Atlanta
P: 678.352.7529
Industries
Specialties
- Audits
- Reviews
- Employee Benefit Plan Audits
- Compilation & Financial Statement Preparation
- Agreed-Upon Procedures
- Bookkeeping & Month-End Closures
- Bank & Credit Card Reconciliation
- Bill Pay Management
- Cash Flow Management
- Fractional CFO Services
- Budget vs. Actual Reporting
- Federal Tax
- Business Solutions and Consulting
- High-Net-Worth
- State Income Tax
Lew has been with the firm for over 32 years, including its legacy and acquired entities. Throughout his tenure, he has held key leadership roles, most notably serving as a Partner and leading the Insurance Industry Services Group. His expertise spans a wide range of industries, including insurance (property and casualty, health, captives, risk retention groups, and self-insured funds), construction, associations, non-profits, service sectors, and closely held entities.
known for his collaborative approach and deep industry knowledge. He takes great pride in working alongside a talented and dedicated team and values the firm’s culture of excellence and support that extends across all levels of the organization.
Education
- Mercer University of Atlanta, Bachelor of Business Administration
Certifications & Professional Organizations
- Certified Public Accountant
- Georgia Society of Certified Public Accountants - Current Member
- American Institute of Certified Public Accountants - Current Member, Former Council Member
- Georgia Captive Insurance Association, Inc. - Current Member, Former Officer and Board Member
- Group Funds Association - Current Member
- Approved Captive Manager in North Carolina and South Carolina
Civic Involvement
- LifeLine Animal Project - Volunteer