Marty Lindle, CPA, CGMA
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.
Marty serves public and private businesses in various industries, including real estate, hospitality, financial services, medical technology, Broker-Dealers, energy and oilfield services.
His SEC reporting experience includes initial public registrations on Forms 10, S-11 and S-1 secondary equity filings, annual and quarterly compliance filings (Form 10-K and Form 10-Q, etc.). Additional experience includes assisting with several reverse merger transactions, as well as special Regulation S-X audits and Sarbanes-Oxley compliance reporting.
Marty is a member of the PKF Texas IFRS Team, assisting clients in IFRS conversion projects and serves several clients listed on the Toronto Stock Exchange.
- Energy & Oilfield Services
- Real Estate
- Financial Services
- Medical Technology
CPA, Certified Public Accountant
CGMA, Chartered Global Management Accountant
Pannell Kerr Forster of Texas, P.C., Houston, TX
Director, 2007 - Present
Senior Manager, 1998 – 2007
BDO Seidman, Houston, TX
Senior Auditor, 1996 - 1998
Jess H. Young & Co., CPAs, Houston, TX
Senior Accountant, 1994 - 1996
University of Texas, Austin, TX
Bachelor of Business Administration, 1990
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Houston Chapter of Texas Society of Certified Public Accountants
- Association for Corporate Growth
- "Crowdfunding must meet certain SEC requirements" - Houston Business Journal, September 2014
Why did you choose to be a CPA and/or advisor?
Lifelong learning opportunities in an ever-changing environment.
Why are you passionate about serving this niche?
Ability to be hands-on in helping to solve problems.
What do you do in your spare time?
Chasing around toddlers
What's your favorite sport to follow?
Golf and Longhorn Football
What is your favorite book/author? Or What are you reading right now?
Jefferson: Architect of American Liberty by John B Boles
What's your favorite vacation destination?
St. Andrews, Scotland
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- Marty Lindle, CPA, CGMA
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