Brian Murphy is a state and local tax (SALT) specialist with over 35 years of experience. As part of his core job responsibilities, Brian ensures clients’ SALT compliance, as well as providing consulting and research services. He also prepares voluntary disclosure agreements.
As a Manager, Managed Services, Rachael focuses her time on her client’s financial and grant reporting, daily accounting operations as well as assisting clients with external review and reporting. Her focus is primarily on non-profit clients. Rachael wants clients to feel like they are heard and that their clients concerns matter. She appreciates the feedback […]
As a Controller in the Managed Services department, Lisa is responsible for managing clients’ ongoing financial reporting operations. This includes reviewing periodic financial reports; preparing budget, KPI and other management reports; and managing a comprehensive set of controls designed to mitigate risk, enhance the accuracy of the client’s reported financial results, and ensure that reported […]
As a Tax Manager, Brianna focuses on business and individual tax planning and compliance. She helps clients comply with various tax authorities and finds valuable planning opportunities. Additionally, Brianna plays an important role in the firm to train and onboard new hires. Brianna’s work is focused on the real estate and dealerships and franchise industries, […]
Chris is an experienced professional with a diverse background in data privacy, data analytics, IT, quality assurance, IT audit, enterprise risk management, and financial audit. He has worked in the insurance, manufacturing, intellectual property, financial services, education and healthcare industries, to name a few, throughout his career to support business solutions and analyze business operations […]
Highly motivated, organized and driven, Megan is responsible for managing our Client Development Professionals. With an extensive background in communications and client services, Megan is dedicated to building and maintaining strong relationships with our clients as well as strategizing new outreach initiatives.
Rebekah LoVellette is a member of the firm’s Construction & Real Estate group and serves construction contractors through audit, reviews, compilations, and agreed-upon procedures. Rebekah also is a member of the firm’s Employee Benefit Plan Audit Group, bringing her ample experience and knowledge to pension, profit sharing, and employee benefit plan audits. She also has […]
Andrew is a Manager with professional experience in accounting, external audit, regulatory compliance, internal controls, financial analysis, financial reporting, risk assessments, IT assessments, creation of policy and procedure, internal audit, and third-party risk management. Andrew has a Bachelor of Science in Accounting and Finance as well as a minor in Information Technology from Xavier University. […]