Nice to Meet You

Hailing from Western Maryland, Justin has settled into the Lowcountry quite nicely with over 20 years of experience in the industry. His expertise spans across many service areas with extensive experience and knowledge in income taxes and planning, assurance and audit work, outsourced accounting and reporting, and advisory services. He is passionate about his clients’ best interest and with the heart of a teacher offers planning, coaching, and consulting meetings in order to maximize their profitability and minimize their taxes. Although he thinks Sherlock Holmes might be a tad cliché, Justin’s experience also includes conducting financial fraud investigations sans the pipe and hat. Clients are able to wash their hands of worry in regard to new laws and regulations as Justin maintains current knowledge of all-things accounting, auditing, fraud, and tax.

 

Whether it be a pile of paperwork or a mountainous terrain, Justin is always up for the mental and physical challenge of making it to the top! When he is not behind his desk, Justin is likely planning a trip North Carolina to enjoy the fresh mountain air with his wife Melissa and their three children, Mackenzie, Sienna, and Asher. No matter where he is, Justin appreciates exploring the great outdoors by way of his favorite past times: cycling, hiking, and running.

 

Definition of Success: “Completing a worthy goal and looking for the next challenge.”

It was in the hills of West Virginia that Melissa developed a love for family, food, and of course, accounting. With over 15 years of experience in completing and managing both audit and tax work, Melissa now finds herself submerged in client accounting services. Acting as a controller for organizations, she stays busy budgeting, projecting, analyzing cash flow, and guiding a top-notch outsourced accounting program. Like her husband Justin, she too is passionate about teaching and believes that communication is key. Whether training board members, coaching business managers, or leading the way for the company’s audit and bookkeeping staff, Melissa is the epitome of “More Than Numbers”!

 

When she’s not running from client meetings to business conferences, you might find Melissa walking the Disney parks with her children or training for her next marathon. After all, lots of exercise means she can partake in eating yummy food and scheduling more Disney race trips! Being so close to her “happiest place on earth” has not discouraged Melissa from traveling far, as one day she hopes to spend at least a month exploring the land down-under.

 

Definition of Success: Happiness – not only mine, but the happiness of my family and employees.

Tax & Audit Team
Client Accounting Services Team
Operations Team
Intern Team

Cory Harberg

 

Sara Balus Graham

 

John Conroy

 

Sarah Nikic

 

Madison Mason

As it turns out, Chris and LeBron James have a lot in common: (1) they both grew up in Akron, Ohio, (2) they are both MVP husbands, and (3) they both stand by the quote, “Nothing is given. Everything is earned.” Since earning his position on the McCay Kiddy team, Chris has gone above and beyond. When it comes to financial examination, it is nothing-but-net for this Audit Manager! Aside from hard-work, Chris does believe in luck in that he was fortunate to marry his best friend, Rachel. Together they enjoy partaking in Chris’s delicious homemade pizzas, snapping selfies, and exploring the earth’s elegance through travel.

 

Definition of Success: Happiness attained from exceptional and genuine relationships and achieving one’s personal goals.

After a brief stint in retail and even briefer stint waitressing, this North Carolina native decided to turn the 20% tips into 100% passion for her degree. With her Masters in Accounting and over 10 years’ experience at McCay Kiddy, Brooke will teach you anything you want to know, don’t want to know, and didn’t expect to find out about taxes. You can also address her by her alias, Cap’n Brooke, although she would probably advise otherwise. She is happiest on the water, breathing in the fresh sea air, and enjoying the company of her 1st mate/husband Big Donnie and 2nd mate/son Little Donnie. Although there are no talking parrots aboard this ship, Brooke does have a cat who lacks the passion for the sea, but is loved by the crew nonetheless.

 

Definition of Success: “Success is being comfortable and confident with yourself and knowing that you are doing and have done your best to achieve (or not achieve) a goal. It is not about money or a title, but about what you contribute and teach others.“

Once upon a time, in the Tennessee foothills, a soon to be card-playing phenomenon was born! Playing (and winning) all manner of card games with her family was where Jackie’s fascination for numbers first began. Beginner’s luck turned into beginner’s success when, during her Junior year of High School, she got her first job as a bookkeeper at her local Ingles grocery store. From there her knowledge of numbers and discounted food only multiplied. Beyond climbing the career ladder, Jackie also has a knack for hiking. One of her favorite memories is hiking the Kesugi Ridge Trail in Denali State Park with her husband, whom she admires for his ability to see the bigger picture in life and willingness to guide her through it.

 

Definition of Success: “Success is daily living my life for Christ.”

“I like big numbers and I cannot lie! You other auditors can’t deny…” Whether Rachel is singing a song or dropping a hip hop rhyme, we promise it won’t be a waste of your time. Not only does Rachel know how to freestyle, she’ll compile your versatile audit files with a smile! Growing up in the Buckeye State, Rachel was starved for coastal delights. Now, with the coast only 15 miles away instead of 500, that’s a number change she’s happy to verify any day. More than anything she enjoys strolling the shores with her best friend and husband, Chris. The only thing that might top views of sand castles would be a family trip to a real castle in Prague to take in the sights and check off her bucket list.

 

Definition of Success: “The most successful people are people who are pursuing their passion(s) in life and are surrounded by people who love and care for them unconditionally.”

Flipping through Mallory’s grade-school notebooks, one would find clusters of color coding, heaps of highlighting, and loads of labeling. In other words, the masterpiece of a type-A note taker. As it turns out, that “A” stood for Accounting, as she fell in love with the first introductory class she ever took. From there it’s been nothin’ but numbers for Mal. Raised in a town called Ninety-Six (yes, 100 minus 4) with her beloved family of four, she holds true to the belief that family and friends come first. Aside from her 9 to 5, her hobbies include a wholesome balance of nutrition, exercise, binge watching Netflix, and dreaming about her future travels across the pond to Paris.

 

Definition of Success: “Success has many definitions in my book. Success to me is the drive to keep going after you fail, it’s knowing your flaws and working towards improvement everyday. It’s the willingness to learn and keep learning and never settling for ‘good enough’.”

“Live as if you were to die tomorrow. Learn as if you were to live forever.” Kaylee states this is the best advice she has ever received, and thus lives her life accordingly. Starting McCay Kiddy as an intern, she worked her way up through individual and business tax returns and is now expanding her knowledge with the audit team. Multi-versed at work and at play, this native South Carolinian enjoys spending a beautiful day playing golf, kayaking the coast, soaking up rays on the beach, or traveling. One day, Kaylee hopes to book her ultimate Euro-trip abroad, specifically to Greece and Italy, where she can spend time enjoying the beaches, architecture, and local cuisine.

 

Definition of Success: Being successful is living the life you truly want and deserve and not settling. Always setting goals for yourself, both in your personal life and career. Moving forward and refusing to stand still.

Following in the footsteps of her amazing bookkeeper mother, Nicole got into the numbers game early. It all started with a lesson on how to maintain a check register to balance the beaucoup bucks Nicole made from babysitting. After discovering her knack for numbers, it wasn’t long before Nicole’s mom had her reconciling both her and her dad’s bank statements! Nicole now loves offering tax guidance for many of our clients so they too, can understand the wonderful world of accounting. Hailing from the great state of Kentucky, Nicole has found her happy place near the sand and the sea with her husband and baby mermaid, Adalynn.

 

Definition of Success: “Working your hardest and putting your best foot forward. Never letting someone tell you that you cannot do something!”

Colleen emerged from the Heart of Dixie with nothing but pure love for fiscal management. Now, fueled by coffee, homegrown organic veggies, and over 10 years’ experience, she puts her passion to practice for our many Charter School clients. Colleen also fiscally manages her two beloved beagle children, Hudson and Howie, whom unfortunately cannot be claimed on her taxes. To escape the Charleston heat, she enjoys trips to the mountains with her husband and hounds for weekends full of coffee-fueled relaxation; because coffee is never wrong.

 

Definition of Success: “Success is sleeping well at night.”

This sharp-shootin’ Senior Associate from Texas is always up for a challenge. Beyond the shooting range, she certainly hits the bullseye in the way of customer service for her clients. Whether it’s businesses, schools, or individuals, Paige balances books better than a tight rope walker over Niagara Falls… and she’ll do it with no hands! When she does decide to use her hands, it is normally to knock down pins in her bowling league or make her home even more awesome that it already is with a home-improvement project. After all, power tools are the mortal equivalent to making her feel as invincible as Wonder Woman.

 

Definition of Success: Success is doing your very best. Everyone is going to make mistakes, have set backs, or things just not go as planned. But if you get back up, dust yourself off, and keep putting your best effort into everything you do, then in my book, you are successful.

Well balanced QuickBooks and fine matching linens, organized spreadsheets and bright shiny sequins, paisleys and florals and jewelry with bling, these are a few of her favorite things! This fashionista from Louisiana is primarily responsible for accounting services related to our clients’ fiscal management, as well as understanding how to successfully execute plaid pants. Although these are very important (and difficult) concepts to grasp, Jenara easily conquers both, and she does it in heels. Healthy relationships are important to Jenara, as she believes that people who feel appreciated will always do more than what is expected. She puts her belief to practice in treating her clients, friends, and family with the utmost respect, encouraging them to reach their fullest potential. A homebody at heart, Jenara feels most alive when she’s spending quality time with her family, and a little online shopping never hurt.

 

Definition of Success: “Success means being happy with where you are and living in a state of constant growth, not just for yourself, but able to facilitate growth in those around you in any way you can.”

Meet Alyssa.  By day, she is McCay Kiddy’s point person for all things payroll.  By night, her free time is spent with her family competitively racing go-karts! Not only does her competitive nature come through on the track, but also on the clock. With our many Charter School clients cheering her on, Alyssa ensures that deadlines are met with checkered flags flying.  Her beloved daughter is who Alyssa credits for her incredible drive; affirming that because of her, she will not fail. Alyssa proudly served our country before establishing a career in the accounting world. Though her enlistment caused her to live many places, she always felt South Carolina summoning her back home. Happy to be back on the coast, Alyssa enjoys racing to the beach to spend what’s left of her down time soaking in the sun.

 

Definition of Success:The steps you take don’t need to be big. They just need to take you in the right direction.”

Cats and Quickbooks are the name of the game for this feline-lovin’ bookkeeper extraordinaire. When she’s not straightening out books and crunching numbers for our multitude of charter school clients, you can usually find Kristen lounging with her street-chicken, Tuukka (who is a cat), and her grey baby-angel, Katniss (who is also a cat). Hailing from New England, Kristen has taken a liking for the Lowcountry’s state parks and local craft beer, though nothing can fill the void in her heart the way New England clam chowder does. Other things Kristen enjoys? Listening to “True Crime Garage” podcast, crafting, and dreaming about the RV trip she plans to take cross-country.

 

Definition of success:Success is defined by effort. If you are doing your best and working your hardest then you are succeeding.”

Essentially a South Carolina native, Ms. Kay has an affinity for freshwater fishing, dancing the Carolina Shag, and most importantly, an everlasting loyalty for the Carolina Gamecocks. She now anticipates the start of every football season, as it gives her an excuse to get together with her beloved friends and family to celebrate the sport. Keeping things in line here at McCay Kiddy, she is quick to call offsides to an unruly number or give out a penalty for failure to proofread. We are glad to have Ms. Kay on our side of the scrimmage, as she scores nothing but touchdowns when it comes to bookkeeping.

 

Definition of Success: “Achieving goals made and living life to the fullest with support of loving family.”

Chapter 1: The Bookworm Becomes a Bookkeeper. Having grown up on the South Carolina coast, Amy expertly fills her beach bag with all the essentials: a towel, SPF 40, and most importantly, a good book. Amy graduated from fiction to finances as she used her bookworm powers to transform into a bookkeeper butterfly that soars above the rest. As an economic protagonist, she makes it her mission to help clients’ get their financial lives in order. Although reading still plays a prominent role in the plot of Amy’s life, there is another chapter left to explore by way of travel. With many countries and cities left to visit on her list, we can’t wait to turn the page and see where Amy’s travels will take her!

 

Definition of Success: “Success is knowing that you have done your best job and can be proud of the work you have done.”

This beauty is also a beast when it comes to crunching numbers! Valerie is in charge of McCay Kiddy’s books, lighting our financial path like the infamous Lumière. She would be the first to admit that some of her knowledge on balancing books probably stems from her passion for shopping. After all, it is important to ensure a healthy balance of fashion, frivolities, and finances in one’s personal life! We are glad Valerie made her way down to the Lowcountry from West Virginia, even if it was just to get closer to her happiest place on Earth; Walt Disney World. Even for a bookkeeper, it takes a considerable amount of calculation to determine the number of times she’s visited the Magic Kingdom. We don’t blame her though, as it is where dreams come true, especially in the company of her cherished friends and family.

 

Definition of Success: “I define success as a feeling of accomplishment, but the key to success is being happy.”

What do hip hop dancing and operations have in common? Maneuvering, passion, attention to detail… and Natalie. She loves keeping the rhythm here at McCay Kiddy with her piano-trained fingers continuously typing up new procedures in order to improve efficiency. Inspired by the challenge of mastering a new skill, Natalie is always increasing her knowledge.  Whether it be new stuff in Excel, technology, or what her four cats are demanding of her, nothing holds back this Maryland native.  Not even the Atlantic Ocean will stop her, as one day she plans to groove her way over to Disneyland in Paris, France.

 

Definition of Success: “Success is being able to do what you love, both in and out of work, every day.”

Fairing from Fairfield, Connecticut is our oh-so-lovely Director of Marketing, Sharon. She has a gift for connecting with people and spreading the word that, despite the stereotype, our accountants are not your average pencil-pushing, pocket protector wearing, calculator tapping type folks. She and her patriotic, helicopter-flying husband landed in the Lowcountry over 25 years ago to focus on family and raise their two amazing children. When they are not boating the ICW or cheering on the Gamecocks, Sharon is back to basics in the kitchen, crafting a mouth-watering four course meal from five basket ingredients. We know what you’re thinking, and no, unfortunately there isn’t a “Subscribe” button for that.

 

Definition of Success: “Never lose sight of the fact that the most important yardstick of your success will be how you treat other people.” Barbara Bush

After abandoning her childhood aspirations of becoming a fairy, Alison decided a career in business was a suitable backup. Combining her interest in business with her artistic flair, she decided to complete a degree in Arts Management, and hasn’t looked back since. Her favorite color is ochre and her second favorite color is organization. When she’s not keeping things in line at the front desk, she can be found frolicking around town with her friends, visiting her native Nashvillian family, or creating something… anything!

 

Definition of Success: “Success is being satisfied internally and externally.”

One might say that Ashley is a metaphorical business buttress, professional pillar, and brace of the workplace. With a passion for helping and connecting with people, she fits into her role as support staff better than Cinderella’s foot fit into that dangerously-crafted glass slipper. Ashley has been officially dubbed the biggest bookworm of the office and unofficially dubbed the most likely to be a hand model. As a true-born local Charlestonian, Ashley loves being on the water, long and romantic walks to her local street taco vendor, and volunteering for her Church.

 

Definition of success:A peace of mind in knowing you did your best to become the best you are capable of becoming.” – Wooden

This equestrian-loving, excel-balancing bookkeeper galloped here all the way from Washington state! Growing up, she had an affinity with horseback riding, and at the young age of 12, got her first job cleaning horse stables. The job was stinky, yet lucrative, and after a year of hard work, sweat, and determination she achieved her dream of owning her very own chestnut horse! She still loves spending her time horsing around outdoors, but has since harnessed her interests for the world of accounting. Some may call her the best budgeting bookkeeper in the southeast…we call her Kaylee.

 

Definition of Success: “I define success by my ability to complete small and large goals. As long as I continue to strive forward and keep learning and growing, meeting those goals, I will feel successful.”