Lynn J. Graves, CPA, CGFM | Managing Partner
Lynn Graves is the founder of Graves and Associates, CPAs, LLC. He has over forty-two years of public, corporate and governmental accounting experience and holds a Bachelor of Business Administration degree from Baylor University in Waco, Texas. Lynn is a member of the Missouri Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Missouri Society of Association Executives. He has been designated a Certified Government Financial Manager by the Association of Government Accountants. He is a well-known public speaker in the Central Missouri area regarding current tax and accounting issues and is also a qualified peer reviewer. Lynn has been active with the professional ethics committee with the MSCPA.
Lynn currently specializes in the audits of political subdivisions and not-for-profit organizations with special emphasis on the Single Audit Act Amendments of 1996 and its application to federal grants, superseded by the Uniform Guidance. He was a featured speaker at the 1993 winter meeting of the Association of Farmworker Opportunity Programs. He has extensive experience in accounting, auditing and federal income tax matters with special emphasis in real estate.
Early in his professional career, he served as semi-senior auditor under former Missouri State Auditor and Executive Director of the Governmental Accounting Standards Board, Dr. James Antonio. Prior to that he served as the comptroller for a closely held conglomerate of broadcasting and advertising companies in Little Rock, Arkansas.
C. Lindsay Graves, CPA | Partner
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Performs nonprofit auditing and tax services
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Extensive experience in performing audits of public school districts and other local political subdivisions
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Specializes in Single Audits under the Uniform Guidance and the Yellow Book
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Prepares individual income and business tax returns and assists clients with IRS compliance and collection issues
Lindsay is a partner of Graves and Associates, CPAs, LLC. She has been in public accounting for over 13 years. She obtained a Bachelor of Science in Commerce from DePaul University in Chicago, Illinois. Lindsay specializes in auditing and tax preparation for nonprofit entities under Internal Revenue Code sections 501(c)(3) Charitable Organizations, 501(c)(4) Labor, Agricultural, and Horticultural Organizations, 501(c)(6) Business Associations, and 501(c)(7) Social Clubs.
Lindsay also specializes in audits of local governmental political subdivisions, such as villages, cities, public library districts, public water districts, a public housing authority, and public school districts. She specializes in Single Audits under the Uniform Guidance and is qualified to perform audits under the Yellow Book.
Lindsay also prepares individual, corporate, partnership, fiduciary, and nonprofit tax returns. She is also skilled in supporting clients with IRS compliance and collection matters. Lindsay provides lobbying deduction calculation and unrelated business tax return services to nonprofit entities.
Lindsay performs professional speaking engagements. She enjoys educating audiences on various audit topics.
She is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Lindsay is a Jefferson City native. She enjoys traveling with her husband and twin sons. She is a certified PADI scuba diver.
Cindy Graves | Partner & Business Manager
Cindy has more than 25 years of experience in owning/operating multiple businesses. She primarily carries out the financial management of the firm as well as human resources. She was an elected member of the Jefferson City Public Schools Board of Education for 12 years, including serving as president for two years.
Penny B. Schoene, CPA
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Extensive experience is nonprofit auditing and tax services
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Specializes in Quickbooks consulting including: software conversion, training and support to clients
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Prepares individual income and business tax returns
Penny has been an auditor with Graves and Associates, CPAs, LLC, since 2008. She holds a Bachelor of Science degree in Accountancy from Truman State University in Kirksville, Missouri. She has been serving in public and corporate accounting since 1986. Penny specializes in auditing 501(c)3 Charitable Organizations, 501(c)6 Business Associations, for profit construction companies, library districts and other entities. Penny also specializes in Quickbooks conversions, data analysis and file clean up, as well as training and provides support to clients.
Prior to joining the firm Penny worked as an auditor in both a National and Regional firm specializing in manufacturing, insurance and contractor clients She also has extensive experience as a Chief Financial Officer for a local contractor and as an independent small business consultant.
Penny enjoys consulting. Her combined experience as a CFO and auditor equip her with an in-depth understanding of the challenges businesses face preparing and understanding financial reports. With an understanding of both the business and the software, she can maximize the functionality of the software.
She specializes primarily in Quickbooks conversion, functionality and report design. She has extensive experience in converting clients from other software to Quickbooks, in creating Quickbooks client files from scratch, in cleaning up data and designing reports to allow for a more meaningful presentation of financial data, and in training clients on the use of Quickbooks.
Penny is a member of the American Institute of Certified Public Accountants and Missouri Society of Certified Public Accountants. She is also a Certified Quickbooks Pro Advisor.
Penny is a Vienna native, where she still resides. She and her husband Todd also own and operate an autobody shop in Vienna. She is a Maries County R-I school board member and an active member of the Vienna community. She is the mother of three grown children, and two furbabies.
Danielle Beltz | Accountant
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Prepares individual income and business tax returns and assists clients with IRS compliance and collection issues
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Performs nonprofit tax services
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Assists with performing both nonprofit and local government audits
Danielle has enjoyed working in public accounting for over three years. She obtained a Bachelor of Science in Accounting from Lincoln University in Jefferson City, Missouri.
Danielle has extensive experience in preparing individual income and business tax returns and assisting clients with IRS compliance and collection issues. She also prepares returns for 501(c)(3) and 501(c)(6) nonprofit entities, and related benefit plans of the organizations. Danielle provides support to other staff members during the preparation of audits, reviews, and compilations for nonprofit and local government entities.
Danielle and her husband recently welcomed their first child, Grady James Beltz. Her hobbies include baking, various outdoor activities, and traveling all over the state of Missouri watching her husband compete in Missouri Rodeo Cowboy Association rodeos.
Sydney Drennen| Accountant
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Performs both nonprofit and local government audits
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Prepares fiduciary returns for trusts
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Prepares individual income and business tax returns
Sydney began her career as an intern with Graves and Associates in 2017. She then moved into a full-time position in May 2018, upon completion of her undergraduate. She graduated from Lincoln University in May of 2018, with a Bachelor’s degree in Accounting. Sydney is currently working towards her Master’s degree in Accounting and take the Certified Public Accountants exam.
Sydney has extensive experience audit of local governments, in particular, school audits and fiduciary returns trusts. Her experience also includes audits of nonprofits, preparation of individual income and nonprofit tax returns. She also provides support to other staff members during the preparation of audits, reviews, and compilations for nonprofit and local government entities.
Her favorite pastimes include traveling, baking and spending time with family and friends. She is an Osage county native and still resides there.
Krystal Jacobs | Accountant, Administrative Manager
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Prepares bi-weekly, monthly and quarterly payroll for clients
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Prepares quarterly payroll filings
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Manage the firms information dropbox and website
In 2016, Krystal joined the Graves and Associates team as the administrative manager. She oversees the day to day operations of the office, and also provides payroll, payroll filing and Quickbooks support to clients. Prior to being employed by Graves and Associates she worked for a local non-profit organization for over 22 years. She has experience in bookkeeping, office management, administrative support, and both web and graphic design. Her husband recently retired from the Missouri Army National Guard after 26 years of service. They have two daughters in a variety of activities that keep them busy. Krystal enjoys crafts and spending time with her family, including a menagerie of pets. She also volunteers with the Home and School Association of their daughter's elementary school.
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Malerie Roberds| Accountant
Malerie began her career as an intern with Graves and Associates in 2018. She then moved into a full-time position in May 2021, upon the completion of her undergraduate. Malerie obtained a Bachelor of Science in Accounting from Lincoln University in Jefferson City, Missouri. She is currently working towards her Master’s degree in Accounting and will then begin studying for the Certified Public Accountants exam.
Malerie has experience auditing local governments, particularly schools, as well as auditing nonprofits and preparing nonprofit tax returns. Her favorite pastimes include reading, baking, and spending time with family and friends.
Kaitlyn Conner, CPA | Accountant
Kaitlyn began working full time with Graves and Associates in 2022. She obtained her Master’s degree in Business Administration from Eastern Illinois University in December of 2021. Kaitlyn is actively pursuing the Certified Public Accountant exam and hopes to complete it by the end of summer 2022. Kaitlyn also has experience in auditing local governments, particularly Villages, and preparing individual tax returns. Her favorite pastimes include hiking, baking, and spending time with friends and family.
Debbie Schaefer | Administrative Coordinator
Debbie joined the Graves and Associates team January, 2022 as Administrative Coordinator. Prior to joining Graves and Associates she worked over 33 years in the Financial Investment Field.
She has 4 children and 9 grandchildren which keeps her busy. Debbie is a member of the Jefferson City Chamber of Commerce, Westside Business, Jefferson City Elks Lodge #513, and the Jefferson City Eagles Auxiliary #2693. She is currently the Treasurer for the Eagles Auxiliary #2693 and State Trustee for the Missouri Eagles Auxiliary. Debbie enjoys travel with her Eagles Sister’s and her significant other Gerald Altheuser.
