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Sonia M. Freeman, CPA

Sonia M. Freeman, CPA

Chief Culture Officer and Audit Director

sfreeman@pkftexas.com | 

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

Sonia Freeman has recently been elected to serve the firm as its Chief Culture Officer. She is responsible for maintaining the culture and operations of the firm. She continues to serve on the Firm’s management committee and will continue to serve clients.

Sonia’s background includes audit, review and advisory services for private equity backed and privately-held businesses. Her areas of concentration include wholesale and retail distribution, manufacturing, energy services, agribusiness, technology and employee benefit plans.

She is also on the employee benefit plan team which focuses on financial audit and reporting for employee benefit plans including 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 

Chief Culture Officer, 2018-Present

Audit Practice Leader, 2004 - 2017

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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