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Around the Firm: July 2025

Written on July 30, 2025

Warren Averett Hosts One Big Beautiful Webinar

In July, the firm hosted a webinar to help break down what’s in the One Big Beautiful Bill. During the session, our experts covered key changes introduced by the legislation, how those changes could impact viewers and actionable steps to stay compliant and prepared. Check out the webinar and the rest of the firm’s resources about the new tax law here.

Warren Averett Appoints April Harry as New Chief Executive Officer

Warren Averett is proud to announce April Harry as the firm’s new Chief Executive Officer. She succeeds Mary Elliott, who has led the firm since 2018. Angela Balent has assumed the role of Chief Operating Officer, taking over the position previously held by April. Learn more about April Harry and watch an open message to clients about what this transition means here.  

Warren Averett Joins Allinial Global

Warren Averett has joined Allinial Global, an award-winning association of independent accounting and advisory firms. As a member of Allinial Global, the firm gains access to a powerful network of resources, insights and peer collaboration. Read the full announcement.

Warren Averett Technology Group Makes Accounting Today’s 2025 VAR 100 List

Warren Averett Technology Group has been named to Accounting Today’s 2025 VAR (value-added resellers) 100 list. The VAR 100 list highlights 100 firms that lead the industry in software sales and implementation, based on annual revenue. Learn more about Warren Averett Technology Group and Accounting Today’s 2025 VAR 100 list.

Warren Averett Technology Group Makes Channel Futures MSP 501 List

Warren Averett Technology Group has also made the Channel Futures MSP (managed service providers) 501 list. The annual list spotlights the top-performing MSPs based on their innovation, recurring revenue growth and overall performance. Read more about Warren Averett Technology Group and Channel Futures’ MSP 501 list.

Warren Averett’s Summer Celebrations

Throughout July, our team found creative ways to stay cool and stay connected across the region:

  • Team members from the Birmingham office and their families gathered at the ballpark to watch the Birmingham Barons take on the Tennessee Smokies.
  • Our Huntsville office recently celebrated the firm’s longest-serving employee, Kathy Emery, who has worked at Warren Averett for 50 years. She was honored by both teammates and clients who praised her dedication and adaptability.

Cristy Andrews Steps into Leadership Role in Montgomery Office

Montgomery’s Cristy Andrews, CPA, CGMA, has been named the new Local Partner in Charge (PIC) – Growth. Cristy steps into this role following the leadership of Sandy Coaker. Learn more about Cristy Andrews and her new role in Montgomery.

Branden Crosby Appointed Treasurer of the Rotary Club of Destin

Destin’s Branden Crosby, CPA, CGMA, a Member in the Tax Division, has been appointed to serve as Treasurer on the Board of Directors for the Rotary Club of Destin. The club supports local charities, promotes high ethical standards in all vocations and works to build goodwill and peace. Learn more about Branden Crosby and the Rotary Club of Destin.

Paul Perry Shares Expertise at AICPA & CIMA ENGAGE 2025

Warren Averett’s Risk Advisory & Assurance Services Group’s Practice Leader Paul Perry, CPA, CITP, CISM, recently spoke at the AICPA and CIMA’s ENGAGE 2025 event in Las Vegas. Paul was invited to speak at this year’s conference and also served on the planning committee for the SOC and Third-Party Risk track. Read more about Paul Perry and AICPA & CIMA’s ENGAGE 2025.

Tammie Lunceford Featured in Birmingham Medical News

Birmingham’s Tammie Lunceford, CMPE, CPC, recently wrote an article for Birmingham Medical News. In her article, Tammie explores the common mistakes that physician leaders make concerning their practice culture and how they can avoid them. Learn more about Tammie Lunceford and Birmingham Medical News here.

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