PHB CPAs – An Experienced CPA Firm in Franklin, TN
PHB CPAs is one of the most trusted and experienced CPA Firms in Franklin, TN. As a Certified Public Accounting firm, we can provide support and assistance in all your tax, financial, and business affairs, ultimately improving your financial well-being.
We handle a variety of accounting services for our business, individual and non-profit clients and we truly specialize in the following services:
The Principals of PHB CPAs
At PHB CPAs we don’t take ourselves too seriously, but we take you and your money very seriously. Meet the leadership/principals of our accounting firm.
Lisa Patterson, CPA CFE CVA
Lisa is the firm’s managing principal, primarily responsible for managing the daily operations of the firm. Lisa has experience in valuation services, auditing, fraud examination and litigation support, with a special interest in working with small businesses and local non-profits.
Sarah Hardee, CPA
Sarah specializes in financial statement presentation and auditing. In addition to managing the Auditing Department, she has extensive experience with local non-profits as well as business combinations, tax planning and tax preparation for small and medium-sized businesses.
Craig Ballentine, CPA, MBA
Craig oversees the Tax Department, as well as firm development. Craig has experience in tax, accounting, and financial statement presentation and works mainly with small and medium-sized business owners and individual clients.
Kerry Garner, CPA
Kerry specializes in financial institution taxation, small to medium-sized business accounting, financial statement presentation and tax compliance, and individual taxation.
We’re proud of the background and experience of our senior staff.
Christy is PHB’s Bookkeeping Department Manager. She has 21 years of experience in her field, and has been with PHB since 2011. Christy oversees the PHB’s bookkeeping staff, is responsible for the review of her staff’s work and always enjoys helping clients run their business more effectively.
Craig is the Senior Tax Advisor at PHB. Craig manages the tax department and has 20+ years of experience in tax preparation, small business consulting, accounting, financial statement presentation.
Kim is the Marketing Director at PHB. She oversees and implements all of the firm’s marketing efforts, including social media, the website, community outreach and event coordination.
Julie Mayer, CPA
Julie is PHB’s Senior Audit Manager and has 20+ years of experience in the accounting field. Currently, Julie helps oversee PHB’s Audit team and manages and reviews our audit jobs.
Kimberlee is PHB’s office manager. She wears many hats at PHB, as she handles a wide variety of tasks and projects while organizing day-to-day office administration and procedures.
A Certified Women-Owned Accounting Firm in Franklin and Nashville
Patterson, Hardee, & Ballentine PC is certified as a women’s business enterprise through the Women’s Business Enterprise National Council (WBENC), the nation’s largest third party certifier of businesses owned and operated by women in the US.
We recognize the commitment to supplier diversity that is embraced by corporations and government agencies today, and we can add diversity to your supply chain.