Mayo Strategic Advisors

The Difference That Counts

Jonathan Wiggins

Branch Manager

Mayo Strategic Advisors is an accounting firm that specializes in providing comprehensive financial services, including virtual CFO support, tax planning, and strategic business planning. We employ a unique approach known as the “Mayo Method,” which encompasses discovery, strategy formulation, implementation, and ongoing monitoring to enhance financial management and business growth. This method is designed to align business operations with tax efficiency and strategic growth objectives, emphasizing personalized service and long-term client relationships. Our services are tailored to meet the specific needs of each client, offering more than just traditional accounting by focusing on strategic advisory and system development for improved financial clarity and business performance.

Our Services

Tax Planning & Preparation
Business Accounting & Consulting
Community Associations & HOAs
Audits & Performance Reviews

File your taxes with BJM Group

At BJM Group, we offer expert tax services for individuals, businesses, and community associations. Our dedicated team focuses on minimizing your tax liability and simplifying the tax preparation process. We understand the complexities of tax laws and are committed to providing you with personalized, professional guidance. Whether you’re an individual seeking efficient tax solutions, a business aiming to optimize your fiscal strategy, or a community association needing tailored tax assistance, BJM Group is here to ensure accuracy and compliance with the latest regulations. Experience stress-free tax season with us and maximize your financial potential.

Optimize Your Business with Expert Accounting & Consulting

Focus on running your business while we transform your financial data into valuable insights. Our expert accounting and consulting services are designed to provide you with the intelligence you need for critical business growth decisions. Let us handle the numbers, so you can concentrate on what you do best – growing your business.

Empowering Community Associations and HOAs

We specialize in delivering top-tier accounting, auditing, and tax preparation services to community associations and HOAs. Our passion lies in helping neighborhoods thrive. Trust us to enhance the financial health and community spirit of your association.

Enhancing Financial Integrity with Audits & Performance Reviews

Our services in financial compilations, reviews, and audits cater to both ongoing and specific needs of your organization. We ensure thoroughness and accuracy, fostering enhanced financial integrity and trust.

Meet the Team

Lisa Mayo, CPA

Group Chief Executive Officer

Lisa Mayo, CPA

What does More with Mayo mean to you?

It’s about relationships. We’re in it for the long haul. The more I know about my client’s business, the more successful we feel.

Lisa D. Mayo, CPA, is a licensed certified public accountant in Georgia and Tennessee and has more than 15 years of experience in public accounting. She specializes in tax and compliance services to clients across a wide range of industries. She assists with tax planning, tax return preparation, business consulting and strategic planning. She has extensive experience in the preparation and review of both individual and business tax returns. Lisa also works with small to mid-sized businesses in developing their key performance indicators (KPIs), budgeting, forecasting, cash flow analysis, selecting and setting up accounting files, training employees and developing internal procedures.

After founding Mayo Strategic Advisors in 2015, Lisa recognized a significant void in the industry and began developing a plan to fill it. While traditional accounting services are necessary and invaluable, Lisa understood that small business owners looking to grow their business need more than reactive bookkeeping. They need a proactive advisor. Leveraging her financial expertise with her relationship building skills, Lisa developed a strategy to take her firm and her clients to the next level.

Today, Lisa and her team provide services tailored to meet the needs of the individual client, from bookkeeping and tax preparation, to KPI analysis and strategic planning. Clients choose an engagement that works best for their business, whether they require the expertise of a CPA, a comptroller, or a CFO. As trusted advisors, Mayo Strategic Advisors helps clients tell the story of their business through their numbers.

Lisa is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. She is a current board member of Association of the United State Army (AUSA)- Augusta Chapter, Women in Defense-Augusta Chapter and the Fort Gordon Historical Museum Society (FGHMS).

Travel has always been a love of Lisa’s with a drive up the Pacific Coast and Germany topping the list of her favorite trips. When she is not busy working, or reading, you’ll find Lisa spending time with her husband John and her daughter Ashley.

Jonathan Wiggins

Branch Manager

Dhruv Ray

Senior Accountant

Katie Carroll

A native of Nampa, Idaho, Katie joined the Mayo Strategic Advisors team in December 2021. She graduated from Point Loma Nazarene University in San Diego, California with a degree in Accounting and subsequently earned her CPA license.

Today, Katie is a tax and accounting manager and enjoys using her extensive background in audit to help clients improve their businesses. After living two different countries and six states, Katie hopes to put down roots in Augusta and be part of the growth at Mayo Strategic Advisors.

In her free time, Katie enjoys spending time with her family, running, and is active in her church.

Kayli Hendricks

Office Administrator

Stacey Lee

Staff Accountant

Lisa Mayo, CPA

What does More with Mayo mean to you?

It’s about relationships. We’re in it for the long haul. The more I know about my client’s business, the more successful we feel.

Lisa D. Mayo, CPA, is a licensed certified public accountant in Georgia and Tennessee and has more than 15 years of experience in public accounting. She specializes in tax and compliance services to clients across a wide range of industries. She assists with tax planning, tax return preparation, business consulting and strategic planning. She has extensive experience in the preparation and review of both individual and business tax returns. Lisa also works with small to mid-sized businesses in developing their key performance indicators (KPIs), budgeting, forecasting, cash flow analysis, selecting and setting up accounting files, training employees and developing internal procedures.

After founding Mayo Strategic Advisors in 2015, Lisa recognized a significant void in the industry and began developing a plan to fill it. While traditional accounting services are necessary and invaluable, Lisa understood that small business owners looking to grow their business need more than reactive bookkeeping. They need a proactive advisor. Leveraging her financial expertise with her relationship building skills, Lisa developed a strategy to take her firm and her clients to the next level.

Today, Lisa and her team provide services tailored to meet the needs of the individual client, from bookkeeping and tax preparation, to KPI analysis and strategic planning. Clients choose an engagement that works best for their business, whether they require the expertise of a CPA, a comptroller, or a CFO. As trusted advisors, Mayo Strategic Advisors helps clients tell the story of their business through their numbers.

Lisa is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. She is a current board member of Association of the United State Army (AUSA)- Augusta Chapter, Women in Defense-Augusta Chapter and the Fort Gordon Historical Museum Society (FGHMS).

Travel has always been a love of Lisa’s with a drive up the Pacific Coast and Germany topping the list of her favorite trips. When she is not busy working, or reading, you’ll find Lisa spending time with her husband John and her daughter Ashley.

Leslie Gillens

Tax & Accounting Manager

Nakia Bellamy

Intern

Katie Carroll

A native of Nampa, Idaho, Katie joined the Mayo Strategic Advisors team in December 2021. She graduated from Point Loma Nazarene University in San Diego, California with a degree in Accounting and subsequently earned her CPA license.

Today, Katie is a tax and accounting manager and enjoys using her extensive background in audit to help clients improve their businesses. After living two different countries and six states, Katie hopes to put down roots in Augusta and be part of the growth at Mayo Strategic Advisors.

In her free time, Katie enjoys spending time with her family, running, and is active in her church.

Erwin Dilao

Tax Accountant

Charmay Yadao

Tax Accountant

Lisa Mayo, CPA

What does More with Mayo mean to you?

It’s about relationships. We’re in it for the long haul. The more I know about my client’s business, the more successful we feel.

Lisa D. Mayo, CPA, is a licensed certified public accountant in Georgia and Tennessee and has more than 15 years of experience in public accounting. She specializes in tax and compliance services to clients across a wide range of industries. She assists with tax planning, tax return preparation, business consulting and strategic planning. She has extensive experience in the preparation and review of both individual and business tax returns. Lisa also works with small to mid-sized businesses in developing their key performance indicators (KPIs), budgeting, forecasting, cash flow analysis, selecting and setting up accounting files, training employees and developing internal procedures.

After founding Mayo Strategic Advisors in 2015, Lisa recognized a significant void in the industry and began developing a plan to fill it. While traditional accounting services are necessary and invaluable, Lisa understood that small business owners looking to grow their business need more than reactive bookkeeping. They need a proactive advisor. Leveraging her financial expertise with her relationship building skills, Lisa developed a strategy to take her firm and her clients to the next level.

Today, Lisa and her team provide services tailored to meet the needs of the individual client, from bookkeeping and tax preparation, to KPI analysis and strategic planning. Clients choose an engagement that works best for their business, whether they require the expertise of a CPA, a comptroller, or a CFO. As trusted advisors, Mayo Strategic Advisors helps clients tell the story of their business through their numbers.

Lisa is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. She is a current board member of Association of the United State Army (AUSA)- Augusta Chapter, Women in Defense-Augusta Chapter and the Fort Gordon Historical Museum Society (FGHMS).

Travel has always been a love of Lisa’s with a drive up the Pacific Coast and Germany topping the list of her favorite trips. When she is not busy working, or reading, you’ll find Lisa spending time with her husband John and her daughter Ashley.

Elezar Abrigana

Tax Accountant

Audit Team

Katie Carroll, CPA

Chief Assurance Officer

Lolita Cortez, CPA

Audit Director

Richard Cristini, CPA

Auditor

Jeanine Bittinger, CPA

Auditor

Lori Inghram

Auditor

Kathy Kohlman

Auditor