Areas of Special Competence
Entrepreneurial services including financial reporting, budgetary controls and compliance, internal controls, and automated systems implementation. Management advisory services for a variety of middle market businesses with sales ranging from $10-$100M, in industries such as manufacturing, distribution, construction, and large professional service firms.
Manages the consulting division of PKF Texas which provides services such as profit enhancement, turnaround, process mapping and improvement, retreat facilitation, identification and tracking of key performance indicators, development and streamlining of accounting department procedures, forecasting and budgeting procedures, strategic planning and execution, and due diligence for business acquisitions.
Extensive experience in the Manufacturing, Distribution & Logistics, Retail & Wholesale, Professional Services (Attorneys, Architects, Public Relations), Food Services, Real Estate and Construction industries.
Associations - TMA Turnaround Management Association - Treasurer
- Texas Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- East End Chamber of Commerce - Board Chair
- Greater Houston Partnership
Professional Achievements
Speaking Engagements - Houston Angel Network
- Houston Technology Center Showcase
Articles
- Your Texas Business and Your Houston Business
- "Good Cash Flow Management Builds Your Business"
- Leading Edge Magazine
- Mind the Gap: 7 Steps to Identify Waste in Your Business - Volume 9, Issue 4
- Route to Profits Newsletter
Awards
- Practical Accountant Practice Innovation Award – PE+
- American Marketing Association Crystal Award – PE+
- Public Relations Society of America Excalibur Award – PE+
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Industries Served
Construction
Distribution
Manufacturing
Designations
CPA, Certified Public Accountant
CTP, Certified Turnaround Professional
Experience
Pannell Kerr Forster of Texas, P.C., Houston, TX
Director, February 2004 - Present
Mann Frankfort Stein & Lipp Advisors, Inc., Houston, TX
Principal
Gibson & Hebert, CPAs, Houston, TX
Partner
Arthur Young & Company, Houston, TX
Senior Associate
Brown & Root Construction, Houston, TX
Welding Engineer
Education
University of Houston, Houston, TX
Bachelor of Accountancy, 1986
Tarleton State University, Stephenville, TX
Bachelor of Science – Engineering, 1981
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