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Sonia M. Freeman, CPA

Sonia M. Freeman, CPA

Director & Practice Leader, Audit

sfreeman@pkftexas.com | 

  • What I Do For Clients
  • Experience
  • Associations
  • Thought Leadership

Sonia Freeman is the Audit Practice Leader and is a member of the firm’s management committee. She oversees all functions of the audit department including the teams focused on fraud and forensics, internal and external audits, SEC reporting, etc.

Sonia’s background includes audit, review and compilation services for publicly-owned, private equity backed and privately-held businesses. Her areas of concentration include wholesale and retail distribution, light manufacturing, energy services, agribusiness, technology and employee benefit plans.
 
She also has financial audit and reporting experience for employee benefit plans include defined contribution, defined benefit, and health and welfare plans.

Sonia’s experience with SEC reporting matters includes annual and quarterly Form 10-K and Form 10-Q filings.

Industries Served:

  • Manufacturing/Distribution
  • Not-for-Profit
  • Energy & Oilfield Services
  • Agriculture
  • Technology
  • Employee Benefit Plans

Designations:
CPA, Certified Public Accountant, 1985

Experience:
Pannell Kerr Forster of Texas, P.C., Houston, TX 
Audit Practice Leader, 2004 - Present

Audit Director, 1998 - 2003

Audit Associate to Senior Manager, 1985 - 1997

Education:
University of Houston, Clear Lake, TX
Bachelor of Science Accounting, 1983

Current Commitments:

  • YWCA of Houston - Board of Directors, Chair of the Finance Committee
  • American Institute of Certified Public Accountants
  • Greater Houston Partnership - Executive Women’s Partnership
  • Texas Society of Certified Public Accountants
  • Texas Society of Certified Public Accountants – Houston Chapter
  • Women’s Presidents Organization – Houston Chapter

 

Previous Associations:

  • Women's Finance Exchange - Past President and Treasurer

Professional Achievements:

  • CPA All-Star, CPA Magazine, 2003

Speaking Engagements:

  • Lecturer - PKF National Continuing Professional Education Program
  • Lecturer – PKF University

Publications:

  • “Employee Benefit Plans: Operations, Liabilities and Protections” – Houston Business Journal, January 5, 2015
  • "Generational Viewpoints” – AccountingToday, May 2013
  • “Risk and oversight of employee benefit plans” – Leading Edge Magazine – Winter 2010
  • “Small businesses break free of ‘border’ mentality and grow globally" – quoted – Leading Edge Magazine – Spring 2005

Video Series – PKF Texas – The Entrepreneur’s Playbook®:

  • Employee Benefit Plan Audits: Correcting Operational Mistakes
  • 401K Plans and Reducing Operational Mistakes

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