Moore Colson, the number one ranked Best of the Best CPA and advisory firm in the United States by Inside Public Accounting, announces the promotion of nine senior managers to directors
May 10, 2018
Atlanta, Georgia
Moore Colson, the number one ranked Best of the Best CPA and advisory firm in the United States by Inside Public Accounting, recently announced the promotion of nine senior managers to newly created roles of tax director and business assurance director. The professionals receiving this promotion include Steven Bailey, business assurance director; Adam Bateman, tax director; Kelly Bird-Keith, business assurance director; Billy Boyd, business assurance director; Jim Caylor, business assurance director; Christopher Fagan, business assurance director; Candace Jackson, business assurance director; Marcia Nally, tax director; and Jon Powell, IT/risk advisory & compliance services director.
Bailey joined the firm in 2010 with experience in leading audit and assurance engagements primarily within the manufacturing, distribution, construction, transportation, software, technology, and healthcare industries. Bailey provides financial analysis and fraud consulting services, in addition to internal control consulting services and corporate Sarbanes-Oxley (SOX) compliance audits. He has also been involved in providing transaction advisory services by performing buy- and sell-side due diligence associated with mergers and acquisitions. Bailey, CPA, is also a Certified Fraud Examiner (CFE) and holds a Bachelor of Science in Accounting and a Master of Accounting from Auburn University. He is a member of the Georgia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Construction Financial Management Association, and the Association of Certified Fraud Examiners.
Bateman started his career with Moore Colson nearly 12 years ago and has held several roles within the firm, advancing from associate with progressive promotions to the new director role. Bateman’s professional background in public accounting includes serving clients in the construction, real estate, transportation, private equity, manufacturing, retail, and financial services industries. He also has extensive experience in representation before the IRS and state tax authorities, mergers and acquisitions, and implementation of successful tax strategies for closely-held businesses. Bateman, CPA, has a Bachelor of Business Administration, Accounting and Finance, from Samford University, and a Master of Taxation from Georgia State University. Bateman currently sits on Samford University’s Accounting Advisory Board, is vice-chair of Samford’s Atlanta Alumni Board, and is a council member of the Young Leadership Program at the Associated General Contractors of America (AGC Georgia). In addition, he is a member of the American Institute of Certified Public Accountants and of the Georgia Society of Certified Public Accountants.
Bird-Keith joined Moore Colson in 2011 and has held several roles within the firm, advancing from senior associate with progressive promotions to the new director role. Bird-Keith’s professional background in public accounting includes serving clients in the real estate, financial institution, healthcare, and medical technology industries. She specializes in the firm’s Real Estate Practice which includes fund-level and property-level audits of office buildings, multifamily housing, hotels and retail properties. Bird-Keith also manages employee benefit plans in addition to assisting public companies with SOX implementation and compliance. Bird-Keith, CPA, has a Bachelor of Business Administration and a Master of Accountancy from the University of Georgia. She is a member of the American Institute of Certified Public Accountants and of the Georgia Society of Certified Public Accountants.
Boyd joined the firm in 2005 and has experience in multiple industries including construction, distribution, manufacturing, retail, service and private equity. Along with performing audit and assurance engagements, he also serves several public companies through internal audit outsourcing and with SOX implementation and compliance. Boyd is also involved in the firm’s transaction advisory services, where he performs buy-side due diligence. Boyd, CPA, has a Bachelor of Business Administration, Accountancy, from University of Georgia, and a Master of Professional Accountancy from Georgia State University. Boyd is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the Institute of Internal Auditors.
Caylor joined the firm in 2017 with extensive accounting, consulting, and financial management experience. Caylor’s background includes leading audit and due diligence consulting engagements while serving clients in the commercial real estate, construction, hospitality, professional services, and healthcare industries. He also specializes in audits of employee benefit plans, due diligence for initial public offerings (IPO), and GAAP, SEC and International Reporting Standards (IFRS). Caylor, CPA, has a Bachelor of Science in Accounting from Indiana University of Pennsylvania and is a Certified Financial Planner (CFP). He is a member of the Georgia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Construction Finance Management Association.
Fagan joined Moore Colson in 2013 with experience working with clients in a variety of industries, including manufacturing, distribution, healthcare, retail, food processing, directional drilling, and logistics and transportation. He serves as an advisor to clients in many areas including private equity funds, investors, debt financing diligence and advisory projects focused on inventory valuation and controls, consulting, assurance and transaction services. He also spearheads the business management operations of the firm’s entertainment clients. Fagan, CPA, has a Bachelor of Science in Business Administration from the University of Tennessee and a Master of Accountancy from Belmont University. Fagan is a member of the Georgia Society of Certified Public Accountants, the Tennessee Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the New York State Board for Public Accountancy, the Georgia Automotive Manufacturers Association, and the Georgia Manufacturing Alliance.
Jackson started her career with Moore Colson 11 years ago and has held several roles within the firm, advancing from associate with progressive promotions to the director role. Jackson serves as a practice area leader in the firm’s Employee Benefit Plan Practice and serves clients in a variety of industries including transportation, distribution, and professional services. Jackson, CPA, has a Bachelor of Business Administration, Finance and Accounting, from Berry College. Jackson is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, the Women in Pensions Network, and the Society for Human Resource Management, Atlanta Chapter. In addition, Jackson holds the prestigious Advanced Defined Contribution Plans Audit certification by the American Institute of CPAs (AICPA).
Nally started her career at the firm in 2015 and has extensive experience serving multi-tiered office and residential real estate partnerships. In addition, Nally has served clients in the manufacturing, retail, services, and private equity industries. Her primary focus is on tax compliance and planning services for closely-held businesses and their owners in the real estate industry. Nally, CPA, has a Bachelor of Science in Business Administration and a Master of Accountancy from the University of Alabama. She is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, the Commercial Real Estate Women (CREW) Atlanta Chapter, the University of Alabama Alumni Association, and the Gamma Phi Beta Alumni Association.
Powell started his career with Moore Colson 12 years ago and has held several roles within the firm, advancing from associate with progressive promotions to the director position. Powell’s background includes leading SOX initiatives, internal audit co-sourcing partnerships, SOC audits and other compliance engagements. He also manages many of the firm’s large IT and consulting engagements in addition to leading Moore Colson’s data analytics initiatives by utilizing tools such as IDEA, ACL, and Monarch. Powell, CPA, is also a Certified Information Technology Professional (CITP), a Certified Information Systems Auditor (CISA) and holds a Bachelor of Business Administration in Accounting and a Bachelor of Science in Computer Science from the University of Georgia. Powell is a member of the Information Systems Audit and Control Association (ISACA), the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants, and the University of Georgia’s Terry College of Business Alumni.
In their new roles, the directors will be further focused on the development and mentoring of managers and staff in addition to enabling the firm’s continued growth through its deep industry niches. This newly-created role is not only the next step in the journey to partnership but also a recognition of technical expertise and leadership. This strategic decision provides opportunities for increased responsibility for its more experienced managers while providing its clients with more touchpoints with the firm’s future leaders.
“Moore Colson has followed a different model from the start,” said Moore Colson’s Managing Partner Bert Mills. “Our corporate model structure puts the client at the center of everything we do, and our unique career progression is an extension of this strategy. The creation of this new role at the firm provides us with the opportunity to advance Moore Colson’s next generation of leaders while giving our clients access to our entire team of experts.”
About Moore Colson CPAs and Advisors
Moore Colson has been providing accounting, advisory and consulting services to mid-market businesses and Fortune 500 companies nationwide since 1981. Headquartered in Atlanta, Moore Colson is one of America’s largest and top award-winning firms delivering innovative and practical solutions in a true partnership model. Only Moore Colson provides the expertise, relentless integrity and personalized experience to help your company achieve its business goals. Learn more at MooreColson.com.
For more information, please contact:
Brunella C. Reid
Director of Marketing
marketing@moorecolson.com
770.989.0028