Crow Shields Bailey Promotes Andrew Bailey, CPA, ABV To Manager

We are very excited to announce that Andrew Bailey, CPA, ABV, has been promoted to Manager. His contributions to our firm have been invaluable. Andrew’s hard work, leadership skills, and his knack for innovation speak for themselves. A graduate of Birmingham-Southern College, he has been with CSB since 2016 and has contributed to many different areas of growth for the firm. Andrew primarily works in tax return preparation and tax planning for businesses, individuals, estates, and trusts; and in business valuation for estate and gift tax, litigation, and merger and acquisition, among other areas.

Andrew is also a very active member in the community. He is the President of the Eastern Shore Chamber of Commerce Young Professionals, Board Member/Treasurer of the Estate Planning Council of Mobile, AICPA NextGen Ambassador for Forensic and Valuation Services, a graduate of the ASCPA Leadership Academy Class VII, and a Junior Achievement Classroom Volunteer at Fairhope High School.

Andrew is a Huntsville native married to Jenny Speir of Fairhope. Andrew and Jenny reside in Fairhope with their son Win and their dog Jack. In his spare time, Andrew enjoys weekends at the hunting camp or on the water, cooking on his Big Green Egg, and spending time with family and friends. He and Jenny also enjoy trying new restaurants around Fairhope, now that they are residents there.

 

Crow Shields Bailey PC COVID-19 Update #1

As we navigate through these unprecedented times, we must work together to ensure the safety of our clients, team members, and families. To comply with the CDC and WHO’s recommendations of social distancing to help slow the spread of COVID-19, we recommend that our clients send in all necessary tax documentation electronically. If you have this capability, please e-mail to your tax preparer for a link to upload your information securely. You can find your tax preparer’s e-mail address on the Meet Our Teams section of our website. If you do not know who your tax preparer is, you can send an e-mail to Emilee Shuler at [email protected] requesting a link for secure upload.

If you do not have the capability to send information electronically, we have drop boxes located in each office and protocols set up to ensure everyone’s safety. You can also send via mail. Additionally, we are holding meetings by phone for now. We are all working either in the office or remotely and available by phone and email for any questions you may have.

If you have any questions or concerns, please do not hesitate to contact us at 251-343-1012. We hope that you and your families stay healthy and safe.

Crow Shields Bailey PC COVID-19 Response

As we all find ourselves in uncharted territory, we want to share with you how CSB is responding to Coronavirus (COVID-19).

CSB is concerned with the health of our clients, team members, vendors and the communities we serve.

We have a plan in place to ensure continuity of services to our clients.  Our team has the ability to work remotely and can access client information in a safe and secure manner. Whether we are working in our offices or remotely, the lines of communication will remain open.

What you should know:

  • CSB will have drop off boxes in the lobbies of each of our three locations to limit hand-to-hand contact.
  • We will also need to do more phone meetings rather than meeting face-to-face.
  • We will rely on the use of our secure file transfer services such as SafeSend (to electronically receive and sign tax returns) or Sharefile (to send and receive documents which do not require signatures).

Our plan is to have personnel in each of our offices. However, we will follow local regulations and guidance regarding whether an office should be closed.

We value our relationship with you and will continue to provide updates as needed as we navigate these unprecedented times.

Please feel free to reach out with any questions or concerns. We hope you and your loved ones are safe and healthy.

 

Gina McKellar

Managing Shareholder

Crow Shields Bailey 2020 Promotions

Congratulations to all of our team members that received promotions this year. We are extremely grateful for all of their hard work, and we are proud of them for earning their well-deserved promotions.

Teresa Ernest, CPA was promoted to Principal

Kenny Crow, III, CPA was promoted to Manager

Abby Roveda, CPA was promoted to Supervisor

Jay Crowley, CPA was promoted to Senior Accountant

Allie Parker, CPA was promoted to Senior Accountant

Madison Quigley was promoted to Senior Accountant

Frank Schottgen was promoted to Senior Accountant

Crow Shields Bailey Team Member News 2019

We would like to congratulate all of our team members and their families who have had much to celebrate in 2019. Pictured below are just some highlights of a great year. Here’s to another great one in 2020!

The year began with a surprise welcome back party for La Nette Caskey after battling cancer for months and getting to ring the bell after completing her treatment.

Andrew and Jenny Bailey welcomed their first child, baby Win, on January 17th,

and Kirsten and Sim Sokom welcomed their first child, baby Nate, on February 20th.

Bradley Russell, son of Gina and Pudgy McKellar, and Elizabeth Casten are engaged and planning a wedding for February 1, 2020.

Caylee and Ryan Summerford were married May 4th and welcomed their first child, Peter, on December 20th.

Brooke and Geoffrey Bunting were married November 2, 2019 at St. Joseph Chapel at Spring Hill College.

Emma Ard graduated from her MBA program at USA,

and Abby Roveda’s husband, David, graduated from medical school and matched at UAB for Radiation Oncology.

Blake LaMont proposed to Mary Claire Shulstad, and they will tie the knot on May 30, 2020.

Markie Cobb’s husband, Kevin, and his art were featured in the July issue of Beachin magazine.

Joey and Connie Bailey’s daughter, Mary Catherine, married Cole Turner on December 14th.

CSB Awarded Best Company To Work For By Business Alabama

July 29, 2019

Deborah Fisher | Firm Administrator | Published by Crow Shields Bailey PC

At CSB, our team is our most valuable asset and one of our top priorities is to recruit and retain the best and the brightest. We make sure that team members have a clearly defined career path, mentors to help them reach their goals, opportunities for excellent training, and we have some fun along the way as well.

Because of our “team first” mentality, we were thrilled and honored to discover that the sentiment is mutual when we were named one of Business Alabama Magazine’s Best Companies to Work For. This award is based, in part, on surveys that our team members completed about what it’s like to work here and their satisfaction level with features like benefits, compensation, flexibility, working environment, and more.

We believe that communication is the key to reaching this level of employee satisfaction. We haven’t always been in this position. Just like many other “Boomers” in management, we came up with ideas in meetings that we thought were great and many times, to our dismay, we were not even close to hitting the mark. That’s when we realized that maybe, just maybe, we should actually ask team members what would make CSB a great place to work.

We took great pride in having an “open door policy” but sometimes that simply meant listening to suggestions. If you don’t take action, then what’s the point?  We began to really listen to team members’ ideas and started taking action. As a result, for the last eight years or so, our team is responsible for many changes such as our dress code (we now have a Dress for Your Day policy), recruiting (our team plans and executes events), community service (we vote on our main charity each year), compensation (our team is responsible for various changes to our compensation structure), time off policy (we ditched traditional “vacation and sick leave” and replaced with PTO), two extra holidays came from team recommendations, and the list goes on.

In summary, if you are putting forth the effort to hire and retain the best and the brightest – let them show you what they can do. We firmly believe that the change in our mindset to move from just listening to listening AND taking action is one of the reasons that we have been named one of the best companies to work for in Alabama. And for that, we are truly grateful.

 

 

 

Kristi Daughtery Wins Best CPA in 2019 Nappie Awards

CSB is proud to announce that our very own Kristi Daughtery received the 2019 Nappie Award for Best CPA! We can’t think of anyone more deserving and are glad the city of Mobile and those on the Eastern Shore agree. We appreciate the thousands of Lagniappe readers in Mobile and Baldwin Counties who voted for their favorite hometown heroes and recognized a member of the CSB team for the second year in a row. Kristi is the definition of what “reaching beyond the numbers” means and she inspires us all to be the best we can be. Congratulations to Kristi!

CROW SHIELDS BAILEY NAMES GINA MCKELLAR NEW MANAGING SHAREHOLDER

February 8, 2019 – Crow Shields Bailey PC (CSB) is pleased to announce Gina McKellar, CPA, CVA has been elected to serve as the firm’s new Managing Shareholder effective January 2019.

Gina assumes this role from long-time Managing Shareholder, Kenny Crow, who has served in this position since 1986 and will now lead CSB’s business consulting. Gina looks forward to guiding CSB’s growth, strategy and vision by continuing in Kenny’s footsteps to build the Gulf Coast’s premier full-service accounting and consulting firm.

“Gina’s leadership experience makes her an ideal fit to continue guiding our firm’s strategic growth plan,” said CSB former Managing Shareholder Kenny Crow. “She is well-respected by her peers and exudes resilient problem-solving skills, even in the face of adversity. Our firm has been preparing for this successful transition, and we can’t wait to witness the positive impact she will bring to CSB’s future success.”

With more than 30 years of experience in public accounting, Gina has been part of the CSB team since 1997, and was admitted as the firm’s first female shareholder in 2002. Gina has exemplified leadership as the firm shareholder responsible for overseeing the success of its human resources department. Among her many accomplishments, Gina was recently awarded The Lagniappe 2018 Nappie Award for Best CPA. She specializes in accounting and auditing, tax, business valuations, tax planning, business consulting and litigation support.

“Crow Shields Bailey PC is proud to serve our clients as their trusted advisor, and we look forward to growing with them and our Gulf Coast community,” said Gina McKellar.

CSB’s team and management congratulate Gina, and remain dedicated to ensuring a seamless transition for the firm.

Gina is married to Charles McKellar and mother to three grown children Brian (Ellie) Russell, Bradley Russell and Thomas Russell. In her free time, Gina enjoys running and gardening. She currently serves as President of the McGill-Toolen Catholic Foundation and on the Finance Council for Our Lady of Lourdes Parish.

For more than 33 years, Crow Shields Bailey PC has served as the Gulf Coast’s premier full-service accounting and consulting firm by reaching beyond the numbers. Headquartered in Mobile, with locations in Daphne and Gulf Shores, CSB’s dedicated team of financial experts is committed to helping its clients maximize their wealth and reach their financial goals. Through its affiliation with the RSM US Alliance, CSB has the resources of a national accounting firm matched with proven local leadership the community has come to know and trust.