Your Future. Our Focus.

Your Future. Our Focus.

Shawn Middleton, CPA

TITLE: Partner
LOCATION: Newport News

Those that enter the accounting profession do so for any number of reasons.  For Shawn Middleton, serving in the military can be seen as a catalyst.  After serving in the United States Air Force as a cryptologic linguist, Shawn wanted a career that would allow her to continue functioning as part of a team and had a certain level of “honor” in it.  She also sought a career field that was more technically inclined.  When you consider the characteristics of the career she was seeking – team environment, integrity, technical skill set – the accounting profession was the perfect fit.

Seventeen years later, Shawn still feels she made the right choice, joining PBMares in 2007.  An experienced auditor, she uses her knowledge, passion and skills to provide assurance services to the firm’s non-profit, governmental, for-profit, real estate and hospitality clients.  As for her desire to work as part of a team?  She truly believes the whole is greater than the sum of its parts (in most situations) and loves working as part of a team to solve the issues her clients face.

Beyond her audit experience, Shawn leads the firm’s Enterprise Zone Program.  In this role, she assists clients in the application process.  This includes helping assess their eligibility and, if they meet the requirements, performing an agreed-upon procedures engagement where she walks applicants through the submission process.  Further, she performs a similar function for clients interested in the Historic Tax Credit program.

Recognized early in her career as an emerging leader, Virginia Business magazine, in conjunction with the VSCPA, awarded her their Super CPA recognition in the Young CPAs category. In addition, she is an alumnus of LEAD Historic Triangle, now LEAD Greater Williamsburg, an intensive community immersion program that provides future leaders the opportunity to work together on issues of importance to the region. Shawn also serves on the board of NetworkPeninsula.




Do Fundraising Materials and Pledge Forms Communicate the Same Message?

Fundraising Materials Focus

Nonprofit organizations use solicitation materials, fundraising events, marketing brochures, etc. to influence others to choose to donate to their organization versus a different one. Once a donor decides to make a promise to give or a pledge to a nonprofit organization, many times the form the donor sees may or may not mirror the information in the marketing materials that was used to influence their decision in the first place.

Hospitality, Not-for-Profit

Audit & Assurance, Tax: Credits & Incentives
"I enjoy helping our clients successfully navigate the turbulent and ever-changing waters of the current business environment to accomplish their goals. My success is intertwined with that of the organizations I assist. We succeed together."
2024-04-18T13:40:30-04:00November 6, 2017|


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