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2017-02-28T00:00:00.000Z

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H. Lowell Oakley Jr.

Direct Phone: (919) ***-**** ext. ***       

Email: l***@***.com

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Koonce Wooten & Haywood , LLP

4060 Barrett Dr.

Raleigh, North Carolina 27609

United States

Company Description

A Certified Public Accounting Firm in Raleigh North Carolina providing all your accounting needs. ... more

Find other employees at this company (46)

Background Information

Employment History

//www.kwhcpa.com/

Principal

Thomas Knight Trent King and Company

Chairman, President, Director and Treasurer

Croasdaile Country Club

Affiliations

Member
American Institute of Certified Public Accountants Inc

Member
Association for Accounting Marketing

Member
AGC Inc

Member
Exchange Club

Finance Committee Member
New Hope Church

Member
Greater Durham Chamber of Commerce

Finance Committee Member
Durham Academy School

Member
CPA Association International Construction

Member
Home Builders Association

Education

Bachelor of Science degree

Business and Accounting

East Carolina University

Web References (15 Total References)


Koonce Wooten & Haywood :: Partners

www.kwhcpa.com [cached]

H. Lowell Oakley, Jr

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H. Lowell Oakley, Jr
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Lowell Oakley
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H. Lowell Oakley, Jr., CPA, CPEC
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Lowell graduated from East Carolina University in 1980 with a Bachelor of Science degree in Business and a concentration in accounting. In addition to his client audit and tax responsibilities, Lowell serves as Partner in charge of the Consulting Group and Practice Development for the firm.
Lowell joined the firm in 2009 as a partner and for the past twenty six years has worked in public accounting with a wide variety of mid-market , privately held companies and individuals in the areas of business improvement and profit enhancement consulting, audit and accounting, taxation, merger and acquisitions, strategic and succession planning, management advisory services and personal financial planning. He has developed an in-depth understanding of services for construction contractors and subcontractors, real estate developers, manufacturing and distribution, health care, professional service companies and ERISA audits for retirement plans. Prior to this, he worked in international accounting and finance for The Wall Street Journal, a Fortune 500 Company owned by Dow Jones and Company.
In 1999, Lowell was the first in North Carolina to be designated as a Certified Profit Enhancement Consultant (CPEC) by the Institute of Profit Advisors. The Institute is a national organization dedicated to training it's business improvement consultants how to work with businesses to enhance profits, empower and train employees to be responsible for constantly improving their organization, promote efficiency in a company's core business processes and increase its shareholder and stakeholder value. Lowell's designation certifies that he has demonstrated his ability as a business and profit improvement coach in the areas listed above and has completed rigorous training designed to help businesses increase profits and shareholder value. He has worked with many businesses using this process to help reach their goals, solve problems that have been unsolved for years and unlock hidden profits.
Lowell is a member of the American Institute of Certified Public Accountants, The North Carolina Association of Certified Public Accountants, Institute of Profit Advisors, and AICPA's Tax planning and Advising for Closely Held Business Certificate program. He also has been active in his community serving as Chairman of the Board, President, Director and Treasurer of Croasdaile Country Club, Director/Trustee of The Summit Church, Jaycees, Durham Arts Council; finance committee member for Durham Academy School and New Hope Church; member of Association for General Contractors, Home Builders Association, Association of Accounting Marketing, CPA Association International Construction and Marketing Committees, Exchange Club and the Economic Development Committee for the Greater Durham Chamber of Commerce.


Koonce Wooten & Haywood :: Partners

www.kwhcpa.com [cached]

H. Lowell Oakley, Jr Koonce Wooten & Haywood :: Partners

Koonce, Wooten & Haywood, LLP
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Graham Clements | Paul Miller | Chris Duffus | Lindy Faulconer | H. Lowell Oakley, Jr | David E. Boyce
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H. Lowell Oakley, Jr., CPA, CPEC
...
Lowell graduated from East Carolina University in 1980 with a Bachelor of Science degree in Business and a concentration in accounting. In addition to his client audit and tax responsibilities, Lowell serves as Partner in charge of the Consulting Group and Practice Development for the firm.
Lowell joined the firm in 2009 as a partner and for the past twenty six years has worked in public accounting with a wide variety of mid-market , privately held companies and individuals in the areas of business improvement and profit enhancement consulting, audit and accounting, taxation, merger and acquisitions, strategic and succession planning, management advisory services and personal financial planning. He has developed an in-depth understanding of services for construction contractors and subcontractors, real estate developers, manufacturing and distribution, health care, professional service companies and ERISA audits for retirement plans. Prior to this, he worked in international accounting and finance for The Wall Street Journal, a Fortune 500 Company owned by Dow Jones and Company.
In 1999, Lowell was the first in North Carolina to be designated as a Certified Profit Enhancement Consultant (CPEC) by the Institute of Profit Advisors. The Institute is a national organization dedicated to training it's business improvement consultants how to work with businesses to enhance profits, empower and train employees to be responsible for constantly improving their organization, promote efficiency in a company's core business processes and increase its shareholder and stakeholder value. Lowell's designation certifies that he has demonstrated his ability as a business and profit improvement coach in the areas listed above and has completed rigorous training designed to help businesses increase profits and shareholder value. He has worked with many businesses using this process to help reach their goals, solve problems that have been unsolved for years and unlock hidden profits.
Lowell is a member of the American Institute of Certified Public Accountants, The North Carolina Association of Certified Public Accountants, Institute of Profit Advisors, and AICPA's Tax planning and Advising for Closely Held Business Certificate program. He also has been active in his community serving as Chairman of the Board, President, Director and Treasurer of Croasdaile Country Club, Director/Trustee of The Summit Church, Jaycees, Durham Arts Council; finance committee member for Durham Academy School and New Hope Church; member of Association for General Contractors, Home Builders Association, Association of Accounting Marketing, CPA Association International Construction and Marketing Committees, Exchange Club and the Economic Development Committee for the Greater Durham Chamber of Commerce


New Page 4

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H. Lowell Oakley, Jr.

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H. Lowell Oakley, Jr., CPA, CPECVice-President and Secretary


New Page 4

www.tktk.com [cached]

H. Lowell Oakley, Jr.

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H. Lowell Oakley, Jr., CPA, CPEC, is a shareholder of Thomas, Knight, Trent, King and Company.In addition to his client responsibilities, Lowell serves as shareholder in charge of the Profit Enhancement Group and practice development for the firm.He graduated from East Carolina University in 1980 with a Bachelor of Science degree in Business and Accounting.
Lowell joined the firm in 1983 after working in international accounting and finance for the The Wall Street Journal, a Fortune 500 company owned by Dow Jones & Company.Lowell works closely with a wide variety of privately held companies and individuals in the areas of profit enhancement consulting, audit and accounting, taxation, merger and acquisitions, management advisory services and personal financial planning.He has developed an in-depth understanding of services for construction contractors and subcontractors, real estate developers, manufacturing and retail, health care, service companies, and publishing.
In 1999, Lowell was the first in North Carolina to be designated as a certified profit enhancement consultant (CPEC) by the Institute of Profit Advisors.The Institute is a one of a kind national organization dedicated to enhance profits, empower efficiency in business processes and increase shareholder value.Lowell's designation is the highest the institute offers.It certifies that he has demonstrated his ability as a "profit coach" in the areas listed above, and has completed rigorous training and education at the Institute designed to help businesses increase profits and shareholder value.
Lowell is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants, Institute of Profit Advisors, Practice Development Institute's Construction and Health Care Advisors, AICPA's Tax Planning and Advising for Closely Held Business Certificate program and is registered as a certified public accountant in the state of New Jersey.He also has been active in his community serving as an officer of the Jaycees and Durham Arts Council, member of the Exchange Club, Home Builders Association, Chamber of Commerce, and Croasdaile Country Club.
He frequently provides seminars to business and civic groups on such topics as understanding financial statements, maximizing cash flow, personal financial planning and lectures in accounting and finance for Duke University's continuing education program.A native North Carolinian, Lowell enjoys golf, horseback riding and travel.He and his wife, Scarlett are actively involved in their church and raising their son, Lowell III, and daughter, Lydia.


Koonce Wooten & Haywood :: Partners

www.kwhcpa.com [cached]

Graham Clements | Paul Miller | Chris Duffus | Lindy Faulconer | H. Lowell Oakley, Jr | David E. Boyce

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