The Business Advisor

MONIKAH KELLY
Managing Partner & Business Advisor
Phone: (770) 703-1049

Monikah Kelly is our Managing Partner and Business Advisor for DVMarshall & Associates, Inc., located in Fayetteville, GA. Monikah has over 20 years of experience in the legal profession, over 15 years of experience in business management, financial strategy/planning, tax & accounting, to include, but not limited to Bookkeeping, Payroll, QuickBooks, and various tax software. She has been an entrepreneur since 2005. She has experience with setting up new corporations and all financial records for business managers that manage financials for clients with private banking. Monikah joins in on implementing the vision and mission of the firm and works closely with a variety of clients. She possesses strong analytical and problem-solving skills with the ability to conceptualize and implement well thought out decisions. She also focuses on providing practical tax efficient structures and strategies to closely held businesses, business owners, entrepreneurs, and corporate executives. Monikah is also responsible for planning and executing business strategies to improve efficiency in the operational and financial management of client businesses. She prepares budgets, advises on projects and marketing, and performs risk analysis. Monikah believes in building relationships, and has established business relationships with Chase Bank, Bank of America and Ameris Bank to whom she has helped her clients obtain funding. She is very knowledgeable and driven by a belief that respect, integrity and credibility are the key to any business relationship. Also, knowing that continued education is one of the ways to be successful and grow, she requires all employees, to include herself, to undergo yearly training to stay up to date on the latest tax law changes. Monikah is currently serving as the Treasurer of the Fayetteville Rotary Club, Wyntercreek Estates, The National Incarceration Association, and a member of the Fayetteville Chamber of Commerce. Monikah has earned degrees in Paralegal and Business Management. In January 2023, Monikah completed a course in International Taxation from UCLA Extension and is currently moving onto earning her vigorous Legal Law Master’s of Taxation (LLM) from Villanova University with a focus in Estate Planning and Trusts. Monikah is a native of Philadelphia, PA, mother and grandmother. Outside of business, she loves and enjoys all types of music, family time, travel, meeting like-minded people, sports football (Philadelphia Eagles), basketball and theatre.

BARBARA OLDHAM
Partner & Business Advisor
Phone: (770) 703-1049

Barbara Oldham, Doctoral Candidate: In her current role as CFO with DVMarshall & Associates Inc. Mrs. Oldham works with various clients and focuses on providing practical tax-efficient structures and strategies to closely held businesses, business owners/entrepreneurs, and corporate executives. Her primary areas of concentration are Individual taxes, C-Corp, Single-member LLC, Partnership LLC, LLP, S-Corp, Trust, Non-profit entities, multi-state taxation, and international taxation. She is a tax planner, tax strategist, Grant-writer, and compliance auditor; she has experience setting up new loan-out corporations, also known as personal service corporations (PSC). Loan-out corporations are commonly used in the entertainment industry. She oversees all financial records for business managers managing financials for private banking clients. She also has a wide range of experience and expertise in accounting, bookkeeping, payroll, and tax software. Barbara is an innovative and driven accountant with over 30 years of experience, during which she has successfully implemented tax-efficient strategies for numerous businesses. She strives to learn new ways of doing things and eagerly takes on challenges, sometimes out of her comfort zone. She has strong interpersonal skills and has gained the confidence and respect of colleagues in her industry. She leads by example, rolls her sleeves to find solutions, and does the job. Barbara is an effective communicator with strong leadership skills and results-driven ability. She stands above the rest, bridging the gap between what others can’t accomplish and what can be done. She possesses strong analytical and problem-solving skills and can conceptualize and implement well-thought-out decisions. She is self-motivated, detail-oriented, organized, and consciously aware of the importance of meeting deadlines; she functions well in a high-stress atmosphere. Barbara is married to Darn Oldham, a mother of three exceptional children and grandmother of seven. She loves vegan foods, red wine, reading, and watching movies. Barbara loves writing and published her first novel in 2023, “The Fallen Pedestal.” She also enjoys socializing and meeting new people. Barbara graduated in 1993 from Florida State University with an MBA in Finance & Accounting. In 2018, Barbara enrolled at Pepperdine University and earned a certificate as a Financial Advisor. In January 2023, Barbara completed a course in International Taxation from UCLA Extension. Pursuing continued education, in May 2023, she attended the University of Georgia (UGA) and holds a certificate in grant writing. Barbara is currently enrolled at Regent University, pursuing her Ph.D. in Psychology.