KRAFTCPAS - Key Persons

Alex Dawald

ad..@kraftcpas.com

Job Titles:

Member in the Assurance Services Department
Member of the Assurance Services

Alex Dawald is a member in the assurance services department of KraftCPAs. He is responsible for planning and executing engagements, maintaining client relationships, and managing/reviewing the work of his team, and preparing and presenting reports to clients. Alex primarily focuses on providing audits, reviews, compilations, and consulting services for clients in the healthcare industry. He is also a leader with the firm's employee benefits team.

Allison Pate

ap..@kraftcpas.com

Job Titles:

Human Resources Associate and Recruiter

Allison Pate is a human resources associate and recruiter for KraftCPAs and its affiliate companies. She is responsible for assisting the senior recruiter and the director of human resources to develop and implement employment initiatives, identify and engage talented professionals for key positions throughout the firm, and coordinate and supervise onsite recruiting events at universities, colleges, and other locations across the United States. Allison joined Kraft in 2019. She has previous human resource experience in the agricultural and manufacturing industries.

Amanda Taylor

at..@kraftcpas.com

Job Titles:

Senior Manager
Senior Manager in the Client Accounting and Advisory Services Department

Amanda Taylor is a senior manager in the client accounting and advisory services department of KraftCPAs. Her responsibilities include planning and executing engagements, building client relationships, and managing/reviewing the work of other team members. Amanda has experience with financial statement preparation, consulting, and QuickBooks accounting software training, as well as business, individual, sales, personal property, and payroll tax return preparation. She works extensively with small to mid-sized, closely held businesses, including those in the service, investment management, and real estate industries. Amanda started her professional career with Kraft in 1996.

Amy Greene

ag..@kraftcpas.com

Job Titles:

Senior Manager
Regulatory Compliance Senior Manager With
Senior Manager, Banking

Amy Greene is a regulatory compliance senior manager with KraftCPAs. She works exclusively with the firm's financial institutions clients to provide risk-based compliance review, consulting, and internal audit services. She also works with and trains clients to strengthen their compliance programs. Amy has experience with: BSA/AML/OFAC Regulation Z RESPA HMDA, Regulation C Fair Lending Equal Credit Opportunity Act, Regulation B Flood Disaster Protection Act FACTA Fair Credit Reporting Act UDAAP Homeowners Protection Act Fair Debt Collection Practices Act Sales of Credit Insurance Products Service members Civil Relief Act Community Reinvestment Act

Amy M. Poorman

ap..@kraftcpas.com

Job Titles:

Senior Manager, Tax Services

Amy provides tax compliance, consulting, planning and research services for individuals and businesses. She has extensive experience with pass-through entities (partnerships, limited liability companies, and S corporations) in multiple industries including real estate and healthcare. In addition, she works closely with individuals and small businesses on tax and accounting matters including process improvements, planning, and consulting. Amy began her career in public accounting with Matheney Stees & Associates (MSA) in 2006 and joined KraftCPAs in 2020 after MSA was acquired by KraftCPAs.

Amy Thompson

at..@kraftcpas.com

Job Titles:

Member - in - Charge

Amy Thompson is a member-in-charge in the client accounting and advisory services group at KraftCPAs. In addition to overseeing quality control and administration for the practice, Amy is responsible for building and maintaining client relationships, managing and reviewing the work of engagement teams, and presenting completed projects to clients. Amy works extensively with small to mid-sized businesses across multiple industries, including manufacturing, entertainment, hospitality, real estate, healthcare, pharmaceuticals, retail, and advertising. Her background in performance measurement and management is critical to helping her clients establish and reach strategic goals. She also works with entrepreneurs to record and maximize financial data as a decision-making tool. Amy has extensive experience with multiple accounting-related software packages and is particularly proficient in the Microsoft Dynamics GP and QuickBooks programs. Those tools are utilized by many clients for in-house accounting functions. Amy has been with KraftCPAs since her professional career began in 1999.

Brad Koenig

bk..@kraftcpas.com

Brad Koenig is a member in the KraftCPAs client accounting and advisory services group. He is responsible for building and maintaining client relationships, overseeing the work of engagement teams, reviewing and approving work products, and presenting our work to clients. Brad's duties include tax research, consulting, planning, and compliance for both businesses and individuals. His background includes work with clients in retail, service, nonprofit, consumer financing, restaurants, and recreation. Brad also provides QuickBooks training and support. Brad, who joined Kraft in 2016, began his career in public accounting in 2007. He previously owned a company with $3.6 million in annual revenue, giving him firsthand knowledge of the challenges and opportunities that our entrepreneurial clients face.

Brittney McClafferty

bm..@kraftcpas.com

Job Titles:

Compliance Supervisor With Kraft Healthcare Consulting
Supervisor, Coding and Compliance / Kraft Healthcare Consulting, LLC

Brittney McClafferty is a coding and compliance supervisor with Kraft Healthcare Consulting, LLC (KHC), an affiliate of KraftCPAs. In this role, she consults with healthcare providers regarding billing and coding compliance and performs coding and documentation audits.

Carson Mayhall

cm..@kraftcpas.com

Job Titles:

Supervisor and Senior Analyst / Kraft Analytics, LLC
Supervisor and Senior Analyst With Kraft Analytics

Carson Mayhall is a supervisor and senior analyst with Kraft Analytics, LLC, an affiliate of KraftCPAs. Carson has extensive experience related to business valuation, equity interests, intellectual property, and other intangible assets. He works with clients in a variety of industries on complex engagements involving managerial planning, lending, investment, accounting, tax, marital dissolution, restructuring, and litigation. His additional experience in forensic accounting services provides valuable insight for clients faced with complex financial situations. Prior to joining Kraft in 2016, Carson worked at a Knoxville law firm as a law clerk. Education BS in Business Administration, concentration in Business Analytics and Supply Chain Management, University of Tennessee Expertise Services Litigation Support and Forensics

Chris Hight

ch..@kraftcpas.com

Job Titles:

Member in the Assurance Services Department
Member of the Assurance Services
Practice Leader

Chris Hight is a member in the assurance services department of KraftCPAs. In that position, Chris is responsible for building and maintaining client relationships, overseeing the work of engagement teams, approving final reports, and presenting reports to clients' management teams and boards of directors. Additionally, Chris provides a variety of services, including external audits, reviews, agreed-upon procedures, merger and acquisition assistance, sale side/buy side quality of earnings calculations, due diligence, and litigation support. Chris is a practice leader for the firm's manufacturing/wholesale/distribution (MWD) industry team. He has experience with MWD clients ranging from start-ups to large manufacturers with operations in foreign countries and U.S. subsidiaries of foreign-owned companies. His MWD clients have included manufacturers of food, chemicals, medical equipment, firearms, furniture, trailers, clothing, agricultural equipment, luggage, and injection molds, paper product distributors, and stamping and metal fabricators/suppliers in the automotive and aerospace industries. Chris also serves as a practice leader for the firm's employee benefits team, where he oversees more than three dozen employee benefit plan audits annually. He has extensive experience interacting with third-party administrators, plan custodians, and ERISA attorneys. Prior to joining KraftCPAs in 2004, Chris was senior vice president and CFO of a cellular tower company, where he supervised the acquisition of the company in a transaction worth nearly $100 million. He also worked as an audit manager for a national accounting firm, where he managed audits of both public and private companies. Chris has more than 25 years of public accounting and four years of private accounting experience. As a Columbia, Tenn., resident, Chris maintains an office in Columbia office as well as the Nashville location of KraftCPAs.