Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie secured Kelley Michalski as Partner and Vice President of Operations. Lavoie is excited to welcome Kelley Michalski to our team as our new Partner and Vice President of Operations in Charlotte, NC. In this role, Michalski will be responsible for managing client operations, maintaining internal control structures, and providing strategic support to our clients and organizations. As Lavoie continues to grow exponentially year over year, Michalski’s leadership will be an invaluable asset in reaching our goals.

“I am truly looking forward to being a part of an established market leader in the finance field,” said Michalski. “I’m excited to become a contributor to the growth of Lavoie.” 

Michalski brings with her over 20 years of experience leading strategic financial planning and implementation. Her wide breadth of practice includes everything from overseeing financial performance and organizational governance to managing risk and compliance. She has excelled in creating sustainable, data-driven financial strategies by developing a foundation of analytics to fuel tactical and long-term business decisions. Michalski’s leadership and expertise will be valuable additions to the Lavoie team.

“We are delighted to have Kelley become a Partner with the company. Through Kelley’s involvement with our team over the years, she has shown herself to be an exceptional leader in the industry,” said Sharai Lavoie, Lavoie’s CEO/Managing Member.

Prior to joining Lavoie, Michalski was the Chief Financial Officer for a subsidiary of a Fortune 15 organization and the owner of a small business located in Charlotte. A graduate of Iowa State University, Michalski brings with her an entrepreneurial mindset to support organizations of all sizes.

More information about Kelley Michalski is available at Lavoie’s Executive Team page

About Lavoie: Founded in 2009, Lavoie has served as a reliable Charlotte CPA firm that specializes in strategic financial and operational planning for businesses of all sizes. By delivering state-of-the-art strategic support, Lavoie’s clients can focus on growing their business and soar to the next level of greatness. In addition to providing customized solutions for clients, Lavoie prioritizes social justice issues and is extremely involved in the local Charlotte community.

Our CPA Day of Service

Our CPA Day of Service

For the last six years, the North Carolina Association of Certified Public Accountants (NCACPA) have challenged its members to give back to the community by participating in the CPA Day of Service. The idea came originally from one of NCACPA’s Board of Directors to allow members to “take to their communities and give back in some way”.

As a member of the NCACPA and the Charlotte community, we have made it a priority to participate in this event every year by volunteering with Habitat for Humanity, one of the global nonprofit housing organizations in the US. The organization works toward helping people in the community to build or improve a home and they rely on volunteers to be able to do so.

“Everyone deserves to have a place to call their own regardless of their income level.  Affordable housing is pivotal to reducing poverty in Charlotte and beyond.  Habitat for Humanity Charlotte provides the hand-up needed by thousands of local and global families.   We always look forward to spending the day with the wonderful people at Habitat ReStore and doing our part towards being a part of the solution. Shopping afterwards is always an added perk!  I always find something there!”

– Sharai Lavoie, CEO and Managing Member at Lavoie CPA.

Habitat for Humanity ReStore

On Friday, September 22, all our employees met up at one of the two Habitat ReStores, which functions as the fundraising division of Habitat for Humanity of Charlotte. The ReStores accept donations of new or used items and resells them to the public at a reduced cost. Consequently, Habitat can use the proceeds to build Habitat homes with their local affiliates. There are currently two locations in Charlotte, NC, which allows Habitat to build approximately 10-12 new homes every year.

Volunteers are necessary for Habitat’s success and when it comes to the ReStores they are mostly in need to people to help them with unloading donated items, organizing and cleaning donations, placing the items on the sales floor, and aiding customers with carry-outs of purchased items.

“We had a very rewarding time helping the community and bonding with our Lavoie CPA Team. Habitat is a great organization that helps struggling family’s get on their feet through volunteers and the family working together”

– Doug Burkhart, Senior Financial Consultant at Lavoie CPA

Thank you to Habitat for Humanity for letting us be a part of your mission and giving back. If you are interested in volunteering please visit the Charlotte ReStore website or email the Volunteer Coordinator of Retail Operations at volunteer@charlotterestore.org.

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Re-branding: New Look for Lavoie

Re-branding: New Look for Lavoie

As you may have noticed, we recently launched a new website in addition to a new brand look in the form of an updated logo, colors and tagline. We embarked on this re-branding journey a few months ago because we wanted our brand to better represent our unique position in the market as a nontraditional accounting firm that also focuses on cloud-based software solutions. We believe that our new brand better displays our role as a strategic and innovative partner to our clients.

Updated Website

The website has been entirely re-designed to aid visitors in navigating through our offering. First of all, the design is simpler and thus easier to navigate. Additionally, we have focused on improving content to better educate visitors on our offering and company information. Our solutions are now listed in our main three categories: software, outsourced accounting and projects. Additionally, visitors can also navigate through the industries we work with (software companies, business services, private equity and venture capital, and healthcare).

Re-designed logo

Since 2009, our main focus has been to help our clients in accounting and technology solutions; however, our old logo did not tell this story. Therefore, we are very excited with our new logo that has specifically incorporated design elements from accounting and technology. The “o” in Lavoie is interestingly based on the design of an abacus; a counting frame that was used as a calculating tool before the Hindu-Arabic numeral system was adopted.

New Tagline – “Efficiency Reimagined”

“We are very excited to reveal our new and fresh look and tagline, which speaks toward our innovation and ability to help clients reimagine new ways to accomplish their goals,” said Sharai Lavoie, CEO and Managing Member.

Needless to say, we are excited for our new look and hope you enjoy browsing our new site!

Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie secured Kelley Michalski as Partner and Vice President of Operations. Lavoie is excited to welcome Kelley Michalski to our team as our new Partner and Vice President of Operations in Charlotte, NC. In this role, Michalski will be responsible for managing client...

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