ACCOUNTING SERVICE PACKAGES
REACTIVE
The following strategy is not included in this service package:
At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).
- Discovery Session – Week 1
- Strategy Session – Week 4-6
- Implementation Session – Week 7-8
Contact with your Accounting Specialist
- Stay on track with Semi-Annual KPI measures
- Annual Tax Planning
- Up to 3 Accounts (banking, credit card, loan)
- Up to 70 transactions
Prepared Financial Statements – Accrual or Income Tax Basis
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
- Phone Calls returned within 48 hours
- 100% Guarantee
PROACTIVE
For businesses that are ready to increase momentum and focus on strategy and growth.
At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).
- Discovery Session – Week 1
- Strategy Session – Week 4-6
- Implementation Session – Week 7-8
Contact with your Accounting Specialist
- Stay on track with quarterly KPI measures
- Semi-Annual Tax Planning
- Annual Budget Reports (Quarterly Updates)
- Answer your questions
- Advice on business decisions
- Up to 4 Accounts (banking, credit card, loan)
- Up to 120 transactions
Prepared Financial Statements – Accrual or Income Tax Basis
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
- Phone Calls returned within 24 hours
- 100% Guarantee
- Annual 1099s (up to 10 included)
STRATEGIC
For established businesses who are ready to Maximize and take their business to the next level.
At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).
- Discovery Session – Week 1
- Strategy Session – Week 4-6
- Implementation Session – Week 7-8
Contact with your Accounting Specialist
- Stay on track with monthly KPI measures
- Quarterly Tax Planning
- Annual Budget Reports (Monthly Updates)
- Answer your questions
- Advice on business decisions
- Up to 6 Accounts (banking, credit card, loan)
- Up to 200 transactions
Prepared Financial Statements – Accrual or Income Tax Basis
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
- Phone Calls returned within 12 hours
- 100% Guarantee
- Annual 1099s (up to 20 included)
A native of Nampa, Idaho, Katie joined the Mayo Strategic Advisors team in December 2021. She graduated from Point Loma Nazarene University in San Diego, California with a degree in Accounting and subsequently earned her CPA license.
A native of Milledgeville Georgia, Dhruv joined the Mayo Strategic Advisors team in September 2020. He graduates from Augusta University in May 2022 with a double major in Accounting and Business Administration with a concentration in Healthcare Management.
An Augusta native, Jonathan earned a degree in business administration with a concentration in accounting from Augusta University in 2010. He then earned his MBA in 2014 and his master’s in accounting in 2017, both from DeVry University. After working for a local accounting firm for 7.5 years, Jonathan tried his hand at business accounting but quickly realized he missed the client interaction. Early into his first interview at Mayo in 2018, Jonathan knew he’d found a home.
Aaron Wilson moved to the Augusta, GA area in 2012 and is an 8-year US Army veteran with multiple deployments during the campaigns in the Middle East. After being honorably discharged he graduated with a Bachelor’s in Business Administration with a core focus in accounting from Augusta University in 2016. He aspires to obtain the coveted CPA certification during his career and in addition desires to be a positive influence too other veterans that may desire a future career in accounting.
Ashley joined the Mayo Strategic Advisors team in January 2016 and is from Chattanooga, TN. She attended University of Tennessee Chattanooga working towards her Bachelors in Accounting. In her free time, she enjoys spending time with her husband Wade and their two dogs, Paisley and Gibson.
Originally from Griffin, GA, John moved to Augusta in 2018 and is currently a student at Augusta University. In December 2021, John will graduate with a bachelor’s degree in accounting and will begin preparing for the CPA exam.
Lisa D. Mayo, CPA, is a licensed certified public accountant in Georgia and Tennessee and has more than 15 years of experience in public accounting. She specializes in tax and compliance services to clients across a wide range of industries. She assists with tax planning, tax return preparation, business consulting and strategic planning. She has extensive experience in the preparation and review of both individual and business tax returns. Lisa also works with small to mid-sized businesses in developing their key performance indicators (KPIs), budgeting, forecasting, cash flow analysis, selecting and setting up accounting files, training employees and developing internal procedures.
Tanya Weber is a military spouse has who spent the last few years working in a teleworking position as an accountant with a large university. She joined Mayo in Dec 2020 and is excited to become a member of a great team! She has a BA in Finance from the University of Northern Iowa and MS in Accounting from the University of Phoenix. She currently holds a Certified Public Accounting license in Washington, DC.
If you’re thinking the name sounds familiar, you’re correct. John joined his wife, Lisa, in the firm after serving 24 years in the United States Army. During his military career, John spent 10 years flying helicopters and retired as a Major serving in cyber security. After six moves within the U.S. and three 12-month deployments in the Middle East, John’s happy to settle down and support Lisa’s dream.
Having grown up in a military family, Leslie lived in Hawaii, South Korea and Atlanta before moving to Augusta in 2008. In December 2020, she’ll graduate with a degree in accounting from Augusta University and will begin preparing for the CPA exam.
Pamela Hahn knows payroll. Prior to joining Mayo & Associates, she worked as a senior analyst for ADP for nine years. Pamela has a degree in mathematics and computer science from USC and 25 + years of experience in payroll, finance, and IT. A native of West Virginia, Pamela moved to Augusta in 1991 and was later part of the founding team at the Bridgestone Firestone Tire plant where she built their payroll, accounts payable and accounts receivables.