Kimberly Wood, CPA, CEPA
CO-CREATE | CO-DEVELOP | DELIVER
A Houston-based firm of CPAs and professional advisors co-developing solutions with our clients at every stage of the business life cycle.
Kimberly has extensive experience in professional services with an emphasis in external audits of financial statements in various industries for both publicly and privately held companies. Experience includes preparing GAAP financial statements including extensive note disclosure research and preparation, identifying audit risks, developing audit strategies, as well as performing internal control and substantive testing.
Her experience also comprises her involvement in supporting publicly owned and private equity groups with mergers and acquisitions, including the quality of earnings, transaction modeling and related due diligence processes.
She also carries experience in SEC reporting, including on Forms 10K and 10Q.
Kimberly offers audit and financial reporting services to clients with worldwide ventures, including U.S. and foreign-owned companies with multiple affiliates and locations.
- Employee Benefit Plans
- Energy and Oilfield Services
- Manufacturing and Distribution
- Private Equity
- Professional Services
- Transportation and Logistics
CPA, Certified Public Accountant
CEPA, Certified Exit Planning Advisor
Pannell Kerr Forster of Texas, P.C., Houston, TX, 2013 – Present
Senior Manager, 2018 - Present
Manager, 2014 - 2018
Senior Associate, 2013 - 2014
Briggs & Veselka Co., Houston, TX, 2010 – 2013
Texas State University, San Marcos, TX
Bachelor of Business Administration - Accountancy
Master of Science - Accountancy
- American Institute of Certified Public Accountants
What do you like best about helping clients?
I enjoy adding value anyway that I can. I like when my clients trust my opinion and expertise to reach out to me when a certain question comes up related to a specific transaction or just a general accounting question.
What energizes you about your job?
Getting a chance to continually learn new things, working with different clients and companies and industries. There is also something new - it is never the same thing.
What energizes you about working at PKF Texas?
I enjoy the people that I work with. I know that the work I do is always appreciated and valued.
Where are you from?
New Orleans by birth. Texan by choice.
What's your favorite season?
What's your favorite sport to follow?
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- Kimberly Wood, CPA, CEPA