Areas of Special Competence
Financial consulting services, audits, reviews, and compilations for companies with annual revenues of $5 million to $350 million including several large private foundations. Extensive experience across a breadth of industries with an emphasis on working closely with business executives and owners as a member of their business team assisting with due diligence reviews in connection with numerous mergers and acquisitions; consulting on cash management and business transactions; and assistance with financing transactions and other operational matters.
Significant audit and financial reporting services to numerous clients with international operations, including U.S. and foreign owned companies with multiple subsidiaries and locations, in distribution, oil field services, software development, real estate development, property management services, engineering services, manufacturing, and cleaning services industries.
Extensive experience in the hospitality industry including audits of private clubs, hotels and hotel management companies, food service and catering companies.
Director in charge of Specialized Services for Lenders providing financial institutions assistance in analyzing customer financial statements, collateral values, internal accounting systems, and operating policies.
Associations
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Houston Chapter of Texas Society of Certified Public Accountants
- Greater Houston Hospitality Accountants Association
- Houston Hotel/Motel Association
- University of Houston Alumni Association
- PKF North America Club Services Group
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Industries Served
Real Estate
Hospitality
Manufacturing
Distribution
Printing
Designations
CPA, Certified Public Accountant
Texas, Louisiana
Experience
Pannell Kerr Forster of Texas, P.C., Houston, TX
Director, 1981 – Present
Ernst & Young, Houston, TX
Audit Manager, 1969 – 1981
Education
University of Houston , Houston, TX
BBA - Accounting, 1969
Magna Cum Laude
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