05 NOV 2024 / PEOPLE UPDATES

Smith + Howard Elevates Five Professionals to Partner Status

- MYCPE ONE Insights Team

Summary

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Atlanta-based firm, Smith + Howard, has promoted five professionals, Nicole Davis, Daniel Sage, Erin Sak, Travis Shears, and Megan Worth to the position of partner. The move is part of the firm's commitment to fostering leadership, expanding capabilities, and driving business growth.

Smith + Howard, a firm based in Atlanta with FY23 net revenue of $53.2 million, has announced the promotion of five professionals to the position of partner: Nicole Davis, Daniel Sage, Erin Sak, Travis Shears, and Megan Worth. These individuals bring significant expertise across various service lines, contributing to the firm’s growth, client solutions, and business development.

New Tax Partners:

Nicole Davis, Travis Shears, and Megan Worth have been promoted to tax partners.

• Nicole Davis has been instrumental in advancing tax initiatives and strengthening client relationships, playing a key role in the firm’s continued success in the tax sector.

• Travis Shears has driven the growth of the Chattanooga office, leveraging his business network and strong leadership to guide the firm through a post-merger transition.

• Megan Worth has led tax process improvements, developed client trust, and consistently mentored team members, fostering a culture of excellence.

New Assurance Partners:

Daniel Sage and Erin Sak have been admitted as assurance partners.

• Daniel Sage has been crucial in staff development and driving business growth with his innovative approach and unwavering dedication.

• Erin Sak has been at the forefront of enhancing the firm’s technical capabilities, providing expert leadership in assurance services and supporting the firm’s growing technological advancements.

Commitment to Growth and Excellence:

“Our newest partners have consistently demonstrated their commitment to Smith + Howard’s values and long-term success,” said Sean Taylor, Managing Partner of Smith + Howard. “They are trusted advisors to our clients and mentors to our team members, embodying the high standards of service and integrity that our firm is known for. We are proud to welcome them as partners and excited for the contributions they will continue to make.”

These promotions reflect Smith + Howard's ongoing commitment to cultivating leadership within its ranks and expanding its capabilities to deliver exceptional service to clients across various industries.

Until next time…

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Smith + Howard Elevates Five Professionals to Partner Status

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