
Our Associates
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Client Services Coordinator
601-499-2400Education
Mississippi College (2017)
Bachelor of Business Administration, Emphasis in Finance
Work Experience
GranthamPoole (2024 – Present), Client Services Coordinator
Local Furniture Retailer (2021 – 2024)
Local Medical Device Manufacturer (2017 – 2021)
Personal
Grant is from Terry, Mississippi, and lives there with his wife, Sarah. They enjoy raising Angus Cattle and supporting all Mississippi State sports. They are members of Hickory Ridge Baptist Church.
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Senior Specialist
601-499-2400Education
Mississippi College (1995)
B.S., B.A. (Emphasis in Accounting)
Work Experience
GranthamPoole (2015 – Present), Senior Specialist
State Street Group (2003 – 2015)
Practice Areas
Financial Statements
Payroll Tax Returns
QuickBooks Software
Personal
Jennifer and her husband Frank have two children, Sarah and Sam. She enjoys spending time with family and friends, going on walks, and worshiping and serving at First Baptist Jackson.
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CPA, Manager
601-499-2400Education
Mississippi College (2021)
Bachelor of Science in Business Administration, Emphasis in AccountingHolmes Community College (2019)
Associate of Arts in Accounting
Associate of Applied Science in Architectural Engineering Technology
Professional Affiliations (Present and Past)
Beta Gamma Sigma Honors Society
Phi Theta Kappa Honors Society, Kappa Alpha Chapter
SkillsUSA
Work Experience
GranthamPoole (2021- Present), Manager
Practice Areas
Individual Taxation
Business Taxation
Cost Segregation Studies
Civic/Community Involvement (Present and Past)
Pickens Presbyterian Church
Personal
Hallie is married to Lem Bufkin and they live in the small town of Pickens, Mississippi. Her hobbies include spending time with friends and family (pets included), doing various jobs for her church, reading, painting, and enjoying time in the great outdoors.
CPA License Number 8413
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Controller
601-499-2400Education
William Carey University (2003)
Bachelor of Science in Business, Emphasis in Accounting
Work Experience
GranthamPoole (2021-Present), Controller
Parker Builders, Inc (2008-2021), Office Manager/Bookkeeper
Weather Master, Inc (2003-2007), Comptroller
Practice Areas
Financial Statements
Payroll Tax Returns
QuickBooks software
Personal
Teri lives in Brandon with her husband Caleb and their three children, Benjamin, Carolyn Grace, and Joshua. She loves spending time with her family and friends. She enjoys singing and serving at Meadow Grove Baptist Church.
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CPA, Senior Manager
601-499-2400Education
University of Georgia (2005)
BBA AccountingKennesaw State University (2008)
Masters of Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Georgia Society of Certified Public Accountants
Work Experience
GranthamPoole (2013 – Present), Senior Manager
Local Firm, Oxford, MS (2009 – 2012)
Regional and Large Local Firm, Atlanta, GA (2005 – 2009)
Practice Areas
Individual, Partnership & Corporate Taxation
Industry Specialization
Non-Profit Organizations
Services to Law Firms/Litigation Support
Civic/Community Involvement (Present and Past)
Habitat for Humanity
American Cancer Society
Fondren Renaissance Foundation
Personal
Milly lives in Atlanta with her husband Brent and their two children, Willa and Evan. She enjoys travel, spending time outdoors, listening to live music and, watching UGA and Ole Miss Football.
CPA License Number R3490
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Manager
662-234-8130Education
University of Mississippi (2016)
Bachelor of AccountancyUniversity of Mississippi (2017)
Master of Accountancy
Work Experience
GranthamPoole (2020- Present), Manager
International Accounting Firm (2019-2020), Staff Accountant
Regional Accounting Firm (2017-2019), Staff Accountant
Practice Areas
Individual, Partnership & Corporate Taxation
Estate and Trust Taxation
Tax Planning and Research
Personal
Graham is originally from New Albany, Mississippi. He and his wife, Taylor, currently live in Oxford. Graham enjoys traveling, spending time with family, and Ole Miss Athletics.
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Manager
601-499-2400Education
Mississippi College (2015)
Bachelor of AccountancyWork Experience
GranthamPoole (2015 – Present), ManagerLocal Accounting Firm (2014 – 2015)
Practice Areas
Estates & Trusts
Individuals
Corporations & Partnerships
Personal
Brianne enjoys spending time with her family and friends and her hobbies include being active outside, hunting, and working out.
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CPA, Manager
601-499-2400Education
Mississippi College (2018)
Bachelor of Business Administration
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Work Experience
GranthamPoole (2019-Present), Manager
Regional Accounting Firm (2018-2019)
GranthamPoole (2017)
Industry Specialization
HUD Audits
Insurance Audits
Non-Profit Organization Audits
Personal
Rachel lives in Jackson. She enjoys running and anything health/fitness-related.
CPA License Number 7930
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Senior Staff Accountant
601-499-2400Education
Mississippi College (2022)
Bachelor of Science in Business Administration, Finance & Accounting
Work Experience
GranthamPoole (2022- Present), Senior Staff Accountant
Regional Accounting Firm (2022), Public & Middle Market Assurance Intern
Practice Areas
Individual, Partnership & Corporate Taxation
Non-Profit Audits
Personal
Kaitlyn is from Canton, Mississippi. She enjoys traveling, reading, and spending time with her friends and family.
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Senior Client Services Coordinator
601-499-2400Education
Mississippi State University (2019)
Bachelor of Business Administration, Emphasis in Marketing, Summa Cum LaudeMississippi State University (2021)
Master of Business Administration, Emphasis in Project Management
Professional Affiliations (Present and Past)
Mississippi State University Alumni Association
Beta Gamma Sigma
Phi Theta Kappa
Work Experience
GranthamPoole (2022 – Present), Senior Client Services Coordinator
Personal
Anna Claire is from Houston, MS, and currently resides in Ridgeland. She enjoys spending time with friends, family, and her dog, Max. She loves traveling, reading, and watching her favorite sports teams: anything Mississippi State, Dallas Cowboys, and the St. Louis Cardinals.
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CPA, CFP®, Manager
601-499-2400Education
Mississippi State University (2017)
Bachelor of Accountancy
Work Experience
GranthamPoole (2017 – Present), Manager
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Mississippi Young CPA Network
Madison County Business League & Foundation
Financial Planning Association- Mississippi Chapter
Licensed CFP® under the Certified Financial Planning Board of Standards, Inc.
Work Experience
GranthamPoole (2017-Present), Manager
Practice Areas
Corporate, Partnership, and Individual Taxation
Financial & Estate Planning
Investment Consulting
Trusts
Personal
Leyna and her husband, Crockett, live in Ridgeland with their four children and are members at Pear Orchard Presbyterian Church. As a family, they have a passion to explore this country, especially the National Parks. Leyna enjoys being outside, going on runs, and being around a table of food with friends and family.
CPA License Number 7632
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CPA, Senior Controller
601-499-2400Education
Mississippi College (2012)
Master of Business Administration with Concentration in AccountingBelhaven College (2008)
Bachelor of Business AdministrationCopiah-Lincoln Community College (2007)
Associate of Arts
Professional Affiliations/Honors (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Association of Governmental Accountants
Professionals in Human Resources Association
Work Experience
GranthamPoole (2017 – Present), Senior Controller
Mississippi Public Employees Retirement System (2016 – 2017)
Copiah-Lincoln Community College (2002-2016)
Practice Areas
Financial Statements
Sales Tax
Payroll Tax
Corporate, Partnership & Individual Taxation
Civic/Community Involvement (Present and Past)
Rotary Club
Zion Baptist Church
Girl Scouts of America
Personal
Holly and her husband, Chris, have a daughter, Linsy. Holly enjoys spending time with family and friends and traveling.
CPA License Number 7239
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Senior Staff Accountant
601-499-2400Education
University of Southern Mississippi (2020)
Bachelor of Science in Business Administration, Emphasis in AccountingUniversity of Southern Mississippi (2021)
Master of Professional Accountancy
Professional Affiliations
Beta Alpha Psi, Zeta Mu Chapter, Alumnus
Beta Gamma Sigma, USM Chapter, Alumnus
Work Experience
GranthamPoole (2021-Present), Senior Staff Accountant
Yak Access (2020-2021), Accounting Intern
Personal
Jordan is from Foxworth, MS and lives in Ridgeland. In his free time, he enjoys learning more about history, computers and new electronics, and spending time with friends, family, and his significant other.
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CPA, Manager
662-234-8130Education
University of Mississippi (2001)
Masters of AccountancyUniversity of Mississippi (2000)
Bachelor of Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (2015 – Present), Manager
Local Law Firm (2004-2010)
Large Regional CPA Firm (2002-2004)
Small CPA Firm (2000-2002)
Industry Specialization
Taxation
Civic/Community Involvement (Present and Past)
Oxford School District Foundation
Treasurer of PTO Boards
Personal
Meg is married to Brad Grantham and has two sons, Wynne and Price. They are members of North Oxford Baptist Church. In her spare time, Meg enjoys watching her boys play sports and traveling with their teams. She also enjoys Ole Miss sports.
CPA License Number 5507
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Staff Accountant
601-499-2400Education
University of Southern Mississippi (2022)
Bachelor of Science in Business Administration, Emphasis in Accounting
Work Experience
GranthamPoole (2020-Present), Staff Accountant
Personal
Austin is originally from Hattiesburg, MS. In his spare time, he enjoys hunting, golfing, traveling, and spending time with his friends and family. He is also a fan of Southern Miss sports and the New Orleans Saints.
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CPA, Senior Manager
601-499-2400Education
Mississippi State University (2001)
Bachelor of AccountancyMississippi State University (2002)
Master of Taxation
Professional Affiliations/Honors (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Central Chapter of Mississippi Society of Certified Public Accountants
Work Experience
Grantham Poole (2006 – Present), Senior Manager
Regional Accounting Firm (2001 – 2006), Senior Staff Accountant
Practice Areas
Tax
Contractors/Real Estate
Estate & Gift
Industry Specialization
Residential Real Estate
Commercial Real Estate
Construction
Manufacturing and Distribution
Civic/Community Involvement (Present and Past)
Habitat for Humanity
Cystic Fibrosis Foundation
Leukemia & Lymphoma Society
Personal
Mike and his wife, Mara, have two sons. In his spare time, Mike enjoys traveling, biking, and running.
CPA License Number 5650
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CPA, Manager
662-234-8130Education
Oklahoma State University (2013)
Bachelor of AccountancyOklahoma State University (2014)
Master of Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountant
Tennessee Society of Certified Public Accountants
Work Experience
GranthamPoole (2023 – Present), Manager
AutoZone, Inc (2018 – 2023) Accounting Manager
International Accounting Firm (2014 – 2017) Audit Senior
Practice Areas
Advisory Services/Management Consulting
Personal
Amy lives in Oxford with her husband Tanner, daughter Virginia, and dog Rufus. They are members of Oxford University United Methodist Church. In her spare time, Amy enjoys cooking, traveling, and spending time with friends and family.
CPA License Number R24525
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Staff Auditor
601-499-2400Education
Mississippi College (2023)
Bachelor of Science in Business Administration, AccountingMississippi College (2024)
Master of Business Administration, Accounting
Work Experience
GranthamPoole (2023 – Present), Staff Auditor
National Accounting Firm (2024), Intern
Publications
TaxNotes (May 2023): “Creating a More Equitable Tax Code for Americans with Disabilities”
Business Education Innovation (December 2024): “Diversity. Equity, and Inclusion: College-going Experiences of Students with Hearing Disabilities”
Personal
Avery is from Jackson, MS and attends Fondren Church. She enjoys painting, running, spending time with friends and family, and being outdoors. Avery played soccer at Mississippi College, and she is also a fan of Ole Miss sports.
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CPA, Manager
601-499-2400Education
Mississippi State University (2019)
Bachelor of AccountancyMississippi State University (2021)
Master of Professional Accountancy
Work Experience
GranthamPoole (2021- Present), Manager
Regional Accounting Firm (2020-2021), Intern
Practice Areas
Individual, Partnership & Corporate Taxation
Personal
Gibson is originally from Meridian, MS. In his spare time, he enjoys watching movies, traveling, watching Mississippi State sports, being outdoors, and spending time with family.
CPA License Number 8404
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Specialist
601-499-2400Education
Draughon’s Business College – Business and Computer Science
Murrah High School
Work Experience
GranthamPoole (1998 – Present), Specialist
State of Mississippi, Department of Economic Development, Administrative Assistant
State of Mississippi, MS Supreme Court, Office of the Clerk, Assistant
City of Jackson, Building & Grounds Division, Administrative Assistant/Budget Coordinator
Holcomb, Dunbar, Connell, Chaffin & Willard Law Firm, Paralegal
Robert H Harper, Attorney at Law, Secretary/Paralegal
Practice Areas
Litigation/Audit Support
Bookkeeping/ Payroll
Fraud
Special Projects
Industry Specialization
Litigation
Economic Development
Tourism
Government & Local Contracts
Personal
Debra is married to Charles Hunt and has two children and three grandchildren.
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Client Service Coordinator
601-499-2400Education
Purdue University- Calumet (1992-1996)
Work Experience
GranthamPoole (2023 – Present), Client Service Coordinator
Tellus International (2020 – 2023)
Lionbridge (2013 – 2020)
All Around Travel (2008 – 2013)
Personal
Kathy currently lives in Plainfield, IL with her husband and 3 children. She enjoys spending time with family and friends, volunteering for school and church events, traveling, painting, and gardening. She loves Chicago and Purdue sports, but also enjoys watching SEC football with her son, who is a big Ole Miss fan.
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Specialist
601-499-2400Education
Jackson State University (1995)
Bachelor of Business Administration in AccountingBelhaven University (2003)
Master of Business Administration
Work Experience
GranthamPoole (2016-Present), Specialist
ACS Student Loan Servicing, A Xerox Company (2007-2016), Quality Assurance Analyst
Practice Areas
Payroll Tax Returns
Sales Tax Returns
Financial Statements
QuickBooks Software
Civic/Community Involvement(Present and Past)
Habitat for Humanity
Salvation Army Angel Tree
Making Strides Against Breast Cancer
Girl Scout Leader
Personal
Lakeeta lives in Byram with her husband, John. They have two daughters, Shemere and Malia. They are members of Greater Pearlie Grove M.B. Church. Lakeeta’s hobbies include reading, traveling and spending time with her family and friends.
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CPA, Senior Manager
601-499-2400Education
University of Mississippi (2013)
Master of AccountancyUniversity of Florida (2012)
Bachelor of Science in Accounting
Professional Affiliations (Present and Past)
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
MSCPA Young CPA Network
Work Experience
GranthamPoole (2015 – Present), Senior Manager
National Accounting Firm (2013 – 2015)
Practice Areas
Partnership, Individual, and Corporate Taxation
Advisory Services and Consulting
Estate, Gift & Trust Taxation
Industry Specialization
Tax
Dealerships
Small Business Consulting & Planning
Real Estate
Civic/Community Involvement (Present and Past)
MSCPA Young CPA Network (2015 – Present), Past President and Member of the Board
Holy Trinity St. John the Theologian Greek Orthodox Church, Board Member
Habitat for Humanity
Leapfrog of Oxford
Personal
Jack and his wife, Domina, reside in Ridgeland and are both CPAs. They are active members of Holy Trinity St. John the Theologian Greek Orthodox Church. In his spare time, Jack enjoys Florida and Ole Miss football, attending/watching sporting events, and traveling. Jack is originally from Tampa, Florida.
CPA License Number R7205
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CPA, Manager
601-499-2400Education
University of Southern Mississippi (2015)
Master of Professional AccountancyUniversity of Southern Mississippi (2014)
Bachelor of Science in Business Administration – Accounting
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Beta Gamma Sigma, Alumna
Work Experience
Grantham Poole (2016 – Present), Manager
Practice Areas
Corporate, Partnership, and Individual Taxation
Estate and Gift
Trusts
Civic/Community Involvement (Present and Past)
Ocean Springs High School Band Booster
Ocean Springs Middle School Band Board Member
Personal
Tami and her husband, Rick enjoy spending time with their five children. Tami also enjoys traveling, crafting, music, and reading.
CPA License Number 7636
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Senior Manager
601-499-2400Education
Delta State University (2017)
Bachelor of Science in Business Administration- Accountancy
Professional Affiliations (Present and Past)
Series 65 Licensed Investment Advisor Representative
Work Experience
GranthamPoole (2017 – Present), Senior Manager
Practice Areas
Corporate, Partnership & Individual Taxation
Financial Planning
Retirement Planning
Investment Consulting
Industry Specialization
Individual Consulting
Financial Plans
Retirement Consulting
S-Corporations, Partnerships & Individual Taxation
Small Businesses & Startups
Research & Development
Personal
Michael is originally from Greenville, Mississippi. He and his wife, Molly, and daughter, Lucy, currently live in Madison and attend First Ridgeland Baptist Church. Michael is an avid outdoorsman who enjoys hunting, fishing, golf, and traveling with his family.
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Staff Accountant
601-499-2400Education
Mississippi College (2022)
Bachelor of Business Administration, Emphasis in Accounting
Work Experience
GranthamPoole (2022 – Present), Staff Accountant
Personal
Traylon is from Bay St. Louis, Mississippi. In his spare time, he enjoys spending time in nature, listening to music, writing poetry, playing basketball, running, and spending time with family and friends.
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Staff Accountant
662-234-8130Education
University of Mississippi (2022)
Bachelor of AccountancyUniversity of Mississippi (2023)
Master of Accountancy
Work Experience
GranthamPoole (2023 – Present), Staff Accountant
Regional Accounting Firm (2022), Tax Intern
Personal
Claire is originally from Belmont, MS and currently resides in Oxford. In her spare time, she enjoys reading, traveling, and spending time with friends and family.
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Manager
601-499-2400Education
Mississippi State University (2015)
Bachelor of Accountancy
Work Experience
GranthamPoole (2015– Present), Controller
Practice Areas
Quickbooks Certified Pro Advisor
Individual & Corporate Taxation
Industry Specializations
Financial Statements
Sales Tax
Payroll Tax
Corporate, Partnership & Individual Taxation
Civic/Community Involvement (Present and Past)
Junior League of Phoenix
Personal
Becca and her husband, E.B., live in Phoenix, AZ with their English Labrador, Smoke. In her spare time, Becca enjoys traveling, hiking, cooking, and spending time with friends and family.
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Staff Accountant
601-499-240Education
Mississippi State University
Bachelor of AccountancyMississippi State University
Master of Professional Accountancy
Work Experience
GranthamPoole (2025 – Present), Staff Accountant
International Accounting Firm (2023 – 2024), Assurance Associate
International Accounting Firm (2022), Intern
Personal
Devon is originally from Hernando, MS. She and her husband live in Madison with their two dogs and cat. In her spare time, she enjoys golfing, reading, traveling both domestically and internationally, spending time with friends and family, and watching any MSU sporting event.
CPA License Number 8590
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Senior Specialist
601-499-2400Education
Clemson University (1987)
Bachelor of Science
Work Experience
Grantham Poole (2016 – Present), Senior Specialist
Junior League of Jackson- Treasurer (2008-2009)
Self-Employed (2000-2015)
Practice Areas
Financial Statements
Payroll Tax Returns
QuickBooks Software
Personal
Cindy and her husband Mac have two children, Claire and Kirk. She enjoys spending time with family and friends, going on walks, reading, cooking, and worshiping and serving at Highlands Presbyterian Church.
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Staff Accountant
601-499-2400Education
Mississippi College (2021)
Bachelor of Science in Business Administration, Emphasis in Business Administration & Accounting
Work Experience
GranthamPoole (2022 – Present), Staff Accountant
Local Accounting Firm (2021 – 2022), Staff Accountant
Practice Areas
Individual, Partnership & Corporate Taxation
Bookkeeping
Payroll
Audit
Personal
Jessica is from Pearl. In her spare time, she is a wonderful aunt to her niece and nephews. She enjoys spending time with her friends and family. Her goals include trying out new hobbies, going on adventures, and traveling more.
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Staff Accountant
662-234-8130Education
Mississippi State University (2022)
Bachelor of AccountancyMississippi State University (2023)
Master of Taxation, Minor in Data Analytics
Work Experience
GranthamPoole (2023 – Present), Staff Accountant
Local Accounting Firm (2022), Intern
Personal
Sarah is originally from Killen, Alabama but currently resides in New Albany, Mississippi with her husband Cole. In her spare time, she loves to spend time with her family, especially her nieces and nephews. Sarah enjoys traveling, reading, and being outside.
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Specialist
601-499-2400Education
Alcorn State University (2000)
Bachelor of Science in MathematicsMississippi College (Present)
Post-Graduate Accounting Certificate
Work Experience
GranthamPoole (2018 – Present), Specialist
Conduent, A Xerox Company (2004 – 2017), Claim Specialist, Quality Assurance Analyst, Account Specialist
Practice Areas
Sales Tax Returns
Financial Statements
Quickbooks Software
Personal
Kiana lives in Utica with her husband, Timothy. They have one son, Jordan. Kiana’s hobbies include reading, basket and gift design, cooking, and spending time with family and friends.
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CPA, Senior Manager
601-499-2400Education
University of Mississippi (2011)
Bachelor of AccountancyUniversity of Mississippi (2012)
Masters of Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
TN Society of Certified Public Accountants
Work Experience
GranthamPoole (2013 – Present), Senior Manager
International Accounting Firm (2012 – 2013) Corporate Tax
Practice Areas
Partnership & Corporate Taxation
Individual Taxation
Industry Specialization
Healthcare
Construction & Real Estate
Small Business Consulting & Planning
Wholesale & Retail
IRS Tax Controversy
Civic/Community Involvement (Present and Past)
Junior League of Jackson
• Jackson Academy Association- Board MemberVolunteer Basketball Coach
Personal
Katie is married to Chris Monsour and they have two daughters.
CPA License Number R3653
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CPA, Senior Manager
601-499-2400Education
Mississippi State University (2017)
Bachelor of AccountancyMississippi State University (2018)
Master of Professional Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (2018 – 2020); (2021- Present), Senior Manager
Regional Accounting Firm (2020-2021), Tax Associate
Practice Areas
Individual, Corporate & Partnership Taxation
Tax Planning
Civic/Community Involvement (Present and Past)
Broadmoor Baptist Church
Personal
Jason is married to Rebekah Proctor and they live in Orlando, FL where Rebekah is a Pediatric Resident at the Arnold Palmer Hospital for Children. His hobbies include watching any sporting events, reading, and going on walks/runs around the many different lakes in Orlando.
CPA License Number 7685
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CPA, Senior Manager
601-499-2400Education
Mississippi College (1991)
Bachelor of Science in Business Administration (concentration in Accounting)Mississippi College (2002)
Master of Business Administration (concentration in Accounting)
Professional Affiliations/Honors (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (2004-Present), Senior Manager
Glass 1 (1998-2004), Controller
Robinson Industries (1991-1998), Accountant
Practice Areas
Financial Statement Audits, Reviews and Compilations
Fraud and Forensics
IT
Industry Specialization
Retail
Construction
Non-profit Organizations
Finance
Employee Benefit Plans
Civic/Community Involvement (Present and Past)
PALS House – Southern Christian Services
March of Dimes volunteer
Making Strides Against Breast Cancer
Personal
Donna and her husband, Kevin, reside in Flora. For relaxation, Donna enjoys being outdoors and spending time with her family.
CPA License Number 5833
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Specialist
662-234-8130Education
University of Mississippi (2021)
Bachelor of Business AdministrationUniversity of Southern Mississippi (2024)
Master of Business AdministrationUniversity of Southern Mississippi (2026)
Bachelor of Accountancy
Work Experience
GranthamPoole (2022-Present), Specialist
Personal
Shelbi is from Ocean Springs, Mississippi and currently resides in Biloxi, MS. In her spare time, she enjoys spending time with friends, family and her dog, Hank
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CPA, Senior Manager
601-499-2400Education
Mississippi State University (2012)
Bachelor of AccountancyMississippi State University (2013)
Master of Accountancy
Professional Affiliations/Honors (Present and Past)
American Institute of Certified Public Accountants
Mississippi Society of Certified Public Accountants
Work Experience
GranthamPoole (2024 – Present), Senior Manager
Real Estate Development Company (2018 – 2024), Vice President of Finance & Development
International Accounting Firm (2015 – 2018), Senior Associate
Local Accounting Firm (2014 – 2015), Associate
Practice Areas
Financial Statement Audits
Forensic Accounting
Litigation Support
Business Valuations
Advisory Services/Management Consulting
Industry Specialization
Manufacturing and Distribution
Real Estate
Oil & Gas
Healthcare
Personal
Chad and his family live in Madison. He enjoys playing golf, traveling, and watching his children play sports.
CPA License Number 7067
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Firm Bookkeeper
601-499-2400Education
Millsaps College (1982)
B.A. SociologyBelhaven (1988)
Accounting
Work Experience
GranthamPoole (1983 – Present), Firm Bookkeeper
Practice Areas
Bookkeeping –Write Up and Payroll
Firm Bookkeeper
Industry Specialization
General Ledgers Bank Reconciliations
Payrolls & Payroll Tax Returns
Accounts Payable
Accounts Receivable
Firm: General Ledger, Bank Reconciliations, Payroll & Payroll Tax Returns, Insurance clerk, Assist with A/P and A/R; assist management leaders
Civic/Community Involvement (Present and Past)
Light the Night American Cancer Society Fund Raiser/Participant
ALS Fund Raiser/Participant
St. Mark’s United Methodist Church Administrative Council, Pastor-Parish Relations, Worship, Finance
Vacation Bible School Volunteer/Pianist
Church Children’s Choir Pianist
Personal
Jo-Anna is a member of St. Mark’s United Methodist Church, where she also sings in the Choir.
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Manager
601-499-2400Education
University of Mississippi (2019)
Bachelor of Accountancy
Work Experience
GranthamPoole (2019-Present), Manager
Practice Areas
Corporate, Partnership & Individual Taxation
Financial Planning
Estate, Gift & Trust Taxation
Non-Profit Taxation
Civic/Community Involvement (Present and Past)
Morrison Heights Baptist Church
Personal
Avery and his wife, Sydney, value spending time in their church and with family and friends. In his spare time, Avery loves taking road trips across the country visiting National Parks. He also enjoys catching up on classic novels and movies.
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Senior Audit Staff Accountant
601-499-2400Education
University of Southern Mississippi (2018)
Bachelor of Science in Business Administration, AccountingUniversity of Southern Mississippi (2019)
Master of Professional Accountancy
Work Experience
GranthamPoole (2024 – Present), Senior Staff Accountant
International Accounting Firm
Senior Audit Associate (2021-2024)
Audit Associate (2019)
Audit Intern (2018)
Practice Areas
Financial Statement Audits
Uniform Guidance Single Audits
Industry Specialization
Manufacturing & Distribution
Governmental, including Higher Education
Non-Profit Organizations, including Research
Insurance
Civic/Community Involvement (Present and Past)
Abbie Rogers Civitan Camp, Volunteer
Personal
Aubrey is from Hattiesburg and enjoys spending time with her family – especially with her nieces and nephew – traveling, cooking, and being an active church member.
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Senior Staff Accountant
662-234-8130Education
Itawamba Community College (2018)
Associate of Arts in AccountingUniversity of Mississippi (2020)
Bachelor of Accountancy
Work Experience
GranthamPoole (2021- Present), Senior Staff Accountant
Regional Accounting Firm (2020), Tax Intern
Practice Areas
Individual, Partnership & Corporate Taxation
Civic/Community Involvement (Present and Past)
Youth Minister at Woodland Baptist Church (2019-Present)
Personal
Parker is from Pontotoc, MS. He enjoys spending time with friends and family, reading, and watching Ole Miss sports.
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Senior Staff Accountant
601-499-2400Education
Mississippi College (2021)
Bachelor of Business Administration, AccountingMississippi College (2022)
Master of Accountancy
Work Experience
GranthamPoole (2022- Present), Senior Staff Accountant
Practice Areas
Individual Taxation
Partnership & Corporate Taxation
Estate, Trust & Gift Taxation
Personal
Mackenzie is from Flora, Mississippi. In her spare time, she enjoys shopping, traveling to new places, and hanging out with friends & family. She also loves to workout, read, and doing any outdoor activities.
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Specialist
601-499-2400Education
Delta State University
Bachelor of Business Administration, Emphasis in Accounting
Work Experience
GranthamPoole (2023 – Present), Specialist
Gastroenterology Associates (2009 – 2023), Accountant
Personal
Lisa is originally from Drew, Mississippi. She currently resides in Oxford and works in the Oxford office. She enjoys spending time with her two children, Jessica and Justin, along with family and friends. In her spare time, she participates in Pilates, Barre, and Step classes and is also an Ole Miss fan.
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CPA, Manager
601-499-2400Education
Mississippi College (2020)
Bachelor of Business Administration, AccountingMississippi College (2021)
Master of Accountancy
Work Experience
GranthamPoole (2020 – Present), Manager
Practice Areas
Individual Taxation
Partnership & Corporate Taxation
Estate, Trust & Gift Taxation
Civic/Community Involvement (Present and Past)
First Pentecostal Church of Jackson
Personal
Brooke and her husband Austin currently reside in Brandon, Mississippi. She enjoys reading, golfing, socializing, and watching sports with her husband.
CPA License Number 8435
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Staff Accountant
601-499-2400Education
Mississippi State University (2014)
Bachelor of AccountancyHolmes Community College (2012)
Associate of Art in Accounting
Professional Affiliations (Present and Past)
Phi Theta Kappa Honor Society
Gamma Beta Phi Honor Society
Work Experience
GranthamPoole (2019-Present), Staff Accountant
Regional Accounting Firm (2015-2018), Franchise Tax Senior Associate
Practice Areas
Employee Benefit Plans
Retirement Plan Administration Services
Civic/Community Involvement (Present and Past)
Lifetime Member of VFW Auxiliary
HCC TriO/M.O.S.A.I.C.
HCC Alumni Association
American Marketing Association
MSU Alumni Association
CARA, Run to Rescue, END IT Movement, and Sanderson Farms Championship volunteer
Habitat for Humanity, Mississippi State Hospital, and MadCAAP volunteer team leader
Sunnybrook Children’s Home Council member
Personal
Rebecca and her daughter, Raven, are members of Thomastown Baptist Church. Rebecca loves watching her daughter cheer, play soccer, and run track and cross country. She also enjoys gardening, canning, cooking, hunting, fishing, camping, traveling, and taking pictures.
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Senior Manager
601-499-2400Education
Tougaloo College (2008)
Bachelor of Arts in Economics with Emphasis in Accounting, Summa Cum LaudeJackson State University (2010)
Master of Professional Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Work Experience
GranthamPoole PLLC (2008 – 2016; 2017 – Present), Senior Manager
Local information technology training company (2016 – 2017), Accounting Manager
Practice Areas
CFO4Pro Accounting Services
Employee Benefit Plan Audits
Financial Statement Audits, Reviews & Compilations
Individual, Corporate, Non-Profit & Partnership Taxation
Qualified Small Business Payroll Tax Credit for Increasing Research Activities
Industry Specialization
Employee Benefit Plans
Healthcare
Non-Profit Organizations
Civic/Community Involvement (Present and Past)
American Cancer Society (ACS) Making Strides Against Breast Cancer of Central Mississippi
Amyotrophic Lateral Sclerosis (ALS) Association, Louisiana/Mississippi Chapter
Juvenile Diabetes Research Foundation (JDRF), Gulf States Chapter
Kingdom Hall of Jehovah’s Witnesses, Member & Volunteer
Personal
Tonya and her husband Douglas are Jackson natives and residents, and attend the Kingdom Hall of Jehovah’s Witnesses. Together they enjoy their ministry, spending time with family and friends, listening to the Sonic Boom of the South, and tailgating at Jackson State University football games. Go Tigers!
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Staff Accountant
601-499-2400Education
University of Southern Mississippi (2022)
Bachelor of Science in Business Administration, Emphasis in Accounting
Professional Affiliations (Present and Past)
Beta Alpha Psi, Zeta Mu Chapter, Alumnus
Delta Sigma Pi, Gamma Tau Chapter, Alumnus
Work Experience
Local Accounting Firm (2021-2022), Intern
National Accounting Firm (2022-2023), Audit Associate
GranthamPoole (2023-Present), Staff Accountant
Personal
Will is originally from Petal, MS and lives with his wife, Morgan, in Pearl, MS. In his spare time, he enjoys watching sports, spending time with family, cooking, traveling, and playing video games. He is an avid fan of all things Southern Miss and New Orleans Saints.
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Manager
601-499-2400Education
The University of Southern Mississippi
Bachelor of Business Administration with an emphasis in Finance
Professional Affiliations/Honors (Present and Past)
American Society of Pension Plan Professionals & Actuaries specializing
Work Experience
GranthamPoole (2013 – 2017; 2019 – Present), Employee Benefits Manager
Trustmark Wealth Management (2017-2019)
ACS Student Loan Servicing, A Xerox Company (1999 – 2013)
Practice Areas
Employee Benefits
Industry Specialization
Defined Contribution Retirement Plans, administration, and IRS-EBSA compliance
403(b) and Welfare Plans
IRAs, SEPs, and Simple Plans
Civic/Community Involvement (Present and Past)
Member of Madison United Methodist Church
Ridgeland High School Band Booster Board Member
Ridgeland High School PTO Board Member
Personal
Kelly Ann and her husband, Michael, have two children, Taylor and Annalise. In her spare time, she enjoys traveling, USM sports, reading and spending time with family and friends.
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Specialist
601-499-2400Education
Maranatha Baptist School (1989)
High School diplomaCopiah Community College (2009)
Work Experience
Grantham Poole (2010-Present), Specialist
Local Accounting Firm (2005-2010), Paraprofessional
Practice Areas
Financial Statements
Payroll Tax Returns
Sales Tax Returns
Quickbooks and Peachtree Accounting Software
Industry Specialization
Retail
Manufacturing
Restaurants
Quickbooks Certified ProAdvisor
Personal
Karen and her husband David have three daughters, Kailey, Kelsi, and Abbi. She enjoys spending time with family and friends, going to the beach, shopping, and watching football.
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CPA, Senior Manager
601-499-2400Education
Mississippi State University (2010)
Bachelor of AccountancyMississippi State University (2011)
Master of Professional Accountancy
Professional Affiliations (Present and Past)
American Institute of Certified Public Accountants
Tennessee Society of Certified Public Accountants
Work Experience
GranthamPoole (2018 – Present), Senior Audit Manager
International Accounting Firm (2011 – 2018), Audit Manager
Industry Specialization
Manufacturing
Non-Profit Organizations
Real Estate
Civic/Community Involvement (Present and Past)
Junior League of Memphis
Juvenile Diabetes Research Foundation
Personal
Catherine enjoys traveling, spending time with family and friends, attending Mississippi State sporting events, and cooking.
CPA License Number R7599
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Senior Staff Accountant
601-499-2400Education
Hinds Community College (2019)
Mississippi College (2022)
Bachelor of Business Administration, AccountingWork Experience
GranthamPoole (2022- Present), Senior Staff AccountantLocal CPA Firm, (2021-2022), Tax Intern
Personal
Davis is originally from Leesburg, Mississippi. In his spare time, he enjoys being outdoors, basic woodworking, watching movies, and being with friends and family. He is also a fan of Ole Miss sports and the Memphis Grizzlies.
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Manager
601-499-2400Education
University of Mississippi (2019)
Bachelor of AccountancyUniversity of Mississippi (2020)
Master of Taxation and Data Analytics
Work Experience
GranthamPoole (2019 – Present), Manager
Regional Accounting Firm (2019), Tax Intern
Practice Areas
Client Accounting Service
Corporate Partnership and Individual Taxation
Estate and Trust Taxation
Civic/Community Involvement (Present and Past)
Ole Miss Wesley Foundation Board (2019 – Present)
Oxford Civic Chorus (2020 – Present)
Personal
Jacob lives in Oxford with his dog, Winston. He sings in the choir at Oxford University United Methodist Church, and is also an active member of the Oxford Civic Chorus. He enjoys reading, playing piano, travelling, and attending all Ole Miss sporting events.
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Client Services Coordinator
601-499-2400Education
University of Southern Mississippi (1986)
Bachelor of ScienceGrand Canyon University (2007)
Masters of Business Administration Emphasis on Accounting
Professional Affiliations/Honors (Present and Past)
QuickBooks ProAdvisor Certified
Work Experience
GranthamPoole (1999 – Present), Client Services Coordinator
Equipment Company, Ridgeland, Mississippi, Bookkeeper, Office Manager
Southern Regional Medical Center, Riverdale, Georgia, Mental Health Associate
Hillsborough Community Mental Health Center, Tampa, Florida, Counselor
Practice Areas
Audit Support
Non-Profit support
Payroll and Bookkeeping
Industry Specialization
Non-profits Auditing & Accounting
Civic/Community Involvement (Present and Past)
ALS Association of MS/LA
Special Olympics
St. Andrews Episcopal Church
Personal
Karen and her husband, Michael, have one son, Julian. Karen’s hobbies include reading and social media.
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Staff Accountant
662-234-8130Education
Mississippi State University (2014)
Bachelor of Business Administration, Emphasis in MarketingUniversity of Mississippi (2023)
Bachelor of Accountancy
Work Experience
GranthamPoole (2023 – Present), Staff Accountant
Sherwin Williams (2014 – 2021)
Personal
Morgan lives in Pontotoc with her husband Lee, and their children, Daniel, Cannon, and Maggie. They are members of Longview Baptist Church. She enjoys spending time with her family and friends.
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Specialist
601-499-2400Education
University of Southern Mississippi (2020)
Bachelor of Science in Business Administration, Emphasis in Accounting
Professional Affiliations (Present and Past)
Beta Alpha Psi, Zeta Mu Chapter, Alumnus
Beta Gamma Sigma, USM Chapter, Alumnus
Work Experience
GranthamPoole (2021 – Present), Specialist
Personal
Jacob lives in Rankin County with his wife, Margaret. In his spare time, he enjoys traveling, the outdoors, watching movies, and spending time with his friends and family.
About Us
GranthamPoole, one of Mississippi’s leading regional advisory & accounting firms, provides tailored financial solutions designed to meet the unique challenges of businesses and high-net-worth individuals. With offices in Ridgeland, Oxford, and Hattiesburg, our industry-focused expertise helps you navigate complexity with clarity and confidence. Let us show you how strategic financial guidance can drive your success.
What We Do
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Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
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Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
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Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
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We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.
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A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
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A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
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Successful businesses place continued emphasis on managing risk. A key element to risk management is the incorporation of a strong system of internal control into a company’s daily operations. Such internal controls help an organization to secure assets and protect them from theft or misappropriation. Unfortunately, businesses are often the victims of management fraud or employee theft. When a company suspects they may have experienced such loss, they want a professional they can trust to help them investigate and quantify the loss to support insurance claims and/or litigation. Our team of professionals is comprised of individuals with specialized education, training and experience in (a) helping clients design effective systems of internal control or helping clients fortify their existing systems of internal control, (b) performing forensic investigations, and/or (c) fraud examinations.
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GranthamPoole has a long history of serving the governmental sector by providing financial and compliance audit services as well as compliance monitoring and consulting services for state and local governments and agencies. With a strong focus on grant compliance and performance auditing, we have established ourselves as a trusted partner for government entities across the state.
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We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.