Potter & Company, LLP

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Potter & Company, LLP Employees

Employee
Years
Job
Industry
J. Scott Dick, CPA, CAE J. Scott Dick, CPA, CAE Lexington, Kentucky Area Details
J. Scott Dick, CPA, CAE's Potter & Company, LLP Experience September 1999 - August 2000
Job Senior Vice President Finance & Operations at AMR Management Services
Industry Accounting
Experience
AMR Management Services  June 2011 - Present
J. Scott Dick, CPA, PLLC   July 2010 - Present
H&R Mechanical Contractors, Inc.   February 2011 - June 2011
AMR Management Services  August 2010 - February 2011
Financial Concepts, Inc.   January 2010 - July 2010
AMR Management Services  August 2002 - January 2010
J. Scott Dick, CPA (Sole Practitioner/PSC)   August 2002 - April 2009
Radwan, Brown & Company PSC   August 2000 - August 2002
Potter & Company, LLP   September 1999 - August 2000
Radwan, Brown & Company PSC   January 1999 - September 1999

Skills
Nonprofits, Payroll, QuickBooks, Internal Controls, Accounting, Association Management, Auditing, Finance, Financial Reporting, Leadership, Management, Managerial Finance, Strategic Planning, Tax

Education
University of Kentucky   1990 — 1994
Bachelor of Science, Accounting

Gloria Haney Gloria Haney Charlotte, North Carolina Area Details
Gloria Haney's Potter & Company, LLP Experience 1989 - 2000
Job Volunteer Services and Internship Program Coordinator at Union County DSS
Industry Individual & Family Services
Experience
Union County DSS  November 2000 - Present
North Carolina Association of Volunteer Administrators   2013 - 2014
North Carolina Association of Volunteer Administrators   July 2010 - June 2013
Potter & Company, LLP   1989 - 2000

Skills
Community Relations, Community Outreach, Volunteer Management, Volunteer Coordination, Volunteer Training, Donor Relations, Social Services, Program Development, Community Development, Fundraising, Program Evaluation, Training, Youth Development, Nonprofits, Organizational..., Program Coordination, Event Management, Strategic Planning, Event Planning, Community Organizing, Public Relations, Public Speaking, Crisis Intervention, Volunteer Recruiting, Conflict Resolution

Education
Luther Rice University   2008 — 2012
Bachelor's degree, Religion and Biblical Counseling

Jason Taylor Jason Taylor Lexington, Kentucky Details
Jason Taylor's Potter & Company, LLP Experience 2007 - 2008
Job Commercial Leasing, Development, Investment Sales, Property Management at Equity Management Group, Inc
Industry Real Estate
Experience
Equity Management Group, Inc   January 2012 - Present
Equity Management Group, Inc   July 2009 - December 2011
Potter & Company, LLP   2007 - 2008

Skills
Auditing, Recruiting, Strategic Planning, Budgets, Finance, Customer Service, Analysis, Microsoft Word, Leadership, Negotiation, Commercial Leasing, Management, Financial Analysis

Education
Morehead State University   2008 — 2010
Master's degree, Public Administration

Transylvania University   2002 — 2006
Bachelor's degree, Accounting

Nick Kleinhelter Nick Kleinhelter Louisville, Kentucky Details
Nick Kleinhelter's Potter & Company, LLP Experience January 2005 - June 2008
Job Controller at Vega ECM Solutions
Industry Accounting
Experience
Vega ECM Solutions  May 2014 - Present
Blue & Co., LLC   August 2011 - May 2014
Blue & Co., LLC   May 2011 - August 2011
eBridge Business Solutions, LLC   August 2009 - May 2011
Coulter & Justus, P. C.   June 2008 - August 2009
Potter & Company, LLP   January 2005 - June 2008

Skills
GAAP, SEC filings, Accounting, Financial Statements, Auditing, Corporate Tax, Income Tax, Financial Audits, CPA, Tax Preparation, Tax Accounting, Tax, US GAAP, SEC Filings

Education
Bellarmine University   2004 — 2006
MBA, Business

Bellarmine University   2001 — 2004
BS, Accounting

Randall Herrington, CPA Randall Herrington, CPA Lexington, Kentucky Details
Randall Herrington, CPA's Potter & Company, LLP Experience February 2007 - March 2009
Job Controller at Health Management Associates, Inc.
Industry Hospital & Health Care
Experience
HMA, Inc.   March 2009 - Present
Potter & Company, LLP   February 2007 - March 2009
HMA, Inc.   December 2003 - February 2007

Skills
Accounting, Auditing, Management, Tax Preparation, General Ledger, Financial Statements, Home Health Agencies, Financial Accounting, Internal Controls, Revenue Recognition, GAAP, QuickBooks, Mas 90, Microsoft Applications, Financial Analysis

Education
University of Kentucky
Bachelor of Business Administration (B.B.A.), Finance

University of Louisville
Bachelor of Science (B.S.), Accounting

Jason Strange Jason Strange Bardstown, Kentucky Details
Jason Strange's Potter & Company, LLP Experience 2005 - 2011
Job Partner at Smith & Company CPA's, PLLC
Industry Accounting
Experience
Smith & Company CPA's, PLLC   January 2011 - Present
Blue & Co., LLC   September 2005 - January 2011
Potter & Company, LLP   2005 - 2011
Government Accountability Office  2002 - 2005

Skills
Assurance, Auditing, Non-profits, Accounting, Internal Controls, Audit, Tax, Financial Reporting, Financial Analysis, External Audit, Tax Preparation, Income Tax, Corporate Tax, GAAP, US GAAP, CPA

Education
University of Kentucky   2000 — 2002
M.S., Accounting

University of Kentucky   1999 — 2002
Master's degree, Accounting

Scott Shanks Scott Shanks Louisville, Kentucky Area Details
Scott Shanks's Potter & Company, LLP Experience January 1989 - August 1990
Job Vice President, Finance at Gilford Flooring, LLC
Industry Wholesale
Experience
Gilford Flooring, LLC   March 1991 - Present
Potter & Company, LLP   January 1989 - August 1990

Skills
Financial Reporting, Forecasting, Financial Analysis, Financial Accounting, Account Reconciliation, Internal Controls, US GAAP, Budgets, Accounting, General Ledger, Mergers & Acquisitions

Education
Bellarmine University   1982 — 1986
B.A., Accounting

Allen Norvell Allen Norvell Lexington, Kentucky Area Details
Allen Norvell's Potter & Company, LLP Experience January 1992 - December 2009
Job Director at Blue & Co, LLC
Industry Accounting
Experience
Blue & Co., LLC   2010 - Present
Potter & Company, LLP   January 1992 - December 2009
Ernst & Young  September 1984 - January 1992

Skills
Accounting, Audit, Auditing, Non-profits, Government, Nonprofits, Microsoft Office, Management, Leadership, Tax Preparation, Employee Benefits, Financial Analysis, CPA, Tax, Internal Controls, Assurance

Education
University of Louisville   1988 — 1991
MBA

Western Kentucky University   1979 — 1982
BS, Accounting

Corey Dillow Corey Dillow Lexington, Kentucky Details
Corey Dillow's Potter & Company, LLP Experience January 2009 - April 2009
Job Director, Financial Analysis & Grant Accounting at Save the Children US
Industry Nonprofit Organization Management
Experience
Save the Children US  June 2014 - Present
Save the Children US  October 2012 - May 2014
Save the Children US  March 2010 - October 2012
Save the Children US  August 2009 - February 2010
Potter & Company, LLP   January 2009 - April 2009

Skills
Grants Management, Federal Grants..., Microsoft Excel, Microsoft Office, Grant Proposal..., Accounting, PowerPoint, Presentation Development, Grant Monitoring, Grant Reporting and..., Grant Systems, Grants, Proposal Writing, Higher Education, Research, Grant Writing, Fundraising, Budgets, Nonprofits, Program Development

Education
Morehead State University   2009 — 2011
Master of Public Administration (MPA), Public Administration

Transylvania University   2005 — 2009
Bachelor of Accounting

Anne Hyde Anne Hyde Lexington, Kentucky Area Details
Anne Hyde's Potter & Company, LLP Experience 1994 - 1999
Job CFO and VP of Administration at Blue Grass Community Foundation
Industry Nonprofit Organization Management
Experience
Blue Grass Community Foundation  2006 - May 2014
Compass Financial Consulting, Inc.   2003 - 2006
Potter & Company, LLP   1994 - 1999
Ernst & Young  1992 - 1994

Skills
Fundraising, Administration, Nonprofits, Event Management, Tax, Grant Writing, Team Building, Leadership, Budgets, Event Planning, Public Speaking, Strategic Planning, Non-profits, Auditing, Finance, Community Outreach, Volunteer Management, Financial Reporting, Internal Controls

Education
University of Alabama at Birmingham   1990 — 1992
BS, Accounting

Auburn University   1985 — 1990
BS, Management

Leslie OBryan Leslie OBryan United States Details
Leslie OBryan's Potter & Company, LLP Experience November 1995 - December 1996
Job Chief Operating Officer/Owner, Benefits Administrators, LLC
Industry Accounting
Experience
Benefits Administrators, LLC   January 1997 - Present
Potter & Company, LLP   November 1995 - December 1996

Skills
Qualified Retirement..., Retirement Plan..., 403(b) Plans, 457 Plans, 401(k) Plans, IRS Enrolled Agent, Employee Benefits, 401k, Pension Administration, ERISA, Benefits Administration, Small Business, Financial Advisory, Defined Benefit, Management, Retirement Planning, Executive Pay, Estate Planning, Pensions, Retirement

Education
Asbury College
Business Administration

JoAnn Smith,CPA JoAnn Smith,CPA Lexington, Kentucky Area Details
JoAnn Smith,CPA's Potter & Company, LLP Experience July 2007 - July 2008
Job Accounting Professional
Industry Accounting
Experience
The Livesay Group   March 2009 - April 2009
Potter & Company, LLP   July 2007 - July 2008

Skills
Accounting, Financial Statements, Tax Returns

Education
Indiana University South Bend   1997 — 2001
BS, Accounting, Management & Business Administration