Thomas Beisner, CPA
Partner
As Partner and Banking Group Leader, Tom has 40+ years of experience and specializes in helping community banks thrive in a difficult regulatory environment.
Partner
As Partner and Banking Group Leader, Tom has 40+ years of experience and specializes in helping community banks thrive in a difficult regulatory environment.
Partner
David is an experienced Public Accountant and leader, and advises business owners and financial officers of closely held companies on how to grow profitably while minimizing taxes.
Managing Partner
As Managing Partner since June 2011, Joseph focuses on audit and tax services for clients in fields such as colleges and universities, manufacturing and distribution, electric utilities and construction and high-net-worth individuals.
Partner
Marty provides audit and other consulting services to financial institutions. His background includes serving as assistant controller for a bank service bureau and working for a large regional bank accounting firm. Marty has worked extensively with the firm’s banking clients across the Midwest for over 17 years.
Partner
Matt has more than 30 years of experience with bank mergers and acquisitions, formerly serving as managing director of a large regional consulting firm. Matt also specializes in regulatory filings and changes in control. He has actively supported the MBA, KBA and MIBA associations for the past 20 years.
Partner
As a Partner and with 15+ years of combined experience, Chris is an Information Technology Security Specialist for Community Banks.
Partner
With 20+ years of experience, Kathy specializes in small business accounting services, business and individual taxation, computer software consulting, and employee benefit audits.
Partner
Chuck is an experienced CPA, who not only provides business valuations for his clients, but also consults with CPA firms around the country in areas of compensation strategies and strategic planning.
Partner
As a Taxation Specialist, Brenda strives to help individuals and corporations develop tax strategies to minimize tax consequences, plan estate and retirement goals, plan for succession, and more.
Partner
Ray has more than 20 years experience in the areas of loan review, credit administration, and regulatory compliance. He has served as an instructor for a national compliance school and has conducted seminars for various banking associations.
Partner
With more than 20 years of experience in taxation, Jennifer focuses primarily on business tax, cost segregation studies and not-for-profit organization taxes.
Partner
Melinda has extensive experience in small business operations with specialities in income tax services, dental practice strategy, internal accounting controls, and QuickBooks training.
Partner
Steve has more than 25 years of experience as a business advisor and confidant to financial institutions, middle market companies and their stakeholders. Steve specializes in consolidated tax returns, S corporation planning and compliance matters, accounting methods and periods, and assistance with IRS and state tax return examinations.
Partner
Josh specializes in assisting community banks and small businesses prepare financial statements, assess risk, and improve business operations.
Manager
Jay prepares and reviews federal and state income tax returns for individuals, corporations (regular C and sub S) and partnerships and expertly researches and reports on tax issues raised by clients and governmental agencies.
Manager
Jacque specializes in individual and business tax preparation and planning, as well as helping businesses comply with the rules and regulations of ERISA to ensure employee benefit plans are operating as they should be.
Manager
A CPA since 1992, Mark has experience working with small businesses, individuals, partnerships, and corporations on a variety of issues including daily operations, taxes, and payroll.
Manager
Blair specializes in performing Loan Reviews and Internal Audits for financial institutions. As a former bank examiner, Blair provides unique insights to help community banks. In 2016, Blair earned her designation as a Certified Information Systems Auditor.
Manager
For more than 20 years, Deanna has specialized in performing bank holding company financial statements and FR Y reports. She also assists with bank merger and acquisition applications.
Manager
Eric is a Manager at The Whitlock Company specializing in auditing, he began his career at The Whitlock Company as an accountant in 2011. He is a member and former Chair of the Missouri Society of CPAs, member of the American Institute of CPAs and Board Member of ARC of the Ozarks.