LB&A, Certified Public Accountants, PLLC

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LB&A, Certified Public Accountants, PLLC Employees

Employee
Years
Job
Industry
Anthony Smit, CPA, CA(SA), CIA, PMP Anthony Smit, CPA, CA(SA), CIA, PMP Matthews, North Carolina Details
Anthony Smit, CPA, CA(SA), CIA, PMP's LB&A, Certified Public Accountants, PLLC Experience October 2012 - November 2014
Job Audit Manager at LBA Haynes Strand, PLLC
Industry Financial Services
Experience
LBA Haynes Strand, PLLC  December 2014 - Present
LB&A, Certified Public Accountants, PLLC   October 2012 - November 2014
Rives and Associates CPA, LLP   August 2012 - September 2012
Kumba Iron Ore   December 2008 - May 2012
Pretoria Portland Cement Company Ltd   January 2006 - November 2008
Barloworld Ltd   February 2003 - December 2005
Equifin Incorporated   February 2000 - January 2003
Various Employers  May 1999 - January 2000
ISCOR LTD   January 1993 - April 1999

Skills
SAP, Budgets, Procurement, Contract Management, Analysis, Project Management, Change Management, Microsoft Excel, Risk Assessment, Management, Business Strategy, Project Planning, Auditing, GAAP, Forecasting, Risk Management, Financial Modeling, Internal Controls, Financial Reporting, Business Process, Accounting, Internal Audit, Financial Accounting

Education
University of Pretoria/Universiteit van Pretoria   2001 — 2001
B Compt (Honn), Honours Bachelor of Accounting Science

University of Pretoria/Universiteit van Pretoria   1996 — 1998
B Com, Financial Accounting

University of Pretoria/Universiteit van Pretoria   1988 — 1992
B Eng (Mechanical), Mechanical Engineering

Professional Membership:

Brad Crossley Brad Crossley Charlotte, North Carolina Area Details
Brad Crossley's LB&A, Certified Public Accountants, PLLC Experience January 2012 - May 2013
Job CPA
Industry Accounting
Experience
Hobbs, Crossley, Benefield & Craven, P.A.   September 2014 - Present
Reardon & Garrison LLP Certified Public Accountants   December 2013 - August 2014
Self-Employed  June 2013 - August 2014
LB&A, Certified Public Accountants, PLLC   January 2012 - May 2013
Elliott Davis, PLLC  August 2008 - December 2011
PricewaterhouseCoopers  February 2003 - July 2008
Appalachian State University  August 2002 - May 2003
Resort Area Ministries (RAM's Rack)   1999 - 2001

Education
Appalachian State University   2002 — 2003
MS, Accounting

Appalachian State University   1998 — 2002
BSBA, Accounting

ASC CLT Program   2011 — 2012
Non-Profit/Public/Organizational Management

Michelle Fulcher Michelle Fulcher Charlotte, North Carolina Area Details
Michelle Fulcher's LB&A, Certified Public Accountants, PLLC Experience February 2012 - April 2012
Job CPA/Tax/Acctg
Industry Accounting
Experience
CohnReznick LLP  January 2014 - Present
Experis  March 2012 - April 2013
LB&A, Certified Public Accountants, PLLC   February 2012 - April 2012
Cherry, Bekaert & Holland, L.L.P.   January 2004 - October 2011
GSSM / Grant Thornton LLP   August 1999 - November 2003
McGladrey & Pullen  January 1998 - April 1998

Skills
Tax, Accounting, Microsoft Office, Financial Reporting, Financial Statements, CPA, QuickBooks, Tax Accounting, Corporate Tax, Income Tax, Financial Analysis, Financial Accounting, Tax Preparation, General Ledger, Tax Returns, Account Reconciliation, Tax Research, Fixed Assets, Journal Entries, Bank Reconciliation, Partnership Taxation

Education
University of North Carolina at Wilmington   1998 — 1999
Masters, Accounting, Tax

University of North Carolina at Wilmington   1995 — 1997
Bachelors, Accounting

Monica Day Monica Day Charlotte, North Carolina Area Details
Monica Day's LB&A, Certified Public Accountants, PLLC Experience January 2012 - June 2012
Job Conversion Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group  November 2014 - Present
The Newport Group  August 2013 - November 2014
Jax Federal Credit Union  February 2013 - May 2013
LB&A, Certified Public Accountants, PLLC   January 2012 - June 2012
VIP, Desk Inc   November 2010 - December 2011
YMCA of Greater Charlotte  January 2005 - August 2010
Compass Group  April 1998 - June 2000
Marriott International  May 1995 - April 1998
MBM Corporation  October 1992 - May 1995

Skills
Dedicated, versatile,..., Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Tax Returns, Human Resources, Time Management, Marketing, Management, Purchasing, Public Relations, Spreadsheets, Pricing, Marketing Communications, Administration

Education
Barton College
Bachelor of Science (BS), Business Administration and Management, General

Jay Johnson, CPA Jay Johnson, CPA Charlotte, North Carolina Area Details
Jay Johnson, CPA's LB&A, Certified Public Accountants, PLLC Experience January 2012 - December 2012
Job Financial Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo  December 2012 - Present
LB&A, Certified Public Accountants, PLLC   January 2012 - December 2012
Toler, Bly & Associates, CPA, PLLC   January 2011 - April 2011
Law Office of John F. Rudisill   June 2008 - August 2008
Perigee.net   2004 - 2005

Skills
Tax Preparation, GAAP, Income Tax, Tax, CPA, Accounting, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, Financial Analysis, General Ledger, Financial Reporting, Financial Accounting, Strategic Financial...

Education
University of North Carolina at Charlotte - Belk College of Business   2010 — 2012
MACC, Accounting

College of Charleston   2006 — 2010
B.S. BADM, Finance

Rebecca DiPalazzo Rebecca DiPalazzo Charlotte, North Carolina Area Details
Rebecca DiPalazzo's LB&A, Certified Public Accountants, PLLC Experience January 2012 - April 2012
Job Tax Staff at Pesta, Finnie & Associates, LLP
Industry Accounting
Experience
Pesta, Finnie & Associates, LLP   October 2014 - Present
Pesta, Finnie & Associates, LLP   August 2014 - October 2014
Park Inc  October 2012 - July 2014
Park Inc  2011 - November 2012
LB&A, Certified Public Accountants, PLLC   January 2012 - April 2012
General Electric  2008 - 2009

Skills
Accounting, Tax, Tax Returns, Tax Preparation, Financial Accounting, GAAP, General Ledger, Account Reconciliation, QuickBooks, Accounts Payable, US GAAP, Microsoft Excel, Tax Accounting, Journal Entries, Tax Research

Education
University of North Carolina at Charlotte - Belk College of Business   2011 — 2012
Master's in Accounting, Accounting and Taxation, 3.555

University at Albany   2007 — 2009
Bachelors, Accounting, 3.54

Courtney LaLone, CPA Courtney LaLone, CPA Matthews, North Carolina Details
Courtney LaLone, CPA's LB&A, Certified Public Accountants, PLLC Experience August 2007 - December 2014
Job Member at LBA Haynes Strand, PLLC
Industry Accounting
Experience
LBA Haynes Strand, PLLC  December 2014 - Present
LB&A, Certified Public Accountants, PLLC   August 2007 - December 2014
Carolina Tractor & Equipment Co.   July 2004 - October 2006
PricewaterhouseCoopers  June 2003 - June 2005

Skills
Accounting, Auditing, Financial Reporting, CPA, Fixed Assets, Tax Returns, Mergers, Management Consulting, Accountants, GAAP, Tax Preparation, Accounts Receivable

Education
Central Michigan University   1998 — 2002
Bachelors of Science in Business Administration, Accounting

Alesa Klein Alesa Klein Charlotte, North Carolina Area Details
Alesa Klein's LB&A, Certified Public Accountants, PLLC Experience November 2009 - May 2013
Job Director of Client Relations and Marketing
Industry Computer Software
Experience
CMi Solutions, Inc, Charlotte, NC   September 2013 - Present
LB&A, Certified Public Accountants, PLLC   November 2009 - May 2013
Axsys Technolgies   February 2004 - March 2009
Maximum Adventures   2003 - 2004
Central Piedmont Community College  1997 - 2003

Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Social Networking, Brand Development, Social Media, Direct Marketing, Public Relations, Lead Generation, Newsletters, Direct Mail, Trade Shows, Small Business, Email Marketing, Marketing Management, B2B, Market Research, Advertising, Sales, Strategic Planning, Start-ups, Management, Press Releases, SEO, Online Marketing, Sales Process, Brand Awareness, Integrated Marketing, Event Management, Account Management, New Business Development, Strategy, Google Analytics, Corporate Communications, Web Design, Leadership, Market Planning, Competitive Analysis, Social Media Marketing, Solution Selling, Online Advertising, Product Marketing, Project Management, Team Building, SEM, Digital Marketing, Business Development, Customer Service

Education
Wingate University, MBA
MBA

Appalachian State University
BSBA, Marketing

Scott Lail Scott Lail Charlotte, North Carolina Area Details
Scott Lail's LB&A, Certified Public Accountants, PLLC Experience September 2007 - June 2014
Job CPA, CGMA, MACC, MBA, SPHR
Industry Accounting
Experience
Gardner-Webb University  August 2015 - Present
Lenoir-Rhyne University  December 2014 - Present
Wingate University  November 2014 - Present
LB&A Certified Public Accountants, PLLC   September 2007 - June 2014
LB&A, Certified Public Accountants, PLLC   September 2007 - June 2014
UNCC  2006 - 2007
Accounting & More   January 2006 - May 2006
Food Lion  June 2004 - November 2005
Food Lion  November 2003 - June 2004

Skills
Trusts, LLC, Accounting, Small Business, S Corporation, C Corporation, Estate, Gift, Individual, Individual Taxation, C Corp, S Corp, Partnership, Consulting, Business Consulting, High Net Worth..., Tax, Tax Research, Research, Training, Training & Development, Employee Training, Management Consulting, Partnerships, Committed to..., Helping Clients Succeed, Estate Law, CPA, Financial Planners, Tax Accounting, Tax Returns, S Corporations, Gifts, Account Reconciliation, Financial Statements, Partnership Taxation, Management, Tax Preparation, GAAP, Human Resources, QuickBooks, Auditing, C-Corp, Financial Planning

Education
Northcentral University   2012 — 2016
Doctor of Philosophy (Ph.D.), Business Administration, ABD (All But Dissertation) Status

University of North Carolina at Charlotte - Belk College of Business   2006 — 2007
Masters Degree, Accounting

University of North Carolina at Charlotte - Belk College of Business   2000 — 2003
MBA, MBA

University of North Carolina at Charlotte   1995 — 1998
BSW, Social Work

Kimberly A. Herrick Kimberly A. Herrick Concord, North Carolina Details
Kimberly A. Herrick's LB&A, Certified Public Accountants, PLLC Experience January 2013 - May 2014
Job Attorney at Mills Law, P.A.
Industry Legal Services
Experience
Central Piedmont Community College  January 2012 - Present
Mills Law, PA   April 2005 - Present
LB&A, Certified Public Accountants, PLLC   January 2013 - May 2014
Rives & Associates, LLP   December 2011 - December 2012
Conner & Herrick, PLLC   September 2009 - November 2011
KPMG  July 2003 - January 2005

Skills
Fiduciary

Education
Georgetown University Law Center   2002 — 2003
LL.M., Taxation

North Carolina Central University School of Law   1999 — 2002
J.D., Law

University of North Carolina at Chapel Hill   1989 — 1993
B.A., Secondary Social Studies Education

KOSSIVI BAKAR KOSSIVI BAKAR Charlotte, North Carolina Area Details
KOSSIVI BAKAR's LB&A, Certified Public Accountants, PLLC Experience December 2012 - April 2013
Job A/P Clerk at CBRE at Accountemps
Industry Accounting
Experience
Accountemps  August 2013 - January 2014
LB&A, Certified Public Accountants, PLLC   December 2012 - April 2013
PSA Airlines  May 2008 - December 2012
Walmart  May 2007 - May 2008

Skills
Microsoft Office 2007, Peachtree, Quickbooks, Accounting, Time Management, Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, Teamwork, Spreadsheets, Microsoft Office, Inventory Management, Financial Analysis, Data Entry, Access, QuickBooks, Tax Returns, Financial Statements, Tax

Education
University of North Carolina at Charlotte - Belk College of Business   2011 — 2013
B.S., Accounting

Central Piedmont Community College   2007 — 2010
A.A., General study with a business concentration

Jake Mangum Jake Mangum Charlotte, North Carolina Area Details
Jake Mangum's LB&A, Certified Public Accountants, PLLC Experience 2012 - 2012
Job Account Analyst
Industry Accounting
Experience
Ingersoll Rand  September 2015 - Present
LBA Haynes Strand, PLLC  November 2012 - January 2015
LB&A, Certified Public Accountants, PLLC   2012 - 2012

Skills
Tax Preparation, GAAP, Financial Reporting, Account Reconciliation, Journal Entries, Tax, QuickBooks, Financial Accounting, General Ledger, Accounting, Tax Accounting, Auditing, Tax Returns, Microsoft Excel, Financial Analysis

Education
University of North Carolina at Wilmington   2009 — 2011
Bachelor of Science (B.S.), Accounting

Christine Perzinski Christine Perzinski Charlotte, North Carolina Area Details
Christine Perzinski's LB&A, Certified Public Accountants, PLLC Experience August 2012 - December 2013
Job Nursing Student at Carolinas College of Health Sciences
Industry Hospital & Health Care
Experience
LB&A, Certified Public Accountants, PLLC   August 2012 - December 2013
Charlotte Country Day School  August 2012 - November 2013
Davidson College Entrepreneurial Fund   January 2012 - May 2012
Carolina Juniors Volleyball / Davidson College   June 2008 - July 2011

Skills
Microsoft Word, Nonprofits, PowerPoint, Financial Analysis, Public Relations, Microsoft Excel, Microsoft Office, Marketing, Client Relations Skills, Technical Writing, Team Leadership, Sports Coaching, Time Management, Data Analysis, Leadership, Editing, Care Plans, Direct Patient Care, Nursing Process, Nursing Documentation, Nursing Care

Education
Carolinas College of Health Sciences   2014 — 2016
Associate's Degree, Nursing

Davidson College   2008 — 2012
Bachelor of Arts, Political Science, Spanish minor

Myers Park High School   2004 — 2008
International Baccalaureate (IB) Diploma

Edward Scibilia, Esq. Edward Scibilia, Esq. Charlotte, North Carolina Details
Edward Scibilia, Esq.'s LB&A, Certified Public Accountants, PLLC Experience December 2013 - Present
Job Associate at CliftonLarsonAllen
Industry Law Practice
Experience
CliftonLarsonAllen  July 2014 - Present
LB&A, Certified Public Accountants, PLLC   December 2013 - Present
Monroe County District Attorney's Office  2011 - 2011
The Bonadio Group  January 2006 - April 2006

Skills
Microsoft Excel, Legal Research, Analysis, Accounting, Access, SAP, Legal Writing, Negotiation, Alternative Dispute..., Tax Preparation, Tax Law, Tax, Quickbooks, Prosystems, Engagement

Education
Charlotte School of Law   2009 — 2012
Doctor of Law (JD)

Rochester Institute of Technology   2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting

Lisa Horldt Lisa Horldt Charlotte, North Carolina Details
Lisa Horldt's LB&A, Certified Public Accountants, PLLC Experience November 2012 - June 2013
Job Tax Accountant II at Lowe's Companies, Inc.
Industry Accounting
Experience
Lowe's Companies, Inc.   November 2014 - Present
Lowe's Home Improvement  June 2013 - November 2014
LB&A, Certified Public Accountants, PLLC   November 2012 - June 2013
Carolina CAT  July 2012 - October 2012
Sporting News  July 2008 - October 2011
The Charlotte Observer  August 2006 - July 2008
The Courier News  2004 - 2006
St. Louis Post-Dispatch  2003 - 2003

Skills
Microsoft Office, Microsoft Excel, PeopleSoft Financial, Accounting, Tax Preparation, DART Enterprise, QuickBooks, ProSystem fx Tax, Publications, Storytelling, Magazines, InDesign, Layout, QuarkXPress, Journalism, Ap Style, Editorial, Copy Editing, Graphic Design, Headline Writing, Illustrator, Newspaper Design, Newspaper, AP Style, Copywriting, Desktop Publishing, Photography, Newspapers, Image Editing, Photoshop, Blogging, Sports, Illustration, Photojournalism, Adobe Creative Suite, Mac, Adobe Acrobat, Graphics, Multimedia, Editing, Publishing, Tax

Education
University of North Carolina at Charlotte   2011 — 2013
Bachelor of Science (B.S.), Accounting

Ohio University   2000 — 2004
Bachelor of Science (B.S.), Visual Communication

Katie Lindquist Katie Lindquist Charlotte, North Carolina Details
Katie Lindquist's LB&A, Certified Public Accountants, PLLC Experience September 2006 - September 2007
Job Analyst at Bank of America
Industry Accounting
Experience
Bank of America  February 2014 - Present
Bank of America  September 2007 - January 2014
LB&A, Certified Public Accountants, PLLC   September 2006 - September 2007
PwC  September 2005 - September 2006
PwC  September 2003 - September 2006

Skills
CPA, Personal Financial..., Financial Analysis

Education
University of North Carolina at Chapel Hill   2002 — 2003
Master of Accounting

University of North Carolina at Chapel Hill   1999 — 2002
BS in Business Administration

Joe Coco Joe Coco Charlotte, North Carolina Area Details
Joe Coco's LB&A, Certified Public Accountants, PLLC Experience January 2013 - Present
Job Manager at LBA Haynes Strand, PLLC
Industry Accounting
Experience
LBA Haynes Strand, PLLC  January 2013 - Present
LB&A, Certified Public Accountants, PLLC   January 2013 - Present
Federman, Lally & Remis LLC   June 2007 - October 2012
Blum, Shapiro & Co.   2005 - 2007

Skills
Tax, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, US GAAP, Financial Accounting, Tax Returns, Income Tax, QuickBooks, Tax Preparation, Accounting, S Corporations, Sales Tax, CPA

Education
Central Connecticut State University
Bachelor of Science (B.S.), Accounting

University of Hartford
Master's in Taxation (MST), Taxation

Iesha Stinson Iesha Stinson Charlotte, North Carolina Details
Iesha Stinson's LB&A, Certified Public Accountants, PLLC Experience January 2014 - April 2014
Job Service Specialist at DTI LLC
Industry Accounting
Experience
CorVel Corporation  August 2014 - January 2015
LB&A, Certified Public Accountants, PLLC   January 2014 - April 2014
UNC-Charlotte Housing and Residence Life  May 2009 - August 2012
UNC-Charlotte Software and Information Systems   March 2012 - June 2012
Liberty Tax Service  September 2010 - April 2011
Koofers  October 2009 - May 2010
Mecklenburg County Park & Recreation   June 2005 - August 2008
Vector Marketing  August 2007 - December 2007
Shoe Show  August 2006 - December 2006

Skills
Word, PowerPoint, Customer Service, Microsoft Office, Outlook, Telephone Skills, Retail, Accounting, Teamwork, Writing, Tax, Facebook, Microsoft Word

Education
University of North Carolina   2007 — 2013
Bachelor of Science Degree, Accounting and Finance

University of North Carolina at Charlotte   2007 — 2013
B.S.B.A in Finance, Accounting and Finance

Vickie Mabe Vickie Mabe High Point, North Carolina Details
Vickie Mabe's LB&A, Certified Public Accountants, PLLC Experience November 2012 - May 2013
Job Accountant at Bartimaeus by Design, Inc.
Industry Accounting
Experience
Bartimaeus by Design, Inc.   August 2013 - Present
LB&A, Certified Public Accountants, PLLC   November 2012 - May 2013
Rives & Associates, LLP   September 2007 - November 2012
Dixon Hughes Goodman LLP  November 1984 - September 2007

Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Tax, Financial Analysis

Education
High Point University   1981 — 1983
Bachelor of Science (B.S.), Business

High Point University   1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Business Administration and Home Furnishing Marketing

David Furr David Furr Matthews, North Carolina Details
David Furr's LB&A, Certified Public Accountants, PLLC Experience January 2007 - September 2012
Job Tax Manager at LBA Haynes Strand, PLLC
Industry Accounting
Experience
LBA Haynes Strand, PLLC  January 2014 - Present
Durham Memorial Baptist Church   January 2007 - Present
CliftonLarsonAllen  September 2012 - December 2013
LB&A, Certified Public Accountants, PLLC   January 2007 - September 2012
Tessera  January 2006 - January 2007
Parsons  January 2005 - December 2005

Skills
Financial Reporting, Tax Preparation, Tax, GAAP, CPA, Accounting, Tax Accounting, Tax Research, Internal Controls, Income Tax, General Ledger, Tax Returns, Auditing, Financial Accounting, Financial Statements, US GAAP, QuickBooks, Partnership Taxation

Education
UNC Charlotte
Masters, Accounting

UNC Charlotte
BS, Accounting