Location: Nashville, Tennessee

Fran Leahy is a senior manager with the tax services team at KraftCPAs. She works exclusively with nonprofit clients to provide Form 990 research, preparation, and review services.

Fran has more than 25 years of public accounting experience. Prior to joining KraftCPAs in 2009, she was an internal auditor with a national healthcare firm for five years as well as an accounting instructor at a four-year university.

For almost a decade, Fran has worked exclusively on Form 990 engagements for nonprofit clients. Prior to that, Form 990s were a significant part of her responsibilities, in addition to tax services for corporations, partnerships, individuals, and other for-profit clients.

Fran has attended the AICPA Not-For-Profit conference each year since her full-time move to nonprofit engagements and is a member of the AICPA Not-For-Profit Section.

Involvement

Current Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• AICPA Not-for-Profit Section
• Carolina Mountain Club, Appalachian Trail Section Maintainer

Previous Involvement

• Girl Scouts of Middle Tennessee, Troop Leader
• NaCoMe Camp and Retreat Center Inc., Treasurer, Board President
• Hammer and Heart, Treasurer

Professional Achievements

Frequent presenter, including:

• “990 Updates and Common Errors,” TSCPA Governmental and Nonprofit Conference
• “2020 Nonprofit Tax Updates,” TSCPA Governmental and Nonprofit Conference
• “Scenario Planning in Times of Uncertainty,” HCA Foundation
• Accounting lecturer at Belmont University and Appalachian State University
• “Telling an Organization’s Story Through Proper 990 Reporting,” TSCPA Governmental and Not-for-Profit Conference
• “990 Hot Topics for Schools,” NBOA conference at The Harpeth Hall
• “What to Do When the IRS Calls,” Arts and Business Council’s Art Crawl

Gina Pruitt is a member with the risk assurance and advisory services (RAAS) practice of KraftCPAs. She provides risk management consulting; internal audits; system and organization controls (SOC) examinations; HITRUST common security framework (CSF) engagements; IT audit and consulting; network security and vulnerability assessments; and cybersecurity controls consulting. Gina is a leader with the firm’s internal audit practice, where she manages several fully outsourced integrated IT and internal audit engagements.

Gina has more than 30 years of experience, including expertise performing risk assessments, setting up internal audit departments, and managing all aspects of internal audit, specializing in IT audits and integrated audits. She has been an IT internal auditor in both public accounting and private industry, and she presents to audit committees on a regular basis.

Gina spent 10 years in Big Four public accounting as the partner-in-charge of the Nashville practice of enterprise risk services (ERS) with Deloitte & Touche. She was the national healthcare industry leader for ERS as well as the Southeast regional director for internal audit services. Gina managed approximately 200 employees and more than 100 clients as part of Deloitte’s Southeast region..

Involvement

Current Involvement

• American Institute of Certified Public Accountants (AICPA): CPA Exam Evolution Initiative: Information Systems and Controls Discipline Panel
• AICPA National SOC Peer Reviewer
• Tennessee Society of Certified Public Accountants (TSCPA): Board of Directors; Board of Trustees; Council; Student Outreach, Advancement, and Recruitment Committee
• Tennessee Bankers Association (TBA), IT Leaders Forum Sponsor
• ISACA: Founding Charter Member, Past President, Mid-TN Chapter
• Institute of Internal Auditors (IIA): Academic Relations Committee; Board of Directors
• Leadership Health Care
• Healthcare Financial Management Association
• University of Tennessee, Accounting and Information Management Advisory Board

Previous Involvement

• AICPA Board of Examiners: Information Management Technology Assurance Executive Committee; National SOC Task Force; Cybersecurity Sub-Committee; SOC Sub-Committee
• TSCPA: Financial Institutions Committee; Cybersecurity Task Force; Diversity, Equity, and Inclusion Committee
• TBA, Strategic Technology Conference Committee
• IIA, Chairman of the Board of Directors
• Nashville Technology Council: Board of Directors; Executive Committee; Finance Chair
• Tennessee Tech University, Accounting Advisory Board
• Tennessee Performing Arts Center, Technology Committee
• Leadership Brentwood, Class of 2013
• Williamson Co. Habitat for Humanity, Women Build Committee
• CABLE
• Infragard Middle Tennessee, Board of Directors

Professional Achievements

• Power Leader in Finance and Women of Influence, Nashville Business Journal
• InCharge Healthcare and Women to Watch, Nashville Medical News
• TSCPA Impact Award
• Women’s Mentoring Program, Nashville Business Journal
• Contributor to Nashville Medical News and The Tennessee Banker
• Guest presenter and panelist on cybersecurity and other technology topics

Sean Owens is a member-in-charge with KraftCPAs, where he oversees quality control and administration for the assurance services practice. He is also responsible for building and maintaining client relationships, managing the work of engagement teams, reviewing ongoing work, approving final reports, and presenting our work to client management teams and boards of directors.

Additionally, Sean provides a variety of services, including external audits and reviews, agreed-upon procedures, merger and acquisition assistance, due diligence, internal control review engagements, and system and organization controls (SOC) examinations.

Sean works extensively with clients in the service industry, as well as those in the nonprofit, real estate, construction, and manufacturing/wholesale/distribution (MWD) industries. His clients range from family-owned start-ups to large corporations in foreign countries and U.S. subsidiaries of foreign-owned companies. He has worked with large national franchisors, chemical manufacturers, stamping manufacturers, fence distributors, and HVAC parts manufacturers.

As a practice leader of the nonprofit industry team, Sean frequently works with tax-exempt clients, including educational institutions, political action committees (PACs), and organizations subject to uniform guidance requirements.

As a registered qualified peer reviewer, Sean is also an integral part of our firm’s peer review practice, where he and the team evaluate other CPA firms’ system of quality control for their accounting and auditing practice.

Sean has more than 20 years of public accounting experience. He joined KraftCPAs in January 2003.

Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• AICPA Not-for-Profit Section
• TSCPA Nashville Chapter
• Tennessee Kidney Foundation, Executive Committee Member and Secretary
• Leadership Wilson County
• Tennessee Tech College of Business, Board of Trustees
• Mount Juliet Church of Christ, Deacon

Wallace McKinney is a senior manager with the tax services team at KraftCPAs. He is responsible for building and maintaining client relationships and managing/reviewing the work of other team members.

His duties include tax research, planning, compliance, and consulting services for individual and business clients.

Wallace began his professional accounting career with KraftCPAs in 2016.

Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants

Glenn Perdue is the managing member of Kraft Analytics, LLC, an affiliate of KraftCPAs.

Glenn’s valuation experience includes the valuation of businesses, equity interests, intellectual property and other intangible assets for investment, lending, managerial planning, compliance, accounting, tax, marital dissolution, restructuring, and litigation purposes.

His forensic experience includes work with attorneys related to valuation issues, economic damages, transactional disputes, employment disputes, intellectual property, antitrust analysis, corporate investigations, fraud, financial reconstruction, insurance coverage, computer forensics, and e-discovery. Glenn has been retained as an expert in more than 300 litigation matters and has provided testimony as an expert witness at depositions, mediations, arbitrations, and in federal and state courts before judges and juries.

Glenn’s transaction advisory experience includes valuation, fairness opinions, transaction structuring, Quality of Earnings (QoE) analysis, and other forms of due diligence support related to business sales, asset sales, M&A transactions, equity investments, lending transactions, licensing transactions, and joint venture arrangements.

Other consulting experience includes market entry studies, industry and competitive analysis, business strategy, technology strategy, technology investment analysis, risk analysis, and assistance with raising capital. Glenn has also been appointed as a Trustee and Estate Administrator/Executor.

Glenn began his professional career in the venture capital industry and later became the president of a technology company, which he sold before attending graduate school. Prior to joining Kraft, Glenn led the technology and intellectual property practice at Crowe, and previously worked at LECG, an international economics and finance consulting firm.

Glenn has more than 30 years of experience working with business owners, executives, boards of directors, attorneys, accountants, and other professionals. Industry experience includes work in information technology (software, hardware, internet, telecommunications); life sciences (pharmaceuticals, biotech, medical devices, medical supplies); healthcare services (hospital, long-term care, ASC, dialysis, home health, physician practices, health insurance, imaging, healthcare IT, EMR, EHR, PBM); music; media and entertainment; manufacturing, wholesale, and distribution (MWD); retail; banking and financial services; construction and real estate; automotive and transportation; professional services; technology; and advertising.

Involvement

• BioTN Foundation, Inc., Board of Directors, Executive Committee, Treasurer
• Life Science Tennessee, Current Member. Prior roles include member of the Board of Directors (Chair 2023-2024), Executive Committee Member, Treasurer, and Vice Chair
• National Association of Certified Valuation Analysts, Member
• Licensing Executives Society, Member
• Vanderbilt Center for Technology Transfer and Commercialization, Entrepreneurship Advisory Council
• Red Cross of Middle Tennessee, Prior Member of the Board of Directors
• University of Tennessee Research Foundation, Prior Member of the Board of Directors
• Nashville Technology Council, Current Member. Prior roles include member of the Board of Directors, Executive Committee Member, and Finance Committee Chair.
• Nashville Conflict Resolution Center, Prior Member of the Board of Directors

Heather Layman is a recruiting specialist for KraftCPAs and its affiliated companies. She works with the senior recruiter to identify and engage professionals for audit and risk and assurance services positions at KraftCPAs. Additionally, she contributes to the development of hiring strategies and procedures and the establishment of competitive talent retention policies.

Heather joined KraftCPAs in 2022. She previously worked as a recruiter in the healthcare industry.

Experience

• Recruitment

Jada Pruitt is a senior manager in the assurance services department of KraftCPAs, where she is responsible for coordinating engagements, maintaining client relationships, planning and performing assurance services, and supervising staff.

Jada performs external audits, reviews, and internal audits for a variety of clients, including nonprofit organizations, service providers, and financial institutions. She is also a member of the firm’s employee benefit plan practice, where she manages the audits and Form 5500 returns for multiple plans.

Jada began her public accounting career as an intern with KraftCPAs in 2010 and 2011 before joining full-time in 2012.

Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• TSCPA Employee Benefit Plans Conference Planning Committee

Jerry Moss is a member-in-charge and practice leader of the tax services team at KraftCPAs. In addition to overseeing quality control and administration of tax services for the firm, he is responsible for building and maintaining client relationships, overseeing tax engagement teams, reviewing and approving tax returns, and presenting our work to clients.

Jerry has extensive experience in the taxation of corporations and pass-through entities, including S corporations, general partnerships, limited partnerships, and limited liability companies. His experience also includes tax services for U.S. subsidiaries of foreign-owned companies and U.S. companies operating abroad. He also handles multi-state tax matters, business transition/continuity planning, and client representation before the IRS and other tax authorities.

Jerry has worked with clients in multiple industries, particularly those in the construction, healthcare, real estate, manufacturing/wholesale/distribution (MWD), and entertainment sectors.

Prior to joining KraftCPAs in 2005, Jerry was a senior tax manager with a national accounting firm and worked extensively with their construction clients. He has worked in public accounting since 1996.

Involvement

Current Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• National Association of Certified Valuation Analysts
• Construction Financial Management Association
• Associated General Contractors of Tennessee
• Associated Builders and Contractors, Inc.
• Downtown Nashville Lions Club

Previous Involvement

• Construction Financial Management Association, Board of Directors
• Associated General Contractors of Tennessee, Middle Tennessee Branch, Board of Directors
• Downtown Nashville Lions Club, President
• Safe Haven Family Shelter, Board of Directors

Professional Achievements

• Guest presenter on Tax Cuts and Jobs Act issues
• Guest presenter at events for Associated General Contractors, Construction Financial Management Association, and Associated Builders and Contractors Inc.

Katie Reid is vice president of the advisory services practice at Kraft Healthcare Consulting, LLC, an affiliate of KraftCPAs PLLC. She oversees reimbursement and operations services, including the review and preparation of Medicare and Medicaid cost reports and other third-party reimbursement opportunities.

Katie works with a variety of clients, including medical/surgical, psychiatric, rehabilitation, and long-term acute care hospitals. Additionally, she works with skilled nursing facilities, rural health clinics, federally qualified health centers, hospice and home health agencies, and end-stage renal dialysis and other multispecialty physician practices.

Katie returned to KHC in 2023 after a previous role with the firm from 2014 to 2021.

Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• Nashville Health Care Council
• Leadership Health Care
• Healthcare Financial Management Association

Ken Youngstead is a member in the assurance services department of KraftCPAs. He is responsible for building and maintaining client relationships, overseeing the work of engagement teams, reviewing ongoing work, approving final reports, and presenting our work to clients’ management teams and boards of directors.

As a practice leader of the nonprofit and governmental industry team, Ken works extensively with tax-exempt clients, including those that are subject to Government Auditing Standards and single audit compliance. Indicative of his reputation and expertise in the nonprofit community, Ken was a longtime board member with the Center for Nonprofit Management and held the positions of executive committee member, treasurer, and board chair.

Ken has more than 30 years of public accounting experience. He joined KraftCPAs in 2006.

Involvement

Current Involvement

• Special Olympics Tennessee, Board of Directors, Executive Committee and Finance Committee
• American Institute of Certified Public Accountants
• AICPA Not-for-Profit Section
• Tennessee Society of Certified Public Accountants
• Rotary Club of Nashville, President-Elect
• The Nonprofit CPAs
• National Organization for Workforce Diversity, Board of Directors, Treasurer
• MTSU Department of Accounting, Advisory Board

Previous Involvement

• Center for Nonprofit Management, Board of Directors, Executive Committee, Board Chair and Treasurer
• Special Olympics Tennessee, Board Chair and Executive Committee
• Leadership Nashville, 2006 Graduate and Education Day Committee
• Nashville Opportunities Industrialization Center, Board of Directors
• Tennessee Jazz and Blues Society, Board of Directors and Treasurer
• 20:20 Leadership Alliance, Board of Directors
• Covenant Baptist Church in Bellevue, Deacon Board and Chair
• Nashville Area Chamber of Commerce, Board of Directors, NELA Awards Volunteer and NEXT Awards Volunteer
• Nashville Junior Chamber, Board President and Treasurer
• Friends of Bicentennial Capitol Mall State Park, Board of Directors and Treasurer

Professional Achievements

• Power Leader in Accounting, Nashville Business Journal

Lynsey Roberts is a member with the tax services team at KraftCPAs. She is responsible for building and maintaining strong client relationships, managing tax compliance engagements, and overseeing and directing engagement teams.

Lynsey has extensive experience with tax planning, consulting, and compliance for corporations and pass-through entities (including mid-size to large companies), as well as high net-worth individuals. She works with clients to provide multi-state tax consulting and compliance, tax examinations, and strategic tax planning.

Additionally, Lynsey serves as a knowledgeable resource and technical leader for clients, both internally and externally, providing in-depth research and guidance for the implementation of tax law changes. She works with clients in a variety of industries, including entertainment, real estate, manufacturing/wholesale/distribution (MWD), and professional services.

Lynsey began her professional career in public accounting in 2009 and has been at Kraft since 2012.

Involvement

Current Involvement

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• TSCPA Council
• Breakfast Club of Nashville
• Book’em, Treasurer

Prior Involvement

• Breakfast Club of Nashville, President

Mandy Thompson is the director of coding and compliance consulting with Kraft Healthcare Consulting, LLC (KHC), an affiliate of KraftCPAs PLLC.

Mandy consults with healthcare providers to ensure billing and coding compliance. She also performs coding and documentation audits and Office of Inspector General (OIG) and Centers for Medicare and Medicaid Services (CMS) compliance training. She works with healthcare facilities to assist with recovery audit contractor (RAC) appeals and administrative law judge (ALJ) hearings. Additionally, Mandy works with attorneys providing expert reports in OIG investigations and has successfully had cases dismissed by the OIG and the ALJ.

Mandy specializes in revenue cycle management services, including chargemaster financial management and compliance. In addition, she provides charge description master (CDM) maintenance.

With more than 20 years of healthcare experience, Mandy has worked in a variety of roles in the industry. Previously, she was a coding and compliance consultant for a regional firm, business office director for an assisted living facility, and patient account representative for the largest multi-specialty clinic in Mississippi.

Involvement

• American Academy of Professional Coders
• Healthcare Financial Management Association
• American Dental Coders Association
• American Health Information Management Association
• Nashville Health Care Council
• Leadership Health Care