Joint venture strengthens firm’s construction accounting expertise and deepens commitment to community growth.
ATLANTA, GA, October 15, 2025 — Marshall Jones, a full-service CPA firm, today announced a joint venture with Josh Roper, CPA, effective September 18, 2025, marking a significant expansion of the firm’s construction accounting expertise.
This partnership adds a seasoned professional with a respected book of business to the Marshall Jones team, accelerating the firm’s ability to deliver innovative, sustainable solutions that benefit businesses, nonprofits, and the broader community.
“Josh Roper’s addition positions Marshall Jones as a premier midsize firm in construction accounting,” said Kristen Hendricks, Partner at Marshall Jones. “His deep knowledge and client relationships expand our capabilities while reinforcing our commitment to integrity, service, and growth.”
“Growth for us has never been just about size,” said Greg Logan, CPA, Managing Partner. “It’s about creating meaningful jobs, strengthening the community we serve, and helping our clients navigate challenges with forward-looking solutions.”
Josh Roper, CPA, shared his enthusiasm for the new chapter: “Joining forces with Marshall Jones allows us to combine resources, expertise, and a shared vision for helping clients succeed, especially in the construction industry where trusted financial leadership is critical.”
This joint venture underscores Marshall Jones’ long-term strategy to grow as a relationship-driven, community-focused firm that offers tailored solutions for nonprofits, construction companies, and real estate businesses.
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Marshall Jones is a full-service CPA firm based in Alpharetta, Georgia, serving businesses and nonprofits with tax, audit, and client advisory services. With more than 40 years of experience, we specialize in guiding nonprofit organizations, construction companies, and real estate businesses through complex financial and compliance challenges. Recognized for our approachable, relationship-driven culture, Marshall Jones delivers high-quality, customized accounting solutions that empower clients to achieve financial clarity and long-term success. Committed to service, integrity, and excellence, we continue to grow as a trusted partner to small and mid-sized organizations across the Greater Atlanta area and beyond.
Working with remote, hybrid and out-of-state employees is a rising trend that offers exciting benefits like wider customer reach, more efficient business operations and more access to skilled professionals. Before accessing these advantages, you need to understand the tax implications imposed by your remote employees’ states and your own.
Workers may have concerns about what taxes they owe, how much and whether they should pay in themselves. As their employer, it’s your duty to inform them about these factors. Whether you have full-time in-office employees who drive to work from another state, remote workers in-state, or out-of-state or hybrid workers, this guide explores all the essential information you need to pay them correctly.
How to Pay Remote Employees
To pay remote employees, it’s essential to understand two key terms first:
Nonresident state: This denotes a state that an employee commutes to for work when they are not a resident of it.
Resident state: This is the state in which your employee resides.
By knowing what these two terms mean, you can gain a better understanding of tax laws surrounding workers working in resident and nonresident states. How you pay remote workers depends on whether or not they work in the same state where you conduct business.
Tax Implications for Remote Workers in Your State
If you have remote employees who reside within the state your business is registered in, you’ll need to withhold state income taxes from their earnings and submit state unemployment insurance (SUI) tax in your state. Depending on your state, you may also need to withhold local income tax if their location requires it.
Payroll Taxes for Remote Out-of-State Employees
Hiring employees who work from home in another state involves three main steps:
Registering with your employee’s state tax agency: As an employer, you’re required to withhold your workers’ income taxes. When working with out-of-state employees, you should register with the state and local tax agencies, including their state’s labor and unemployment agencies.
Following their state’s labor laws and payment requirements: To avoid legal issues in the future, it’s best to stay well-informed about the state laws of your remote employees. Learn critical information like what the minimum wage requirement is in their area, whether you should withhold local taxes, if you should provide a pay stub, what labor laws say about paid and unpaid breaks, and if there are workers’ compensation insurance requirements you need to meet.
Withholding income taxes while filing the necessary documents and payments: Lastly, you’ll need to gather the correct paperwork for reporting withheld income tax and send in this payment along with any state unemployment taxes you might need to send to tax or unemployment agencies in your remote worker’s state.
How Does Income Tax Work for Employees Who Commute From Another State?
Does your employee commute from another state to work in your state? In this case, there are two main ways to pay income tax depending on their situation.
The first is a reciprocal agreement. A reciprocal agreement is when two neighboring states agree that if any residents work in the other state, they are allowed to pay taxes only to the state they live in. If your employee’s state has a reciprocal agreement with your state, it means they’ll be able to withhold income taxes in their home state and only file one tax return each year. This may be more convenient than paying taxes in both states.
If your states are without reciprocal agreements, this means you’ll need to pay income taxes in both the resident and nonresident states. Fortunately, some states might have a rule in place that allows nonresidents to apply for a tax credit that can cover the cost of double taxation.
You may be able to help your employees pay taxes by offering courtesy withholding from their paychecks. This can spare employees from having to deal with a huge bill during tax season. Working with seasoned accountants who can manage your payroll tax management processes can help you achieve this with more accuracy and efficiency.
Here’s a quick example of income tax implications for nonresident employees who commute from another state to work in Georgia. If you have a worker who is a resident of another state and works in your primary workplace in Georgia, receives income from your Georgia-based business, and is required to file a federal income tax return, then Georgia law may require them to file a Georgia income tax return.
Alternatively, if they are a legal resident of another state and their earnings from a Georgia employer are 5% or less of $5,000 or 5% or less of their wages in all places for the year, they may avoid filing a Georgia income tax return.
Tax Implications for Hybrid Payroll
Some businesses or employees might find it more convenient to have hybrid work arrangements for working in-office and remotely according to a given schedule. Hybrid workers have tax implications similar to those of other types of remote workers mentioned above. For example, you’ll still need to withhold the income tax of hybrid employees like you would with fully remote workers. Still, double taxation may occur for hybrid workers if their home and workplace are in different states.
It’s also important to take into consideration whether the state has any unemployment and workers’ compensation insurance requirements. If your employee is working in different states throughout the year, you must check what the tax obligations are in those states beforehand.
How to Inform Your Remote Employees About Taxes
Your remote workers may have expectations about the salary they receive when working with your company, so they must understand the tax implications of their position. The tax challenges related to remote work might impact their financial situation negatively, which may have an impact on how employees view your perspective of the remote team.
When discussing remote workers’ pay, be sure to inform them about the tax laws of their state and yours and how much money they should expect to receive on payday. Your remote and hybrid teams might also appreciate it if you provide them with guides and other tax resources to understand everything you discuss with them about the matter.
Consult With Marshall Jones and Outsource Payroll and Bookkeeping Services
Remote, hybrid and out-of-state employees can create various benefits and opportunities for your business in the long run. When you fully understand and manage the different tax implications correctly, you will be able to keep them informed and content.
We recommend working with a full-service accounting firm like Marshall Jones to manage payroll taxes for remote employees. Working with our knowledgeable outsourced team will allow your business access to multistate payroll processing and accurate monthly financials delivered on time. For excellent payroll and bookkeeping services, contact the experts at Marshall Jones for a consultation today.
As a college student, you have a lot of navigating to do when entering the workforce. That’s why the partners at Marshall Jones want to offer you some tips as an accounting major! Since beginning their own accounting careers, our partners have gained valuable knowledge, and they want to bestow their wisdom upon you. Consider these tips as you continue your accounting education and career.
1. Study, Study, Study
As a student, you’re probably no stranger to studying. However, much of the studying mentality revolves around studying material to pass a test. Our partners at Marshall Jones want to suggest that you should study to learn, not just to pass your exams. One of our audit partners, Nathan, admitted, “The thing I realized after I graduated was that the material actually mattered in the field I was pursuing. I had to research things I should have known because of that test mentality that I had [in college].”
Studying to learn the material will benefit you in the future and make you more knowledgeable after your exams end. It also allows you to hone highly sought-after accounting skills before entering the field. Rather than spend time relearning these skills later, you should take the free time you have now to ensure you’re ready for the accounting world.
2. Know Which Degree You’re Getting
Some schools have more than one version of an accounting degree. To become a certified public accountant (CPA), you need a certain amount of credit hours. While a few states allow accounting majors to take the CPA exam after completing the standard 120 credit hours of a bachelor’s program, most states require 150 hours through a master’s program. Make sure you know what degree you need.
Either way, try to complete all your schooling at once so you’ll be eligible to get your CPA license right away.
3. Network With Professionals
Randy, another audit partner at Marshall Jones, emphasizes that “relationships are everything.” Join honors fraternities, attend expo events and take advantage of professional gatherings. These are all great ways to network and meet new people who could potentially help you with job or advancement opportunities. Nathan also suggests, “Make sure to focus your attention on networking events that will benefit you in the search for your accounting position,” instead of attending just any networking event.
4. Embrace Speech Classes
We know public speaking classes are among the least popular courses. However, having confidence when speaking with peers, coworkers and clients is an important skill to have. Kristen, a partner of firm administration, shares, “Clients are the backbone of everything that you do. So, you want to be able to talk with them, build relationships, build the trust with them. A lot of that comes from just how you explain things or discuss things with them.”
You’ll do a lot of speaking as a public accountant, so use speech classes as a beneficial tool to help build skills early.
5. Know Mistakes Can Lead to Future Success
We think this tip is important because of its versatility. Randy reminds accounting students, “Realize that mistakes are often steps to future success. Everybody makes mistakes, but the key is to learn from them so that they’re not repeated.” Embrace the possibility of making mistakes, as they’re meant to teach you valuable lessons, even if they don’t always seem like it in the moment.
6. Be Involved and Build Your Resume
During your time in college, be sure to join clubs and become a leader in that club if possible. Susan, one of our tax partners, tells students that “belonging to clubs demonstrates personal skills, [so] if you are an officer of the club it demonstrates leadership skills, [and] charitable activities show character.” These are all great ways to build your resume, which Susan suggests is something accounting students should begin to think about during their first couple years of college.
7. Get Internships
One of the most important tips the partners at Marshall Jones have for accounting students is to get internships — more than one if possible. These opportunities can be valuable for several reasons. Susan encourages students to get more than one internship because you’ll have “more information to determine the precise area of accounting you would prefer.”
Kristen also suggests getting an internship because “you’re going to get a firsthand feel for how CPA firms work, especially if you’re interested in working in public accounting.” More importantly, internships provide you with valuable work experience, and you can apply the things you’re learning in school.
These positions allow you to understand the nature of the business and what you should expect from this field.
8. Understand the Accounting Industry
Get to know the accounting industry. Understand the different divisions of accounting — auditing, tax and consulting — to determine which might be most interesting to you. Think about what you want in your career. After five years with a CPA firm at the beginning of his career, Charlie, one of our founding partners, realized that real estate development was something he was interested in, so he made the change. Therefore, he suggests that if there’s a specific industry you know you’re passionate about, pursue it.
Greg, a managing partner, encourages accounting students to understand the types of firms because they’re all different. “CPA firms often take on the personalities of their leading partners, and this leads to a great variety between CPA firms and their cultures.” Because of how different every firm can be, it’s also essential to understand yourself so you can find a firm that will be the best fit for you as you build your accounting career.
9. Realize There’s No Rush to Figure It All Out
If you’re struggling to determine what aspect of accounting you’re passionate about or feel unsure about which firm you want to join, we’re here to assure you there’s no rush to have your whole career figured out. Greg emphasized this idea: “…The answers about what kind of firm you want to join and what kind of accountant you want to be cannot always be known until after you start your career.” It’s important to remember many people don’t have the answers at first — and that’s OK!
Start Your Career at Marshall Jones
As you approach the end of your college career, consider starting your accounting career at Marshall Jones. Our team of CPAs and advisors creates a supportive environment for you to find what you’re passionate about. Learn more about our team to discover why we’re the right move for your career.
Smart project management is crucial for the success of projects of any scale. Whether you’re overhauling an entire employee onboarding process or optimizing a recurrent project, following a systematic approach is crucial. To ensure efficiency from beginning to completion, you must first understand the project’s life cycle.
Learn to take a project from an idea to a completed deliverable with this guide to handling project management step by step.
What Is Project Management and Why Is It Important?
Project management is the practice of planning, organizing and overseeing a project to completion. Project managers must apply processes, methods, skills, knowledge and experience to complete a project within defined constraints. This practice is a cornerstone of operational efficiency and can be the difference between project success and failure to achieve business goals.
Effective project management has both small- and large-scale impacts. A well-executed plan will increase stakeholder satisfaction and reduce risks and costs. Having a skilled project manager overseeing the work will help ensure wise resource allocation and keep the work moving according to the established timeline.
Key Project Management Concepts
To better understand how you can improve your project management efforts, it’s important to understand some key concepts, including:
Project scope: Scope defines the limits of the project, or which work it includes and excludes. The scope includes deliverables, tasks and resources you’ll need to achieve your objectives.
Project deliverables: These are the results and products of a project. Think of what you will deliver to stakeholders at the end of the project, such as an improved process or a piece of equipment.
Project timeline: A timeline is the roadmap of a project, including a visual representation of your schedule, tasks, milestones and deadlines in chronological order.
Project budget: The budget is more than a number — it is a financial plan. Here, you will outline the estimated costs for all tasks and activities of the project, including labor and equipment.
Project resources: Resources are any essential components you will need to complete a project successfully. People, equipment, materials and information can all be listed as resources.
Essential Phases of Project Management
The project management process involves different phases that may change depending on the complexity of the project. Creating a thorough project management plan can turn a daunting task into a series of actionable steps. Understanding the essential phases of project management is key to meeting your deadlines, staying within budget and achieving your goals.
The main steps for managing a project include:
Phase 1: Initiation
The first phase is when concepts and ideas become meaningful goals. During the initiation phase, you’ll need to define the project on a broad level, pinpointing why it’s needed and developing a project charter to determine the outcome’s feasibility.
Some key activities during the initiation phase include:
Creating a business case: Outline the justification for initiating the project. In this document, you’ll explain the reasoning for addressing a particular business problem or seizing an opportunity.
Setting the project’s objectives and goals: Set a clear goal for the project and the major deliverables you’ll need to produce.
Conducting a feasibility study: Assess the practicality of the project and analyze its strengths and weaknesses to know if it’s worth pursuing.
Identifying key stakeholders: Identify the people who will be involved in the project and create a register detailing their roles, designation, communication requirements and influence.
Drafting a project charter: This document will summarize all previous information about the project in a clean visual presentation.
Phase 2: Planning
Now that you have a clear view of your main goals, it’s time to develop a detailed roadmap for achieving them. This phase is crucial to determine the project’s scope, and it often takes as much as half of the entire project’s lifespan. Effective planning is key to preventing the main causes of project failure, such as inadequate vision, poor communication and inaccurate estimates.
Some key activities of the planning phase include:
Determining the project’s objectives: Analyze your goals and use a methodology to create specific and actionable objectives.
Creating a Work Breakdown Structure (WBS): This document splits the entire project into tasks for stakeholders to see and understand each action item.
Developing a project schedule and timeline: A detailed timeline will inform stakeholders what tasks they need to complete and how much time they have to do so.
Establishing a budget: A detailed budget must include the cost of every expenditure, including what tools you’ll be using.
Identifying and assessing risks: Every project comes with risks. Efficient project risk management will ensure you prevent and react appropriately to every possible scenario.
Designing a communication plan: This document will help you manage and monitor your team. Here, you’ll outline how information will be shared with project stakeholders.
Phase 3: Execution
This phase is where the action begins. Here, your team will implement the plan you designed, produce the deliverables and share progress reports.
Some key activities of the execution phase include:
Assigning tasks to team members
Managing resources
Implementing the project plan
Communicating with stakeholders
Phase 4: Monitoring and Controlling
Monitoring occurs along with or shortly after execution begins. You need to track project progress, identify deviations from the plan and take corrective actions to ensure project success.
Some key activities involved in monitoring and controlling include:
Measuring project performance against the plan
Tracking key performance indicators (KPIs)
Identifying and managing risks
Managing changes to the project scope, schedule or budget
Reporting on project status
Phase 5: Closure
The final phase of the project management process is reached when all deliverables have been completed and accepted. To ensure constant optimization, most teams hold a reflection meeting to analyze their successes and improvement points during the project.
The key activities of the closure phase include:
Obtaining final acceptance of the project deliverables
Documenting project outcomes and lessons learned
Releasing project resources
Closing out contracts
Celebrating project success
Tools and Techniques for Effective Project Management
There are many techniques and tools for managing a project available. You can streamline your operations with management software, ensure efficient communication with group organizing tools and follow task management techniques to ease workflow.
Some of the most popular tools and techniques for project management include:
Project management software: Programs like Jira, Trello and Asana simplify your project management process with intuitive interfaces and give you a clear view of each stakeholder’s performance.
Communication apps: Communication tools allow you to connect with your team even when you have members at different locations. Some examples include Slack and Microsoft Teams.
Task management techniques: The right techniques will help your team improve their workflow. Some popular task management techniques include Kanban boards, Gantt charts and Agile methodologies.
Tips for Effective Project Management
There’s room for growth after every completed project. Successful project management is all about methodology, versatility and optimization.
Some useful and simple project management tips to execute tasks successfully include the following:
Develop a realistic project plan
Communicate effectively
Manage risks proactively
Be flexible and adaptable
Learn from your mistakes
Improve Your Operations With Marshall Jones Financial Management
Marshall Jones Certified Public Accountants And Advisors offers full-service accounting solutions to help you save time and manage your resources so you can focus on completing projects successfully. Contact our team online for more information.
Last week, our company was invited to be on the national broadcast The Shrimp Tank which is produced here in Atlanta, GA. We had a great time on the show and gave lots of tidbits and nuggets to all of the listeners on how to become a better business owner.
To that end, we wanted to share the post show wrap up video that was shot on site and say thanks to all of you for allowing us to work with you. None of this could be possible without having the best clients on the planet!
If you want to hear a download of the full broadcast, please go to www.shrimptankpodcast.com. They have the entire show on the website and some fascinating articles to read as well.
Thanks again for all of your support for our company.
