Frazier and Deeter Archives - Page 3 of 4

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

March 16, 2022 by John Ray

Business Beat

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

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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.

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.

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, 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:

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

John Coleman, Author of HBR Guide to Crafting Your Purpose

February 16, 2022 by John Ray

Business Beat

John Coleman, Author of HBR Guide to Crafting Your Purpose

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Frazier & Deeter’s Business Beat: John Coleman, Author of HBR Guide to Crafting Your Purpose

John Coleman, author of HBR Guide to Crafting Your Purpose and Managing Partner at Sovereign’s Capital, discussed with host Roger Lusby his firm’s work investing in redemptive companies. John also covered themes from his new book, including why finding purpose runs deeper than just the “hero’s journey,” the elements of a life that build meaning, why relationships are a cornerstone of purpose, the role of purpose in the workplace, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

John Coleman, Author of HBR Guide to Crafting Your Purpose

John Coleman is an investor, writer, and public speaker. A frequent contributor to Harvard Business Review, John and his work have been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the Los Angeles Times among other publications. He previously published Passion & Purpose (HBP, 2011) and How to Argue Like Jesus (Crossway, 2009). A frequent public speaker, John has addressed hundreds of audiences on college campuses, at conferences, and for corporations and non-profits.

In January 2022, John published HBR Guide to Crafting Your Purpose. John debunks three misconceptions about purpose at work: that purpose is found, that you have only one, and that it remains the same over time. Packed with tips and advice for how you can cultivate more meaning in your life and at work, this book teaches you how to endow everything you do with purpose each day.

John is a Managing Partner at Sovereign’s Capital, which invests in public equities, private equity, and venture capital. He has prior experience at McKinsey & Company, Invesco, and Bridgewater Associates, among others. He’s active in the community, with current or prior experience on the boards of Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He’s been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend’s and the Atlanta Business Chronicle’s “40 Under 40.”

John is a summa cum laude graduate of Berry College, where he was the student commencement speaker. He’s an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean’s Award Winner. And he’s an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow.

John lives in Atlanta with his wife Jackie, their four young children, and a menagerie of small animals, including a bearded dragon affectionately named “Bruce Willis.”

John’s Website | LinkedIn

Sovereign’s Capital

Sovereign’s Capital provides capital and strategic partnership to values-driven, market-leading companies and funds with potential for outsized returns for all stakeholders.

Sovereign’s has four main practices: early-stage venture capital, lower middle-market private equity, fund of funds, and public markets.

Sovereign’s is distinct in its capacity to match values-motivated entrepreneurs with aligned investors, its ability to hold investments long term, its willingness to customize solutions to owner needs, and the excellence with which it executes through disciplined strategic, operational, and financial partnership.

Company website | LinkedIn

Frazier & Deeter

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David Marsden, Advanced Merch

January 19, 2022 by John Ray

Business Beat

David Marsden, Advanced Merch

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Frazier & Deeter’s Business Beat: David Marsden, Advanced Merch

Since buying the business fifteen years ago, Advanced Merch co-owner David Marsden, along with his brother Chris, succeeded both by growing with their customers and going out of their way to take care of employees. David joined Frazier & Deeter’s Donna Beatty and Business RadioX host John Ray to discuss the lessons he’s learned along the way, his company’s philosophy of staying close to their clients to help them grow, navigating supply chain challenges, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Advanced Merch

Advanced Merch is a shop of wonders. From the drawing board to the screen press, they’ve got you covered for all your merchandise needs. Their team of craftsmen and experts has been working in the apparel and e-commerce business for over two decades. They offer custom embroidered and screen printed apparel, promotional products for every occasion, and product fulfillment for companies and brands. Hundreds of clients return to their shop for our extensive catalog of options and styles as well as their direct communication with each person. Advanced Merch believes a company should be socially conscious and have worked directly with many charities and social ventures to help them find the most affordable options without sacrificing quality.

Company website | Facebook | Twitter | LinkedIn | Instagram

David Marsden, Co-owner, Advanced Merch

David Marsden is the co-owner of Advanced Merch along with his brother, Chris Marsden. Their family-owned and operated business has been providing the best in custom screen printed and embroidered apparel and promotional products since 2004. Their professional full-service merchandising and fulfillment options will take your brand or company to the top level.

Donna Beatty, Frazier & Deeter

As a Partner in Frazier & Deeter’s Tax Department, Donna Beatty brings a wealth of professional tax and accounting knowledge 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 also has extensive 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 in an evolving market. She has successfully represented clients with the Internal Revenue Service, including a specific tax case in which she persuaded the IRS to agree to her argument 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 Frazier & Deeter, before moving on to become a partner at small local accounting firm. Donna rejoined FD in January 2010 to better serve the needs of her clients.

Frazier & Deeter

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

Allison Jarrell, Metro Music Makers

November 23, 2021 by John Ray

Business Beat

Allison Jarrell, Metro Music Makers

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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 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.

Frazier & Deeter

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

John Herbert, Herbert Legal Group

September 21, 2021 by John Ray

Business Beat

John Herbert, Herbert Legal Group

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Frazier & Deeter’s Business Beat: John Herbert, Herbert Legal Group

John Herbert of Herbert Legal Group joined this edition of Business Beat with host Roger Lusby to discuss his legal and strategic advisory practice, both domestic and international. John shared what he sees with commercial real estate activity in North Fulton, his work on various investment projects in Africa, assisting international investors in buying U.S. real estate, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Herbert Legal Group

From the smallest start-up to the industry giant, legal solutions are no longer a luxury. Whether it is that one incident that requires intense legal representation or simply issues that arise naturally in the day-to-day business context, companies need a law firm that is on their side.

Herbert Legal Group wants to be an integral member of your business team. Nothing splits up a team more than that unexplained, surprise invoice for services clients were not expecting, did not approve of, or did not understand. Time-based billing creates a wall of separation between team members which can hamper even the best working relationship. So Herbert Legal Group delivers solutions, not minutes.

Company website | LinkedIn

John Herbert, Principal, Herbert Legal Group

John Herbert has been practicing law since 1994. In 2013 he decided to transform my practice and the way legal services are delivered to small and medium-sized businesses.

He realized that he was missing out on opportunities because people were afraid to call out of fear that the clock would be running, and they would be hit with a huge bill for his time. At the same time, companies were missing critical legal services out of fear.

Herbert Legal Group’s biggest competition is not other law firms. Their biggest competition is business owners doing nothing. Herbert Legal will take that call. They will take that meeting. If they cannot offer you a solution during that time, then that time is on them. At least you will trust them enough to call them next time.

They are business owners just like you and understand the opportunities and challenges of building something lasting and important. HLG cannot commit to open-ended invoicing from their service providers either. They measure their resources and employ them in a way that creates value for the clients first and the company second. Sound familiar? They treat you the way you want to be treated.

Frazier & Deeter

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

Dr. Nicholas Alley and Hilary Beeston, Area-I

July 21, 2021 by John Ray

Business Beat

Dr. Nicholas Alley and Hilary Beeston, Area-I

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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

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.

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

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

June 15, 2021 by John Ray

Business Beat

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

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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

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.

Frazier & Deeter

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

Frazier & Deeter’s Business Beat: Mike Cheng, Frazier & Deeter

January 21, 2020 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Mike Cheng, Frazier & Deeter

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Show Summary

Mike Cheng, Frazier & Deeter national professional tax partner, joins host Roger Lusby, CPA to discuss various types of complex accounting that can arise for business clients, and financial reporting issues, including lease accounting. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Mike Cheng, Frazier & Deeter

Mike Cheng joined Frazier & Deeter as a tax partner in spring 2019. He oversees the firm’s professional practices related to accounting and audit. Mike specializes in assisting clients with complex accounting and financial reporting issues, such as revenue recognition and lease accounting. Prior to Frazier & Deeter, he served nearly 7 years as Senior Project Manager/Private Company Council Coordinator for the Financial Accounting Services Board, and close to nine years at PwC.

To find out more, go to the Frazier & Deeter website, email Mike, or call 404-573-4538.

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: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

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

Frazier & Deeter’s Business Beat: Carter Barrett, Affinity Bank and Dime Capital

November 20, 2019 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Carter Barrett, Affinity Bank and Dime Capital

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Show Summary

Carter Barrett of Affinity Bank and Dime Capital joins host Roger Lusby, CPA to discuss how to make small businesses more valuable in a sale, the value of investing in relationships, the importance of great advisors, and much more. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Carter Barrett, Affinity Bank and Dime Capital

Carter Barrett is the Market President of North Atlanta for Affinity Bank as well as a Founding Partner of Dime Capital.

Carter has almost 30 years of commercial banking experience in North Atlanta serving in different roles, including Forsyth County Executive for Wachovia and as the Senior Lender for Regions Bank in Forsyth County.

In December of 2006 he and two associates made a decision to start their own bank and over the next year they wrote a business plan, recruited a management team and Board of Directors, raised $16.8 million in capital, and obtained the necessary regulatory approvals to open.

Community Business Bank (CBB) was opened in January of 2008, with Carter serving as the original President, Sr. Credit Officer, and member of the Board of Directors. Within 8 months he was named CEO of the organization. Barrett led the bank during a tumultuous time for the industry and oversaw all aspects of day to day operations for the bank’s entire existence. He negotiated the sale to Community and Southern Bank in May of 2015, delivering a solid outcome for his shareholders.

After selling the bank, he and two friends started an investment company called Dime Capital, which has consulted with companies to help them improve operations, profitability, and enterprise value. Dime makes strategic investments in real estate and in small businesses.

Today Carter serves as the Market President of North Atlanta for Affinity Bank, which is headquartered in Atlanta and is especially gifted at serving professionals, small to mid-sized companies, and real estate investors. Carter and his associate, Andrew Bell, have been charged with planting a flag for Affinity Bank in North Atlanta and will focus on the GA 400 corridor.

Carter is honored to have served the community on various Boards of Directors including: United Way of Forsyth County; the Greater North Fulton Chamber of Commerce; and the Forsyth Chamber. He is a graduate of Leadership North Fulton and Leadership Forsyth, has served as President of the Lanier Forsyth Rotary Club and as Membership Chairman for Rotary District 6910. He currently serves as Co-Chairman of the Advisory Committee of The Center for Entrepreneurship and Innovation at the University of North Georgia.

Carter Barrett is a 9^th generation Georgian from Augusta. He went to high school in Rome, Italy and has a BBA in Finance from the University of Georgia. He has been married to Jamie Harden Barrett since 1995 and has two daughters, Eleanor and Cornelia.