Agenda Item
c. Election of Audit Committee Advisory Members
Summary: Presented by: Mr. Joel Thibodeaux, Director of Internal Audits & Compliance, Chief of Staff Division
Request: It is requested that the Board of Education elect no more than three (3) Community Advisors to the Audit Committee.
Why: To clarify the election and service process.
Contact: Mr. Joel Thibodeaux, Director of Internal Audits & Compliance, Chief of Staff Division
Ms. Allyson Gevertz, Committee Chair, 678.676.0027
Effective: Upon Board of Education Approval
Status: Approval by General Counsel
CATHY ICONIS, CРА
Iconis Group, LLC — Founder & Outsourced CFO/Bookkeeper
2009-PRESENT, Atlanta, GA
WORK HIGHLIGHTS
Built QBOchat brand that provides training for accountants
building their own bookkeeping
practices
QuickBooks Online subject matter expert for Intuit to help develop software updates
and the
Advanced QuickBooks Online certification
Outsourced CFO/Bookkeeper for numerous clients, including:
Marketing and advertising firms
Technology consulting companies
Financial advising firm
Medical R&D companies in the pre-revenue stage
Interior designers
User research consulting company
Defense contractor
Private elementary school
Co-working facility
Provide consulting to 3rd party apps that integrate with QuickBooks Online
SOFTWARE UTILIZED
QuickBooks Online, Google Suite, Excel, Zapier, Bill.com, OnPay Payroll,
ADP, Gusto, Melio,
Veem, Hubdoc, Tsheets, Expensify, Tax1099, and more
AWARDS
CPA Practice Advisor 40 Under 40 Honoree - 9 times
Accounting Today's Managing Partner Elite -2015
Intuit's Firm of the Future -2015
Balfour Beatty Construction - Senior Staff Accountant
2007-2009, Atlanta, GA
WORK HIGHLIGHTS
Prepare executive-level financial and non-financial reporting for $300 million division
Help prepare forecasts for all construction projects and update quarterly
Manage financial reporting for the operation of the Atlanta office
SOFTWARE UTILIZED
Microsoft Office, Oracle JD Edwards
Tauber & Balser - Senior Audit Associate
2006-2007, Atlanta, GA
WORK HIGHLIGHTS
• Performed audit testing on private companies
Assisted in the planning stages of audits
Created client-specific workpaper templates to streamline audit work
SOFTWARE UTILIZED
Microsoft Office, CCH Prosystems fx, CaseWare IDEA
Tauber & Balser - Senior Forensic Associate
2003-2006, Atlanta, GA
WORK HIGHLIGHTS
Prepared business interruption calculations and reports for insurance companies
Calculated losses due to Employee Dishonesty
Supported partners preparing for expert witness testimony
Assist audit department when needed
SOFTWARE UTILIZED
Microsoft Office, QuickBooks, CaseWare IDEA
EDUCATION
Oglethorpe University - B.S. in Accounting
2003, Atlanta, GA