Our Partners and Management Team
In these challenging economic times, having a trusted financial adviser to help navigate complex new laws and take full advantage of opportunities is vital. This type of partnership is what makes working with Toler, Bly & Associates, CPA, PLLC unique. Sound advice and trusted guidance has made a difference in our client’s economic health and brought added peace of mind regarding important personal and corporate decisions.
PARTNERS
Dennis Toler, CPA
Dennis has over thirty years of experience with most of his career in industry as a Controller and Chief Financial Officer. He has served as President of the Board of Directors of the Matthews Chamber of Commerce. Dennis has successfully established an accounting, consulting and tax practice over the last seven years and brings a wealth of business operational knowledge to the firm. In addition, Dennis provides financial advice to business owners.
John Bly, CPA, MST, CVA
John received his accounting degree from Bryant College in Rhode Island and a Masters degree in Taxation from the University of Denver in Colorado. John worked for PricewaterhouseCoopers LLP, the largest accounting firm in the world, in their middle market tax group where he focused on small businesses and needs of business owners. John manages all aspects of operation for Toler, Bly & Associates, CPA, PLLC, as well as all tax related services for the firm. John received his CVA license in 2009 to help provide clients with business valuation services. He is a current nominee for the March 2010 Charlotte Business Journal 40 Under 40 Award.
Julie Ayers, CPA
Julie received her business degree from the University of South Carolina. Julie began her career in industry accounting in Virginia where she furthered her accounting studies at the University of Virginia. She moved to public practice in 1999 when she relocated to Charlotte. Julie is a Tax Partner and has responsibility for the tax compliance and tax planning for clients, along with managing the tax department. Julie is on the Board of Directors for the National Association of Women Business Owners, and a member of the American Institute of Certified Accounts and the North Carolina Association of Certified Public Accountants.
MANAGERS
Courtney LaLone, CPA, Audit Manager
Courtney graduated from Central Michigan University and worked at Arthur Anderson, Grant Thornton, and PricewaterhouseCoopers LLP before joining Toler, Bly & Associates, CPA, PLLC. Courtney is responsible for overseeing the audit staff to provide service for companies such as Not-for-Profit organizations, Construction companies, Home Owner Associations, Franchisors, and Manufacturers. He is a member of Business Leaders of Charlotte.
Michael Moore, CPA, CVA, Director
Mike is a University of Miami graduate and furthered his accounting education at Appalachian State University. He began his accounting career at Deliotte and owned his own successful accounting practice specializing in meeting the tax and accounting needs of small businesses and individuals from 1993 until he merged with TB&A in December 2009. He received his Certified Valuation Analyst license in 2001 and has been providing business valuation services since then. He is a member of the American Institute of Certified Public Accountants and the NC Association of CPAs.
Toler, Bly & Associates, CPA, PLLC is a full service CPA firm providing solid financial services and business advice to small and mid-sized businesses in Mecklenburg and surrounding counties. We are members of the Matthews Chambers of Commerce, the Mint Hill Chamber of Commerce, Matthews Executive Group, the American Institute of CPAs and the North Carolina Association of CPAs.
As One of the Top 25 CPA Firms in the Charlotte Region, Toler, Bly & Associates, CPA, PLLC is committed to the philosophy of results- driven quality, prompt communication and personalized service. As our clients’ most trusted and valuable financial advisor, Toler, Bly & Associates, CPA, PLLC strictly adheres to national educational, technical and ethical standards and attend continuing professional education programs.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Ethics and Professionalism
Toler, Bly & Associates, CPA, PLLC is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, attention to clients and outstanding performance from our specialized staff create a clear distinction for Toler Bly & Associates over other firms. We are dedicated to service, one client at a time.
Our Clients are Important
Our firm is responsive. Companies who choose TB&A rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses, and other agencies.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality Sevice and Advice
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
