Susan K. LaFollett, CPA – Managing Partner
Susan LaFollett is the managing partner of LaFollett & Company PLLC and directs the Audit, Tax, and Health Care consulting practice. She possesses over 19 years of experience in public accounting and extensive professional training in audits, single audits under Uniform Guidance, reviews, tax preparation, compilations, and Medicare/Medicaid cost reporting. Susan works with clients in a variety of industries that include but are not limited to healthcare, construction, non-profit, charter schools, and municipalities. Susan graduated from the University of Texas at Dallas with a Bachelor of Science in Business Administration, Accounting in 1988. She is a member of the American Institute of CPAs, Texas Society of CPAs, and Government Finance Officers Association and serves as the Past President of Sherman Rotary and the Treasurer of Texoma Practice Management Group.
Kim Cross, RTPR – Senior
Kim Cross is a Registered Tax Return Preparer who specializes in accounting and tax services for individuals and business clients. She has over 15 years of experience in public accounting and significant professional training in tax preparation and Medicare/Medicaid cost reporting. Kim works with clients in a broad range of industries including construction, healthcare, municipalities, and school districts. Kim graduated from East Texas State University with a Bachelor of Business Administration, Accounting in 1990.
Keri Goodwin – Senior
Keri Goodwin has 4 plus years of experience in public accounting and is a member of the audit team. She has significant professional training in audits, single audits under Uniform Guidance, compilations, and Medicare/Medicaid cost reporting for clients in various industries including healthcare, non-profit and municipalities. Keri graduated from Texas A&M Commerce with a Bachelor of Business Administration, Accounting in 2015.
Sophie Packard – Staff II
Sophie Packard is a member of the audit team and has professional training in audits for non-profits and municipalities. She graduated from Austin College with a Bachelor of Arts in Political Science and Biology in 2014. Sophie completed her Masters of Science in Accounting from Texas A&M Commerce in 2018.
Daniel Dickison – Staff I
Daniel Dickison is a member of the audit team and has professional training in audits for non-profits and municipalities. He graduated from Oklahoma Christian University with Bachelor of Business Administration, Accounting in 2017.
Carol Milam – Office Manager
Carol Milam is the firm’s Office Manager. She provides administrative and support services, and prepares tax returns for clients. With over 10 years of experience in office administration and several years’ experience as a tax preparer, Carol is known for her people skills and strict attention to detail.