About Our Team

EXECUTIVE TEAM

Sharai M. Lavoie, MBA, CPA, CGMA

CEO/Managing Member As CEO Sharai Lavoie brings over 19 years of extensive operational and financial experience working with numerous clients to drive profitable and growth.  Sharai has managed the nuances of companies with annual revenues ranging from $12 to $170+ million. A graduate of Johnson C. Smith University with a bachelor’s degree in accounting, Lavoie later earned her MBA from Wingate University and served as Director of Financial Services for a network of health care-related companies (CHMG Solutions/CHMG Capital). Sharai’s financial background in accounting and information systems support has provided a proven foundation for strategic thinking and accounting services, including reporting and counsel. Sharai resources daily operations and business development. In 2017, Sharai received the “Top 25 Outstanding Businesswomen” award by the Charlotte Business Journal for her significant contributions to her profession and community.  (NC CPA License #35212)

Mark Lavoie, CGEIT, CISM, MCSA

CIO/Member On the information technology side of the business, Mark Lavoie provides IT services, infrastructure and operational assistance, including security and back-end functions. Mark’s background includes roles as administrator, developer, analyst, manager and VP at companies ranging from financial institutions to insurance firms. He was also one of the technical editors for the beginning and professional vb.NET 2008 technical books for Wiley Publishing. This rich breadth of experience fuels Mark’s expertise when it comes to ascertaining a company’s technical requirements in relation to the type of business it conducts. Mark provides solutions analysis, which can include everything from project management oversight, creating disaster recovery plans to developing secure IT infrastructures. He also provides support and oversight for programming or addressing clients’ networking needs. Mark’s certifications include CGEIT – Certified in the Governance of Enterprise IT, CISM – Certified Information Security Manager and MCSA – Microsoft Certified Solutions Associate – Windows 2012 Server

Kelley Michalski, CPA

Vice President of Operations/Managing Partner

With over 20 years of experience leading strategic financial planning and implementation, Kelley’s wide breadth of practice includes everything from overseeing financial performance and organizational governance to managing risk and compliance. Prior to joining Lavoie, Kelley was the Chief Financial Officer for a subsidiary of a Fortune 15 organization and the owner of a small business located in Charlotte, NC. In her career, Kelley has excelled in creating sustainable, data-driven financial strategies by developing a foundation of analytics to fuel tactical and long-term business decisions. 

As part of the Lavoie team, Kelley manages client operations, maintains internal control structures, and provides strategic support to our clients and organization. Kelley is a graduate of Iowa State University and brings her entrepreneurial mindset to support organizations of all sizes.