Rebecca M. DaVee, CPA
- With over 25 years of public accounting experience, Becky has served
United Way agencies, mega-churches, television evangelists,
international ministries, governmental units, cities and school
districts. During the last 10 years she has served as an audit and tax
partner for local CPA firms, located in Tulsa, Oklahoma and Fort Worth,
Texas. While serving as a partner with Stanfield & O?Dell, P.C. and
Rylander, Clay & Opitz, L.L.P., she
created 2 industry blogs (www.theministryblog.com and www.missionaccountable.com), providing tax exempt organizations with industry knowledge for financial reporting and compliance. Her new blog, www.beckydavee.com
continues to address the diverse issues facing tax-exempt
organizations. She currently serves on the board of Day Resource Center
and as the chairman for the non-profit committee of the FW Chapter of
TSCPAs. As a sole-proprietor she is licensed to practice
in Texas and Oklahoma; is a member of the AICPA, TSCPA, OSCPA and the
Rotary Club of FW and a frequent speaker and conference facilitator.
Governance, best practices, compliance and mission strategies protecting
exempt status are concentration areas for Becky. She can be reached at:
DaVee CPA, P.O. Box 1826, Mansfield, TX 76063, by e-mail: becky@daveecpa.com or by (cell) (918) 857-5685.
J. Daniel Beirute, JD - For
the past 14 years, Dan Beirute?s legal practice has focused on
representation of churches, ministries, and charities in all 50
states. Dan has assisted hun
dreds
of churches and ministries across the United States in a variety of
matters involving attaining and maintaining 501(c)(3) status, as well as
general governance issues, contracts, trademarks, employment law
issues, and real estate. Dan has written numerous educational articles
for national publications regarding legal issues of interest to churches
and ministries. He is a frequent speaker at non-profit seminars for
pastors, lawyers, CPAs, and non-profit leaders. For the past 10 years,
Dan has also served as an adjunct professor at Oral Roberts University
Graduate School of Business, where he teaches a Non-profit Legal Issues
course for students in the Masters of Non-profit Management program.
Dan is a 1996 graduate of Harvard Law School. He can be reached at: The
Law Office of Dan Beirute, 9175 S. Yale Ave., Suite 280A, Tulsa, OK,
74137, by e-mail: dan@uschurchlaw.com or by phone (918) 392-1956.
David DuBois, CPA - With
over fifteen years of audit and consulting experience in both private
and public accounting, David has served clients from a variety of
backgrounds and sizes. These range from not-for-profit clients to
for-profit clients and revenues of $500,000 per year to over $100
million per year. Serving as the lead auditor for these clients has
allowed David to bring a perspective to his clients that allows them to
understand the audit process and
be
better prepared. David has specialized in the role of trusted financial
advisor for not for profit entities ranging from ministries to
community service organizations to large universities. Specific
roles served include assisting clients with audit preparation and
management, internal audit, cash management, forecasting, budgeting, and
controllership/CFO. Having walked in the shoes of his
clients as their advocate, he knows his client?s concerns, needs and how
to address them in an effective manner. David
is an active member of the AICPA, the OSCPA, and the Tulsa Chapter of
the OSCPA where he serves on the CPE committee. He is an active member
of the Broken Arrow Church of Christ, a founding member of the Abouttime
Networking Group, and serves as treasurer of his homeowners
association. David lives in Broken Arrow, OK and can be reached by
e-mail: dmdubois@windstream.net or by phone (918) 408-6560.
Floyd J. Langley, CPA ? With over
5 years of public and private industry experience, Floyd has developed
his audit practice with an emphasis in financial reporting for
tax-exempt organiz
ations
(including religious organizations, mega churches and television
evangelists). Prior to becoming an audit partner in the firm of Wingard,
Ragsdale & Langley CPA?s, PLLC, Floyd served as an audit manager
with Stanfield & O?Dell, P.C. in Tulsa, OK. Floyd?s experience also
includes working with religious organizations, municipal and
governmental entities, compliance with requirements with the Single
Audit Act as defined by OMB Circular A-133 for recipients of
governmental funding. Floyd holds a Bachelor of Business Administration
(BBA) degree in Accounting from Northeastern State University in Broken
Arrow, OK, is a Member of the AICPA, a member the OK Society of CPAs and
Vice Chair of his local Rotary Club. Floyd can be reached at: via mail
at Wingard, Ragsdale & Langley CPA?s, PLLC, 18 South Vann Street,
Pryor, OK 74017, by e-mail: floydjlangley@sbcglobal.com or by phone (918) 825-6441.
Kara Greuel, JD, CPA/CFF - The Allison Firm, PLLC, -
With 15 years of public/private accounting experience, Kara?s
background includes tax, financial accounting, audit
preparation/execution, SEC reporting and compliance. As an attorney, her
area of practice has a particular emphasis in estate litigation
allegation of fraud and breach of trust by fiduciaries as well as:
estate planning; elder law; guardianships and conservatorships; living
wills; trusts; probate and estate administration; estate and gift
taxation. Her legal/tax experience pro
vides
significant insight to foundations/endowments and board of directors.
She received a Bachelor of Business Administration degree in Finance in
1994 from Northeastern State University, a Bachelor of Business
Administration degree in Accounting from Langston University in 1995 and
a Juris Doctorate degree in 2009 from the University of Tulsa, College
of Law. Kara is a member of various professional
organizations including the AICPA, OSCPA, ABA, OBA and currently serves
as an officer of the Oklahoma Bar Association Estate Planning, Probate
and Trust Section Board. Kara formerly served on the board
of directors for the Court Appointed Special Advocate program of
Muskogee and Wagoner counties as well as serving as a volunteer court
appointed special advocate on behalf of children for the program. Kara
lives in Coweta, Oklahoma and can be reached by e-mail: karagreuel@gmail.com or by phone (918) 640-1391.
Greg Kubes, CPA/Financial Advisor ? Edward Jones - With over 12 years of professional experience, Greg serves his clients as a Financial Advisor with Edward Jones. In addition to comprehensive financial planning and trust asset management, he serves many organizatio
ns
with their retirement plans and other related investment/endowment
needs. His career started as a CPA with KPMG, LLP, auditing financial
statements and retirement benefit plans. He then worked in Internal Audit, Sarbanes-Oxley compliance, and as Controller. Greg holds a Bachelors and a Masters in Accounting from Texas Tech University. He is a member of the TSCPA and is actively involved with the Fort Worth Chapter in leadership and on several committees. He
also serves on the Audit Committee of Catholic Charities Diocese of
Fort Worth, and a committee for the Tarrant Area Food Bank. Greg lives
and works in Fort Worth, and can be reached at Edward Jones, 4670 SW
Loop 820, Fort Worth, TX, 76109, by email at greg.kubes@edwardjones.com or by phone at (817) 737-3100.
John Ratliff, Ashley Voss and Mandy Bankston, CPAs ? Ratliff & Associates P.C. - With
over 30 years of professional experience, John is the founding member
and President of Ratliff & Associates. The firm is dedicated to
serving the specialized needs of religious organizations. They
understand the critical relationships within churches and religious
organizations and blending skills to deliver the highest quality of
service. The firm?s philosophy includes highly trained/experienced
professionals working directly with clients to bring i
mmediate
impact on their operations and financial reporting. John graduated from
Baylor University with a BBA and North Texas State University with a
MBA. He is licensed to practice accounting in multiple states. His early training was with Arthur Andersen & Co. serving nine years. John
began building an audit, accounting and consulting practice in 1995
with a concentration on churches and religious organizations. He is an active member of the AICPA, the Texas Society of CPAs and the FW Chapter. He
is a frequent speaker at conferences and CPE on non-profit accounting
and auditing. John can be reached via mail at Ratliff & Associates,
P.C., 3030 Matlock Rd, Suite 201, Arlington, TX 76015, by phone (817)
795-5046 or by e-mail at jratliff@ratliffcpas.com.
Ashley Voss, CPA,
earned a bachelor?s degree in Accounting from Abilene Christian
University and has been a CPA for over 6 years. Ashley started his
auditing career with Ernst & Young, LLP in Fort Worth, Texas and
joined the firm in July 2008. Mandy Bankston, CPA, earned
a BBA in Accounting from the University of Texas, Arlington in 1992
joining the firm?s November 2007. Mandy brings over 17 years? experience
in audit and accounting to the firm, including over 3 working with
nonprofit organizations. Her diverse background includes experience in
internal audit, public accounting, Sarbanes Oxley compliance, recruiting
and controllership.
Walt Hatter and David Eason, CPAs ? Hatter and Associates, LLP With more th
an
20 years of public accounting experience Walt is founder and managing
partner of Hatter & Associates, LLP. The firm provides service to a
broad spectrum of industries including non-profits, real estate,
healthcare and closely-held businesses. Walt is a Baylor Bear but can be
spotted wearing purple to support TCU. He is Chairman of the Board of
the Alliance for Children, active in his church and other community
organizations. Walt is an active member of the AICPA, the Texas Society
of CPAS and the FW Chapter. Walt can be reached via mail at Hatter and
Associates, LLP, 1300 South University Drive, Suite 620, Fort Worth, TX,
76107, by phone (817) 335-9258 or by e-mail at walt@hattercpa.com.
David Eason, CPA recently joined Hatter & Associates bringing more than 25 ye
ars
of international and regional public accounting experience to the firm.
David specializes in nonprofit and tax-exempt organizations,
manufacturing, wholesale distribution, employee benefit plans, and
closely-held businesses. He is a UT alumnus, an active member of his
church, and involved in a number of community organizations including
the YMCA. David is an active member of the AICPA, the Texas Society of CPAs and the FW Chapter. David can be reached via
mail at Hatter and Associates, LLP, 1300 South University Drive, Suite
620, Fort Worth, TX, 76107, by phone (817) 335-9258 or by e-mail at deason@hattercpa.com.
Dale Brooks (CPA) and Dale Hart (NPO Consultant) ? Jefferson Harmon & Associates, P.C. ? With over 20+ years of professional services, Jefferson Harmon
and Associates, P.C., helps organizations plan and execute today's financial environment. Beginning with goals, specific needs and circumstances, the firm helps minimize pitfalls and maximize opportunities. Dale
Brooks' experience includes 16 years in church and nonprofit
management, preceded by 15 years of public accounting, corporate
leadership, and entrepreneurial start-up. He has completed
a study program at Southwestern Baptist Theological Seminary in church
business administration, and is also a graduate of the Stagen Leadership
Institute in Dallas. Dale serves on the board of Let?s Start Talking
and the advisory board for Impossible Possibilities. Dale can be reached via mail at Jefferson Harmon & Associates, P.C., 840 Thousand Oaks Dr., Hurst, TX 76054, by phone (817) 355-9292 or by e-mail at dale@partnersforbusiness.com.
Dale Hart brings twenty years of experience working with non-profit organization
s
to Jefferson Harmon. Dale has served as Executive Vice-President of
Christ's Haven for Children and Vice-President of Dallas Christian
School, as well as Executive Director for Open Arms Home, Teen Lifeline,
and the Keller ISD Education Foundation. Dale currently serves on the
Board of Directors for Teen Lifeline and on advisory boards for The
Mercy Foundation and Impossible Possibilities. Dale can be reached via mail at Jefferson Harmon & Associates, P.C., 840 Thousand Oaks Dr., Hurst, TX 76054, by phone (817) 355-9292 or by e-mail at dhart@partnersforbusiness.com.
Our Tax-Exempt (T-E) group has extensive experience in compliance, governance and mission preservation.
Preserving, protecting and advancing
the organization?s mission are the responsibility of those charged with
governance. Daily operations are executed by the
CEO/President/Executive Director and senior management. Many T-E
organizations have been faced with stagnant levels of donations,
compared with increased demand for program services. Regulators
(including the IRS and grantors) continue to focus on tax-exempt
organizations, making reporting requirements complex and cumbersome. Organizations cannot afford to lose their tax exemption, therefore they must protect and sustain their mission.
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