Areas of Special Competence
Audit, review and compilation services for publicly-owned, private equity backed and privately-held businesses. Areas of concentration include wholesale and retail distribution, light manufacturing, energy services, agribusiness, technology and employee benefit plans.
Financial audit and reporting experience for employee benefit plans include defined contribution, defined benefit, and health and welfare plans.
SEC reporting matters including annual and quarterly Form 10-K and Form 10-Q filings.
Associations- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Texas Society of Certified Public Accountants – Houston Chapter
- Women's Finance Exchange – Past President and Treasurer
Professional Achievements
Speaking Engagements- Lecturer - PKF National Continuing Professional Education Program
- Lecturer – PKF University
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Industries Served
Distribution
Manufacturing
Oilfield Service
Agriculture
Technology
Employee Benefit Plans
Designations
CPA, Certified Public Accountant
Experience
Pannell Kerr Forster of Texas, P.C., Houston, TX
Director
Education
University of Houston - Clear Lake, TX
Bachelor of Science Accounting, 1983
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