PHB注册会计师 is an Experienced CPA Firm in Franklin, TN Serving Greater Nashville

PHB注册会计师 is one of the most trusted and experienced 田纳西州富兰克林的注册会计师事务所. 作为注册会计师事务所, we can provide support and assistance in all your tax, 金融, 和商业事务, ultimately improving your 金融 well-being.

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We handle a variety of 会计 services for our business, individual and non-profit clients and we truly specialize in the following services:


PHB注册会计师的负责人

At PHB注册会计师 we don’t take ourselves too seriously, but we take you and your money very seriously. Meet the leadership/principals of our 会计 firm.


莎拉•荷迪会计师

Sarah Hardee is one of the founding partners of PHB. She has worked extensively with local and nationwide businesses and nonprofit organizations throughout the course of her career. While she is active in tax planning for some of the firm’s larger clients, she has particular expertise in 金融 reporting and auditing standards. She provides peer review services to other CPA firms in the south eastern region. Sarah is also the quality control reviewer for the firm’s higher risk engagements such as audits in accordance with the Single Audit Act and employee benefit plans. All of these experiences and specialized training help her serve clients at the firm. However, Sarah’s main responsibility is the business of running the firm.

教育: Middle Tennessee 状态 University, BBA in 会计 (1998)


Craig Ballentine,注册会计师、MBA

Craig Ballentine is a founding partner and the 税 Department Principal at Patterson, Hardee & 巴伦坦,注册会计师. He supervises all tax endeavors and is engaged in overall firm administration and planning, 以公司发展为重点. Craig began his career as an intern in the audit department at PHB and transitioned to the tax department where he has exceled and created great value for the firm and our clients. 作为合作伙伴, Craig continues to enjoy growing the firm and is very active in the local business community.

教育: Trevecca University Master’s of 业务 Administration 2007, 工商管理学士学位, 会计, 2005


克里加纳,注册会计师

凯瑞是PHB的税务部门负责人. He began his career in 1988 and has particular expertise in small to medium-sized business 会计 and taxation 金融 institution taxation, 财务报表演示 and tax compliance, 还有个人税收. Kerry has been instrumental in helping clients structure deals to buy and sell businesses in the most tax advantageous ways. 克里是一位专业的税务规划师和准备者, having worked closely throughout his career not only with a wide range of businesses but with the owners, 也. He’s active with the community through business chamber events and volunteering on boards of nonprofit organizations.

教育: Murray 状态 University 工商管理学士学位, 会计, 1987


朱莉·梅耶会计师

Julie Mayer是PHB的审计负责人. 她于2016年1月加入本公司. She has experience across a wide variety of industries, 包括政府实体, 医疗组织, non-profit organizations and manufacturing entities. All audits and reviews of 金融 statements go through Julie’s review before issuance because of her expertise in our professional standards, 25、注重细节,注重品质. She possesses a unique skill set derived from working both in a large public CPA firm where she began her career and also having managed all 会计 and tax components as the Controller of a growing local business. Julie also assists in the oversight of PHB’s CFO 服务 and enjoys building client relationships that result from understanding their needs and providing the best solution from PHB.

教育: Bachelor of Science in 会计; Clarkson University, Potsdam, NY, 1994


高级领导

We’re proud of the background and experience of our senior staff.

headshot-christy-cox

克里斯蒂·考克斯
克里斯蒂的PHB的 记账 部门经理. She has 21 years of experience in her field, and has been with PHB since 2011. 克里斯蒂监督PHB的簿记人员, is responsible for the review of her staff’s work and always enjoys helping clients run their business more effectively.


克雷格福斯特税务顾问PHB注册会计师

克雷格•福斯特
Craig是PHB的高级税务顾问. Craig manages the tax department and has 20+ years of experience in tax preparation, 小企业咨询, 会计, 财务报表演示.


headshot-kim

金正日艾伦
Kim是PHB的市场总监. She oversees and implements all of the firm’s marketing efforts, 包括社会媒体, 该网站, 社区外展和活动协调.

 


Kimberlee卢娜
金伯利是PHB的办公室经理. 她在PHB担任许多职务, as she handles a wide variety of tasks and projects while organizing day-to-day office administration and procedures.