Shelly Hayes, CPA
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.
Shelly’s primary client service focus is on audits of defined benefit and defined contribution plans, including 11K and DOL reporting for privately held businesses in a broad range of industries. She is part of the firm’s leadership team for the employee benefit practice. On the compliance side, her experience includes ensuring a plan is operating in compliance with the plan document and the plan satisfies the regulatory reporting requirements. On the consulting side, Shelly assists clients with plan analysis, provides guidance on the correction of plan failures and operational deficiencies and provides consultation when there are delinquent 5500 filings. She also determines, implements and manages technical training for PKF Texas employee benefit plan audit team members.
She also has experience with financial audits and reviews in the area of hospitality, professional services and distribution.
- Employee Benefit Plans
- Manufacturing and Distribution
- Professional Services
CPA, Certified Public Accountant
Pannell Kerr Forster of Texas, P.C., Houston, TX
Senior Manager, 2001 - Present
Neighbors Federal Credit Union, Baton Rouge, LA
Vice President of Internal Audit, 1994 - 2001
Hancock Bank, Baton Rouge, LA
Internal Audit, 1992 - 1994
Nicholls State University, Thibodaux, LA
Bachelor of Business Administration - Accounting, 1992
- American Institute of Certified Public Accountants
- Louisiana State Board of Accountancy
- Texas State Board of Accountancy
- Texas Society of Certified Public Accountants
- Texas Society of Certified Public Accountants – Houston Chapter
- “Factors to Consider When Choosing an Employee Benefit Plan Auditor” – Leading Edge Magazine – Winter 2016
What energizes you about working at PKF Texas?
I love the people and clients I work with. Each one enjoys what they do and has an interest in doing the best job possible.
Why are you passionate about serving this niche?
The rules and regulations around benefit plans are always changing. I love learning new things and also helping my clients keep their benefit plans in compliance with all the changes.
Where are you from?
A small town in Louisiana called Lockport. If you ever went to Grand Isle to fish offshore, you have driven through Lockport. Small town living was not for me, so I made a move to the big city after college.
What do you do in your spare time?
I love going to the gym and attending my son's sporting events.
What's your favorite season?
I am all about summer. I am an outside girl who would spend every weekend at the beach if I could.
What's your favorite sport to follow?
I love college football and make sure there is a TV in my presence every Saturday afternoon.
Do you own any pets?
We have a sweet 11-month-old golden retriever named Bailey. He brings such joy to our family!
Even though I am a summer girl, I like to wear fall/warm colors. Being a southern girl with dark hair, I think those colors look best on me.
What kind of music do you like?
I love just about all of the 80's and 90's rock. Van Halen (when Sammy Hager was the lead), Journey, Guns N' Roses, Pearl Jam, Nirvana and list goes on...
What is your favorite book/author? Or What are you reading right now?
I am currently reading Sheryl Sandberg's book Lean In: Women, Work, and the Will to Lead. I think she is a great example for all young women who struggle with balancing every aspect of their lives. She is a great role model.
I don't have a favorite author, because I don't read much. I am always outside doing fun things with my family.
What's your favorite vacation destination?
Anywhere there is a pretty beach. Love Destin, Orange Beach, Turks and Caios and the Bahamas to name just a few.
Sixteen Candles. My friends and I watched it more times then I can count.
Who was/is the most influential person in your life?
My dad. He is the hardest working man you will ever meet and has had an huge impact on who I am today.
What is your most-prized possession?
Some of my grandmother's jewelry.
What’s something cool we don’t know about you?
Probably that I love all sports and rock music. I am a sports-watching, outdoor-loving, rock and roll listening southern girl at heart.
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