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

March 7, 2025 by John Ray

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

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

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

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

Jessie Broussard, Chief Marketing Officer, Frazier & Deeter

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

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

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

LinkedIn

Donna Beatty, Tax Partner, Frazier & Deeter

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

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

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

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

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

LinkedIn

Frazier & Deeter

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

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

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

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

Website | LinkedIn |Facebook | Instagram

Topics Discussed in this Episode

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

About North Fulton Business Radio and host John Ray

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

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

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

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

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

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

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

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

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

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

Embracing Disruptive Innovation in Professional Services with Natalie Born, Author, Set It on Fire: The Art of Innovation

October 2, 2024 by John Ray

Embracing Disruptive Innovation in Professional Services with Natalie Born, Author, Set It on Fire, on The Price and Value Journey podcast with host John Ray
North Fulton Studio
Embracing Disruptive Innovation in Professional Services with Natalie Born, Author, Set It on Fire: The Art of Innovation
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Embracing Disruptive Innovation in Professional Services with Natalie Born, Author, Set It on Fire, on The Price and Value Journey podcast with host John Ray

Embracing Disruptive Innovation in Professional Services with Natalie Born, Author, Set It on Fire: The Art of Innovation (The Price and Value Journey, Episode 115)

In this episode of The Price and Value Journey, John Ray hosts Natalie Born, an innovation expert and principal consultant at Arch + Tower, to discuss innovation in professional services and the impact of AI and other disruptive technologies on professional services. Natalie emphasizes the importance of balancing automation with relationship-building, outlining ways organizations can use AI to enhance productivity and client experiences. The conversation delves into strategies for fostering a culture of innovation, establishing governance around AI usage, and ensuring AI augments rather than replaces human capabilities. Natalie also shares insights on maintaining the perception of value and pricing services effectively in an AI-influenced market. Listeners are encouraged to focus on co-creating solutions with clients to ensure relevance and effectiveness.

The Price and Value Journey is presented by John Ray and produced by the North Fulton affiliate of Business RadioX®.

Natalie Born, Arch + Tower, and Author, Set It on Fire: The Art of Innovation

Natalie Born, Arch + Tower, and Author, Set It on Fire: The Art of Innovation, on The Price and Value Journey podcast with host John Ray
Natalie Born

Natalie Born is a member of Frazier & Deeter’s Advisory Practice and a Principal Consultant with Arch + Tower, an FD Company. She specializes in helping businesses develop and implement effective strategies to exceed their goals, grow their topline revenue and achieve award-winning results.

Natalie is the host of a top 25 innovation podcast, Innovation Meets Leadership, that is listened to in over 80 countries.  She authored the book, Set It on Fire: The Art of Innovation.  Natalie has collaborated on two approved US patents and has over 20 years of experience leading product development, strategy, and innovation teams working globally in over 18 countries. Natalie has worked with organizations such as CareerBuilder, First Data, IHG, and ADP, leading major initiatives in over 18 countries.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | Natalie’s Book | Natalie’s Podcast

Topics Discussed in this Interview

00:00 Introduction to The Price and Value Journey
00:37 Meet Natalie Born: Innovation Expert
01:59 The Role of Automation in Professional Services
04:02 Historical Perspective on Technology and AI
04:38 AI Adoption Across Industries
09:28 Fostering a Culture of Innovation
17:11 Balancing Technology and Human Touch
22:10 Practical AI Applications in Professional Services
25:41 Amazon’s Daily Upload Limit
26:24 AI’s Impact on Content Perception
27:30 The Hype vs. Heart Debate
28:35 Using AI to Enhance Client Value
29:09 Defining AI Governance in Organizations
30:08 Scaling AI for Organizational Success
33:23 The Importance of Client Feedback
35:44 Measuring and Pricing Value
39:57 The Role of Change Management
42:05 Conclusion

About The Price and Value Journey

The title of this show describes the journey all professional service providers are on:  building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire, and trying to do all that at pricing that reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line and the mindset you bring to your business.

The show is hosted and produced by John Ray and the North Fulton studio of Business RadioX®. The show can also be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray, Author of The Generosity Mindset and Host of "The Price and Value Journey"
John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include business coaching and advisory work, as well as advising solopreneurs and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

In his other business, John is a Show Host and Producer and owns the North Fulton (Georgia) studio of Business RadioX®. John and his team work with B2B professionals to create and conduct their own podcast using The Generosity Mindset™ Method:  building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 780 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 its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

The Generosity Mindset, by John RayJohn is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to those clients. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset™, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver great value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

The combination of all these elements is quite different for you compared to any other service provider in your industry. Therein lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: AI, AI governance, Arch + Tower, artificial intelligence, change management, Frazier Deeter, Innovation, John Ray, Natalie Born, professional services, Technology, The Price and Value Journey

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

December 20, 2023 by John Ray

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

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

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

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

Frazier & Deeter

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

Website | LinkedIn | Facebook | Instagram

Jim Frazier, Founder & Tax Partner

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

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

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

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

David Deeter, Founder & Tax Partner

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

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

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

Bob Woosley, National Practice Leader, Private Equity Practice

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

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

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

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

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

Roger W. Lusby III, Tax Partner

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

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

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

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

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

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

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

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

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

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

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

Eric Pritchett, Terzo Technologies

October 25, 2023 by John Ray

Terzo
Business Beat
Eric Pritchett, Terzo Technologies
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Terzo

Frazier & Deeter’s Business Beat:  Eric Pritchett, Terzo Technologies

Eric Pritchett, President and COO of Terzo Technologies, an enterprise AI company, joined host Roger Lusby to discuss the company’s technology and how it helps businesses extract valuable data from documents, contracts, and more. Eric talked about their capacity to improve decision-making and operational processes. He shared success stories that highlight the impact of Terzo on increasing productivity and efficiency for businesses, about how the company developed its product, why they moved their operations from California to Metro Atlanta and specifically North Fulton, and more.

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

Terzo Technologies

Terzo uses powerful AI technology to extract, analyze, and visualize your contract data.

Terzo’s AI data extraction capabilities also extend beyond contracts and can solve your organization’s document problems, from invoices to POs and more.

Their platform was designed on the foundation of contract intelligence, providing business teams with the necessary data to improve productivity, optimize spend, reduce costs, and manage risk and governance across their entire supplier ecosystem. Terzo has global operations across the United States, Canada, and India.

Terzo is designed to connect teams, breaking silos along the way. At Terzo, strengthening relationships is at the heart of what they do. They unite teams and unlock insights so organizations can make smarter decisions and maximize value from their suppliers, customers, and partners.

Terzo means “third” in Italian. Their founders have Italian heritage and chose it to describe what they set out to build—a platform that brings third parties together.

For the first time, Legal is now a large part of both the buying and selling teams. Terzo is the first solution to provide critical data and terms to both sides, enabling legal and business teams to make decisions together.

Company website | LinkedIn

Eric Pritchett, President and COO, Terzo Technologies

Eric Pritchett, President and COO, Terzo Technologies

With over 20 years of experience in technology, finance, and strategy, Eric is the President and COO of Terzo Technologies, an enterprise AI platform that extracts valuable data from documents for business operators. He works with the senior team to develop and implement the overall vision, direction, and execution of the company, as well as the development and implementation of strategic customer-facing initiatives.

Prior to joining Terzo, Eric was the Vice President of Corporate Strategy at Asurion, where he evaluated and executed on strategic investment opportunities, including acquisitions. He also co-founded and led Potamus Trading, a technology-driven broker-dealer and market-maker, and PhaseCapital, a quantitative hedge fund.

Eric has a strong background in FinTech, corporate venture capital, and M&A, as well as a passion for innovation and growth. He holds BS and MBA degrees from Boston University and the Boston University Questrom School of Business.

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 on 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 | Instagram

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

Tagged With: AI, Business Beat, CPa, digital data, document management, Dono Kabilova, Eric Pritchett, Frazier Deeter, Roger Lusby, tax accountants

Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

August 29, 2023 by John Ray

Chad Hagan
Business Beat
Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing
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Chad Hagan

Frazier & Deeter’s Business Beat: Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

Chad Hagan, founder of Hagan Capital Group and author of Global Family Office Investing, joined Business Beat and host Roger Lusby for a wide-ranging conversation about investing in the environment, his non-political definition of “environmentalism,” his views on the energy sector, the economy of the North Fulton region, and much more.

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

Hagan Capital Group

Since the founding of Hagan Capital, the principals have advised on over $2,5 billion of transactions for funds, family offices, institutions, investment companies and wealthy individuals. 

The partners are headquartered in metropolitan Atlanta, Georgia with affiliated partners and companies in New York, Florida, Canada, and England.

Company website | LinkedIn

Chad Hagan, Founder, Hagan Capital Group and Author, Global Family Office Investing

Chad Hagan, Founder, Hagan Capital Group and Author, Global Family Office Investing

Chadwick Hagan is an author, investor, and entrepreneur.

He is a managing partner of Wessex Investments and the founder of Hagan Capital Group.

Over his career he has advised nearly $2 billion dollars in M&A transactions and investments; including managing funds with an average annual return of 30%; leading the takeover and bankruptcy recapitalisation efforts of American Apparel – then the largest vertically integrated apparel company in the US – and managing investments in consumer goods and energy commodities. He is an investor and company director for numerous commercial concerns, funds, and entities in the US and Europe.

His most recent book, Global Family Office Investing, was published by Palgrave in 2021, and his economics blog, Chaganomics.com, was archived by US Library of Congress Economics Blogs Web Archive. He is an opinion columnist and has written for The Epoch Times, Fox Business, and ArtNews.

He is a director for the Hagan Family Foundation, founded by his father in the 1990s, where he focuses on fiscal policy, environmentalism, and art history.

Chad studied economics at Harvard and the London School of Economics. He married Emily Wheeler in 2008 and lives in Metropolitan Atlanta. He enjoys skiing, tennis and producing documentaries in his spare time.

LinkedIn | Twitter

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

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

Tagged With: Alpharetta, Business Beat, Chad Hagan, climate change, Courtney Mishoe, economic development, energy, environmental investing, environmentalism, Frazier Deeter, Global Family Office Investing, Hagan Capital Group, Hagan Family Foundation, nuclear power, Roger Lusby, Roswell, solar power, Wessex Investments, wind energy

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

Gloria Mattei with Nothing Bundt Cakes and Matthew Foster with Frazier & Deeter

August 17, 2023 by angishields

Sandy-Springs-Chamber-81523
In & On Business
Gloria Mattei with Nothing Bundt Cakes and Matthew Foster with Frazier & Deeter
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In this episode of In and On Business, Gloria Mattei with Nothing Bundt Cakes and Matthew Foster with Frazier & Deeter join host Andy Williams to discuss how both working in and on your business is a necessity to achieving the balance of your success and your company’s success. 

Gloria-MatteiGloria Mattei was born in Puerto Rico in 1968. The last kid of five. Graduated from the University of Puerto Rico with a degree in Business Administration, majoring in accounting. Worked for 16 years in the telecommunications industry performing several positions, domestically and internationally, starting with accounting and then transitioning to operations, due to her desire to get to know all the details of the business and understand how to run it.

She performed several functions within the Finance/accounting role, starting with auditing financial operations, new business initiatives financial support, and Wholesale Telecommunication operations, and her last role was as an Associate Director for M2M Operations for Verizon Wireless.

She was responsible for the implementation of the settlement system between Telecommunication carriers, when the first M2M system was established by Verizon Wireless, for Onstar-Telematics-General Motors back in 1999. From there she moved to manage a national team that supported major OEMs, such as Toyota, Mercedes Benz, etc. supporting the design, implementation, testing, and operational readiness of their telematics/M2M systems.

On a personal note, she is happily married, for 26 years, to her wonderful and supportive husband Sergio Pacheco. They have been blessed with two amazing kids, Adrian 21, and Zahra 18. Georgia has been their home since 1997, making Roswell their first home, and now in Milton for the last 12 years.

Gloria comes from a large family. Her grandfather was an entrepreneur farmer who owned and developed land for farming and cattle. Her mother had an entrepreneurial mindset as well and supported her family by establishing her own realty leasing business.

Her two older brothers owned a bookstore and a consulting business for many years. Gloria loved her corporate career and considered herself a conservative mindset. However, that owner/entrepreneur seed wanted to grow, and the inspiration to allow it to grow started with being a mom of two kids, one of them, diagnosed with Autism Spectrum Disorder.

Gloria’s entrepreneurship started when she met the Nothing Bundt Cakes (NbC) brand back in 2010, during one of her many business travels to California. She was introduced by a friend from Texas who knew the brand very well. She came home to tell Sergio, her husband, “ I think we found the business” and her husband said… “ Are you crazy? You don’t even cook!” Gloria had the vision to be the first NbC store in GA.

Her first thought after knowing the brand, was “There is nothing like this in GA”. One year later the first NbC store opened in Sandy Springs Ga, and Sergio got to taste the product, at his own XMAS housewarming party. At that point, he said, “You are on to something. Let’s start the research process”. What started as simple franchise research in January 2011 resulted in the opening of the 2nd NbC store in GA, store number 83 for the franchise system. They open their doors in December 2013. They will be celebrating their 10th anniversary on December 13, 2023.

In March 2022, Gloria and Sergio were approved to grow to their second bakery. However, destiny and serendipity had other plans. She had a strong relationship with the owner of the first store in GA (Sandy Springs) and that owner reached out to Gloria- as soon as she was approved for her second bakery- and said “I want to retire and I don’t want to sell to anyone but you.”

Long story short, Gloria and Sergio expanded their market by taking over the Sandy Springs bakery on June 2022 and are now proud owners of bakery #1 and # 2 in GA which proudly serves the GA 400 North Fulton Corridor.

She and her NbC family are proud to bring joy to our community and truly live the experience of how “cake changes everything”. Gloria opened her business with a big dream. That dream is her why. The dream of building a platform for her son, who is in the autistic community. He could either be able to perform in it or prove that he, and other kids like him, can function and have a role in the community.

Gloria is not a stranger when it comes to the community. She has used her business to integrate into the community and find different ways her cakes can bring joy and help at the same time, in all different ways possible. She says she is very proud and grateful for how this platform has allowed her son to grow, and how she and her team have been able to assist the community in many ways.

Gloria has seen this bakery grow not only as a platform for her son, but for her daughter, and many other individuals, including other special needs young adults in the community. Gloria has had the honor of being nominated and receiving several awards that have made her proud of all the hard work they have put into their business during the past 10 years.

Matthew-FosterMatthew Foster is a Tax Partner in Frazier & Deeter’s Tax Practice and Co-chair of the firm’s Manufacturing & Distribution Group.

With over 15 years of experience in public accounting, primarily at FD, he specializes in serving privately owned middle-market companies, including those backed by private equity. Matthew’s expertise lies in corporate structuring for tax strategies, mergers and acquisitions, joint ventures and ESOPs.

He assists clients operating in diverse industries such as manufacturing & distribution, technology, real estate and construction.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios in Sandy Springs, Georgia. It’s time for In and On Business brought to you by the Sandy Springs Perimeter Chamber. For more information, go to Sandy Springs Perimeter chamber.com. Now here’s your host.

Andy Williams: Welcome to in it on business with the Sandy Springs Premier chamber where we explore the tension between day to day business operations and strategic growth. The in and on of business. I’m your host, Andy Williams. In each episode we explore the ideas surrounding working in your business, while also exploring the essential strategies for working on your business. Whether that’s carving out the visionary path or delivering a final product to streamlining processes, sustainability, whatever the case may be. Both working in and on your business is a necessity to achieving the balance of your success and your company’s success. Our guest today first is Gloria Mattei. Correct, with the last name Mattei. Mattei, I knew I wasn’t going to get it right, even though I knew you corrected me already. Owner of not one, but two Nothing Bundt Cakes here in Georgia. And Matt Foster, tax partner at Frazier and Deeter. Welcome. We’re thrilled to have you guys here to share stories, wisdom of everything you all do to leverage your in and out of business within your own organizations to get us started, let’s start with our guests. Learn a little bit more about them. Gloria. Oddly enough, you began your career in accounting as well. So let’s hear how you made that transition from accountant to Nothing Bundt Cakes.

Gloria Mattei: For Nothing Bundt cakes, right. So I started, like you said, my career as an accountant. I was a CPA, and I started in the auditing world. I was auditor for the Office of the Comptroller of Puerto Rico. And then I, I wanted to be in one of the big six companies, Right. Doing tax and auditing. And the opportunity came for telecommunications company that was looking for bilingual accountants. And so I had the opportunity to interview with them. And it was actually a company that was the legacy company of what today is Verizon. It was called GTE, and they were looking for bilingual individuals for their international operations. So that’s how I ended up in the United States, from Puerto Rico to the United States as an accountant, as an auditor in taxing and all operational for all their international operations and also domestic. And so from accounting, I was there for about five years in the accounting world doing new business initiatives and everything that was telecommunications based. And in all honesty, I loved accounting, but I got tired of the taxing and the closing and the closing months. Every you know, in one of the closing flash meetings that we had, they were talking about that we were losing revenue in one of the cell towers because we were losing records. And I’m like, Oh my God, I need to learn about the business. I want to know what the business is about, not just the numbers. And so I did a completely 360 degree and there was an opportunity on a new team that was being developed for telematics.

Gloria Mattei: So remember, OnStar and General Motors. So I jumped into that team completely away from accounting into building that network and doing the operations of that network. And so I was there for 16 plus years, and I was traveling all over the United States in different OEMs, etcetera. And then I was in San Diego doing one of my trips to one of the OEMs, and my friend invited me to a nothing bundt cakes. And I said, What’s that? And he said, I’ve never had nothing. Bundt cakes. It’s like, no. And so I said, I don’t know. I’ll go with you. I don’t like cake. And so I went, I saw the bakery and I was like, Oh my God, this is the cutest thing. It was in San Diego. And I tried a cake and I was like, Oh my God, this is amazing. So I asked him, Is there anything like this in Georgia? And he’s like, No, I know them from Dallas and they do super well. And I said, Oh, that’s very interesting. And then he brought home like a bunch of cakes with him. I was like, What are you doing? And he’s like, I need to bring this for gifts. Everybody loves them. So anyway, I came home and I told my husband, Hey, I think I found something else I want to do. And the reason is because in the back of our mind, I have two kids, but my oldest son is in the spectrum. He’s autistic. And so I knew that corporate world was going to be hard for sure.

Gloria Mattei: So for some reason we had in the back of our head, we got to do something on our own and see if it’s that platform for him. If it’s not a platform, at least we can prove if he can work with us that he has a value in society. And so that was the was in the back of my mind about, you know, stepping out of corporate world and doing this. That’s excellent. And so the first reaction was, you’re crazy. You don’t bake, you don’t cook, you don’t do anything right. And I said, that’s true. I don’t do anything. I always travel all over the place. So it just ended up being serendipity. And we just left the conversation there and I. Was actually moving to a new house. And my friend that introduced me said, Hey, somebody took your idea. And there’s a store opening in Sandy Springs. And I said, Oh God, I want it to be the first bakery in Georgia. I said, It’s okay. I can be the second one. And so he actually brought cakes to my housewarming party. And so when my husband saw the reaction on everybody’s face, he’s like, Is this the place you told me about? And he’s like, Yeah. So we lost the opportunity of number one, we got to be number two. And he said, It looks like you’re into something. And so we started researching and the reason why I ended up owning a Nothing Bundt Cakes.

Andy Williams: And here we are.

Gloria Mattei: And here we are. Now I got number one and number two bakeries in Georgia.

Andy Williams: Yes, that’s excellent. And over the course of time, you ended up acquiring Exactly first one. Yeah, that’s that’s such an amazing story to me, just on so many different levels. Just simply one being an accountant and then transitioning all the way and turning on a very different side of the brain.

Gloria Mattei: It’s completely different side of the brain. I remember that when I decided to study accounting and be a CPA, what I had in my head was what my first accounting professor at college told me. And it’s like, if you’re an accountant, you can own your own business, you can do whatever you want. And so that’s what actually inspired me to go into accounting. But never in my life thought I would own my own business. I was corporate hard core, so that was a completely out of nowhere.

Andy Williams: Excellent. Well, does that make you corporate hard core at Frazier, or is that where where we land? Give us give us some of your background, Matthew. This is a this is a tough opening act to follow here because mine is much more simple.

Matthew Foster: Um, yeah, I mean, I’m I’m a tax partner at Frazier and Deeter. I’ve been there for 15 years, so unlike you, I am from Atlanta. I’m from this area. Actually, I’m from Dunwoody, right where we’re sitting right now and have both of my degrees from Georgia State. And I, I remember the summer of oh eight very clearly. I left the school in June of oh eight and then or no, in May of oh eight. And I walked into the doors of Frazier and Dieter in June of oh eight, and I haven’t left since. So unlike you, I am a true walking accountant. It’s just the same as last year, every single year. But no, I’ve greatly enjoyed the the time I’ve spent here. And I mean, it’s it’s why I’ve decided to become a partner here and stay here. And it’s it’s working with individuals like yourself working with small business owners, usually family founder owned businesses and helping them to navigate the IRS, navigate the accounting side of the business because a lot of people don’t have your skill set that have started businesses and they’re very, very good at what they do. But struggle a little bit with with how to operate a business. So you’re a package that we don’t see very often in a client base.

Gloria Mattei: It’s hard when you when you build your own business and you really don’t have any background. Right. And still, as we’ll talk about it, it comes to a point in which even though you may have that background, you do need that extra help because you cannot focus on that if you really want to grow your business.

Matthew Foster: Yeah. So I mean, we’re we’re brought in a lot of the times to. Helped take over some of that for them, but also give them ideas about stuff they haven’t been thinking about, ideas about expanding or having them look 3 to 5 years out. And they’re so focused on the now, they’re so focused on next week or making payroll next week that they fail to really think about where do we want to take our business? How far do we want to take it? Or I mean, can we make it bigger? Can we expand or do we want to sell it at some point?

Andy Williams: Well, and I think you lead in with an interesting point there, is that there’s a lot more being asked of you as an accountant than than than what probably the general public looks at is we look at it very much as it’s the numbers and, you know, they’re their ledgers and this is the route that we go. But the reality is, is you’re asked to think outside the box for these people as well, too.

Matthew Foster: No, it’s it’s it’s funny. A lot of people when they when they hear that I do taxes, they think I’m just sitting there with a green visor and you’ve got. I’ve got my tent. Well, I do have my tent key and I love my ten key. But no, to your point, it’s. It’s not just looking at the traditional compliance, not just looking at the tax return, but learning about them, learning about what drives them and what can we do to help. Further what they want to do with their business. And it might not be anything that we can do, but it’s knowing people that we can bring in to help with what they want done.

Andy Williams: Know and spot on. And that’s that’s where it’s, you know, from an innovation standpoint, I think that’s I would say that’s probably where you’ve seen, you know, a lot of businesses accounting firms especially grow is you weren’t always supposed to necessarily learn and gain all that inside depth and knowledge. But the importance of that is, is what I think everyone sees now is there’s there’s a lot more that goes into into strategic thinking of how do we approach it now to transition to you from a strategic standpoint is how do you evolve and innovate and grow nothing. Bundt cakes like what does that look like, especially as a as a franchisee and, and moving a business forward, you’re really leaning probably hard in on corporate a little. But there also want you to go and innovate on your own.

Gloria Mattei: So it’s an interesting aspect, right? And again, I had the view of I got to do something on my own. I didn’t know what. Right. All I knew was accounting and corporate world. So I knew I needed some structure. So that’s the reason why a franchise kind of struck my attention. It’s like I’m a rule follower. I know how to follow a path, right? And so I need that structure. Once I have the structure, I can probably just, you know, venture from there. And it was it’s interesting, once you start your own business franchise or no franchise, you are mostly the beginning of the time just in the business constantly. I mean, labor is stuff you don’t have the right manpower, you don’t have the right team. You are just working in the business kind of. I mean, in my case, I had no experience in the food industry. I had no experience in baking, right? I just had to learn that in three weeks and then fly, Right. So, yes, they give you a structure, but you really have to come up and bring in all those skills. And for sure, being an accountant, being in a corporate world that really helped me.

Gloria Mattei: It was a huge learning curve. So it was a transition for me into venturing into the day to day operations, physically being there, not only implementing all the training that we learn, but also how do you coach your team, right? And so from an in working in the business perspective, that’s where the majority of the the action should go right? Coaching the team growing your team making sure that they can do their day to day operations so that you can transition out and then work on your business and figure out, okay, where do we go next? Right. And it’s been quite a journey from the first days of My God, we did 24 hours a day just trying to learn the operations in and out and then stepping out and saying, wait, we’re spending too much money in cost of goods, right? We have too much money in inventory. How do we lower the cost we need to make this profitable? Et cetera. Et cetera. And that’s when you step out and got to see all of that.

Andy Williams: Now, you know, staffing is a key buzzword these days, and I’m sure you all are in in different situations because I’m sure you have part time staffing that you also have, let alone full time your primarily full time at at Fraser and Dieter. But but I would suspect that that all of that still is it’s the same conversation that you’re having of how do you how are you finding these new accountants and bringing them on board? How are you finding this part time staff to fall in love with a business and want to be there, you know, day in and day out. So, you know, from a you know, I love the idea of coaching. You know, my background is in sports and sports is my passion. So when I look at something in coaching somebody, I look at, you know, how do you coach an athlete or how do you, you know, grow them from there? I think, you know, I also look at it in the business world, it works the same way. So looking at you first, first map, you know, from a coaching growing, you know, being in the business a little bit more is how do you what do you do, you know, to coach and grow your team and ensure, you know, their own success and peace of mind?

Matthew Foster: I mean, this is a huge thing that we’re dealing with right now where. We constantly are asking our staff, I mean, what can we what what is lacking? What what can we do better? And one of the things is training and coaching and developing developing is a big key word inside public accounting and probably in other career paths. But it’s in the business space. It’s we need to develop these people into becoming the next leaders of the organization into the next level. And. Covid has changed that up quite a bit for us. We did start noticing I mean, I kind of liken it back to I have two small kids and both of them started elementary school during Covid and there is definitely this Covid lag to their to their learning. We’re starting to overcome it in business. We’re starting to overcome the Covid lag as well, because when everybody left the office and we went full remote for I mean, about a year and even now we’re a hybrid environment. But that year away from our staff, our seniors, sitting outside in bullpens and not hearing the conversations between partners, between managers and just the. The overhearing highly technical conversations happening. Nobody realized how valuable just the hearing it being talked about in the open in the office was until we didn’t have the office to talk about it. So it’s it’s overcoming and learning how to now work in a hybrid environment and still impart that knowledge. This past year we did our first firmwide where we we brought everybody in to do a week long of training where you could network and not only learn technical aspects, but soft skills, leadership, you know, how to work around, you know, looking at people’s shortcomings. But they’re not shortcomings. It’s it’s, it’s strengths that are hidden and how to identify those, but also work around a big push in our firm and I think in corporate America in general is this push around mental health and being more cognizant of that in the workplace.

Andy Williams: Absolutely. I think, you know, that’s something you know, we’ve all had to check that a good bit here over the past year, year and a half. You bringing up having young kids at home. You know, some of the things even, you know, for us with my wife working upstairs, me working downstairs and kids working in the middle, you know, we kind of let things slide of, you know, who are you online with? What are you talking to? Who are you? Because we knew they needed that exchange and that interaction. And, you know, I think it just it proves your point of being back in the office matters, you know, and having that interpersonal communication is extremely important, you know, from a knowledge standpoint, but also from a just a mental health standpoint, just to sit down and have a conversation with somebody and not not necessarily about work, but just to turn it all off a little bit and take care of yourself.

Matthew Foster: Yeah, there’s a lot lost in translation when you’re over teams or over Zoom that I work, I work in the office as much as possible. I like to work hands on with with the people that are working on my clients and. A lot of times there might be some sarcasm that’s thrown around and it comes across much easier in person than it does over Zoom or over email. So. Yeah. Bringing up development. Bringing up coaching. When you talked about what’s the difference between on and in. So I was I was thinking about this over the weekend and over the past couple of days and. When I look at working, I get the two confused.

Andy Williams: I’m with you. There’s a lot in both on.

Matthew Foster: The end here. It boils down to what’s the core values of your business?

Speaker5: Absolutely.

Matthew Foster: And for Frazier and Deeter, it’s we call it peak. So it’s it’s people entrepreneurial, accessible and quality. And we live on those core values. So for our people, I mean, it’s one of our things is we greatly invest in our people and buy in turn, we want them to invest in our clients. So by working in your business on your people, it should in turn. Or is it the other way around? I think you’re right. Yeah, you’re right. Yeah. It in turn it it works on your on your business. At the same time, by focusing on the quality that you’re providing to your clients.

Andy Williams: No, I love that. And I was going to say your experience because, again, you’re you’re dealing with its younger group. Yeah.

Gloria Mattei: Completely different experience. So it was definitely quite an adventure in a different way, right? So I was lucky enough that I didn’t have to close doors because I was not considered a restaurant, so I wasn’t serving people. I don’t have chairs and tables, etcetera. So I was allowed to stay open. But then I was impacted by the fear of the employees I was impacted by. I mean, we all were like, okay, so what are we going to do? We, you know, we had big orders, we corporate orders that were shut down immediately. Okay, So how do we pull back? And, you know, you’ve got to bring down all of the production efforts, etcetera, and that’s the working on the business. And then working in the business was, okay, so how do I provide some safety to the team members that I have in here? Because I got to make sure that they’re safe, right? And and my team, you continue the coaching aspect. I got lucky too, because I have a mix. I have a mix of younger people and I have a mix of adults that some of them are maybe retired moms that are just doing something that they like to do and they don’t need the income. So I was really lucky because they were like, We’re good. We’re just going to go home and wait for this to pass. And some of the kids were also my mom and my dad doesn’t want me to work, but then I had the other ones and kind of mixing into the mental health. I had other ones that were like, If I stay in my house, I will go crazy. I cannot do this. I have to be active. I cannot. I get depressed. It’s like, Well, I’ll provide you a safe environment. We’ll put everything in place that we need to put. But I mean, we got to make things happen, right? And it’s that coaching of in good days you have and where is abundance and when there’s sales, this is how you operate, but there’s a lot of coaching. On when that’s not the case. How do you operate? Right?

Andy Williams: I know. And I think that’s great. I think, you know, the piece that that really stuck out. And you know, Matt, you had said, you know, strengths that are hidden. You know, to me, like that was a like I wrote that down as like, that’s something that’s a an interesting viewpoint to look at because too often, you know, if somebody is not successful or they’re not hitting marks or doing what they need to do, you know, you you almost look at that as a as a downfall for them and a failure. And but at the end of the day, it’s not. It’s how do we how do we coach them up? How do we build them up, how do we make that? And it could.

Matthew Foster: Be even going further. I mean, they might not be hitting the marks in the job that they’re doing, but is there somewhere else in the organization that they their skill set would be better, valuable?

Speaker5: Yeah, absolutely right.

Matthew Foster: So I mean, we have a couple people that I’ve seen go from our tax department to operations to marketing and and it’s. They do a good job. But it wasn’t you could tell it wasn’t what they were built to do. And so it was you know, if you look at it just in the lens of their their tax person, of course they’re going to fail. If you take a step back and say, well, what skill sets are they? Are they showing and is there somewhere else in the organization that would be a better fit? And we try to move people around as best as possible.

Gloria Mattei: Yeah, I think that applies to to any business, any industry. I think it’s the flexibility, but it also goes with the developing mindset, right? It’s not just about looking at what is on the outside. You apply for this job and this is what you’re going to do. It’s about you may not be hitting the mark here, but let me find where you can be and giving them that opportunity. And I think that happens in any industry. Corporate, of course I’ve seen it. But even even in this and that has been one of my biggest eye openers. I mean, I had I mean, my favorite story. I had an individual that applied for a job and he actually applied. I divide the bakery between the back of the house in front of the house, and he thought he wouldn’t the back of the house job. And we knew he had special needs. And so that’s close and dear to my heart. And of course, I offer him a job. And it was interesting. He really didn’t have the motor skills to be able to function in the back of the house. But the personality that that individual had was amazing. And the way that he talked to people and the way that he connected. I mean, going back to the values, one of our values is creating and genuine connections. So it’s much more than cake, right? It’s much more than the best product. You have to create that genuine connection with the guests that you’re serving. He was fantastic. As soon as we moved him to the front of the house, I mean, he could talk a storm and he could create those connections and he could say, and it was amazing. Nowadays he evolved. He found a job with other persons because we were able to give them the opportunity and find that spot. And he’s now apparently not a paralegal, an assistant for special needs kids in a school, which is like fantastic.

Andy Williams: Yes. And that’s great. And I think, you know, it kind of leads a little bit into the on side of things, you know, and that passion that goes into, you know, finding that passion for somebody and what that means and, you know, across your businesses, you know, having that passion or innovation or opportunity to work on your business and grow it is is always interesting. And I think, you know, the accounting profession, you know, we had spoken before is like, how do you, you know, students, new hires, how do you how do you engage someone to go like and both of you actually can answer this since, you know, with a background in accounting is, you know, how do you turn somebody’s brain on to to go like, this is where I want to be, You know, how do you how do you get them to find that passion of, you know, you’re fighting the marketers of the world, you know, with, hey, we have fun and we go out and we entertain and we do this, but at the end of the day, you all are doing a lot of those same things and you’re engaging in the same way. So how do you how do you get people to see that accounting profession as this this place that’s evolved and grown to be be more?

Matthew Foster: So it’s interesting you bring that up. I’ve been in I’ve been talking with the head of the School of Accountancy at Georgia State, and they’re having this issue right now where there’s not big enrollment into account the accounting program anymore. And it’s it is we’re seeing it in the profession. I mean, we’re seeing it in the industry that we’re seeing less students coming out of the school system. And so we’re having a shortage of first years coming into the profession. And what is the issue here? I mean, that’s the thing. And it boils down to or this is my take on it. I don’t know if it’s right, but this is what I’ve been thinking for a while is accounting in general. I mean, it goes back to what do most people think about when they think of accounting? They think of, you know, in a suit and a tie. Very long hours, never see light, always behind a computer or now always behind a computer, but very boring. I mean, dealing with the IRS, Who wants to deal with the IRS? Nobody wants to. I don’t even want to. But very boring career. Whereas. I mean, it’s there are boring times. I think anything that you do, there are boring times if you’ve done it for long enough. But. It’s also a different we have a new generation of leaders in the accounting space that we need to show the students.

Matthew Foster: We need to show younger individuals out there that the days of, you know, grinding, grinding, grinding are I mean, it’s starting to slow down. I mean, it’s still there. There’s busy times. There’s slower times. But we’re not just people in suits and ties. I mean, we all have personalities. We all have lives outside of of accounting. And we we it’s not just sitting down, grinding for ten hours a day and then going home and doing it all over again the next day. It is working very closely with business owners, getting to know them on a personal level so that we can help them with other needs, not just filling out their tax forms. But it’s it’s trying to get people to see because a lot of the older professionals in the in this industry where the. The long hours and the never seeing their kids baseball games or something along that as a as a badge of honor, which is not what anybody wants to hear anymore. And in fact, I don’t like I am very clear with my team. I’m like, Hey, my girls have cheerleading tonight. I’m going to see them cheer. Like if you have kids that are doing something, we’re doing this for our family. But why give up seeing your family grow up just to do this?

Andy Williams: No, that’s and I love that. I know. I, you know, made it a point. And, you know, my father was in sales, but he was also able to be home a lot of afternoons when I still got home. And and that’s definitely rubbed off on me of wanting to make sure I was around and being around and, you know, so I think that’s extremely important. And I think it’s important for all businesses, not just it.

Gloria Mattei: Is, but I think it’s what you just said, right? It’s about them understanding what is the value of what they’re bringing to the community in a way. Right. Because it’s like you said, accountants are not just about the numbers and the taxes and just crunching the numbers from, what, February through April and if you’re in corporate the different time frame. But it’s about helping that business owner finding an exit strategy or where do you get the funds to do that growth that you need. And those and I think those are exciting times, but it’s a misconception. I agree. Yeah. I mean, because my first indication when I told my kids my story and I was an accountant, you were one of those boring people that. Okay, you know, but but it’s much more than that. No, absolutely. But I think it’s in industry, of course. I mean, the majority of the my younger adults, of course, they’re coming just to do a summer job or they’re coming to do an after school job, etcetera. But I mean, the is much more than that is they can get a lot more than just, you know, learning how to do a pose or whatever.

Gloria Mattei: The majority of my kids that come in and it’s actually very rewarding. They come, they come super shy. They barely answer the questions in the interview. And then when you put them in front of the guest and they start talking and I mean, you see them progress and how and how they grow into college and you and you see them coming back and asking for references and it’s like, Hey, would you tell them what I did at the bakery and the connections that I made? And I went with you and I talked to people because those are skills that they are going to need wherever they go, right? And when I bring people into the bakery that I see a potential is if you stay with us, you can do a growth and it doesn’t matter. It doesn’t need to be a bakery. I mean, the tax I mean, the skills that you’re going to learn are going to work with you wherever you go. Right?

Andy Williams: Well, and I think I look at it as they really they really become the face of the business. It’s not, you know, it’s these, you know, young children looking for part time jobs that are you know, they become the face of of the business. So you have to kind of share all of that knowledge information and get them to a point to to be comfortable in their skin and show that compassion.

Gloria Mattei: It all goes to the coaching and the developing right. And I think you need to be honest with them. This is and it’s also about the values, right? I don’t think if you have any values in your business, then it’s very hard to to communicate this and get this in their heads. But for us is, you know, servant’s heart. I mean, that’s what you’re here for, to serve the community in one way or the other. Spirit of a champion. Things are going to get hard and it doesn’t matter the industry again. Right. And so it’s that spirit of a champion. You’ve got to get through it. And it will be it will be fine. You will get through the other end. Right. And and genuine connections. One of the many things again, I was in corporate world and I was in the crunching numbers all the time. And one of the things that I never did was be out in the community and outreach at the community. I, you know, yes, we had the the the contributions to, you know, donations that you did that were matching by the company and all of that. But being out there in the community was not something that I did a lot in corporate world. And that was one of my biggest rewards as I stepped out. Because, I mean, who moves you as a business owner? The community.

Speaker5: Community. Yeah.

Andy Williams: Yeah, no, for sure. One last kind of question. We, you know, I don’t want to keep keep us all here for the afternoon because we could go round and round and chat even further. But as. You know, industry leaders in your respective spaces. What advice would you give to others as to, you know, the how do you balance, you know, not just work life, but even, you know, the in and on business or, you know, balance, you know, all of this moving forward. What’s the what’s something, you know, a little piece that that we could share of how do you balance, you know, working in an on business specifically, but even more broadly, because we’ve hit it a number of times, how do you how do you balance all of it, life work, you know, live, work, play, You know, how do you how do you balance all of that? What’s the what’s that piece of advice you’d give somebody, somebody young that’s that’s listening to us today.

Gloria Mattei: So so I go back to I think you have to step back sometimes and and have a vision of what you’re doing. In my case, it’s super easy to go in because I’m a control freak and I want to make sure that everything is perfect and I’m a perfectionist. But in my case, it’s really hard to when I go in the bakery, I just want to have hands on, right? But I have to be very conscious and have the vision of stepping back saying, Wait a second, I am not helping them in any way. I’m not developing them if I do this right. And I think it’s a progressive, it’s a journey. In my case, as a small business owner, you are maybe 90% in at the beginning of your years and then you have to progress eventually to be more, I would say 80, 90 and 10 or 20 in. Right. But it’s it’s definitely the vision of for me is stepping back and I’m like, okay, how am I going to develop them? They are the ones that are going to carry the torch either in my bakery or somewhere else. And if I do, then then I’m not developing them. And I think that’s the key in my case for me is stepping back. Wait a second, I that’s not where I need to be. I need to be developing them so that they go to their next level.

Andy Williams: That’s great. That’s great.

Matthew Foster: Matt Yeah, I mean, I would agree with that. I think it’s the on comes before the end. I agree. I mean the on it boils down to I said it earlier that I mean it has to be your core values. You have to decide what are the core values of your business, make sure that your team knows that and they believe in those core values also, because if they don’t believe it and they don’t show it, then the end is not going to it doesn’t matter. So, I mean, they really feed off of each other, but I mean, the whole work life, the whole balance of the whole, all of it, that’s a tough one. I mean, it it takes years to practice to learn. I was telling my girls the other day, it’s like my my youngest, it’s, you know, sometimes something’s hard. You have to practice at it before it becomes easy. And when it comes to balancing this and I mean, I’ve been in this in public accounting now for 15 years. You have to know your you have to set your own limits. You have to set what is important to you and what is your in end result that you want to achieve and set that firm and work towards that. But don’t try to work past it. Know when to stop. Otherwise, if you don’t, then you are going to just 100% dive into work and life is just going to leave. And I mean, I learned it a hard way several years ago, but over the past several years, I found that I found what I wanted to achieve, and I’ve just been working towards that. And it has changed dramatically the balancing act that I’ve been doing.

Andy Williams: That’s great. You know what I love said just to kind of wrap this this up in a little bit of a bow here for all of us, what I what I took most out of this was the on the on before the end. I love that. You know, I think that was great. Like it’s such a unique perspective to look at it, you know, in regards to that fashion. And you know, and, you know, the key words and phrases and things that I heard throughout, like passion really is what it boils down to. Just a, you know, a passion for not just, you know, your business, but for all those involved. You know, I love the story of the young gentleman who just started out in the back and then works, as you know, works his way to the front because he really could connect and bring it to life a little bit. So it’s it, you know, is great to hear from both of you all. You know, that’s going to bring us to a close here today on in and on business. I want to thank both of you all for being a part of the Sandy Springs Chamber. We’re grateful for you all and your businesses and our community. You know, we appreciate your experiences and expertise. I want to thank the team at Business RadioX for hosting us and taking care of us here today and all of our partners and their continued support. I hope you enjoyed your time with us and we look to see you next month.

 

Tagged With: Frazier Deeter, Nothing Bundt Cakes

Jon Silverman, Wicker Smith

December 21, 2021 by John Ray

Wicker Smith
Business Beat
Jon Silverman, Wicker Smith
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Wicker Smith

Frazier & Deeter’s Business Beat: Jon Silverman, Wicker Smith

Jon Silverman, civil litigation attorney for Wicker Smith O’Hara McCoy & Ford, P.A, joined Business Beat to discuss the work that he does and share the news that Wicker Smith now has an Atlanta office. Jon spoke with host Roger Lusby on his work in civil litigation and insurance defense, the impact of the pandemic on the courts and mediation, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Wicker Smith

Wicker Smith O’Hara McCoy & Ford, P.A. is a full-service litigation law firm with 16 offices across 4 states and over 260 attorneys.  It was established in 1952 and is a founding member of the prestigious USLAW NETWORK, an elite, international affiliation of more than 60 AV-rated, independent law firms.

Company website | LinkedIn

Jon Silverman, Attorney, Wicker Smith O’Hara McCoy & Ford

Jon Silverman, Attorney, Wicker Smith O’Hara McCoy & Ford

Jonathan Silverman is an associate in Wicker Smith’s Atlanta office, where he focuses his practice on civil litigation related to general negligence, premises liability, negligent security, medical malpractice, automobile negligence, and wrongful death defense.

Before returning to Wicker Smith in 2021, Mr. Silverman was a partner at a national defense firm in Atlanta, where he focused his practice on civil litigation and insurance defense.  Prior to that, he worked in Wicker Smith’s Naples, Florida office and focused his practice on civil litigation and insurance defense.  He began his legal career as an Assistant Public Defender at the Office of the Public Defender, 20th Judicial Circuit, in Fort Myers, Florida, where he handled a high volume of cases ranging from simple misdemeanors to punishable by life felonies, gaining invaluable jury trial experience along the way.

Mr. Silverman earned his Juris Doctor from Nova Southeastern University in Fort Lauderdale, Florida in 2011.  Prior to that, he attended the University of Miami in Coral Gables, Florida where he earned a Bachelor of Arts degree in History and Political Science in 2006 and a Master of Arts in Liberal Studies in 2007.  While in law school, he was a member of the Moot Court Society and Nova Trial Association, and he also completed two internships for the Miami-Dade Public Defender’s Office.

Mr. Silverman is admitted to practice in Georgia and Florida.

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: Business Beat, civil litigator, Frazier & Deeter's Business Beat, Frazier Deeter, insurance defense, Jon Silverman, litigation, Roger Lusby, Wicker Smith

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Wait! Don’t Miss an Episode of Detroit Business Radio

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Wait! Don’t Miss an Episode of St. Louis Business Radio

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Wait! Don’t Miss an Episode of Columbus Business Radio

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Wait! Don’t Miss an Episode of Coach the Coach

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Wait! Don’t Miss an Episode of Bay Area Business Radio

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Wait! Don’t Miss an Episode of Chicago Business Radio

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