Smith + Howard Expands Leadership and Expertise in Accounting Sector
November 8, 2024, 7:38 pm
In the bustling world of accounting and advisory services, change is the only constant. Smith + Howard, a prominent firm based in Atlanta, is making waves with two significant announcements that signal growth and innovation. The firm has welcomed Shaun Potter as Principal and promoted five professionals to Partner. These moves are not just reshuffling the deck; they are setting the stage for a more robust future.
Shaun Potter’s arrival is akin to adding a seasoned captain to a ship navigating treacherous waters. With a wealth of experience in IT security, Potter is set to steer Smith + Howard’s technology-driven services. His focus will be on SOC reporting, cybersecurity, and risk management. In an age where data breaches are as common as rain, having a leader like Potter is invaluable. His previous role as Chief Information Security Officer at a SaaS provider for government entities speaks volumes. He achieved 100% compliance with SOC 2 and PCI DSS certifications, a feat that showcases his commitment to excellence.
Potter’s expertise is not just theoretical. It’s grounded in real-world experience. He brings a practical approach to problem-solving, which is crucial in today’s fast-paced environment. His leadership will enhance client service, providing a safety net for businesses navigating the complexities of cybersecurity. In a world where trust is paramount, Potter’s presence is a beacon of confidence.
The firm’s partner promotions are equally noteworthy. Five professionals—Nicole Davis, Daniel Sage, Erin Sak, Travis Shears, and Megan Worth—have ascended to the role of Partner. This is not merely a title change; it’s a recognition of their dedication and contributions. Each of these individuals embodies the firm’s core values and has played a pivotal role in its growth.
Nicole Davis, now a Tax Partner, has been instrumental in advancing tax initiatives. Her ability to strengthen client relationships is a testament to her skill. Daniel Sage, as Assurance Partner, has fostered staff development and business growth. His innovative approach is like a breath of fresh air, invigorating the firm’s culture.
Erin Sak, also an Assurance Partner, has led with expertise in assurance services. Her support for firm technology has enhanced technical capabilities, making the firm more agile. Travis Shears has been a steady hand in the growth of the Chattanooga office. His strong business network and leadership during the post-merger transition have been crucial. Lastly, Megan Worth has driven tax process improvements, building client trust and mentoring the team.
These promotions reflect a culture of excellence and mentorship at Smith + Howard. The firm is not just about numbers; it’s about people. Each new partner is a trusted advisor, a mentor, and a leader. They are the backbone of the firm, ensuring that Smith + Howard remains a top choice for businesses across various sectors.
Smith + Howard serves a diverse clientele, including construction, distribution, hospitality, manufacturing, nonprofit, real estate, technology, and transportation sectors. Their services extend beyond traditional accounting. They offer sales and use tax, international tax consulting, cyber risk management, and process automation. This breadth of services positions them as a one-stop shop for businesses seeking comprehensive solutions.
The firm operates under an alternative practice structure, allowing for a seamless integration of audit and advisory services. This structure enhances efficiency and client satisfaction. It’s a model that reflects the firm’s commitment to innovation and adaptability.
As Smith + Howard continues to grow, the addition of Shaun Potter and the promotion of five professionals to Partner signal a bright future. The firm is poised to tackle the challenges of the modern business landscape. With a focus on technology and a commitment to client service, they are ready to navigate the complexities of the accounting world.
In conclusion, Smith + Howard is not just expanding its leadership; it is redefining what it means to be a leader in the accounting sector. With a strong team at the helm, the firm is set to soar to new heights. The future is bright, and the journey is just beginning. In a world where change is the only constant, Smith + Howard is not just keeping pace; it is leading the charge.
Shaun Potter’s arrival is akin to adding a seasoned captain to a ship navigating treacherous waters. With a wealth of experience in IT security, Potter is set to steer Smith + Howard’s technology-driven services. His focus will be on SOC reporting, cybersecurity, and risk management. In an age where data breaches are as common as rain, having a leader like Potter is invaluable. His previous role as Chief Information Security Officer at a SaaS provider for government entities speaks volumes. He achieved 100% compliance with SOC 2 and PCI DSS certifications, a feat that showcases his commitment to excellence.
Potter’s expertise is not just theoretical. It’s grounded in real-world experience. He brings a practical approach to problem-solving, which is crucial in today’s fast-paced environment. His leadership will enhance client service, providing a safety net for businesses navigating the complexities of cybersecurity. In a world where trust is paramount, Potter’s presence is a beacon of confidence.
The firm’s partner promotions are equally noteworthy. Five professionals—Nicole Davis, Daniel Sage, Erin Sak, Travis Shears, and Megan Worth—have ascended to the role of Partner. This is not merely a title change; it’s a recognition of their dedication and contributions. Each of these individuals embodies the firm’s core values and has played a pivotal role in its growth.
Nicole Davis, now a Tax Partner, has been instrumental in advancing tax initiatives. Her ability to strengthen client relationships is a testament to her skill. Daniel Sage, as Assurance Partner, has fostered staff development and business growth. His innovative approach is like a breath of fresh air, invigorating the firm’s culture.
Erin Sak, also an Assurance Partner, has led with expertise in assurance services. Her support for firm technology has enhanced technical capabilities, making the firm more agile. Travis Shears has been a steady hand in the growth of the Chattanooga office. His strong business network and leadership during the post-merger transition have been crucial. Lastly, Megan Worth has driven tax process improvements, building client trust and mentoring the team.
These promotions reflect a culture of excellence and mentorship at Smith + Howard. The firm is not just about numbers; it’s about people. Each new partner is a trusted advisor, a mentor, and a leader. They are the backbone of the firm, ensuring that Smith + Howard remains a top choice for businesses across various sectors.
Smith + Howard serves a diverse clientele, including construction, distribution, hospitality, manufacturing, nonprofit, real estate, technology, and transportation sectors. Their services extend beyond traditional accounting. They offer sales and use tax, international tax consulting, cyber risk management, and process automation. This breadth of services positions them as a one-stop shop for businesses seeking comprehensive solutions.
The firm operates under an alternative practice structure, allowing for a seamless integration of audit and advisory services. This structure enhances efficiency and client satisfaction. It’s a model that reflects the firm’s commitment to innovation and adaptability.
As Smith + Howard continues to grow, the addition of Shaun Potter and the promotion of five professionals to Partner signal a bright future. The firm is poised to tackle the challenges of the modern business landscape. With a focus on technology and a commitment to client service, they are ready to navigate the complexities of the accounting world.
In conclusion, Smith + Howard is not just expanding its leadership; it is redefining what it means to be a leader in the accounting sector. With a strong team at the helm, the firm is set to soar to new heights. The future is bright, and the journey is just beginning. In a world where change is the only constant, Smith + Howard is not just keeping pace; it is leading the charge.