Lexington, KY

Article

Professional Experience

Melody’s professional career began in accounting and audit, with the majority spent in Financial Management Technology. Melody serves as the Sage Intacct Practice Leader for Dean Dorton’s Business Consulting Services.

Upon graduating from college, Melody spent 10 years in public accounting and internal audit. After finding success in accounting, she transitioned to financial management technology, working with various applications. Melody was an early adopter of cloud-based financial management software, joining Intacct, an early-stage cloud-native software publisher. In her extensive career, she has held leadership positions in Professional Services, Solution Consulting, Sales Strategy, and Operations.

As Dean Dorton’s Sage Intacct Practice Leader, Melody manages Services, Client Success, and Operations for Dean Dorton clients on Sage Intacct. This includes Implementation Services, Technical Services, Support, Account Management and Renewals.

Melody works across most industries but has more extensive experience in Software and Professional Services.

Education

  • Bachelor of Business Administration, University of Texas, Austin, TX

Contact

* Required Fields
Name(Required)
Subscribe
You can opt out of communications at any time. Privacy Policy.

Article

Professional Experience

Jay has more than 15 years of experience working in the public sector and nonprofit entities engaged in acute healthcare and public health.

In his previous role, Jay served as an audit manager for Crowe Healthcare Risk Consulting, performing internal auditing services for national nonprofit healthcare entities. He has performed numerous projects related to compliance with healthcare regulations, adoption of clinical operations quality and safety evidence-based practices, revenue cycle management, and financial reporting for healthcare entities, including hospitals, home health agencies, physician practices, and hospices.

Certifications

  • Certified Public Accountant
  • Certified Internal Auditor
  • Certified in Healthcare Compliance

Professional Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Kentucky Society of CPAs (KyCPA)
  • Association of Healthcare Internal Auditors (AHIA)
  • Health Care Compliance Associations (HCCA)
  • Healthcare Financial Management Association (HFMA)

Community Involvement

  • Junior Achievement, Volunteer

Education

  • Master of Health Administration, University of Kentucky, Lexington, Kentucky
  • Master of Science in Accounting, University of Kentucky, Lexington, Kentucky
  • Bachelor of Science in Accounting, University of Kentucky, Lexington, Kentucky

Contact

* Required Fields
Name(Required)
Subscribe
You can opt out of communications at any time. Privacy Policy.

Article

Professional Experience

Amy currently serves the family office niche at Dean Dorton and helps manage a platform of services to meet client needs that include both Dean Dorton services as well as other professional services relationships (legal, insurance, brokerage, etc.). Before joining Dean Dorton, Amy was a co-founder of a local family office where she served as the Finance and Operations Director.

Amy has more than 20 years of family office experience serving multi-generational families helping them preserve family wealth, meet their philanthropic and civil goals, and establish financial and accounting functions through best practices. Amy’s background includes accounting, tax, and business consulting for small businesses.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Arts in Accounting, Bellarmine University, Louisville, KY

Contact

* Required Fields
Name(Required)
Subscribe
You can opt out of communications at any time. Privacy Policy.

Article

Professional Experience

Jason has more than 17 years of public accounting experience with a broad range of clients across a variety of industries. He focuses on tax compliance and advisory services for closely-held businesses and their owners.

Jason is a member of the tax executive committee and serves as the tax team’s service group coordinator, with a focus on the team’s operation and management.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Science in International Economics, Belmont University, Nashville, Tennessee

Contact

* Required Fields
Name(Required)
Subscribe
You can opt out of communications at any time. Privacy Policy.

Article

Professional Experience

With more than 30 years of executive management experience, Sherri has built a distinguished career leading operations, refining financial processes, and driving growth across industries, including automotive finance, equine, and small businesses. After earning her degree from Eastern Kentucky University, she spent 15 years in automotive finance serving Active-Duty Military, then grew and sold her own business before pivoting to the equine industry.

Since joining Dean Dorton in 2019, Sherri has leveraged her CFO expertise to help clients strengthen operations, improve profitability, and plan strategically for the future. She specializes in business planning, financial analysis, forecasting, and outsourced accounting – offering actionable insights that align financial strategies with overall business goals. Passionate about supporting the equine industry, Sherri uses tools like Sage Intacct to help clients streamline operations and build sustainable financial success.

Education

  • Bachelor of Business Administration, Eastern Kentucky University, Richmond, Kentucky

Contact

* Required Fields
Name(Required)
Subscribe
You can opt out of communications at any time. Privacy Policy.

Article

Professional Experience

Since starting at Dean Dorton in 2009, Megan has provided audit accounting and various services for clients in multiple industries across the state of Kentucky, but her passion is higher education.

Megan leads the firm’s higher education industry team, which is recognized as one of the region’s leading experts in higher education consulting and compliance. She provides a wide range of services to colleges and universities, including, managing financial statement audits, single audits, internal audits, and consulting engagements, and also has expertise working in student financial aid. Her experience includes both public and private institutions and affiliated entities.

Professional Activities

  • Southern Association of Colleges and Schools Commission on Colleges (SACSCOC) Board of Trustees
  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • National Association of College and University Business Officers, Member
  • Kentucky Association of Student Financial Aid Administrators

Certifications

  • Certified Public Accountant

Community Involvement

  • Leadership Lexington Class of 2019
  • University of Kentucky Fayette County, Alumni Board Member
  • Junior League of Lexington, Member and Holly Day Market Treasurer, 2016
  • United Way of the Bluegrass, Audit Committee Member
  • Assumption High School, Class Ambassador

Education

  • Bachelor of Science in Accounting, University of Kentucky, Lexington, Kentucky
  • Bachelor of Business Administration, University of Kentucky, Lexington, Kentucky

Contact

* Required Fields
Name(Required)
Subscribe
You can opt out of communications at any time. Privacy Policy.