Mack Waters, CPA, CFPTM, CFF, ABV, CLU
Shareholder
PROFESSIONAL EXPERIENCE
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Former Director of Audits of an international accounting firm
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Extensive domestic and international auditing and accounting experience
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Managed diverse engagements of multi-national industries and publicly held companies
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Comprehensive knowledge of US and International accounting standards
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Certified Financial Planner and Chartered Life Underwriter; provides financial planning and tax advice to high net worth individuals, closely held and family owned businesses.
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Recipient of the AICPA Tax Planning and Advising for Closely Held Businesses Certificate of Education Achievement Award
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International and domestic income tax - transfer pricing and allocation
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Accredited in Business Valuation by the American Institute of Certified Public Accountants (AICPA)
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AICPA Information Management and Technology Assurance member
EDUCATION
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University of Alabama, Masters of Arts in Accounting
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University of Alabama, Bachelor of Science, Accounting
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The American College for Certified Financial Planners
LICENSES & CERTIFICATIONS
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Certified Public Accountant, Florida (CPA)
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Certified Public Accountant, Alabama (CPA)
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Certified Financial Planner (CFPTM)
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Chartered Life Underwriter (CLU)
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Licensed Insurance Agent, State of Florida
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Certified in Business Valuation (ABV)
PROFESSIONAL AFFILIATIONS
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American Institute of Certified Public Accountants (AICPA)
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Florida Institute of Certified Public Accountants (FICPA), past member of the auditing and accounting standards committee.
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Alabama Society of Certified Public Accountants
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Financial Planners Association
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AICPA Information Management and Technology Assurance (IMTA)
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Sheryl T. Waters, CPA, CFPTM, CPC, CFE, CFF, ABV
Shareholder
PROFESSIONAL EXPERIENCE
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Extensive domestic and international accounting, tax and auditing experience
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International consultant with the US government
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Extensive governmental auditing at the federal, state, county and city levels
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Recipient of the AICPA Governmental Accounting and Auditing Certificate of Education Achievement Award
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Certified Fraud Examiner, Certified in Financial Forensics, oversees litigation support services, evaluates accounting systems for weaknesses, designs internal controls and interpreting financial data for unusual trends, fraud detection and prevention
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AICPA Information Management and Technology Assurance (IMTA)
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Certified Financial Planner TM who provides general accounting and tax services to high net worth individuals, closely held and family owned businesses
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Certified Professional Coder with extensive medical coding and healthcare experience including Chief Financial Officer of an international JACHO certified hospital
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Accredited in Business Valuation by the American Institute of Certified Public Accountants (AICPA)
EDUCATION
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Samford University MBA program course studies
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University of Alabama, Bachelor of Science, Accounting
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The American College for Certified Financial Planners
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Numerous professional continuing education courses as required by the profession each year
LICENSES & CERTIFICATIONS
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Certified Public Accountant, Florida (CPA)
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Certified Public Accountant, Alabama (CPA)
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Certified Financial PlannerTM
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Certified in Financial Forensics (CFF)
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Certified Fraud Examiner (CFE)
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Certified Professional Coder (CPC)
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Certified in Business Valuation (ABV)
PROFESSIONAL AFFILIATIONS
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American Institute of Certified Public Accountants
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Florida Institute of Certified Public Accountants, past member of the State and Local Government Committee
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Alabama Society of Certified Public Accountants
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Association of Certified Fraud Examiners
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American Academy of Professional Coders
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Forensic CPA Society
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AICPA Information Management and Technology Assurance (IMTA) member
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