Katie works with a diverse range of clients, including partnerships, LLCs, corporations and individuals, specializing in tax planning and compliance services for high-net-worth individuals and closely-owned businesses, as well as providing tax compliance assistance for nonprofit organizations, such as community support organizations, education assistance organizations and independent private schools. Additionally, Katie manages accounting services, including payroll management, bookkeeping and the preparation of financial statements for her various clients.

In recognition of her outstanding achievements, Katie was named a Top Ten Finalist in the Mississippi Business Journal’s Top 50 under 40 award for business leaders in Mississippi in 2016.

Katie lives in Madison, MS with her husband, Philip and their two sons, Jackson and Tyler where she is a member of Broadmoor Baptist Church. In her free time, she enjoys attending her two sons’ sporting events and volunteers for various organizations throughout the year.

Education

• Mississippi College
  • Bachelor of Science in Business Administration in Accounting
  • Master of Business Administration

Memberships

• American Institute of Certified Public Accountants (AICPA)
• Mississippi Society of Certified Public Accountants (MSCPA)
  • Nonprofit Committee Member (Past)
• Central Chapter of the Mississippi Society of Certified Public Accountants
  • Secretary (Past)
• Accounting & Financial Women’s Alliance, Jackson Chapter
  • President, Vice-President, Education Officer (Past)

Awards

• Top Ten Finalist in the Mississippi Business Journal’s Top 50 under 40 award

Designations

• Certified Public Accountant
• MS License Number:  5830