Who We Are
Ms. Kathy Allen: Owner
Bookkeeping, Payroll and Tax Preparer
kallen@allenassociatesfs.com
Kathy has served two years as the full charge bookkeeper at a large public school with a budget exceeding $5 million dollars annually and approximately $30 million additional federal funding. Her responsibilities included accounts receivable, accounts payable, payroll, budget management and federal funds management. She worked closely with CPA’s on preparation of audits and tax filings. Also, she has 20 years of experience as both owner and manager for small businesses where she handled bank reconciliations, payroll, bookkeeping and all tax filings and liabilities. She has seven years experience in commercial banking and loan services. Her education background is in accounting with the University of South Carolina.
Ms. Kathy Allen: Owner
Bookkeeping, Payroll and Tax Preparer
kallen@allenassociatesfs.com
Kathy has served two years as the full charge bookkeeper at a large public school with a budget exceeding $5 million dollars annually and approximately $30 million additional federal funding. Her responsibilities included accounts receivable, accounts payable, payroll, budget management and federal funds management. She worked closely with CPA’s on preparation of audits and tax filings. Also, she has 20 years of experience as both owner and manager for small businesses where she handled bank reconciliations, payroll, bookkeeping and all tax filings and liabilities. She has seven years experience in commercial banking and loan services. Her education background is in accounting with the University of South Carolina.
Mr. William A (Gus) Boyle III: Lead Tax Consultant and School Budget Analyst
wboyle@allenassociatesfs.com
A Citadel graduate with a BS degree in Business Administration, served as a CPA and small business owner in Sumter, SC from 1978 through 2013 when he closed his firm and retired. In 2017, he came out of retirement to join Allen Associates Fiscal Services, LLC. Gus brings a wealth of experience to our firm. He has prepared income and other tax returns for individuals and businesses for over thirty years. Also, he has performed audits of financial statements for businesses, not-for-profit organizations, and local governments including school districts, public charter schools, cities and counties. He is experienced in budget preparation and financial strategic planning. He is a former member of the Sumter School District 17 Board of Trustees. Gus is a military veteran having served as a Vietnamese linguist with the United States Air Force.
Ms. Lauren Capell: Accounting Specialist
Bookkeeping, Payroll and Tax Preparer
lcapell@allenassociatesfs.com
Lauren Capell has lived in Sumter for 20 years. She worked as a valued employee for 13 years at a local bakery and restaurant before deciding to use bookkeeping and accounting knowledge to help multiple clients. She joined the staff of Allen Associates Fiscal Services, LLC as a payroll specialist and bookkeeper. Besides training and knowledge gained through working in small business, Ms. Capell has an Associate of Applied Science in Accounting.
Mr. Jeffrey Varn: Certified Public Account
Jeffrey has 28 years experience as a CPA with areas of specialties in Auditing, Incorporation Advice, Government, and Business Management Consulting. He holds a Bachelor of Science in Accounting and Bachelor of Science in Marketing & Management from the University of South Carolina.
Jeffrey has 28 years experience as a CPA with areas of specialties in Auditing, Incorporation Advice, Government, and Business Management Consulting. He holds a Bachelor of Science in Accounting and Bachelor of Science in Marketing & Management from the University of South Carolina.