeter is an award-winning accounting and advisory firm serving clients worldwide, ranging from Fortune Global 500 companies to growing small businesses. The firm’s brand promise, Investing in Relationships to Make a Difference®, reflects its commitment to exceeding client expectations by addressing evolving needs as businesses grow. Known for exceptional client satisfaction, Frazier & Deeter focuses not only on meeting present accounting needs but also on providing advisory services that support future success.

Frazier & Deeter offers a comprehensive suite of tax, audit, accounting, and advisory services through its offices in Atlanta, Charlotte, Las Vegas, Nashville, Alpharetta, and Tampa, as well as international locations in London, Cambridge, and India. The firm has received numerous accolades for the quality of its work and dedication to client responsiveness, including recognition as a Top 50 firm, a Best of the Best Accounting Firm, a Best Firm to Work For®, and a Best Firm for Women in Leadership. Additionally, Frazier & Deeter is recognized as an award-winning Deliberately Developmental Organization, fostering a culture that prioritizes the growth of its team members every day.

The firm is registered with the Public Company Accounting Oversight Board, the Canadian Public Accountability Board, and the American Institute of Certified Public Accountants. Frazier & Deeter is also a member of CPAmerica.

The Frazier & Deeter family of brands includes Frazier & Deeter, LLC; Frazier & Deeter UK, LLP; Frazier & Deeter India Private Limited; FD Real Asset Advisors; FD Family Office; and SignatureFD.

Website | LinkedIn |Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction and Event Overview
00:34 Interview with Donna Beatty: Background and Role
01:22 The Importance of Networking and Community Involvement
02:10 Frazier & Deeter’s Support for Women’s Leadership
03:55 Insights from the Summit: Self-Care and Boundaries
06:46 Frazier & Deeter’s Culture and Employee Support
08:27 Closing Remarks and Contact Information

About North Fulton Business Radio and host John Ray

With over 800 shows and having featured over 1,200 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 welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their 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 leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. The show is recorded 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.

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

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: 2024 GNFCC BOLD Women's Leadership Summit, Donna Beatty, Frazier Deeter, GNFCC, Greater North Fulton Chamber of Commerce, John Ray, North Fulton Business Radio, Partner at Frazier & Deeter, Women in Business, Women in Leadership

Dale Hughes and Lindsey Hughes, Apotheos Coffee/ Every Day People Group

November 21, 2023 by John Ray

Business Beat
Business Beat
Dale Hughes and Lindsey Hughes, Apotheos Coffee/ Every Day People Group
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Apotheos

Frazier & Deeter’s Business Beat: Dale Hughes and Lindsey Hughes, Apotheos Coffee / Every Day People Group

Dale Hughes and Lindsey Hughes from Apotheos Coffee joined host Donna Beatty of Frazier & Deeter on this episode of Business Beat. They discussed how Apotheos Coffee started and the values and mission that drive their family-run business, Every Day People Group. Dale explained the unique roasting process that sets their coffee apart, emphasizing that they avoid over-roasting to ensure the best flavor. Dale and Lindsey discussed the origins of their partnership with Walmart, their first unit in Walmart’s Alpharetta store, and their plans for the expansion of units inside Walmart stores, beginning in the state of Georgia. They shared their goal of providing high-quality, craft coffee at a fair price that supports and brings people together.

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

Apotheos Coffee & Apotheos Roastery

Apotheos Roastery began as a dream between community changemakers who set out to reinvent the Enlightenment-era coffeehouse and a coffee philosophy steeped in over thirty years of experience.

Their name is derived from “apotheosis,” a word that suggests elevating something to its most divine form. They chose it to remind themselves to elevate what they do and treat it as sacred. By approaching their roasted and cold-brew coffee with obsessive care, they infuse it with significance.

By continuing to be hands-on in their communities, Apotheos sheds light on the beauty of what can be achieved together. And by getting to know each person who drinks their roasts, they illuminate the connections between them all.

Through their craft, Apotheos aims to bring the artisan, the consumer, and the community together to share one experience: A nice cup of coffee.

Company website | Facebook | Instagram

Dale Hughes, CEO, and Lindsey Hughes, COO, Apotheos Roastery and Every Day People Group

Lindsey Hughes, COO, and Dale Hughes, CEO, Apotheos Roastery and Everyday People Group

Dale Hughes is CEO of Everyday People Group which includes the Apotheos Roastery. Lindsey Hughes is COO and General Counsel at Every Day People Group.

For the last decade, Dale Hughes has worked in his family businesses in Kennesaw, Ga., as they have developed historic properties, created live/work environments, and invested in community-based businesses focused on craft and people.

The family of companies that make up Every Day People Group equally play a part in fulfilling the Hughes’ vision of community and service, all while creating the highest quality craft products and environments and empowering the artisans, entrepreneurs, and dreamers behind them.

Website |Dale’s LinkedIn | Lindsey’s LinkedIn

Topics In this Interview:

  • 01:16 The Origin Story of Apotheos Coffee
  • 04:17 The Art and Craft of Coffee Blending
  • 05:14 The Philosophy of Everyday People Group
  • 09:25 The Dynamics of a Family Business
  • 16:26 The Journey to Partnering with Walmart
  • 20:33 The Future of Apotheos Coffee in Walmart
  • 24:52 Understanding the Importance of the Four Ps in Business
  • 25:14 The Role of Promotion and Community Engagement
  • 25:23 The Power of Reviews and Customer Satisfaction
  • 25:43 Adapting to Different Demographics and Cultures
  • 26:18 The Influence of Sam Walton and Walmart’s Roots
  • 26:51 The Journey of a Small Business with Walmart
  • 27:40 The Expansion of Stores and Locations
  • 32:10 The Importance of Freshness and Quality in Products
  • 36:00 The Creation and Variety of Sinful Syrups
  • 39:09 The Introduction of Friskets and Future Plans
  • 40:39 How to Connect and Find Apotheos Coffee

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.

Donna Beatty, Partner in Frazier & Deeter’s Tax Practice

As a Partner in Frazier & Deeter’s Tax Practice, Donna Beatty brings extensive experience in professional tax and accounting to the firm. Her expertise includes providing comprehensive tax planning, review, advisory and compliance services to closely held businesses, high net-worth individuals and professional services groups. She also has experience consulting with small businesses on financial software.

Donna has worked with clients in a variety of industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment and family-owned businesses. She specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight into an evolving market. She has successfully represented clients with the Internal Revenue Service in Washington, D.C.

Donna prides herself on her solid professional relationships with clients and thrives on learning and fulfilling her clients’ needs and expectations. Until 1994, she was a Principal at FD, before moving on to become a Partner at a small local accounting firm. Donna rejoined the firm in January 2010 to better serve the needs of her clients.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Instagram

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

Tagged With: Apotheos Coffee, Apotheos Roastery, coffee roasters, coffee shop, Dale Hughes, Donna Beatty, Everyday People Group, Frazier & Deeter's Business Beat, Frazier and Deeter, Lindsey Hughes, Walmart

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter

August 18, 2023 by John Ray

Corners Outreach
Good2Give Podcast
Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter
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Corners Outreach

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter (Good2Give Podcast, Episode 3)

Larry Campbell with Corners Outreach as well as Donna Beatty and Courtney Mishoe from Frazier & Deeter joined this episode of the Good2Give Podcast. Larry discussed mission and the myriad of services Corners provides to underserved students of color and their families. He also discussed the business processes that help Corners Outreach measure their impact. Donna talked about Frazier & Deeter, her work with C5, a nonprofit, and she and Courtney discussed how donors can structure their charitable giving. Hosts DePriest Waddy and Maria Walden-Sullivan covered how the Community Foundation for Northeast Georgia interfaces with and supports donors and causes, and much more.

Maria also mentioned the Community Foundation’s The 4 Disciplines of Execution® event on October 4, 2023 with author Chris McChesney.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. 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.

Corners Outreach

Corner Outreach’s vision is to build a community where every person thrives, no matter their background. Bridging The Gap. Working For Change. Changing Our Community. Celebrating 10 Years.

Their mission is Equipping Metro Atlanta’s underserved students of color and their families to lead full lives through educational development and economic opportunities.

Corners accomplishes this through Corners Academy,  Workforce Academy, Corners Industries and working with community partners.

With tremendous effort from volunteers and certified teachers, Corners Academy sees significant improvement in reading and math for attending students. This is especially true for dual-language learners. Summer camp fills a serious void in the lives of our elementary students. Having camp five days a week gives  students a safe and enriching place to spend their summer days while parents work. Students are able to continue studies, stay connected with their friends, enjoy a healthy meal, and continue to grow through a variety of games and experiences. Meanwhile, parents have the peace of mind knowing their children are cared for while they can’t be with them.

Corners Industries is employing members of the community in living wage jobs using talents they already have. Their largest industry is Lawn Care with a Purpose, which employs multiple teams and serving over 500 clients. Lawn Care with a purpose serves the entire metro area with mowing, fertilization, hardscapes, pine straw, mulch, flowers and plants, sprinkler systems, lighting and more! Ten percent of all revenue from Lawn Care with a Purpose is donated to Corners Academy.

Corners Outreach works closely with community partners in efforts to continue serving families through a holistic approach.

Website | Facebook | YouTube | Instagram

Larry Campbell, President and CEO, Corners Outreach

Larry Campbell, President and CEO, Corners Outreach

Larry Campbell is one of the founders of Corners Outreach. When Corners Outreach began in 2010, Larry was the CEO of CD Group, a software consulting firm that served 500+ clients in 21 states. In 2016, Larry sold this business and dedicated himself full-time to the work at Corners Outreach.

After college, Larry spent the first fifteen years of his career working for Union Carbide, once the seventh largest company in the world. He worked himself from the field to corporate headquarters in accounting and operations. Larry and his family moved to Atlanta in 1992 and he started and grew two of the largest technology companies.

He believes that businesspeople should invest more in their community.

LinkedIn

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.

Website | LinkedIn |Facebook | Instagram

Donna Beatty, Tax Partner, Frazier & Deeter

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.

LinkedIn

Courtney Mishoe, CPA, Tax Principal, Frazier & Deeter

Courtney Mishoe, CPA, Tax Principal, Frazier & Deeter

Courtney Mishoe is a Principal in Frazier & Deeter’s Tax Practice in the firm’s Alpharetta office. She offers clients’ expertise in comprehensive tax planning and tax compliance with closely held businesses and their owners.  

Courtney is responsible for preparing and reviewing complex tax returns for individuals and pass-through entities, comprehensive tax planning and various consulting services. Her industry expertise includes law firms, restaurants and real estate, professional services, manufacturing, and healthcare companies.  

LinkedIn

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: C5, Community Foundation of Northeast Georgia, Corners Outreach, Courtney Mishoe, Donna Beatty, donor advised funds, Frazier Deeter, Good2Give Podcast, Larry Campbell, philanthropy

Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator

September 23, 2022 by John Ray

CFO Navigator
North Fulton Studio
Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator
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CFO Navigator

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.

Website | LinkedIn |Facebook | Instagram

Donna Beatty, Tax Partner, Frazier & Deeter

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.

LinkedIn

CFO Navigator

Taking your business to the next level requires moving beyond bookkeeping and simply counting to using your numbers to actively navigate your business.

CFO Navigator guides organizations that are not ready for a full-time financial professional, but need more strategic insight. CFO Navigator offers a powerful combination of financial insight and business foresight that simplify the numbers, clarify what is important and communicate – in plain English – which ones to watch to navigate the business and make better decisions.

CFO Navigator focuses on helping companies that have outgrown their current financial capabilities and are ready to use their numbers to navigate the business and not just keep score.

CFO Navigator designs and builds scalable financial capabilities, knows the numbers inside and out, provides confidence that they are right, interprets what they mean, and communicates what’s important; and when the time comes, will turn over the helm to a full-time CFO.

CFO Navigator offers business owners an expert sounding board with an experienced outside perspective for assessing business opportunities and obstacles.

Company website | Facebook | LinkedIn | Twitter

Robert Stephens, Managing Partner, CFO Navigator

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.

LinkedIn

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
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.

Tagged With: Bill McDermott, CFO Navigator, CFO Services, Donna Beatty, Frazier and Deeter, inflation, interest rates, Inventory, ProfitSense, Recessioni, Robert Stephens, Tax accountant, The Profitability Coach

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

Allison Jarrell, Metro Music Makers

November 23, 2021 by John Ray

Metro Music Makers
Business Beat
Allison Jarrell, Metro Music Makers
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Metro Music Makers

Frazier & Deeter’s Business Beat: Allison Jarrell, Metro Music Makers

On this episode of Frazier & Deeter’s Business Beat, Founder and CEO of Metro Music Makers Allison Jarrell discussed her firm’s work in music education and music therapy. They offer students many instruction options from a wide variety of instrument lessons, sound production, both online and in-person instruction, as well as music therapy for children and memory care patients. Joining Roger Lusby and Donna Beatty, Allison shared her entrepreneurial journey, success stories, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Metro Music Makers

Since beginning with a focus on in-home private instruction, Metro Music Makers has expanded to offer our services online all over the country, and to schools and healthcare providers as well. Their team of trained, dedicated, and passionate teachers have all received extensive training in teaching online and in-person, and they bring their passion for music and education into homes and lives everywhere.

MMM’s mission is to extend the benefits of musical ability to people of all ages and abilities through superior music instruction and therapy. Their students can study virtually any instrument, and they offer multiple performance opportunities throughout the year, including traditional recitals, festivals, and community events, as well as virtual recitals and showcases for our online students.

They believe that music is for everyone and that any individual is capable of learning how to play an instrument regardless of age, gender, skill level, disability, and ethnic background. To ensure that they uphold the highest standards in music education, they provide a professional development program for their instructors to cover topics related to music and the fine arts, teaching music, learning styles, child development, online teaching, and business basics for professional musicians.

Company website | Facebook | LinkedIn

Allison Jarrell, Founder and CEO, Metro Music Makers

Allison Jarrell, Founder and CEO, Metro Music Makers

Allison Jarrell founded Metro Music Makers as a private Atlanta-based music studio offering in-home music lessons. She has been teaching since 1992 (sometimes as many as 78 students per week herself), with students ranging from 3 years of age to senior citizens, and those with special needs. In addition to overseeing a variety of instructors in the Metro Music Makers family, she is a board-certified Music Therapist licensed in the State of Georgia. Allison’s music therapy experience includes working in special needs classes, in private behavioral therapy and research with children diagnosed with autism, in music therapy and research with neonates, as a music therapist at a drug and alcohol rehab for teens, and as a music therapist in mental health settings working with adults diagnosed with a range of disorders including schizophrenia, PTSD, depression, bipolar disorder, anxiety, and dissociative disorders.

Originally from Easley, South Carolina, Allison attended the Greenville Fine Arts Center, and earned her Bachelor of Music in Music Therapy from Florida State University (cum laude). She also served a six-month internship at San Antonio State Hospital (a mental health institution). Allison pursued a career as a singer/songwriter after college, recording three EPs and one full-length album. While touring, she was hired by Mars Music, Inc. to implement the Babies Make Music program in the metro Atlanta area.

In addition, Allison was a finalist in the Greenville Symphony Orchestra Russian Music Festival Piano Competition in 1990 and a semifinalist in the Young Keyboard Artists Association International Piano Competition in 1990. She toured with the band Life As Mary from 2000-2003, including an exciting showcase with A & R exposure at the 2002 Atlanta Music Conference.

Allison’s flexibility working in diverse positions and environments gave her the training needed to begin Metro Music Makers in 2002. As parents learned about her music therapy background, she began to get requests for adaptive lessons for students who might not otherwise find success in traditional lessons.

Allison is currently a member of the National Guild of Piano Teachers, the Music Teachers National Association, the Georgia Music Teachers Association, the North Fulton Music Teachers Association, and the Music Therapy Association of Georgia. Additionally, Allison serves as a judge for events sponsored by the National Guild of Piano Teachers and the Georgia Federation of Music Clubs.

Allison’s students have achieved many honors over the years. She has seen over 225 of her students make top marks in the National Piano Guild Auditions and National Federation of Music Clubs Festival since 2003.

Allison believes that the process of learning how to play a musical instrument and learning how to create music relates to everything else that we accomplish in life. “We are teaching the future leaders and innovators of tomorrow,” she says. “As a teacher, when I really think about that and about the influence that lessons may have in my students’ lives, I’m overwhelmed with gratitude for the opportunity to work one-on-one with young people over the course of many years.”

In fact, now that Allison has been teaching for a number of years, her favorite times are catching up with prior students over lunch or coffee. “It’s exciting to see what my former students do with their lives as they grow into adulthood,” she says.

Allison also was a one-time snake handler (a long story involving removing a baby snake from her house that turned out to be a copperhead!) and a one-time opera singer, (I Pagliacci) in 1991). She and her husband David have an adorable young son, Elliott, who began music classes at the age of six months. Elliott loves strumming the family’s guitars and playing the piano keys.

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: Allison Jarrell, Business Beat, Donna Beatty, Frazier and Deeter, Inspire Together, Metro Music Makers, MMM, music classes for young children, music education, music instruction, music therapy, Roger Lusby

Dr. Nicholas Alley and Hilary Beeston, Area-I

July 21, 2021 by John Ray

Area-I
Business Beat
Dr. Nicholas Alley and Hilary Beeston, Area-I
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Area-I

Frazier & Deeter’s Business Beat: Dr. Nicholas Alley and Hilary Beeston, Area-I

Dr. Nicholas Alley and Hilary Beeston, Co-Founders of Area-I, joined Frazier & Deeter’s Roger Lusby and Donna Beatty to discuss the keys to their successful work in Unmanned Aerial Systems (UAS). Nick and Hilary shared their backgrounds, how Area-I got started, challenges of working with the federal government, why UAS are so important, how they’ve created an attractive working environment for their team, and much more.  Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Area-I

Founded in 2009, Area-I has spent over a decade developing a unique and innovative aerospace company that delivers tangible results, while providing a fun and creative environment for our employees to thrive.

Area-I, Inc. is a metro-Atlanta-based Aerospace company dedicated to the development of state-of-the-art Unmanned Aircraft Systems (UAS). They specialize in the design, prototyping, optimization, integration, flight controls, and flight testing of unmanned systems from initial concept to demonstration. Area-I is quickly becoming known for the go-to source of Tube-Launched, Tube-Stored aircraft, such as its ALTIUS platform. ALTIUS offers unrivaled endurance and payload capacity in its size class. Some of Area-I’s current customers include the U.S. Air Force, SOCOM, U.S. Navy, U.S. Army, and NASA.

Company website | LinkedIn

Dr. Nicholas Alley, CEO, and Hilary Beeston, CFO, Area-I

Area-I
Hilary Beeston, CFO, and Nick Alley, CEO, Cofounders, Area-I

Dr. Nicholas Alley and Hilary Beeston cofounded Area-I in 2009.  Hilary took on the role of CFO and her work has been key to navigating Area-I’s business with the federal government.

Dr. Nicholas Alley received his Ph.D. in Mechanical Engineering with an emphasis in fluids and flight mechanics from Utah State University in 2006. Studying under Dr. Warren Phillips, he gained a background in aerodynamics and flight mechanics. While at USU, Dr. Alley was involved in the design and construction of five unmanned aircraft and was the chief engineer and faculty advisor for the student-designed USU Wright Flyer, which successfully flew at venues all over the nation in celebration of the centennial of flight.

After graduation, he spent a year at the Idaho National Laboratory (INL) where he developed and deployed unmanned aerial vehicles to aid in the protection of INL’s nuclear facilities. In the fall of 2007, he took a research faculty position in the Aerospace Engineering department at the Georgia Institute of Technology where he was the instructor for the unmanned aircraft design class and the faculty advisor for Georgia Tech’s AIAA design-build-fly student teams.

Dr. Alley left Georgia Tech in January of 2009 and founded Area-I, Inc., an aerospace technology firm in the Atlanta area that specializes in the development of unmanned aircraft systems (UAS). Since 2009, Area-I has grown to over 100 personnel, received nearly $100 million in government and private contracts, and is actively engaged in developing UAS, and UAS-related technologies for the Air Force, Navy, Army, and NASA.

At Area-I, Dr. Alley continued his tradition of aircraft design by utilizing his software tools, which can quickly and accurately predict aircraft performance, to lay the framework for a company that has since established a reputation for designing highly engineered, mission-specific unmanned aircraft. Area-I is currently leading the development and testing of new unmanned aircraft for the Air Force, Army, and Navy as well the autonomy that allows those aircraft to carry out highly specialized missions with minimal operator oversight. Area-I’s primary platform, ALTIUS, is a high-endurance fixed-wing aircraft that folds up such that it fits into a specialized launch tube. ALTIUS is then carried aloft, launched, and controlled from a mothership, such as the AC-130 gunship, the UH-60 Blackhawk, or the NOAA P-3 hurricane hunter.

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 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: aerospace, Aerospace and defense, aircraft design, Area-I, Donna Beatty, Frazier & Deeter's Business Beat, Frazier and Deeter, Nicholas Alley, Roger Lusby, UAS, Umanned aerial systems, unmanned aircraft

Frazier & Deeter’s Business Beat: Jackie Cannizzo, C5 Georgia Youth Foundation

June 15, 2021 by John Ray

C5 Georgia Youth Foundation
Business Beat
Frazier & Deeter's Business Beat: Jackie Cannizzo, C5 Georgia Youth Foundation
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C5 Georgia Youth Foundation

Frazier & Deeter’s Business Beat: Jackie Cannizzo, C5 Georgia Youth Foundation

C5 Georgia Youth Foundation aims to open windows of opportunity for high promise teens who come from under-resourced communities. Executive Director Jackie Cannizzo joined Business Beat to share the success stories of the leadership camps they operate for underserved youth. Host Roger Lusby was also joined by Donna Beatty, CPA, a Partner with Frazier & Deeter who also serves as Board Chair of C5 Georgia. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

C5 Georgia Youth Foundation

C5 Georgia is a 5-year leadership development program designed by PhDs and youth development experts to serve under-resourced middle and high school youth.

C5’s mission is to change the odds of success for high potential teens from under-resourced communities by inspiring them to pursue personal success while preparing them for leadership roles in college, work, and their communities.

Their curriculum centers on experiential learning activities that empower youth to develop life skills and become C5 Leaders.

C5 offers year-round programming in Leadership, College and Career Readiness, Community Service, and Social Awareness.

Company website | LinkedIn

Jackie Cannizzo, Executive Director, C5 Georgia Youth Foundation

C5 Georgia Youth Foundation
Jackie Cannizzo, Executive Director, C5 Georgia Youth Foundation

In 2017, Jackie Cannizzo became executive director of C5 Georgia Youth Foundation, a nonprofit dedicated to empowering teens from under-resourced communities. Jackie specializes in nonprofit management, event planning, business development, sports marketing, new business, leadership development, fundraising, activation, and the game of golf.

Other projects include the launch of Dare to Golf, a program dedicated to helping women in business use golf to advance their careers, and helping PGA Junior League Golf go national.

Jackie is also the Founder and President of the Esther Cannizzo Junior Golf Foundation and is a board member of Purple Heart Homes Metro Atlanta.

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 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: C5 Georgia Youth Foundation, Donna Beatty, Frazier and Deeter, Jackie Cannizzo, leadership skills, Roger Lusby, under-resourced communities, youth leadership

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