Melissa “Missy” Herbert, CPA

Melissa “Missy” Herbert, CPA

Missy Herbert is a Member in the firm’s Audit Division and has more than 27 years of employee benefit plan audit and consulting experience. Missy offers public and private companies plan audit knowledge combined with a strong ERISA and plan operations background. During her career, Missy has performed plan audits and consulting for over 850 different plans with plan bases ranging from 120-56,000 participants and assets from $500,000 to $15.5 billion. She has extensive experience auditing plans that are required to file an annual 11-K with the Securities and Exchange Commission (SEC). Missy is a thought leader and speaker at engagements including the AICPA Employee Benefit Plan Annual Conference, Georgia Society Employee Benefit Plan Annual Conference, and several regional state society employee benefit plan conferences. Missy and her family reside in Canton.

Education

  • Bachelor of Science in Accounting
    University of New Orleans, New Orleans, LA

Professional Affiliations

  • AICPA Enforcement Subcommittee Member
  • State of Georgia, Employee Benefit Plan Task Force
  • 2020 and 2025 Georgia Society EBP Conference, Chair
  • American Institute of Certified Public Accountants
  • Employee Benefit Plan Audit Quality Center, former Executive Committee Member
  • Georgia Society of Certified Public Accountants, Former Review and Advisory Board Member

Community Involvement

  • United Way, Cherokee County Advisory Board
  • Cherokee County High School Cross Country Team, Former Treasurer
  • Michael the Archangel, Former PSR Teacher

Ask Me About

  • How to improve the efficiency of your plan audits
  • The implementation of new audit standards
  • Running marathons with my children
  • Why I love my hometown, New Orleans
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