Shannon & Associates independent accounting and consulting firms: Leadership

Trusted expertise for long-term success.

Our dedicated team of experts are prized for their experience, longevity and financial acumen. Our clients know us as management consultants who understand the financial ramifications of their business decisions. And they trust us as forward-thinking advisors who are dedicated to their long-term success.

We realize that our success relies on our ability to help our clients be as profitable as possible. We do this by taking a more personal approach to financial management, immersing ourselves in our clients’ business through trust and honest, strategic and straightforward advice.

A broad range of accounting experience

Three partners ensure the accounting services expertise offered by Shannon & Associates. Together, we offer a wealth of experience that ranges from manufacturing and distribution to financial institutions; consulting and international tax to accounting and software.

Richard Lackey, CPA, CFA

rlackey@shannon-cpas.com

Is the firm’s managing partner and has been with Shannon & Associates for 25 years. Dick has steadily built a reputation on his ability to recognize client needs and to be innovative in devising solutions. A steady dedication to his work has established him as a trustworthy asset for any client. Along the way, he has become an authority in an astonishing variety of fields, including:

Corporate acquisitions

Individual and corporate taxes

Reorganizations and liquidations

Estate and personal financial planning

Compensation and retirement plans

Business succession and transition planning

International taxation of foreign-owned US companies

Dick is licensed in Washington as both a CPA and a Certified Financial Planner (CFP).

Julie Courtney, CPA

jcourtney@shannon-cpas.com

A partner and Director of Accounting & Auditing with Shannon & Associates, Julie’s primary fields of expertise include financial and retirement plan audits–both for privately held business and for nonprofit agencies. However, she is also an authority in the arenas of financial reporting, computerized accounting systems, and the advising of closely held businesses. She has considerable experience in a broad range of industries:

Building and construction

Manufacturing

Nonprofits

Wholesale distributors

Retail

Real estate development

Quality and technical review on all audits and full disclosure financial statements

Her areas of expertise include:

Internal control risk assessment and analysis

Financial statement reviews and compilations

Employee Benefit Plan Audits

As a Certified QuickBooks Pro Advisor, Julie also provides consultation on initial setup, as well as the review of ongoing activities and the establishment of accounting policies. Julie is a licensed CPA in the state of Washington.

Julia Atwood, SPHR

jatwood@shannon-cpas.com

Julia is a partner and the firm’s administrator. She joined Shannon & Associates in 1991. In her position as the firm administrator, she is responsible for the day to day operations, human resources, recruiting, staffing and scheduling, client relations, internal communication and policy development, business development and new technology implementation and training. Julia also manages the financial software applications department. Her areas of expertise include assisting businesses with selection, implementation, training and customization of ERP systems. She works closely with clients on system implementation and training as well as developing internal procedures around IT and finance, focusing on business process improvement, workflow and controls. Julia is the current president of the Washington Chapter of the Association for Accounting Administration. Julia is a (SPHR) Senior Professional of Human Resources and is a non a non-licensed CPA firm owner.

She has a broad range of expertise implementing accounting, manufacturing and distribution software:

Accounting software implementation and training

Accounting software needs analysis and internal procedures reviews

Sage Mas90/Mas200 software certification

Dynamics SL (formerly known as Solomon)

CONSULTANTS:

Lane Strickland, CPA

lstrickland@shannon-cpas.com

Lane joined Shannon & Associates in 1997. Before joining our team, Lane owned and operated his own accounting firm. His more than 25 years in the public accounting arena have instructed him in the subtleties of the practice; the attention Lane pays to every finest detail has made him a valuable presence at Shannon & Associates. He has gained primary expertise in the areas of:

Estates

Trusts

Individual income tax

Partnership and corporation income tax work

In 1996, Lane received the AICPA Certificate of Educational Achievement. Lane is licensed CPA in the state of Washington.

Sherri Owzarski, CPA , CEA

sowzarski@shannon-cpas.com

Sherri has acquired significant experience serving clients in a wide range of industries. These include her work with a major bank in the field of corporate banking and cash management, audit management with public accounting firms, and her work as a CEA in governmental and nonprofit accounting and auditing. The breadth in her areas of expertise is extensive:

Financial reporting and disclosures

Accounting systems and internal controls

Government and nonprofit auditing and reporting

Employee benefits, including retirement plans

Sherri performs peer reviews of other certified public accounting firms. In addition to her credentials as a CEA, she is a licensed CPA in the State of Washington.

Shannon & Associates is committed to your success.

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