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Charlie Jones, Marshall Jones & Co.

May 28, 2019 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Charlie Jones, Marshall Jones & Co.
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Host John Ray and Charlie Jones, Marshall Jones
Charlie Jones, Marshall Jones

Charlie Jones is the co-founder of Marshall Jones & Co. Marshall Jones is a 35-year-old Atlanta CPA firm with offices in Alpharetta and the Buckhead area of Atlanta. The firm has 20 professionals who specialize in serving privately owned businesses, nonprofit organizations, and high income or otherwise wealthy individuals. Their corporate clients are in the construction, nonprofit, real estate, professional services and distribution industries. Marshall Jones provides year end financial statement audits, reviews and compilation services. The firm’s tax department provides planning, consultation and tax return preparation services.  The outsourced bookkeeping department provides all back office functions such as bill paying, payroll, bank reconciliation, and general ledger maintenance and financial statement preparation.  The firm’s core values are integrity, technical competence, responsiveness and proactivity.

As Senior Partner, Charlie focuses on client relationships and business development. Charlie has performed peer reviews for other CPA firms since 1990 in 9 states. He performs reviews for firms with 5-50 professionals. He became a member of the Georgia Society of CPA’s Review Acceptance Board in early 2019. Charlie’s career has consisted of auditing, contract controllership, systems and other consulting. He ensures that the firm maintains the critical quality necessary to effectively serve our clients. He holds a strong knowledge in real estate, construction, technology, distribution, government, and non profit industries. Charlie has also lead many projects in Sarbanes Oxley internal control compliance for several public companies. In addition he has been a frequent lecturer and trainer in this and other audit related areas.

  

 

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: contract CFO, CPA Alpharetta, CPA firm, former NFL players, gender diversity, Marshall Jones, Marshall Jones & Co., Marshall Jones CPA, millennials, Millennials successful in Business, outside audit, outsourced bookkeeping, outsourced cfo, payroll, renasant bank, Sarbanes-Oxley, tax advice, tax advisor

FRAZIER & DEETER’S BUSINESS BEAT: Bill Doyle and Wes Connors with Workiva

January 15, 2019 by John Ray

Business Beat
Business Beat
FRAZIER & DEETER'S BUSINESS BEAT: Bill Doyle and Wes Connors with Workiva
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Roger Lusby, Wes Connors, Bill Doyle, and Jason Sammons

Bill Doyle and Wes Connors with Workiva

Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. Bill Doyle is the Director of Strategic Partnerships, while Wes Connors serves as Strategic Account Director, Southeast Region.

 

Frazier & Deeter

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

Roger Lusby, host of Frazier & Deeter’s Business Beat, is the Alpharetta Office Managing Partner for Frazier & Deeter.  Jason Sammons is a Partner in the Process, Risk & Governance Practice of Frazier & Deeter.

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

Past episodes of Frazier & Deeter’s Business Beat

 

Tagged With: CPa, CPA advisors, CPA Alpharetta, CPA firm, Fortune 500 companies, Frazier & Deeter's Business Beat, Frazier Deeter, internal controls, Partner at Frazier & Deeter, PE-owned companies, public companies, regulations, reporting, reporting regulations, risk controls, Roger Lusby, Sarbanes-Oxley, SOX, timely information, Wes Connors

Business RadioX ® Network


 

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