All About Us
Quality Comes From Experience
JD Shirley LLC was founded in 2004 and initially specialized in SAS 70 audits (forerunner to SOC) for Third Party Administrators owned by a large insurance company. We have performed over 60 SAS 70 / SOC) engagements since 2004.
All of our staff have both public accounting and operations experience. Managing Shareholder, John Shirley, served as a Big 4 Senior Audit Manager and has CFO and Controller operations experience in the healthcare and insurance industries. The engagement leader is closely involved in every aspect of each client engagement.
We are technology focused in our client services and our own back office. We do not maintain a “brick and mortar” office. Our office is in the field with our clients where decisions are made as an engagement progresses.
We participate in a rigorous AICPA sponsored quality control program, which includes an independent Peer Review every three years. This independent Peer Review tests our compliance with AICPA professional standards. We have obtained the highest rating possible (Pass) on all of our Peer Reviews.
What We Do
We specialize in SOC engagements and related consulting. We have performed SOC engagements for insurance companies, TPAs, data hosting, and software companies. We customize each engagement to fit your needs including compliance with a third-party requirements.
Our engagement reports are used and relied upon by our clients, public companies, governmental entities, other CPA firms, and regulatory agencies.
We keep our clients up-to-date as a matter of policy and good business practice. Any actual or perceived audit issues are discussed immediately with our clients. We first agree on the facts and then evaluate audit report implications with our clients.
SOC Audits (including SOC 1, SOC 2, and SOC 3)
SOC Readiness Assessment
SOC Peer Review Specialist Services
Internal Control Consultation
Fraud and Bankruptcy Investigations
Our partners are certified in a variety of professional fields and all partners have CFO, Controller, and/or Operations experience. Our interdisciplinary foundation and experience enables us to efficiently and effectively manage internal control concerns related to your business.
John Shirley, CPA
After serving with the US Marine Corps, John attended the University of Alabama and graduated with a degree in Accounting. John began public accounting with Price Waterhouse, Houston, TX and progressed to Senior Audit Manager. Among his experiences, John has served as Corporate Controller for a BlueCross plan and Physician Practice Management Company. In addition, John's experience includes temporary CFO/Controller services for public and private companies. John has significant insurance and TPA industry operating and audit experience.
Tim Bell, CPA, CITP, CISA, CFE, JD
Tim has been with JD Shirley LLC since 2004. His undergraduate Accounting degree is from Auburn University, Montgomery. Tim has served as Corporate Controller, CFO, and as Operations and Internal Audit Management. Tim is exceptionally skilled at identifying his clients' system controls, risks, and weaknesses. Tim works closely with clients to identify internal controls that mitigate risks.
Brent Reese, CPA, CITP, CISA
Brent graduated from the University of South Carolina with an undergraduate degree in Accounting. Prior to joining JD Shirley LLC in 2008, Brent served as a Medicare Auditor and an Internal Auditor for a large BlueCross plan. Brent has extensive knowledge of internal controls, risk assessment, and SOC reporting. The AICPA has recognized Brent as an approved SOC Specialist to assist peer review teams when reviewing SOC engagements. Brent is also a recipient of the 2016 AICPA IMTA Standing Ovation Award.