Back to Menu
    The Vault lock icon
    Level 1
    Complimentary Access
    Level 2
    Classified Full Access

    For the business owner ready to implement key strategies and concepts with the right guidance and support.

    The dream team

    Our People

    Our Management Team

    Adam Boatsman

    Owner / Visionary
    Fun Fact:Makes a mean guacamole

    Blaine Hawkins

    Fun Fact:Met his wife in grammar school

    Carl Conrad

    Fun Fact:Danced on stage with Diana Ross at the old Charlotte Coliseum

    Carrie Dyckman

    Owner / Director of Attestation
    Fun Fact:Plays the flute

    Gary Frey

    Director of Business Development
    Fun Fact:Calls himself McGyver

    Jeff Cline

    Fun Fact:Football coach at heart who does accounting to make a living

    Laura Bossert

    Owner / Integrator
    Fun Fact:Majored in Spanish

    Patti Baker

    Fun Fact:Met George W. Bush and Stevie Ray Vaughn

    Rachel Coughtry

    Marketing Director
    Fun Fact:Has been on a billboard

    Rebecca Cole

    Finance & Admin Director
    Fun Fact:Has been to a board game convention

    Richard Blum

    Owner / Director of Business Tax
    Fun Fact:Loves University of Alabama football

    Rick Bowling

    Director of Individual Tax
    Fun Fact:Played baseball & soccer in college

    Stephanie Taylor

    Director of Accounting Solutions
    Fun Fact:Enjoys horseback riding

    Don’t Settle. Accelerate.

    Is your current CPA just “okay?”

    It doesn’t have to be this way.



    Stay connected.

    We have a pretty great podcast & insights that dig into issues you really care about.

    Sign up for our updates.