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

March 17, 2021 by John Ray

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

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

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

Georgia Public Policy Foundation

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

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

Company website | LinkedIn | Facebook | Twitter

Kyle Wingfield, President and CEO

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

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

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

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

LinkedIn

Questions and Topics in this Interview:

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

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn | Facebook  | Twitter

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

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

Frazier & Deeter’s Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals

January 20, 2021 by John Ray

Sonoma Pharmaceuticals
Business Beat
Frazier & Deeter's Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals
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Frazier & Deeter’s Business Beat: Jerry Dvonch, Sonoma Pharmaceuticals

Sonoma Pharmaceuticals’ CFO Jerry Dvonch joins host Roger Lusby to discuss the company’s line of hypochlorous acid (HOCI) products and their applications, their financial turnaround, the headquarters move from northern California to Georgia, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Sonoma Pharmaceuticals

Sonoma Pharmaceuticals is a global healthcare leader for developing and producing stabilized hypochlorous acid (HOCI) products for a wide range of applications, including wound care, animal health care, eye care, nasal care, oral care and dermatological conditions. The company’s products reduce infections, itch, pain, scarring and harmful inflammatory responses in a safe and effective manner. In-vitro and clinical studies of HOCI show it to have impressive antipruritic, antimicrobial, antiviral and anti-inflammatory properties. Sonoma’s stabilized HOCI immediately relieves itch and pain, kills pathogens and breaks down biofilm, does not sting or irritate skin and oxygenates the cells in the area treated assisting the body in its natural healing process.

Sonoma also manufactures disinfectants that are distributed outside of the U.S. and in certain countries where it has received regulatory clearance to state the disinfectant kills the coronavirus causing COVID-19. The company’s products are sold either directly or via partners in 54 countries worldwide and the company actively seeks new distribution partners.

Jerry Dvonch joined Sonoma Pharmaceuticals in 2020.  He is a CPA and has an MBA in Finance.

Company Website

Sonoma Pharmaceuticals
Roger Lusby, Frazier & Deeter, and Jerry Dvonch, Sonoma Pharaceuticals

Company LinkedIn

Jerry Dvonch LinkedIn

Questions and Topics in this Interview:

  • Investor Highlights
  • Business Development 2020
  • Key Opportunities
  • Accomplishments in 2020
  • Financial Highlights
  • Sonoma’s headquarters move from Northern California to Georgia

 

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

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

Tagged With: Frazier Deeter, HOCI, hypochlorous acid, Jerry Dvonch, Roger Lusby, Roger Lusby CPA, Sonoma Pharmaceuticals

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

December 16, 2020 by John Ray

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

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

TechCXO

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

Grant Edwards, Partner, TechCXO

TechCXO
Grant Edwards, Partner, TechCXO

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

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

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

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

Kevin Carlson, Partner, TechCXO

TechCXO
Kevin Carlson, Partner, TechCXO

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

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

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

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

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

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

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

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

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

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

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

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

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

Company Website

Company LinkedIn

Grant Edwards LinkedIn

Kevin Carlson LinkedIn

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

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

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

Frazier & Deeter’s Business Beat: B.J. Pilling and Tim Barchie, GoFan and Huddle Tickets

November 17, 2020 by John Ray

GoFan
Business Beat
Frazier & Deeter's Business Beat: B.J. Pilling and Tim Barchie, GoFan and Huddle Tickets
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Roger Lusby, B.J. Pilling, and Tim Barchie

Frazier & Deeter’s Business Beat: B.J. Pilling and Tim Barchie, GoFan and Huddle Tickets

GoFan is the leading digital ticketing solution for high school events, helping school administrators drive revenue and better control operating costs. CEO B.J. Pilling and CFO Tim Barchie join host Roger Lusby to discuss the company’s development as a fintech enterprise. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

GoFan and Huddle Tickets

GoFan is the leading digital ticketing solution for high school events. Led by innovative technology and unmatched support, GoFan provides schools a turnkey platform to manage season, online, and at-event ticket sales. GoFan is a product of Huddle Tickets, which has provided over 2 billion complimentary event tickets to 10,000+ schools since 2001. Serving over 2,000 high schools and 37 state associations, GoFan provides fans frictionless access to high school events across the country.

It started with one client and a simple concept: how to deliver value through schools, engage with communities, and support local franchisees. Huddle Tickets was born out of this concept in 2001 with Wendy’s Old-Fashioned Hamburgers as client number one. And so was Huddle. For 20 years, Huddle has stayed true to its original mission of serving schools by offsetting operational costs, driving revenue and adding value to teachers, students, athletes, and families.

Connect with GoFan

Company Website

Company Profile on LinkedIn

B.J. Pilling, CEO on LinkedIn

Tim Barchie, CFO on LinkedIn

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

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

Tagged With: B.J. Pilling, digital ticketing, Frazier Deeter, GoFan, Huddle Tickets, Roger Lusby, Tim Barchie

Frazier & Deeter’s Business Beat: Andrew Smoltz and Taylor McDermott, United in Gaming

October 21, 2020 by John Ray

United in Gaming
Business Beat
Frazier & Deeter's Business Beat: Andrew Smoltz and Taylor McDermott, United in Gaming
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United in Gaming
Roger Lusby, Andrew Smoltz, and Taylor McDermott

Frazier & Deeter’s Business Beat:  Andrew Smoltz and Taylor McDermott, United in Gaming

United in Gaming Co-Founders Andrew Smoltz and Taylor McDermott join this edition of Frazier & Deeter’s Business Beat to discuss their community-centered gaming platform, how the pandemic has accelerated the growth of the gaming industry, and their goal of becoming the social network of choice for gamers. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

United in Gaming

At United in Gaming, they believe in the power of one gaming community that welcomes casual and elite gamers to the same turf. No matter the skill level, they provide an inclusive platform for gamers to play and compete on their terms, creating an experience unique to each gamer.

Andrew Smoltz

Andrew launched UIG to tie together his experience and passion in esports and entertainment. Andrew has 10+ years of experience in the space with a focus in eSports and celebrity entertainment. The visionary behind COV-AID, Andrew has also helped jumpstart the debut league for ELEAGUE on TBS while working at IMG Live/WME. Andrew was also in charge of eSports research and recruitment for CSE Talent. In addition to agency background, Andrew brings relevant event planning and event management experience from his time with ETA.

Taylor McDermott

Taylor’s 10+ years of experience brings unique attributes that drive the eSports industry. Combining a high level of traditional sports marketing and sponsorship knowledge,  experience in client facing representation with professional athletes, to strategic revenue growth and analysis for Major League Baseball Advanced Media. Following his entrepreneurial  aspirations, Taylor founded UIG with longtime partner Andrew Smoltz, creating a strategic force with the goal of empowering a global gaming community through the power of opportunity.

Connect with United in Gaming

Company Website

LinkedIn

Facebook

Instagram

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

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

Tagged With: Alpharetta, Andrew Smoltz, eSports, Frazier Deeter, gaming, Roger Lusby, Taylor McDermott, United in Gaming, virtual gaming

Mayor Jim Gilvin, City of Alpharetta

August 20, 2020 by John Ray

Mayor Jim Gilvin
Business Beat
Mayor Jim Gilvin, City of Alpharetta
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Mayor Jim Gilvin
Mayor Jim Gilvin, City of Alpharetta, and Roger Lusby, Frazier & Deeter

Frazier & Deeter’s Business Beat:  City of Alpharetta Mayor Jim Gilvin

City of Alpharetta Mayor Jim Gilvin joins the show to discuss leadership lessons learned in a pandemic, the budget impact of the pandemic on the City of Alpharetta, and much more. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

Mayor Jim Gilvin, City of Alpharetta

Mayor Jim Gilvin
City of Alpharetta Mayor Jim Gilvin

Jim Gilvin is the Mayor of the City of Alpharetta, GA, elected in May 2018. Mayor Gilvin has lived in Alpharetta since the late 1990’s along with his wife, Mary Anne, and their two children Justin and Sarah. The Gilvins live in the Windward subdivision and attend Mount Pisgah United Methodist Church. Mayor Gilvin holds a Bachelor’s Degree in Finance from Georgia Southern University. He is a residential real estate agent and an owner of an Alpharetta-based technology company. He served on the Alpharetta City Council from 2012 to 2018, when he resigned his seat to run for Mayor. During his time as City Councilman, Gilvin served as liaison to Alpharetta’s Parks and Recreation Department and the Public Safety Department.

Topics Discussed in the Show:

  • leadership lessons from the pandemic
  • pandemic-related effects on the city’s budget
  • commercial property values
  • Alpha Loop
  • relationships with other North Fulton cities
  • broader North Fulton economy

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

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

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

Tagged With: Alpha Loop, Alpharetta, Business Beat, City of Alpharetta, Frazier & Deeter's Business Beat, Frazier Deeter, Jim Gilvin, Mayor Jim Gilvin, North Fulton economy, Roger Lusby

Frazier & Deeter’s Business Beat: John Hightower, Arch + Tower, an FD Company

March 18, 2020 by John Ray

Arch+Tower
Business Beat
Frazier & Deeter’s Business Beat: John Hightower, Arch + Tower, an FD Company
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Arch+Tower
Roger Lusby and John Hightower

Show Summary

John Hightower of Arch+Tower joined this edition of “Business Beat” to discuss the interplay of customer experience, employee experience, and operational excellence. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

John Hightower, Arch + Tower

Arch+Tower
John Hightower, Arch+Tower

John Hightower is the CEO of Arch + Tower. Arch + Tower, an FD Company, helps their clients win in the Experience Economy. We are helping close the experience gaps for clients’ – Customers and Employees – delivered with Operational Excellence. They call it their CX/Ex/Ox Framework(tm).

They work with business leaders by creating solutions that help clients bridge gaps, stand up under the weight of growth, and build for the future, hence the name Arch + Tower.

Their team partners with clients to deploy proven methodologies and a comprehensive approach – technology, data, people, processes – to deliver excellence within an organization.

Arch + Tower has served companies like Chick-fil-A, ChenMed, Peak Campus, Sunstate Equipment, Thrive Farmers, and others planning to scale solutions across multiple locations.

Arch + Tower has joined the Frazier & Deeter family of companies. They are excited to be helping to improve customer and employee experiences as part of an award-winning accounting and advisory firm with offices across the US and the UK.

Visit www.archandtower.com to discover the ways their team can help you span gaps and see farther with your people and projects.

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

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

You can find Frazier & Deeter on social media:

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

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

Arch+Tower

Tagged With: customer experience, CX, Employee Engagement, employee experience, Frazier & Deeter's Business Beat, Frazier Deeter, Operational Excellence, Operations, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

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

January 21, 2020 by John Ray

Business Beat
Business Beat
Frazier & Deeter's Business Beat: Mike Cheng, Frazier & Deeter
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Mike Cheng
Roger Lusby, Mike Cheng, and Mike Sammond

Show Summary

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

Mike Cheng, Frazier & Deeter

Mike Cheng
Mike Cheng, Frazier & Deeter

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

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

Frazier & Deeter

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

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

You can find Frazier & Deeter on social media:

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

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

Tagged With: CPA tax practice, FASB, Financial Accounting Services Board, financial reporting, Frazier and Deeter, lease accounting, Mike Cheng, Mike Sammond, North Fulton Studio, North Futon Business Radio, revenue recognition, Roger Lusby, technical accounting

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

November 20, 2019 by John Ray

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

Show Summary

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

Carter Barrett, Affinity Bank and Dime Capital

Carter Barrett
Carter Barrett

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

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

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

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

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

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

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

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

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

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

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

Carter Barrett 

Tagged With: Dime Capital, Frazier & Deeter's Business Beat, Frazier and Deeter, Frazier Deeter, investing in relationships, relationships, Roger Lusby, Roger Lusby CPA, small business investing, Thrive Coworking, trusted business advisor

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