CompanyOur Team Our Team Relationships are the cornerstone of our business. SERVICES Accounting and Financial Outsourcing Accounting Software Audit and Assurance Bankruptcy Business Valuation Consulting & Advisory Cybersecurity Family Office Forensic Accounting Fractional CFO Individual Tax Litigation Support Litigation Support – Family Law Medical Billing & Credentialing Merger & Acquisition Risk Management Succession & Estate Planning Tax Technology Wealth Management INDUSTRY Construction Equine Financial Institutions Government Healthcare Higher Education Life Sciences Manufacturing and Distribution Natural Resources Nonprofit Professional Services Real Estate LOCATION Cincinnati, OH Fort Wright, KY Indianapolis, IN Lexington, KY Louisville, KY Raleigh, NC Mike Ballenger, CPA Assurance Associate Director Learn More Allison Steiner, JD Accounting & Financial Outsourcing Associate Director Learn More David Boyce, CPA Assurance & Tax Director Learn More Emily Blumenfeld, CPA Tax Director Learn More Melissa Hicks, CPA Tax Director Learn More Meredith Boughman, CPA Tax Director Learn More Susan Howard, CPA, JD Tax Associate Director Learn More Elizabeth Leatherman, J.D., CPA Tax Director Learn More Jen Shah, CPA Tax Director Learn More Bill Kohm, CPA, CGMA Assurance Director Learn More 1 … 4 5 6 … 10 Today Let’s Redefine Your Success, Together. LET’S TALK