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Shareholders

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



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