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.
We work with enough leaders like you to know that hard conversations are scary in their own way. You probably wouldn’t use the word “scary,” but there are real fears that get in the way.
Have you ever felt unappreciated? What was the situation? How did that impact you? Whether you’re aware of it or not, appreciation is a deep human need.
What does it mean, practically, to “get people on board” with change? It often boils down to communication. Specifically, effective change communication is: early and often, clear and compelling and other-centered.
Change is easier when people are actually excited about it. So, to change well, find out what people actually want—what would make them most excited if they saw it—and then incorporate as much of that as you can.
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.
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.
Five non-profits across the states of Mississippi, Hawaii, Louisiana and Florida will receive support for their community efforts thanks to HORNE’s Seasons of Giving initiative, powered by the HORNE Community Foundation.
HORNE’s Board of Directors recently appointed Public and Middle Market Partner, Joe Green, to serve as the next firmwide director of assurance. As he takes on this new role, he will also continue serving as the firm’s SEC director.
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.
Jim Wadlington is a senior manager in the managed accounting services group within public and middle market, focusing primarily on providing outsourced CFO services and various accounting solutions to small to mid-sized healthcare institutions and other entities.
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.
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?
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.
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.
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.
One of the simplest and most cost-effective ways to improve hiring is to ask better interview questions. But what is a “better” or “worse” question? Today we’ll explain the anatomy of a better interview question and give one example that applies to any position.
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.
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.
HORNE’s cyber team recently earned The Cyber AB Certified Third-Party Assessor Organization (C3PAO) designation which allows HORNE to perform specific cyber security assessments for Organizations Seeking Compliance (OSC) through contractual agreements.
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.
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.
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?
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.
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.
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.
In most companies, developers are focused on meeting project deadlines, and that often leads to applications that are insecurely coded. Custom development can multiply vulnerabilities. Some 48 percent of developers think they leave vulnerabilities in their code, according to the State of Developer-Driven Security Survey 2022 from Secure Code Warrior.
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.
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.
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.
When it comes to sustaining or growing a business today, the status quo isn’t good enough anymore. We are in exponential times where the change around us is no longer incremental and we must anticipate the opportunities and challenges facing us in the future.
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.
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.
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.
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.
Cybersecurity risks challenge your business development. You need to address the bad risks so you can take the good risks that let you grow and maneuver to stay ahead of your competition. You also need expert insights into cyber risk and how you must defend your organization and protect your growth.
Technology’s power to disrupt is undeniable. One of the clearest examples rests in our pockets and purses. Decades ago, one would need a camcorder, gaming system, computer, stereo and encyclopedia – as well as a telephone – to replace just one of our mobile devices.
Since the early 1700s, when the first insurance companies were formed, organizations have sought to leverage data. What’s unique about now is the sheer amount of data available, thanks to how fast it’s generated.
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.
The Mississippi Department of Revenue communicated the following information regarding Employee Retention Credits to members of the Mississippi Society of CPAs:
The U.S. House of Representatives and the U.S. Senate each have passed the Inflation Reduction Act, a $430 billion package that includes several changes to tax laws. President Biden signed the bill into law on August 16
The pandemic presented unprecedented challenges for American businesses and local governments. As our nation heads toward a post-Covid environment, equally unique opportunities are taking shape. What does this mean for you?
Elizabeth Ford serves as an assurance director for HORNE where she serves publicly and privately held companies. She provides assurance and internal audit services to a number of publicly and privately held companies, including companies in the retail, pharmaceutical, and agriculture industries.
Justin Poole is a senior manager in the comprehensive tax solutions group at HORNE. He oversees the client advisory services team which offers outsourced accounting solutions to privately held companies.
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?
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.
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.
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...
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.
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.
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.
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.
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.
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.
Megan Toles is a senior manager 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.
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.
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.
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.
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.
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.
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.
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.
Risk management involves every facet of your organization, regardless of your industry. We help transform risk into opportunity to give you peace of mind.
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.
Robert Miller is a senior director at HORNE where he leads the public & middle market tax team, and also serves as HORNE’s firmwide director of tax. He specializes in helping businesses navigate the complex tax environment.
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.
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.
Many companies and individuals have applied for funds from the Small Business Administration (SBA) 7(a) Relief Loans Paycheck Protection Program (PPP). Our previous communication addresses the recent suspension of the PPP due to inadequate funding. For our clients that did not receive funds or approval prior to the suspension, we will continue to work on completing applications and submitting to lenders in anticipation of additional funds being made available under the PPP.
Businesses today have to make tough decisions and search for funds to keep doors open and employees paid. Many applied for the SBA’s PPP loan to offset losses during the COVID-19 shutdown. The loan offers short-term relief, but there may be another opportunity for businesses to find additional monies in the form of unclaimed Mississippi state tax incentives.
It has come to our attention that a new email phishing or “spoofing” scheme is being sent to businesses seeking financial assistance due to COVID-19. The emails are an attempt to scam business owners that have applied, or are considering applying, for Paycheck Protection Program loans backed by the U.S. Small Business Administration. These emails may look legitimate and appear to come from your bank.
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