About Us
Meadows Urquhart Acree & Cook was founded in 2004. The firm is comprised of 15 CPAs and additional support staff of six with complementary areas of expertise that work to our clients’ advantage.
We continue to grow and add additional specialty areas to better serve the needs of our clients as their businesses expand. Many of our CPAs have experience in SEC reporting, Sarbanes Oxley, and system implementation for large Fortune companies; that translates into a deep knowledge base for our clients who run smaller businesses. They rely on us for their reporting, compliance, and accountability. And, we offer them our Fortune-client experience at affordable rates in keeping with businesses of their size.
As required, all Meadows Urquhart CPAs maintain their professional credentials through ongoing education and training with the American Institute of Certified Public Accountants and the Virginia Society of CPAs.
Meet the partners:
Kelli Meadows, CPA provides solid business and finance counsel to a wide range of clients. She has a close relationship with many of our entrepreneurial businesses, providing accounting, control implementation, system optimization, profit analysis, strategic insight and counsel.
Kelli’s experience in finance and taxation helps her clients maximize profits and cash flow. She serves government contractors along with clients in the construction industry and the non-profit sector. A graduate of Christopher Newport University, Kelli is an active member of the Greater Richmond community and currently serves as president of the Richmond chapter of the National Association of Women Business Owners.
Doug Urquhart, CPA has expertise in a variety of business areas. He is sought after by hedge funds from around the country to provide advice counsel on the structure and development of start up funds. He works with funds to develop and implement processes that provide transparency to investors and adhere to SEC and other regulatory guidelines. His counsel is requested by fund managers on an ongoing basis for monthly record keeping, tax preparation, and audits.
Doug also represents U.S.-based subsidiaries of foreign owned companies, offering a range of tax and accounting services including audits, reviews and compilations. The Virginia Tech graduate has solid ties to the community.
David Acree, CPA has strong relationships with many of our manufacturing and wholesale clients, including U.S.-based subsidiaries of foreign owned companies. David’s small business clients view him as a trusted advisor and rely on him for guidance. He is also the firm’s resident technology expert and is knowledgeable in network and data administration.
David is graduate of Virginia Commonwealth University. When he isn’t at the office, David spends time trolling on many of Virginia’s waterways.
Shannon Cook, CPA heads up the firm’s Tax Group and Health Care Consulting Team. Adept at identifying complex tax issues and offering his clients innovative solutions, Shannon has extensive experience in partnerships, tax incentive programs and works with real estate entities including developers and property owners. His knowledge of federal and state tax credits ensures his clients are optimizing their investment returns.
Shannon’s work in real estate dovetails with his relationships with many of our construction clients, who rely on him for advice and tax services. A graduate of Virginia Tech, Shannon is active in the Greater Richmond community.
Meet our senior staff directors:
Karl A. Headley, CPA oversees audits, compilations and reviews across all industries for the firm. He worked with a national accounting firm as a senior audit manager and later joined a Richmond-based international semiconductor company as director of finance operations and controller. He also served as Treasurer for a publicly traded Real Estate Investment Trust. A graduate of William and Mary, Karl holds a BBA in accounting and is active with the Boy Scouts of America program.
Mike Moore, CPA is involved in the firm’s consulting practice and the financial services sector. He works with hedge fund clients, providing advice on monthly recordkeeping, financial statement preparation and regulatory compliance, as well as providing consulting and audit services. His background with a national CPA firm, Fortune 200 bank, and a specialty insurance company give him a broad base of experience he is able to leverage into providing solid solutions for his clients.
Mike graduated from the University of Virginia and is very active in a number of local organizations and has served on the board of the Richmond Area Bicycling club for over 10 years.
John Rokenbrod, CPA brings extensive experience to the firm as a former partner with two national CPA firms. Prior to joining Meadows Urquhart, he was based in Richmond. His areas of expertise include providing audit, tax, and consulting services to emerging businesses and to long-established companies across many industries including manufacturing, technology, healthcare, non-profit, and the service sector.
John’s clients view him as a problem solver who “gets it done.” John is an honors graduate of SUNY at Albany. Throughout his career he has been active in many business and charitable organizations in the Richmond area.
