Exceeding Expectations. Always. — Business Advisors and CPAs

Team Member Highlights

Halloween Fun


2018 Annual Bowling benefiting Special Olympics Hall County

BatesCarter and Stewart, Melvin and Frost joined forces for the third consecutive year to raise money for Special Olympics of Hall County.  Much fun was had by all.  Our goal of $2,000 was met; double the prior year.  The tutus were worn if you got a strike.  At least 195 strikes were made.  That's a lot of tutu modeling.

Bucky Highsmith, S,M&F  Rusty Hopkins, BCC    Martha Cartee, BCC      Jessica Kubacki, BCC

Educational Foundation Scholarship Recipient

In 2007, BatesCarter endowed a major scholarship with the Educational Foundation of the Georgia Society of Certified Public Accountants.  Through the endowment fund BatesCarter has provided an annual scholarship to an accounting student in the North Georgia area. The 2018 Bates Carter endowment recipient is attending Georgia College & State University.

This year The Education Foundation awarded over $91,000 in scholarships to over 50 of Georgia's best accounting students.

Through its commitment of time, talent and financial assistance, BatesCarter is proud to support the accounting profession and provide opportunities to the best and brightest students in Georgia.


The Nerd Bowl benefiting Special Olympics Hall County

The BatesCarter 'Bad Assets' team claimed first place for the second consecutive year of the Nerd Bowl; by only a two point win.  Special thanks to Stewart, Melvin and Frost and Raymond James for initiating this event and joining forces for this great cause.

Over $1,000 was raised to benefit the Special Olympics of Hall County!  Way to go!

Visit the PHOTO GALLERIES for more photos of the evening!

Team Bates Emerges Victorious at Tacos & Trivia

Tacos & Trivia is a fundraising event benefitting the Humane Society of Northeast Georgia. This event was held at Left Nut Brewing Company in Gainesville, Georgia. The Bates Carter team was able to pull off a win after going all in on the final question. 

Brandon Deraney received his CPA certification!

Congratulations to Brandon on his accomplishment.  Brandon joined BatesCarter as a staff accountant in 2015 after graduating with a BBA and MAcc from Georgia College.

Some bowling fun with Stewart, Melvin & Frost.

BatesCarter enjoying another staff function with a little competitive bowling with Gainesville law firm, Stewart, Melvin and Frost.  See our photo gallery for all photos.

A friendly wager was made that the losing team would donate $100 to Special Olympics. Therefore Stewart, Melvin & Frost made the donation   ;  BatesCarter matched the donation.  It was all in fun and for a good cause.  Thanks to all who were able to participate.



Taking a motorcycle break.

Karen Montgomery is our resident motorcyclist.  Karen and her husband, Dan, have been involved with The Christian Motorcycle Association for over 30 years.  They involve themselves in local chapters everywhere they have resided.  CMA has a national fundraiser once a year for evangelist purposes. 60% of the funds go to 3 partner organizations and CMA keeps 40% for evangelistic outreach within the United States.  This year the fundraising goal is $5,000,000.  The total raised will be announced at the National CMA rally in June.

Karen and Dan have gone on several mission trips with CMA to present motorcycles to pastors in other countries who would never be able to afford transportation to their many churches.  It helps them plant churches and visit on a regular basis.  The local chapter in Gainesville is called Unchained Riders and they are involved in many areas of servant type ministry.

You can often find Karen and Dan at Frazier's Harley Davidson in Buford helping with events, and helping at some of the other major motorcycle events in the area.  They also go on fun rides around the area and have ridden cross country more than once.



2016 After Tax Season Barbecue 

After many hours and hard work by everyone at the firm, the staff took time to unwind with a barbecue and some fun and games.  Starting out the afternoon with a treasure hunt throughout the town of Gainesville and finishing with a barbecue and corn hole toss back at the office.  Lots of much-needed laughter and fellowship was enjoyed by all.  See them all in our photo gallery.



Beth Grimes to Teach Classes at GGFOA Conference

Georgia Government Finance Officers Association, 30th Annual Conference
October 4-7, 2015 - Jekyll Island Convention Center, Jekyll Island, GA

Finance professionals gather to gain practical advice and learn effective techniques to meet the continuing challenges facing the public and private sector during GGFOA’s annual conference.

Beth Grimes, Government Partner at BatesCarter will be instructing two classes:

Capital Asset Problematic Areas and Policies
In theory, accounting for capital assets is very straight forward. In practice,  it can be very complicated. This session will provide guidance related to complicated capital assets transactions and policies that related specifically to capital assets. Upon completion of the course, attendees should be able to:

  • Address problematic areas involving capitalizable costs
  • Address problematic areas involving ownership issues
  • Address best practices in capital asset policies
  • Receive guidance on the practical challenges of accounting for capital assets and similar items on a day-to-day basis

Types of Fraud and Ways to Prevent it
All we have to do is read the paper or watch to TV to know that fraud is going on all around us! Specifically in local government! This session will provide guidance for frauds most commonly perpetrated in government and what prevention and detection procedures are effective in responding to these fraud risk. 

Melanie Chandler Earns CPA Certification

Melanie Chandler joined BatesCarter in 2013 after graduating with a BBA in accounting, magna cum laude from Georgia Gwinnett College.  She interned with BatesCarter during the 2013 tax season before officially joining the firm.

Congratulations Melanie!  


BatesCarter Employees Serving as GSCPA Officers

On May 14, 2015, the Northeast Georgia Chapter of the Georgia Society of CPAs (GSCPA) held the installation ceremony of new officers for 2015-16. The Chair-elect of the Board of Directors to the Georgia Society of CPAs, Dr. Lowell Mooney, installed the new officers.

BatesCarter is very proud at how two of our own team members are making a difference in the financial services industry through their involvement with GSCPA and by serving as officers in this professional organization.  David Geer, has completed his term as President and will now assume a Chapter Advisor role and Amanda Wilkson has been elected and installed as the Secretary / Treasurer.

The 2015-2016 Northeast Georgia Chapter Officers of GSCPA are:

Pictured below are David Geer, Robin Rudisill and Amanda Wilkson.

2015 Northeast Georgia GSCPA Officers | BatesCarter







Amanda Wilkson Earns CPA Certification

Amanda Wilkson joined BatesCarter in 2013 after graduating with a BBA in accounting, summa cum laude from the University of North Georgia (UNG).  Amanda also earned a BS in Legal Studies and Conflict Resolution from Brenau University.

Congratulations Amanda! 


At BatesCarter, our best asset will always be our knowledgeable and hard-working team members.  We would like to announce the promotion of several team members as they continue to expand their career with BatesCarter!

David Geer -- David has been with BatesCarter since 2006 and began his career with the company as a Staff Accountant. He was promoted to Audit Manager and IT Technical Director in August of 2014. David joined BatesCarter after he retired from 26 years of active duty with the United States Navy.

Kingsley Peeples -- Kingsley has been with BatesCarter since 2006 and began her career with the company as a Staff Accountant. She was promoted to Audit Manager in August of 2014. Kingsley is very adept and knowledgeable at working with clients from the construction, manufacturing and distribution industries.

Sally Lanthier -- Sally has been with BatesCarter since 2012 and started her career with the company as a Staff Accountant. She was promoted to tax Supervisor in January of 2015. Sally joined the BatesCarter family after working in the public accounting field for many years in Augusta, Georgia.

On behalf of the entire BatesCarter family, we would like to congratulate these outstanding employees and their service to both our company and our clients. If you'd like to see what our outstanding team members can do for your business, contact us and let us get started planning your business' financial future.