Heather Cozart
Office Managing Partner (CPA)
Raleigh, NC
Industry Focus
  • Specialty Finance
  • Professional Services
  • Financial Services
  • Broker-Dealers & Registered Investment Advisors
  • Mortgage Companies
  • Regional and Community Financial Institutions
  • Technology & Life Sciences
Service Areas
  • Mergers & Acquisitions
  • Assurance
  • Attest Services
  • Audit, Reviews & Compilations
  • Employee Benefit Plan Audits
  • Internal Audit & Compliance
  • Internal Audit Services
  • SEC Services
  • SOC 1 and 2 Services

Overview

Heather is the Managing Partner of the Firm's Atlantic Assurance Practice and the Raleigh Office Managing Partner. She has nearly twenty years of combined experience in public accounting and in the financial services industry. She serves clients which include both private and publicly traded entities, including financial institutions, specialty finance companies, broker-dealers, professional services firms, and technology companies. She is experienced in the completion of quarterly and annual SEC filings, mergers and acquisitions, stock registration statements, Sarbanes-Oxley compliance, internal control documentation, employee benefit plans, SSAE 18 reporting, agreed-upon procedures, internal audit engagements and other special engagements.

Heather also serves as a technical resource for the firm regarding SEC, PCAOB, broker-dealer and other public company matters. She previously served in DHG's Professional Standards Group where she was a technical resource for the firm on research and consultation matters involving accounting and auditing issues, including mergers and acquisitions. Prior to joining Dixon Hughes Goodman, Heather was the Director of Financial Reporting and Director of Technical Accounting at two publicly traded companies, where she managed the financial reporting, technical accounting and new business functions. Heather has also worked at the Securities and Exchange Commission in the Division of Corporation Finance, where she reviewed 1933 and 1934 Act filings of registrants. Prior to the SEC, Heather served as a manager on bank and software company audits at a big four accounting firm. She is a frequent speaker at various industry events and stays active in professional/industry associations and in the local community.

Experience


Professional Organizations
  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • Raleigh Chamber of Commerce’s Leadership Raleigh Program Graduate
Education
  • Bachelor of Science, Accounting
    Salisbury University

In the Community


Civic Organizations
  • Junior Achievement of North Carolina
  • American Heart Association - Circle of Red
  • Marbles Kids Museum

Honors

Licenses

Licenses
  • Certified Public Accountant - NC - 33183

Knowledge Share