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We have a well rounded team of Certified Public Accountants and Bookkeepers that are ready to assist you.
CPA
CPA
CPA
Dana received her Bachelor of Business Administration in Accounting from Georgia Southern University and was admitted as a Member of the firm in 2005. She is a member of the American Institute of Certified Public Accountants, the Georgia Society of CPAs and is a Past President of the Heart of Georgia Chapter of the Georgia Society of CPAs.
Dana has a broad range of knowledge and experience in individual, partnership, corporate, non-profit, fiduciary, and estate tax preparation and in the auditing of small businesses, city and county municipalities, and non-profits. She also has extensive experience in serving as a Qualified Intermediary for IRS Code Section 1031 tax deferred exchanges.
Dana and her husband have two daughters and are active members of Immaculate Conception Catholic Church. Dana serves on the Executive Board of WINGS as their Treasurer. She enjoys traveling and reading in her spare time.
CPA
CPA
Elsie graduated from Georgia College & State University with a BBA in Accounting and a Master of Business Administration. She became a CPA in Georgia after passing, in the first sitting, all four parts of the rigorous CPA exam. She spent her first four years in accounting working for a couple of small CPA firms in middle Georgia. She then returned to her hometown to begin working with our firm. After five years with CKT, she was admitted as a Member of the firm in January of 2009.
With over 15 years experience, Elsie offers expertise in 1031 tax-deferred exchanges, estate, individual, and business income tax, and audits and reviews of small businesses and non-profits. She believes that the key to adding value and helping clients become successful is understanding their entire business operation – not just the accounting and tax reporting requirements. Her top priority is always being accessible to clients.
Elsie has served as a community board member for several organizations, including Dublin Laurens Chamber of Commerce, Leadership Dublin Laurens County, and Pilot Club of Dublin. She is a member of the American Institute of CPAs, Georgia Society of CPAs, and Heart of Georgia Chapter of CPAs.
Whether at work or at home, Elsie focuses on providing high quality customer service while maintaining a healthy work-life balance. She stays busy with her husband, Chris, and two sons in various community activities. She and her family are active members of Dudley Baptist Church where she serves on the Student Ministry Team.
CPA
CPA
Jake graduated from the University of Georgia with a BBA in Accounting in 2007. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He began his career in Atlanta working for a national accounting firm where he specialized in corporate and partnership taxes. After obtaining his CPA, he moved back to Dublin to work for a local accounting firm specializing in small business and individual tax returns. He began working with our firm in 2016 and was admitted as a Member in 2022.
Jake is an active member of the community. He has served in many capacities for multiple local organizations. He is a member of the Exchange Club of Dublin where he has served on the board and in numerous officer roles. He is also an elder of Connection Church Dublin where he serves on the production team. He is married to Shelly and has three wonderful children that keep his life active outside of the office.
CPA
CPA
Lori graduated from Georgia College & State University in 1998 with a BBA in Accounting. She began her career at another local accounting firm, where she worked for 15 years. She left public accounting to work for a local financial institution for 4 years. Lori decided to return to public accounting and began working with the firm in 2018. She is a member of the American Institute of CPAs and the Georgia Society of CPAs. She also serves as the current President of the Heart of Georgia Chapter of CPAs.
Lori’s expertise is in audits and reviews; she works on audits and reviews for small businesses, non-profits, governmental entities, and financial institutions. She also provides consulting services to clients. Lori enjoys working with the clients, learning their business operations, and helping guide them in all accounting related issues.
Lori and her husband, Matt, have two children. In her spare time, Lori enjoys spending time with family and reading.
Callan grew up in Dublin, Georgia and was a 2004 honor graduate of West Laurens High School. Callan went on to study accounting at Georgia Southern University and graduated with a Bachelor of Business Administration in Accounting in 2009 and a Master of Accounting in 2010. She began her career in 2010 in Macon, Georgia, where she worked for a large public accounting firm auditing electric cooperatives. Callan joined our firm in 2013 and works on audits, IRS Code Section 1031 tax deferred exchanges, along with individual, corporate, non-profit, and partnership tax returns. She also works on various consulting projects directly with clients and enjoys teaching opportunities to help her clients gain skill and confidence in their business accounting practices.
Callan is married to Jonathan, and they have one son. Callan enjoys being at home with her family, cooking, cruising, and spending time at their home away from home, Flagler Beach.
Shane is a graduate of Heart of Georgia Technical College with a diploma in accounting. She started with the firm in 1996 as a receptionist and is now our Head Bookkeeper. She manages the work of her clients with dedication, skill and a smile. She enjoys building relationships with her clients as she prepares their payroll checks, quarterly payroll reports, W2’s & 1099’s, sales tax reports and monthly financials. Shane is also responsible for assisting in tax preparation for individuals and small corporations and partnerships during tax season.
Shane is married and has 4 daughters. She enjoys traveling and spending time with her family. She believes in starting the day with a prayer and positive attitude and giving Christ all the credit.
Beverly began working as a Front Office Assistant in 2014. She is responsible for our Accounts Receivable, processes tax returns, greet clients with a smile in person or on the phone, keeps the office organized and in order, helps our bookkeepers when needed, and serves as the office E-file coordinator. Beverly has 13 years of banking experience as a Teller, Head Teller and Customer Service Representative. She is cheerful and always willing to help.
She enjoys spending time with her 4 kids and being crafty in her spare time.
Sedina graduated from Oconee Fall Line Technical School with an Associate’s of Applied Science Degree in Accounting in August 2019. Sedina began working with the firm in July 2021 and is generally responsible for payrolls, bookkeeping, and sales tax reports. She enjoys building relationships and working closely with her clients.
Sedina is married with one daughter and two stepdaughters. She enjoys traveling, old cars and trucks and spending time with her children and her family.
Ashley is the Exchange Coordinator for our sister company, Georgia Tax Free Exchange LLC. She coordinates with closing attorneys to make sure that the taxpayer complies with IRS section 1031 requirements. Originally from the sunny state of Florida, she embraced a new adventure when she moved to Dublin, Ga in 2011. She brings over 12 years of valuable experience in banking and customer service. Beyond the office, you’ll find her spending time with her two little boys, family, and friends.
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