Raleigh, NC

Article

Professional Experience

David has more than twenty seven years of experience in the public and private accounting industry providing accounting services to clients across multiple industries. He has worked for international, regional, and local firms as well as a publicly traded telecom company. In addition, David performs peer reviews of other accounting firms as a team captain.

David provides auditing services, primarily in the non-profit, governmental, manufacturing, construction, and employee benefits industries. His experience includes compliance audits under the Uniform Guidance.

Professional Activities

  • American Institute of Certified Public Accountants, Member
  • North Carolina Association of Certified Public Accountants, Member

Certifications

  • Certified Public Accountant

Community Involvement

  • Springdale Area Recreation Club, Former Finance Officer

Education

  • Master of Accounting, University of North Carolina, Chapel Hill
  • Bachelor of Science in Business Administration, University of North Carolina, Chapel Hill

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Article

Professional Experience

With over two decades of experience in public accounting, Meredith has been a trusted advisor to small and mid-sized businesses, their owners, family groups, and other individuals. Her expertise spans multiple industries, covering tax planning, compliance, and preparation, as well as accounting, financial reporting, tax strategies, and broader business consulting.

Beyond technical proficiency, she thrives on building meaningful client relationships, taking a personalized approach to uncover unique solutions and optimize opportunities tailored to each client’s specific needs. Her dedication to providing strategic insights and customized solutions ensures that clients receive the guidance they need to navigate complex financial challenges with confidence.

She provides specialized tax services primarily for the real estate industry, assisting investors, developers, and professionals while co-leading Dean Dorton’s Real Estate Industry Team. Her expertise extends to the construction sector, with a particular focus on home builders. In addition to these core industries, she works with service providers, professionals, wholesalers, and auto dealerships, offering strategic tax guidance and consulting.

Professional Activities

  • American Institute of Certified Public Accountants, Member
  • North Carolina Association of Certified Public Accountants, Member

Certifications

  • Certified Public Accountant

Community Involvement

  • Wake Technical Community College, Accounting Advisory Board Member
  • Wake County Homebuilders Association Member

Education

  • Master of Accounting, North Carolina State University, Raleigh, NC
  • Bachelor of Science, Accounting, North Carolina State University, Raleigh, NC

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Article

Professional Experience

Joshua has more than 15 years of experience providing audit and assurance services for clients in multiple industries across the state of North Carolina and the southeast region of the United States.

Joshua specializes in nonprofit and governmental industries. He has provided financial statement audits to a broad range of non-profits, including hospice care centers, churches, housing organizations, and substance abuse education centers. Joshua has also performed and managed financial statement audits and single audits for local governments, as well as, financial statement audits for governmental licensing boards and alcohol beverage control boards. Joshua’s experience also includes audits of employee benefit plans, closely held businesses, and HUD audits.

Professional Activities

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Science in Accounting, Elon University, Elon, NC

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