Category: Press Releases

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Press Releases

ATA CPAs & Advisors Names New Partner

ATA CPAs & ADVISORS ANNOUNCES NEW PARTNER

Union City, Tenn. — ATA, a nationally recognized CPA and advisory firm, names Charles Peery as the newest partner. Peery helps lead the Union City, Tenn. office and has been with ATA for over seven years. Charles is a certified public accountant, specializing in tax and audit. In his new leadership role, Charles will be responsible for managing client relationships, helping guide those clients to future success, and also helping ATA team members further their professional careers. 

“Charles has shown great success in cultivating relationships with clients as well as being a rising community leader, said John Whybrew, Managing Partner of ATA. “I commend him on his growth and commitment to ATA.” 

“I am excited to be a part of a firm with such a long legacy of providing clients with professional excellence,” said Peery. “Our existing partner group, and those that came before, provided a great example of how to service our clients through intentional relationships and seeking continuous innovation. I look forward to what the future holds at ATA.” 

Peery received his undergraduate degree in business administration in accounting from the University of Tennessee at Martin in 2015. Peery has been married to his wife Kylie since 2013. Together, they have four children, Miloh, Madix, Carlisle, and Carisse, who keep them busy with church, school, sports, dance, singing, and pageants. 

Peery is the board chair and prior treasurer for United Way of Obion County, board member for the Obion County Chamber of Commerce, board of directors member for the Global Citizen Adventure Corps, and member as well as former board member of Kiwanis Club of Union City. Charles was recognized in the past as one of Obion County’s young professionals 31 under 31, he is a graduate of Obion County Leadership, and is a recent graduate of the WestStar Leadership Program.

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ATA PLLC

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and ATA Employment Solutions is a comprehensive human resource management agency.

 ATA has 15 office locations in Tennessee, Arkansas, Kentucky and Mississippi. Recognized as an IPA Top 150 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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News Press Releases

ALEXANDER THOMPSON ARNOLD NAMES NEW PARTNER

FOR IMMEDIATE RELEASE

For more information contact:

Alexis Long, Marketing Director

731-427-8571

along@atacpa.net 

Jackson, Tenn., September 22, 2022 – Alexander Thompson Arnold PLLC (ATA), a business advisory and CPA firm, is pleased to announce Lori Warden, CPA, CGMA will be joining the firm as an assurance partner.

Warden has a wealth of knowledge with more than 30 years of experience in the assurance field including a background in peer review. She will be the Assurance Practice Leader in her new role with ATA. Warden is a Certified Public Accountant as well as a Chartered Global Management Accountant. She received her undergraduate degree in accounting from Marshall University.

“Adding Lori to the ATA team will strengthen our bench of expertise in the assurance area,” says Managing Partner, John Whybrew. “With her extensive background, Lori is well positioned to play an integral role in growing and expanding the Assurance Services offered within ATA.”

Lori previously held positions on the Kentucky Board of Accountancy as secretary, treasurer, and president. She is also a former Kentucky Society of CPA’s Board Member, chair of the Kentucky Society Education Foundation, and AICPA Peer Review Board Member.

“I am excited to become a partner at such an outstanding firm. I look forward to the hard work and am excited to assume more responsibility through the advancement of the practice,” said Warden.

Lori and her family live in Kentucky just outside of Cincinnati, Ohio. Warden is currently treasurer for South West Ohio Residences, a local non-profit. She is also married and has a daughter, who is a nurse in the ICU.

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and ATAES a comprehensive human resource management agency.

ATA has 15 office locations in Tennessee, Arkansas, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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AR News Press Releases

ARKANSAS ACCOUNTING FIRM MERGES WITH ALEXANDER THOMPSON ARNOLD PLLC

Alexander Thompson Arnold PLLC
227 Oil Well Rd.
Jackson, TN 38305

FOR IMMEDIATE RELEASE

Alexis Long, Marketing Director
731-427-8571
along@atacpa.net

ARKANSAS ACCOUNTING FIRM MERGES WITH ALEXANDER THOMPSON ARNOLD PLLC

Hot Springs, Ark. — Regional accounting firm Alexander Thompson Arnold PLLC (ATA) is adding a presence in the state of Arkansas through the acquisition of top local firm JWCK, Ltd., formerly known as Jordan, Woosley, Crone & Keaton, Ltd., effective January 1, 2022.

The merger with JWCK adds 14 professionals to the ATA team, including three principals and two partners, Christina Ellis, CPA and Courtney Moore, CPA. With this merger, ATA will be comprised of 220 employees and 15 locations across four states.

“ATA has had a long-standing interest in establishing a strong presence in Arkansas,” said ATA Managing Partner John Whybrew. “We believe that this strategic merger with JWCK allows the firm to grow in new markets with like-minded professionals as well as continue our multi-year growth plan.”

JWCK’s 60 years of expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements and financial planning. It is a premier firm for trust and estate tax reporting as well as one of few firms that adhere to the standards to be able to perform audits for entities who receive state and federal monies and audits of financial institutions.

JWCK ranks 14th on the Arkansas Business Publishing Group’s list of the largest accounting firms in the state. The firm has been named Best Accounting Firm in Hot Springs by The Sentinel Record two years in a row, with Ellis being named Best Accountant in Hot Springs the past two years as well.

“Our commitment to serve our community with professionals right here in Hot Springs has led JWCK to merge with ATA,” said Ellis. “Through this merger, we will be able to provide our community with expertise in subject matters beyond what we have in our local office and will be able to devote more time to client relationships by allowing ATA’s entities to handle administrative responsibilities.” 

ATA Hot Springs will operate at 126 Hobson Ave. until May 2022, when they will move into a newly-constructed space at 1720 Higdon Ferry Road. There is also a location in Hot Springs Village, Ark. at 399 Ponce de Leon Drive, Ste. 2.

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. The ATA Family of Firms consists of a team of experts that can benefit every area of your business. Revolution Partners provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; ATA Secure provides cybersecurity services; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and ATAES is a comprehensive human resource management agency. 

ATA has 15 office locations in Tennessee, Kentucky, Arkansas and Mississippi. Recognized as an IPA Top 150 regional accounting firm, it provides a wide array of accounting, auditing, tax and advisory services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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News Press Releases Tupelo, MS

Teasler CPA PLLC Merges with Alexander Thompson Arnold PLLC

Alexander Thompson Arnold PLLC
5221 Cliff Gookin Boulevard
Tupelo, MS 38801

FOR IMMEDIATE RELEASE

For more information contact:

Alexis Long, Marketing Director
(731) 427-8571
along@atacpa.net

TEASLER CPA PLLC MERGES WITH ALEXANDER THOMPSON ARNOLD PLLC

Tupelo, Miss. — Regional accounting firm Alexander Thompson Arnold PLLC (ATA) has expanded its presence in Tupelo, Miss. through the acquisition of local firm Teasler CPA PLLC owned by Kate Teasler, CPA, effective July 1, 2021.

ATA has built a presence in Tupelo as a result of a 2017 acquisition of Ashby & Associates PLLC and a 2018 acquisition of Fred Page & Associates P.C. The acquisition of Teasler CPA allows for ATA’s further growth in the Tupelo area. 

“As we continue to grow, it is our top priority to join with firms that embody similar values as ATA,” said ATA managing partner John Whybrew. “Teasler CPA is a natural fit, and we see a bright future for our firm in the Tupelo area.”

Staff member Haley Gilley from Teasler CPA PLLC will join the team at ATA Tupelo and will continue to be the main contact for Teasler’s former clients. Teasler will remain of counsel to the firm.

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting.  For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and ATAES is a comprehensive human resource management agency. 

ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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News Press Releases

ALEXANDER THOMPSON ARNOLD RISES ON THE IPA TOP 200 FIRM LIST

Alexander Thompson Arnold PLLC
227 Oil Well Rd.
Jackson, TN 38305

FOR IMMEDIATE RELEASE

For more information contact:

Alexis Long, Marketing Director
731.427.8571
along@atacpa.net

ALEXANDER THOMPSON ARNOLD RISES ON THE IPA TOP 200 FIRM LIST

Jackson, Tenn.– For the seventh consecutive year, Alexander Thompson Arnold PLLC (ATA) has been deemed a top 200 accounting firm in the United States by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. ATA increased its standing on the list to 134, two places higher than last year’s ranking of 136.

IPA utilizes net revenues of participating firms as well as the annual IPA Survey and Analysis of Firms to determine the lists of the 100, 200, 300 and 400 U.S.-based firms.

“ATA is regularly working to improve our firm and our reputation in the public accounting world,” said Managing Partner John Whybrew. “This recognition from IPA proves that we are making progress toward the goals we have set for the firm and serve as motivation to keep moving forward.”

IPA, founded in 1987, is published by The Platt Group. The Platt Group publishes both the award-winning INSIDE Public Accounting newsletter and the award-winning National Benchmarking Report, along with other key reports on the profession. The Platt Group assists firms to become more successful through a variety of services.

View the full IPA Top 400 rankings here.

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and newly added ATAES is a comprehensive human resource management agency. 

ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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Murray, KY News Press Releases

Alexander Thompson Arnold PLLC Announces Leah Bona is Newest Partner

Alexander Thompson Arnold PLLC
112 Robertson Road North
Murray, KY 42071

FOR IMMEDIATE RELEASE

For more information contact:

Alexis Long, Marketing Director
731-427-8571
along@atacpa.net

ALEXANDER THOMPSON ARNOLD PLLC ANNOUNCES NEW PARTNER

Murray, Ky. — Alexander Thompson Arnold PLLC (ATA) is excited to announce Leah Bona, CPA has been admitted as the newest partner at ATA. Bona is being promoted to partner from her position as senior tax manager at the Murray, Ky. office. Bona joined ATA two and a half years ago after a stint in private accounting.

“Leah has proven her leadership skills in her role at the Murray office,” said John Whybrew, managing partner of ATA. “Her wealth of experience in the accounting industry makes her invaluable to our team. We are excited to see Leah’s career, as well as our firm, further develop through this promotion.”

Bona has over 15 years of experience in public accounting as well as over 10 years of experience in private accounting as a controller and CFO. Her responsibilities at ATA include tax and financial planning, preparation of corporate, business and individual tax returns, governmental and nonprofit auditing and an extensive range of accounting services.

“At ATA, we offer an excellent and diverse range of client services, and I believe there is an incredible future ahead for our firm,” said Bona. “I feel very fortunate to be honored with this exciting career advancement and am very thankful for the support and guidance I have received from the ATA partners and staff throughout my career.”

Bona graduated from Murray State University with a Bachelor of Science in Accounting. She received her Master of Business Administration with an accounting emphasis from Murray State University in 1996.

Bona serves her community on the finance committee at North Fork Baptist Church. She is a member of the Murray-Calloway County Chamber of Commerce and the Murray State Alumni Association. Bona is a member of the American Institute of Certified Public Accountants (AICPA) and the Kentucky Society of CPAs.

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and ATA Employment Solutions is a comprehensive human resource management agency. 

ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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General Press Releases

ATA Named a 2021 Accounting Today Top Regional Leader

ATA named top accounting firm.

 

Alexander Thompson Arnold PLLC (ATA) has been recognized as a top regional leader as well as a top firm to watch for 2021 by Accounting Today, maintaining their ranking from the previous year.

Accounting Today releases a publication every year detailing the top 100 accounting firms in the country, firms to look out for, regional leaders, top tax firms and highlights from the previous year relating to the top 100 firms. The roster includes firms with positive growth rates, which landed ATA on the top firms list for the southeast. The report also evaluates a firm in all aspects and not just growth numbers, looking at cutting-edge business practices, which differentiated ATA and put the company on the firms to watch list.

“This achievement shows that the strides we are making to improve our firm and expand our reach are paying off,” said Managing Partner John Whybrew. “Our firm has emphasized working as a team, so this recognition is due to the hard work and improvements we have made together.”

To view the full rankings, click here.

About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning services; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and newly added ATAES a comprehensive human resource management agency.

ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top-five global accounting firm, which provides additional resources and expertise for clients.

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News Paris, TN Press Releases

Alexander Thompson Arnold Names New Partner

FOR IMMEDIATE RELEASE

For more information contact:

Alexis Long, Marketing Director

731-427-8571

along@atacpa.net

 

ALEXANDER THOMPSON ARNOLD NAMES NEW PARTNER

Alexander Thompson Arnold PLLC (ATA) is excited to name Elizabeth Russell Owen as the newest partner at ATA. Owen helps lead the Paris, Tenn. office and has been with ATA for six and a half years. She is a certified public accountant, specializing in tax services. In her new role as a partner, she will be responsible for the 1040 practice for the Paris location and client accounting services.

 

“Elizabeth is a team player, works hard and has demonstrated the ability to maintain exceptional relationships with clients,” said John Whybrew, Managing Partner of ATA. “This promotion was well-deserved. We are excited to see Elizabeth continue to contribute to our firm as we move forward.”

Owen is a member of the ATA tax committee, the employee engagement committee and helps develop internal training programs. She handles all of the Paris office’s tax correspondence and is redesigning the client accounting services practice.

 

“As I began my career at ATA, I recognized the opportunities offered for career growth,” said Owen. “It has been my goal to be admitted as a partner for several years. I hope to play a part in advancing the firm in the coming years as a partner.”

 

Owen received her undergraduate degree in accounting, international business and political science from the University of Tennessee at Knoxville in 2013. She received her Master of Accountancy from Belmont University in 2014.

 

Owen has been married to her husband Kody since 2016. They recently welcomed their son, Abbott Shaw, to their family.

 

Owen is a graduate of Leadership Carroll County, a program that builds community awareness and produces stronger leaders in the county each year. She is also a 2017 graduate of the WestStar Leadership Program; her class developed WestTeach, a program that allows teachers to stay in the classroom but also learn to be leaders in their communities. Owen also serves on the Board of Directors for the Paris Rotary Club.

 

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and newly added ATAES a comprehensive human resource management agency.

 

ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

 

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Press Releases Union City, TN

Center Point Business Solutions Merges With Alexander Thompson Arnold PLLC

ATA Employment Solutions

611 E Reelfoot Ave, Suite C

Union City, TN 38261

FOR IMMEDIATE RELEASE

For more information contact:

Al Oliver

731-885-4810

Al.Oliver@cpbsllc.com

CENTER POINT BUSINESS SOLUTIONS MERGES WITH ALEXANDER THOMPSON ARNOLD PLLC

Union City, Tenn. — Accounting firm Alexander Thompson Arnold PLLC (ATA) recently announced an acquisition of Center Point Business Solutions. Center Point became a full-service Professional Employer Organization (PEO) known as ATA Employment Solutions (ATAES), effective Jan. 1, 2021.

“We are excited for Center Point to join our Family of Firms,” said ATA managing partner, John Whybrew. “This acquisition will provide a number of additional benefits to both companies and their respective client bases.”

Center Point Business Solutions is a respected source for employment solutions. The company offers services such as human resources management, payroll management, retirement planning, unemployment management, human resources strategy, employee health insurance planning, workers’ compensation, and recruiting and hiring aid. Custom training programs have also become a large piece of their service offering.

“Our company provides a streamlined approach to handling human resources management that takes time away from focusing on your business,” said Al Oliver, owner of Center Point. “We look forward to sharing and expanding our services with this merger.”

 

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting.  For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and newly added, ATAES, a comprehensive human resource management agency. 

ATA has 13 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations.  ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

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Memphis, TN Nashville, TN Press Releases

ATA Welcomes New Partner for National Advisory Practice

Rick Schreiber

Jackson, TN – September 1, 2020 Alexander Thompson Arnold PLLC (ATA) is excited to announce the addition of Rick Schreiber as a partner to the firm. Rick comes to ATA with over 25 years of public accounting & advisory experience in helping companies increase the value of their businesses.

Schreiber was the National Leader of BDO’s Manufacturing & Distribution Practice, and the Southeast Regional Leader of BDO’s Retail & Consumer Business Practice.  He was also the National Co-Leader of BDO’s Industry 4.0 (Digital Transformation) Advisory Group and the managing partner of the Memphis BDO office. Rick holds numerous designations such as CPA, CVGA, CGMA, M&AP, and MBA, which enables him to work with IPO’s, secondary debt offerings, mergers & acquisitions, and value-growth advisory services. He has extensive experience in working with middle market and private equity backed companies.

“My background in both domestic and international companies in the manufacturing, distribution, retail, technology, and healthcare industries, has prepared me for this new role at ATA,” states Schreiber. “I’m looking forward to his new opportunity to help clients and their businesses on a national advisory level.”

“As a BDO alliance member, we have worked with Rick for many years and are very excited to welcome him to ATA,” said John Whybrew, Managing Partner. “As ATA expands its national advisory practice, Rick will be invaluable in providing the development and support our clients need.”

Most recently, Rick spent the last 13 years at BDO, where he was the Managing Partner for Assurance & Advisory Services at BDO Memphis. Prior to joining BDO, he worked at PricewaterhouseCoopers for 10 years in a number of their practice offices. Before joining PricewaterhouseCoopers, he worked for a local accounting firm providing assurance, tax, and broad-based business advisory services.

As National Advisory Practice Leader, Rick will expand the firm’s consulting practices and spread awareness of ATA’s Family of Firms, which are ancillary companies that provide business support to clients. He will oversee all advisory services for the firm, providing strategic direction for the consulting department, while building relationships and building our client base. He will come in as a Member/Partner, so he will also work cross-functionally with the partner/leadership group for the overall objectives of the firm.

Schreiber holds a Bachelor of Science degree in Accounting from Indiana University (IU) and has a Master’s in Business Administration degree concentrated in finance from IU as well.

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About Alexander Thompson Arnold PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting.  For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Technologies provides trustworthy IT solutions; Sodium Halogen focuses on growth through the design and development of marketing and digital products; Adelsberger Marketing offers video, social media, and digital content for small businesses; and Center Point Business Solutions is a comprehensive human resource management agency.

ATA has 14 office locations in Tennessee, Kentucky and Mississippi. Recognized as an IPA Top 200 regional accounting firm, it provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations.  ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.