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LICENSED IN:
Texas
EDUCATION:
Texas A&M University – Commerce
Masters in Accountancy
CERTIFICATIONS:
Certified Public Accountant (CPA)
Qualified 401(k) Administrator (QKA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Since joining LGT in 2014, Callie has brought a great level of enthusiasm and experience to her position at our firm. As a principal, Callie oversees the work performed by professional staff and serves as the primary link between the professional staff, engagement partner, and the client. During her time at LGT, Callie has continually developed knowledge in the employee benefit plans and manufacturing and distribution industries, which allows her to better evaluate and provide recommendations to her clients for enhancement of internal controls for the success of their business. Callie is also actively involved in research of new accounting and regulatory standards in order to appropriately advise and assist her clients with adopting and implementing the new guidance or legislation.
Employee Benefit Plans
Manufacturing
Professional Services
American Institute of Certified Public Accountants (AICPA)—Member
Texas Society of Certified Public Accountants (TSCPA)—Member
Dallas Chapter of CPA (DSCPA)—Member
Institute of Management Accountants, Dallas Fort Worth Area Chapter—Member
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EXPERIENCE
Since joining LGT in 2014, Callie has brought a great level of enthusiasm and experience to her position at our firm. As a principal, Callie oversees the work performed by professional staff and serves as the primary link between the professional staff, engagement partner, and the client. During her time at LGT, Callie has continually developed knowledge in the employee benefit plans and manufacturing and distribution industries, which allows her to better evaluate and provide recommendations to her clients for enhancement of internal controls for the success of their business. Callie is also actively involved in research of new accounting and regulatory standards in order to appropriately advise and assist her clients with adopting and implementing the new guidance or legislation.
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AREA OF FOCUS
Employee Benefit Plans
Manufacturing
Professional Services
-
AFFILIATIONS
American Institute of Certified Public Accountants (AICPA)—Member
Texas Society of Certified Public Accountants (TSCPA)—Member
Dallas Chapter of CPA (DSCPA)—Member
Institute of Management Accountants, Dallas Fort Worth Area Chapter—Member
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PUBLICATIONS
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PRESENTATIONS
“Made in the USA” Makes a Comeback
Surviving the SECURE Act: What You Need to Know
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PUBLICATIONS
“Made in the USA” Makes a Comeback
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PRESENTATIONS
Surviving the SECURE Act: What You Need to Know