KASSOUF - Key Persons
Anita leads the firm's daily operations, which include streamlining internal processes and overseeing firm administration. She has over 20 years of industry experience providing financial leadership, planning, and strategy in her previous roles.
Education
Bachelor of Science, University of Alabama at Birmingham (UAB)
Certifications
Certified Public Accountant (CPA)
Bill leads the Audit and Assurance Group. He has more than 20 years of experience in accounting and auditing, and he assists clients in solving real world financial and accounting issues.
Education
Bachelor of Science, University of Alabama at Birmingham (UAB)
Master of Arts in Accounting, University of Alabama at Birmingham (UAB)
Certifications
Certified Public Accountant (CPA)
Certified Global Management Accountant (CGMA)
Job Titles:
- Professional and Community Involvement
David specializes in accounting, auditing, tax and consulting services to small businesses. He also provides individuals with tax and financial planning and related estate planning and estate administration services.
Education
Bachelor of Science, University of Alabama
Master of Arts in Accounting, University of Alabama
Certifications
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
AICPA Personal Financial Specialist (PFS)
Dawn is based in the Auburn office location. She specializes in trust and estate administration, accounting, tax compliance, and payroll tax compliance. She also manages the Estate, Trust and Gift Group's workflow, reviews returns, and coordinates projects with other groups.
Education
Bachelor of Science, Birmingham-Southern College
Master of Accountancy, Samford University
Certifications
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
AICPA Estate Planning Certificate
Job Titles:
- Director
- PFS, CFP®, AEP®, CGMA
Gerard Kassouf provides accounting, tax and advisory services to small businesses with an emphasis on physician practices and other professional firms. He provides individuals with tax and financial planning and related wealth management and estate planning services. His areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, revenue cycle management, retirement plan design, insurance and educational fund planning.
Education
Bachelor of Science, University of Alabama
Master of Arts, University of Alabama
Master of Tax Accounting, University of Alabama
Certifications
Certified Public Accountant (CPA)
Job Titles:
- Professional Achievement Award, Awarded by the University of Alabama
Janet specializes in consulting services for healthcare providers and hospital networks with an emphasis on physician services, operations, practice management and revenue cycle management. Her areas of specialty include practice start up, feasibility analysis, business operations, human resources, employee recruitment and employee benefits. Janet has 30 years of experience in healthcare management. She is the prior owner of a management services organization and a past Board Member with Medical Group Management Association (MGMA).
Education
Bachelor of Arts, Birmingham Southern College
Master of Business Administration, Samford University
Certifications
Certified Medical Practice Executive (CMPE)
Job Titles:
- Director
- CVA, ABV, CFF, CGMA
Joel provides tax, consulting, and transactional advisory services to businesses and individuals operating in wholesale distribution, retail sales, real estate development, professional services and investments. Based our Auburn office, he specializes in family-owned businesses, partnership and corporate taxation, multi-state taxation, not for profits and works in the firm's business valuation area. He frequently teaches continuing education classes for staff and clients of Kassouf and is an instructor for the Accounting and Tax Training Institute at the Auburn University Office of Professional & Continuing Education.
Education
Bachelor of Science, University of Alabama at Birmingham (UAB)
Certifications
Certified Public Accountant (CPA)
Certified Internal Auditor (CIA)
Certified Valuation Analyst (CVA)
Job Titles:
- Principal, Healthcare Advisor
Joni has over 20 years of experience in the healthcare industry, specializing in physician practice management and new practice startups, physician contracting and compensation models, health information systems, healthcare compliance, and quality measures and reporting. She is well-versed in new reimbursement models and the legislation driving these initiatives.
Education
Bachelor of Science in Business Administration, College of Charleston
Master of Healthcare Administration, Medical University of South Carolina
Master of Health Information Administration, Medical University of South Carolina
Certifications
Certified Professional in Health Information Management Systems (CPHIMS)
Josh serves as a Manager in Kassouf's Information Technology Group and has 20 years of experience in Information Technology. His areas of expertise include; Project Management, Infrastructure Planning, Disaster Recovery Planning, on premise/cloud-based computing solutions and application integrations. Prior to joining Kassouf, Josh provided IT Support and Consulting Services to commercial and enterprise clients across a variety of different industries.
Education
Bachelor of Science, The University of Alabama
Master of Business Administration, University of North Alabama
Julie is a Manager in the Assurance Services Group. She provides assurance and advisory services to not-for-profit entities, employee benefit plans, and privately held businesses. She specializes in working with clients on auditing, accounting, and financial reporting related matters.
Education
Bachelor of Science in Accounting, The University of Alabama at Birmingham (UAB)
Bachelor of Science in Information Systems, The University of Alabama at Birmingham (UAB)
Master of Accounting, The University of Alabama at Birmingham (UAB)
Certifications
Certified Public Accountant (CPA)
Kami provides accounting and advisory services for medical practices, ranging from single-provider family practices to multi-provider specialty groups. She helps clients succeed by creating reliable financials and offering tax planning for both individuals and businesses. Kami also works closely with Kassouf's healthcare advisors on various projects, such as assisting businesses with new practice startups and solving problems related to revenue cycle management.
Education
Bachelor of Science, The University of Alabama
Master of Tax Accounting, The University of Alabama
Certifications
Certified Public Accountant (CPA)
Katie provides assurance and advisory services to not-for-profit entities, employee benefit plans and privately held businesses. She specializes in working with clients on auditing, business consulting, outsourced controller and financial reporting related engagements. She values building relationships with clients and working closely not only during the audit period, but over the course of the entire year in collaboration to help them succeed and work through various challenges that may arise.
Education
Bachelor of Science, Bachelor of Arts, Troy University
Master of Business Administration, Troy University
Certifications
Certified Public Accountant (CPA)
Mr. Kassouf was a member of the American Institute of Certified Public Accountants, Alabama Society of CPAs and the Birmingham Chapter of the Alabama Society of CPAs, Rotary Club of Birmingham, the Birmingham Estate Planning Council, and numerous other professional and civic organizations.
He was also past President of the Alabama Society of CPAs and the Birmingham Chapter of the Alabama Society of CPAs and held various other offices in each organization. He was a former Member of Council of the Alabama Society of CPAs and served on numerous committees of the American Institute of Certified Public Accountants. He served as a member of the Alabama State Board of Public Accountancy from 1975 to 1985.
Louis Paul Kassouf was Chairman of the Board, Emeritus of L. Paul Kassouf & Co., P. C. at the time of his death in 2008. He was born in Birmingham, Alabama on October 14, 1921. He received his Bachelor of Arts degree from Birmingham Southern College in 1942 and his Master of Business Administration degree from the University of Chicago in 1946. He is a member of Phi Beta Kappa, Omicron Delta Kappa, and Beta Gamma Sigma. He received his Alabama Certified Public Accountant Certificate No. 300 in 1954.
Lindsey specializes in financial reporting, tax planning and compliance and business advisory services to clients in hospitality, manufacturing, construction, wholesale distribution and professional services and is also proficient in foreign, state and local taxation.
Education
Bachelor of Science, The University of Mississippi
Master of Accountancy, The University of Alabama
Certifications
Certified Public Accountant (CPA)
Job Titles:
- Principal, Healthcare Advisor
Margaret has over 30 years of experience in business and healthcare. She provides specialized consulting services for healthcare providers with an emphasis on physician practice management. Her areas of expertise include practice startup, recruiting and credentialing new providers, evaluation of innovative business opportunities and ancillary services, assessing existing practices for operational improvements and workflow efficiencies, assisting healthcare groups with governmental compliance and regulatory requirements. Margaret has been asked to share her knowledge with professional groups, such as Alabama MGMA, Birmingham MGMA, and other local MGMA chapters, hospitals, physician residency programs, and various seminars.
Education
Bachelor of Science, Samford University
Master of Business Administration, Samford University
Certifications
Certified Medical Practice Executive (CMPE)
Job Titles:
- Principal, Financial Planner
Michelle specializes in personal financial planning, including education planning, insurance planning, investments, retirement planning, and estate planning. She has been with the firm for over 20 years and enjoys helping clients achieve their financial goals.
Education
Bachelor of Science in Financial Planning, The University of Alabama
Bachelor of Science in Accounting, The University of Alabama
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Job Titles:
- Manager
- Manager for Kassouf Retirement Plan Services
Richard is a Manager for Kassouf Retirement Plan Services, LLC. He oversees the administration and compliance of employee benefit plans.
Education
Bachelor of Science, South Oklahoma State University
Certifications
Certified Public Accountant (CPA)
Russ has 32 years of experience in Information Services, spanning multiple industries and a wide spectrum of changing technologies. Prior to his role as Manager of Information Services, and now CIO, at Kassouf, Russ was the founder and CEO of a local IT firm that grew to prominence as one of area's leading firms for healthcare technology. He was directly responsible for hundreds of clients, involved as a business consultant, project manager and support provider. His experience as both a solution provider and a business owner gives him a unique insight into his client relationships.
Sally is based in the Orange Beach office location. She specializes in accounting, financial reporting, tax and consulting services to small businesses and individuals.
Education
Bachelor of Science, University of Alabama at Birmingham (UAB)
Certifications
Certified Public Accountant (CPA)
Certified Global Management Accountant (CGMA)
Stewart is a passionate and driven Healthcare Advisor at Kassouf. As a Healthcare Advisor, Stewart helps clients make informed business decisions and find innovative solutions to increase profitability and efficiency. His areas of emphasis include but are not limited to operational assessments of practice workflows, process improvement initiatives, EHR/PM system implementation and optimization, revenue cycle management, payer enrollment, bundled payment models, and HIPAA privacy and security compliance.
Education
Bachelor of Science, University of Alabama
Certifications
Certified Medical Practice Executive (CMPE)
Tommie specializes in entrepreneurial businesses experiencing high growth and rapid change. She also works with clients in technology and bio-tech, manufacturing, media, professional service industries, distribution, retail, and nonprofits.
Education
Bachelor of Science, University of Alabama at Birmingham (UAB)
Certifications
Certified Public Accountant (CPA)