by Isabelle Beene | Mar 14, 2025 | External Link/Doc, Industry Resources
Employees want more than just a paycheck—they want clarity, connection, and a sense of purpose in their work. If you’re not answering their biggest questions, you might lose their trust, motivation, and commitment. Join HORNE Client Experience Manager Mary Ivon Montgomery on June 12th for a high-impact session on the four critical questions every employee wants answered.
by Katie Culpepper | Mar 14, 2025 | External Link/Doc, Industry Resources
The best leaders don’t just work harder—they work smarter by mastering emotional intelligence (EQ). The ability to recognize, manage, and respond to emotions (both your own and others’) is crucial for better decision-making, stronger relationships, and higher performance.
by Katie Culpepper | Feb 27, 2025
Eric is a public and middle market senior manager at HORNE where he specializes in client financial statement audits. He understands the challenges and complexities of calculating the tax provision by educating them and providing guidance on the tax accounting treatment of transactions.
by Katie Culpepper | Jan 17, 2025
Cameron is a senior assurance manager at HORNE, serving clients in the private and public sectors. She helps clients achieve their financial and operational goals through meticulous assurance and strategic guidance.
by Christropher Nieves | Jan 15, 2025
Rebecca is a senior tax manager in the Comprehensive Tax Solutions group HORNE, focusing primarily on tax and consulting services to individuals and small business clients.
by Summer Wilton | Jan 8, 2025 | Industry Resources
The following summary highlights key differences in the Trump and Biden tax plans. All information has been gathered based solely upon verbal or social media communications directly from the candidates or their respective campaigns.
by Christropher Nieves | Sep 20, 2024
Paula is a senior manager in client advisory services at HORNE, where she specializes in ensuring a seamless onboarding experience for new clients. Leading a dedicated team of professionals, Paula integrates clients’ existing accounting systems with the firm’s...
by Katie Culpepper | Sep 16, 2024
Caitlin is a tax senior manager in the comprehensive tax solutions group at HORNE, where she specializes in tax compliance and consulting for publicly and privately held companies, including closely held family businesses and their owners, helping clients navigate complex tax regulations, optimize their tax strategies, and ensure compliance with federal, state, and local tax laws.
by Katie Culpepper | Sep 13, 2024
Sarah is an audit senior manager on the Compliance & Monitoring team at HORNE. She specializes in conducting comprehensive audits and thorough compliance reviews, ensuring that clients meet all regulatory and programmatic standards and requirements. She is skilled in client relationship management, business development, and navigating program challenges by implementing programs that maximize funding while reducing the risk of recapture.
by Christropher Nieves | Aug 14, 2024 | Life @HORNE, Industry Resources
INSIDE Public Accounting has ranked HORNE number 29 on the Top 500 Firms list for 2024.
by Jez Massey | Jan 22, 2024 | Industry Resources
Getting skeptics on board with change is very, very hard. Not impossible, but hard. If someone’s skeptical, it’s probably for one of two reasons.
by Jez Massey | Jan 22, 2024 | Industry Resources
Change is everywhere. It can hurt us or make us stronger. It can divide us or bring us together. We believe one key thing can make the difference: how leaders prepare for, communicate during, and persist through change.
by Jez Massey | Dec 14, 2023
Ty Hardy is a senior project manager at HORNE where he serves publicly and privately held companies with a specific focus on federal grants.
by Jez Massey | Dec 6, 2023 | Industry Resources
Preparing for a SOC 2 (System and Organization Controls 2) audit is essential to demonstrate your organization’s commitment to information security, privacy and compliance with industry standards.
by Laura Duncan | Oct 5, 2023 | Featured, Industry Resources
Cybersecurity and cyber insurance are a priority in today’s world, but in the past few years, these issues have become even more important for companies with employees working remotely. Working from home has multiplied the risks and occurrences of data breaches, and breach costs also have grown.
by Jez Massey | Sep 19, 2023 | Industry Resources
Many leaders approach hard conversations the wrong way. The two most common mistakes we see are (1) allowing your emotions to set the tone and (2) making judgments about a person.
by Jez Massey | Sep 19, 2023 | Industry Resources
Recently we helped a family-owned general contractor re-engage two key employees. One was a supervisor whose future was in question as a large job was winding down. The other was a back office team member who’d become demotivated. Both were valuable to the business. The owners wanted to know: How can we help them stay?
by Jez Massey | Sep 18, 2023 | Industry Resources
If you’re looking to file an Employee Retention Credit claim with the IRS, please note that there is a hold on processing of all new ERC filings until at least January 1, 2024 – according to the IRS.
by Jez Massey | Sep 15, 2023
Aubrey Leigh is a senior manager within HORNE’s Public and Middle Market group where she works with the compliance and monitoring team. In this role, she develops strategies and solutions tailored to each client’s unique needs by leveraging her knowledge of regulatory frameworks and history of working with state and federal partners.
by Jez Massey | Sep 12, 2023 | Life @HORNE
Monique Mahan was admitted as a tax director, joining HORNE’s Public and Middle Market group, effective August 31.
by Jez Massey | Sep 12, 2023
Monique Mahan is a tax director for our Comprehensive Tax Solutions team within HORNE’s Public and Middle Market group. With a focus on ensuring that her clients receive the highest quality of tax deliverables, she leads her team in providing accurate and timely tax returns, adhering to industry standards.
by Jez Massey | Aug 10, 2023 | Industry Resources
Let’s focus on goal setting. Take a moment to think about your goals. How confident are you that you can achieve them? How clear are they?
by Jez Massey | Aug 8, 2023
Kyle Skene is an assurance senior manager at HORNE. He is responsible for team leadership, review of audit test work and managing client relationships for publicly and privately held clients across a variety of industries including agribusiness, telecommunications and manufacturing.
by Katie Culpepper | Jun 21, 2023 | Industry Resources, Featured
HORNE recently partnered with Saf-T-Cart, an industry leader in cart manufacturing, to transform their productivity and enhance their business performance. What initially began as a collaboration to address accounting needs soon evolved into a broader look into opportunities beyond the scope of financial services.
by Jez Massey | Jun 13, 2023 | Life @HORNE, Industry Resources
Timothy Smith, who works in HORNE’s Public and Middle Market group, was admitted as a partner, effective July 1. Timothy specializes in serving state and local governments and shepherding them through grant implementation, management and compliance.
by Jez Massey | Apr 11, 2023 | Hide From Site
The 2023 Mississippi legislative session has adjourned, and several key pieces of legislation were passed that could have a significant impact on businesses and individuals in the state.
by Jez Massey | Mar 15, 2023 | Life @HORNE
HORNE, a professional services firm, has opened an office in Metairie, Louisiana, to better serve clients in the area.
by Jez Massey | Mar 13, 2023
Matt Walker is an assurance director for HORNE’s public and middle market group where he leads the assurance and private funds team. Additionally, Matt provides tax and business advisory services, risk management, internal control and managed accounting services to a variety of small business clients.
by Summer Wilton | Jan 26, 2023 | Industry Resources
In today’s evolving workplaces, it’s common to see baby boomers to gen z working together in the same company. How can different generations work together with different value systems, approaches to work-life balance and skill sets?
by Summer Wilton | Jan 26, 2023 | Industry Resources
The workplace is no stranger to diversity, including race, religion and culture. But in the last few years, there has been a significant increase in the diversity and differences in generations.
by Summer Wilton | Jan 25, 2023 | Industry Resources
Those in management positions or roles of influence should learn the best ways to connect and manage each generation in a way that encourages a strong sense of community.
by Jez Massey | Jan 20, 2023 | Industry Resources
In the course of an acquisition, “due diligence” is often regarded as a built-in part of the process – a formality to be checked off once it’s completed. However, acquisitions that conduct thorough and competent due diligence have a greater chance of success because decision-makers have the quality of information they need to make a decision.
by Jez Massey | Nov 11, 2022
Mary Margaret White is a senior manager at HORNE where she serves publicly and privately held companies. She specializes in tax return compliance, accounting for income taxes under ASC 740 and tax consulting for public and large, privately-owned clients.
by Jez Massey | Oct 27, 2022 | Industry Resources
Events during the past few years have changed merger and acquisition deal volumes, a trend we expect to continue, including large numbers of transactions driven by the amount of debt and equity capital available. We see this in all deal sizes and across all industries.
by Jez Massey | Oct 27, 2022 | Industry Resources
In the past few years, many of HORNE’s clients saw tremendous growth, while others struggled to stay afloat. The good news is that both have opportunities for success now and in the future.
by Katie Culpepper | Oct 7, 2022 | Industry Resources
Exponential times have raised the bar for us to sustain business growth today. We are experiencing fast-moving change in so many facets of our businesses. Incremental thinking will only put us further behind so an effective strategic plan must be a priority.
by Katie Culpepper | Oct 7, 2022 | Industry Resources
A critical challenge facing businesses today is leadership development. Opportunities for exponential growth and succession of various leadership roles require companies to plan and be intentional to develop the leaders to secure a bright and growing future.
by Katie Culpepper | Oct 7, 2022 | Industry Resources
Large and small businesses have gone through massive changes in the past few years. Many saw their profits fall; they lost employees and suffered from supply chain issues.
by Sarah Thomason | Oct 2, 2022 | Featured, Industry Resources
The global pandemic reshaped the way we work. Not only did it expedite the shift to remote teams, it also highlighted the importance of work-life balance and allowed many workers to re-think their personal and career goals.
by Jez Massey | Sep 28, 2022 | Industry Resources
If you don’t know your organization’s strategy, there’s a good chance company progress can be derailed. Change that equation with a dynamic and effective strategic plan.
by Jez Massey | Sep 28, 2022 | Industry Resources
Good preparation is crucial to good strategic planning – but you can’t finish without a robust strategic implementation program
by Jez Massey | Sep 12, 2022 | Industry Resources
The Mississippi Department of Revenue communicated the following information regarding Employee Retention Credits to members of the Mississippi Society of CPAs:
by Jez Massey | Jan 13, 2022
Justin Poole is a director in the comprehensive tax solutions group at HORNE. He oversees the client advisory services team which offers outsourced accounting solutions to privately held companies.
by Isabelle Venable | Dec 20, 2021 | Industry Resources
Entrepreneurs and business owners spend years building their business — and often years before that dreaming of and planning for it. Every owner knows the journey it took, from the highs of launching the business or securing the first customer to the lows of meeting an early payroll liability or facing the uncertainties of the recent pandemic.
by Jez Massey | Dec 16, 2021 | Industry Resources
Mississippi offers manufacturers many tax incentives that enable companies to prosper and grow. But are you taking advantage of all the opportunities you qualify for?
by Summer Wilton | Dec 6, 2021
HORNE can provide objective insights into the potential pitfalls, innovative solutions or best practices that help you make smarter, data-driven business decisions. Our strong analytical skills bring a fresh perspective to key areas of your business.
by Jez Massey | Dec 6, 2021 | Industry Resources
One of the most intriguing and discussed elements of recent tax reform is the creation of Qualified Opportunity Zones, which are economically-distressed communities where new investments, under certain conditions, may be eligible for preferential tax treatment. The tax benefits offered by investment in Qualified Opportunity Zones are meant to encourage economic development in these communities, which are officially designated at the state level.
by Summer Wilton | Dec 3, 2021
PRIVATE companies Client Advisory Services In running a business, focus is everything. If routine financial tasks and back-office functions are diverting your attention from more pressing priorities, HORNE can help. We offer a full array of client advisory services...
by Summer Wilton | Dec 2, 2021
Are you interested in selling your business, identifying a potential target for acquisition or merging with an organization that has complementary strengths? HORNE can help you position your company for success by assisting you with the extensive array of details involved with M&A opportunities.
by Summer Wilton | Dec 2, 2021
We help you find ways to ensure that you are fulfilling your tax obligations without leaving money on the table, whether it’s identifying opportunities for tax credits, recovering past overpayments or discovering missed deductions.
by Summer Wilton | Dec 2, 2021
Today, it’s not enough to simply know your business. Complex risk, regulations and reporting requirements mean that you and your executive team must have access to a balance of financial, legal and business expertise. HORNE helps you build leadership structures that establish the skills, expertise and diversity needed to meet the demands and expectations of today’s business environment.
by Summer Wilton | Dec 2, 2021
We bring together industry, economic and business expertise to give you a complete sense of the opportunities and challenges you can expect on the road ahead.
by Summer Wilton | Dec 2, 2021
To stay prepared for opportunities, you need sound financial information and controls that ensure compliance and manage risk. Monitoring each potential source of risk can be time consuming and create uncertainties, whether it’s internal components, like technology, or the impact of evolving industry regulations.
by Jez Massey | Nov 11, 2021
Amy Wilson Smith is a senior manager at HORNE where she provides various tax services for multi-state business entities, financial institutions, fiduciary entities, as well as nonprofit organizations. She primarily assists large, privately-owned corporate and flow-through clients with their tax compliance and consulting needs.
by Jez Massey | Nov 11, 2021
Megan Toles is a director for privately and publicly held companies. She serves primarily in the external audit capacities in a variety of industries including manufacturing, oil and gas, food services and digital interactive media. She specializes in performing reviews of high-risk areas, being a technical resource and ensuring the team meets its deadlines.
by Jez Massey | Nov 11, 2021
Neal Stephens is a transaction advisory director for HORNE Capital Strategies at HORNE LLP. He works with business owners, strategic corporate buyers, and private equity investors to advise and manage the sale and purchase process for transacting parties.
by Jez Massey | Nov 11, 2021
Timothy Smith is a partner at HORNE where he serves both private industry and public entities. He focuses on developing relationships with decision-makers across state and local government and the private sector, and shepherding them through decision-making regarding grant implementation, management and compliance.
by Jez Massey | Nov 11, 2021
Angela Phyfer serves as a tax services director for HORNE. Angela primarily works with business entities in the areas of real estate, agribusiness, food services, manufacturing, cost segregation and 179D energy efficiency.
by Jez Massey | Nov 10, 2021
Alison McLendon is a director in HORNE’s public and middle market practice where she serves in both internal and external audit capacities in a variety of industries, including manufacturing, oil and gas, pharmaceutical, agribusiness, food services, motion picture production and digital interactive media and software.
by Jez Massey | Nov 8, 2021
Jon is a data analytics senior manager at HORNE. He serves private and public companies by collaborating with them to use their data to solve problems and achieve their strategic objectives.
by Jez Massey | Nov 8, 2021
Ashley Swain serves as director of compliance on HORNE’s ARPA projects in Mississippi, Tennessee and Alabama. She previously provided eligibility and compliance expertise on CARES Act and CRF projects in Florida, Mississippi, New York, Tennessee and Texas.
by Jez Massey | Nov 4, 2021
Mary Kathryn Allen is a partner at HORNE. She specializes in tax compliance and business consulting for publicly and privately held clients as well as state and local tax compliance.
by Summer Wilton | Oct 29, 2021
Tax rules get more complex every year. Every decision you make impacts your tax situation. HORNE knows the vital impact of proactive tax planning.
by Summer Wilton | Oct 29, 2021
Risk management involves every facet of your organization, regardless of your industry. We help transform risk into opportunity to give you peace of mind.
by Jez Massey | Oct 7, 2021
As partner for accounting, advisory and tax services, Kathy’s focus is on managed accounting and tax services designed to help various industries achieve their financial goals. She has collaborated with hundreds of business owners and leaders, providing strategic counsel and assistance ranging from initial startup to succession plans.
by Jez Massey | Oct 7, 2021
Companies that are looking to expand through an equity raise, merger, or organic growth face unique challenges and urgency. HORNE’s Joe Green works alongside clients to manage deadlines and stressful situations for them, so they can focus on their future.
by Jez Massey | Oct 6, 2021
Public and middle market companies face unique challenges, often dependent upon their industry or company goals. HORNE’s Patrick Gough provides a quick, expert response and accurate, quality work to address critical issues and keep our clients safe and successful.
by Jez Massey | Oct 6, 2021
Josh Edwards is a public and middle market managing partner for HORNE and a member of HORNE’s Board of Directors.
by Summer Wilton | Sep 21, 2021
Reduce exposure to cybersecurity threats. Stay ahead of the ever-changing regulatory requirements and strengthen your cybersecurity posture.
by Summer Wilton | Sep 21, 2021
HORNE’s audit and compliance services provide a strategy to institute controls and manage risk and compliance to keep you prepared for opportunity.
by Isabelle Venable | Sep 20, 2021 | Industry Resources
Part of the life cycle of a business is a change in ownership, when an owner or founder sells his or her business.
by Isabelle Venable | Jul 20, 2021 | Industry Resources
Over the past year, business owners have been confronted with key decision points related to uncertainty about the COVID-19 pandemic and how to be competitive in the new economic environment. Prices are increasing, consumer spending is up, and customer behaviors have shifted more dramatically in the past year than in recent history.