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Meet the Team

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Trevor McCandless, CPA, MTax

Chief Entrepreneurial Officer

  • Years of Industry Experience​: 10+
  • School​: University of Florida & Georgia State University
  • Degree​: B.A. in Accounting and Masters in Taxation
  • Industry Specialties​: Professional services (Law Firms, Dental offices, Advertising Agencies, etc.), Multi-Location Retail, Real Estate, Technology
  • Something you do for fun​: Every yard game, soccer, golf, snow skiing, fly fishing, pool basketball & ping pong!
  • Why you love being an accountant​: I eat, sleep and bleed entrepreneurialism. My work in accounting, tax and consulting allows me to dive into our entrepreneurial clients businesses and make truly meaningful impacts.
  • Hometown​: Jacksonville, FL
  • Favorite Atlanta sports team​: Atlanta Hawks
  • Any family or fur babies​: Newly married to the sweet and patient Alexandra. We also have a little "Shih-Poo" puppy named Bernie!
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Steven Sumners, CPA, MAcc

Tax Manager

  • Years of Industry Experience: ​5+

  • School: ​Ohio State University, Mercer University

  • Degree:​ Master of Accounting, Bachelor of Business Administration

  • Industry Specialties:​ Professional Services (Law Firms, Advertising and Marketing Agencies), Multi-Location Retail, Real Estate

  • Why you love being an accountant:​ Being in a position to help others understand and improve how their work and finances fit together. I also love that our team is in a position to be proactive advisers to our clients. I love being able to communicate with our clients frequently.

  • Hometown: ​Leesburg, GA

  • Favorite Atlanta sports team:​ Atlanta Braves

  • If you could have any super power what would it be and why:​ Teleportation, to avoid the traffic

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Patrick O’Halloran, JD

Director of Recruiting

  • Years of Industry Experience​: 10+
  • School​: University of Florida and Barry University School of Law
  • Degree​: BS in Psychology and JD
  • Industry Specialties​: Human Resources/Staffing
  • Something you do for fun​: Golf
  • Hometown​: Tallahassee, FL
  • Favorite Atlanta sports team​: Falcons
  • If you could have any super power what would it be and why​: Flying to get around traffic
  • Any family or fur babies​: 2 nephews and a niece
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Catherine Frasier, CPA

Client Accounting & Advisory Manager

  • Years of Industry Experience​: 15+
  • School​: Georgia State University
  • Degree​: BBA - Accounting
  • Industry Specialties​: Healthcare, construction, architecture, engineering and retail/e-commerce.
  • Why you love being an accountant​: It is always great meeting new clients and having the opportunity to learn about their businesses. No two are the same. Creating effective and efficient solutions for SMB clients in an ever-changing technological environment is interesting, and it's very satisfying seeing an integration project through to completion.
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Petra Assimiti, CPA, MBA

Tax & Accounting Manager

  • Years of Industry Experience​: 10+
  • School​: Northwood University & Georgia State University
  • Degree​: B.A. in International Business and Masters in Business Administration with Accounting concentration
  • Industry Specialties​: Real Estate, Technology, Medical offices.
  • Something you do for fun​: Traveling, skiing, hiking and photography.
  • Why you love being an accountant​: Being able to help other people with things that may seem overwhelming to them makes for a very satisfying job to me.
  • Hometown​: Prague, Czech Republic
  • Any family or fur babies​: Two daughters Annie and Victoria, Bisch-Poo called Puccini and 17 year old cat named Teddy.
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Eve Lemon

Financial Accounting Manager

  • Years of Industry Experience​: 15+
  • School​: Georgia State University
  • Degree​: BA Finance
  • Why you love being an accountant​: Because there is a right answer - there is a beginning and a completion. Completion feels good. I also like being of service.
  • Hometown​: Atlanta
  • If you could have any super power what would it be and why​: Cleaning up messes
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Diane Thibault, CPA

Financial Accounting Manager

  • Years of Industry Experience​: 20+
  • School​: Kennessaw State University
  • Degree​: B.A. in Accounting, Masters of Accounting, CPA
  • Industry Specialties​: Law Firms and other Professional Services, Manufacturing, Retail
  • Why you love being an accountant​: I enjoy helping business leaders understand the financial side of their company. I like to develop processes and teams to create efficient business solutions, in today’s fast paced environment efficiencies are the key to a successful accounting team. I also enjoy helping smaller businesses prepare for audit by cleaning up any process which were neglected throughout the year.
  • Hometown: Hillsdale Michigan

  • Something you do for fun: European Travel

  • Any family for fur babies: I am married with two children and two golden retrievers

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Mei Zhu, CPA, MAcc

Accountant

  • Years of Industry Experience: 4+
  • School: Mercer University
  • Degree: Master of Accounting, Bachelor of Business Administration
  • Industry Specialties: Law Firms, Medical Office, Advertising and Marketing Agencies
  • Why you love being an accountant: ​ being able to help clients understand the complex US Tax Law.
  • Home Town: Liaoning, China
  • Something you do for fun: Traveling, Cooking & Yoga
  • If you could have any super power what would it be and why: Flying to avoid traffic
  • Any family or fur babies​: Baby Jeff
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Bernie McCandless

Chief Pup Officer

  • Years of Industry Experience: 4 months
  • School: K-9 Coach
  • Degree: I can sit & stay?
  • Something you do for fun: go to work with Dad
  • Hometown: ATL
  • Favorite Atlanta Sports Team: The Flying Discs aka Atlanta Frisbee Team
  • If you could have any super power what would it be and why: Flying, so I could escape my play pin and go up stairs (they still scare me)