Consulting & Advisory
Simple Ends by Complex Means
CO-CREATE | CO-DEVELOP | DELIVER
Co-creating the future with our clients
- Services
- International Desk
- Stages of Business
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Industries
- Agribusiness
- Construction
- Energy and Oilfield Services
- Health Care
- Hospitality
- Import and Export Assistance
- International Business
- Life Sciences
- Manufacturing and Distribution
- Not-for-Profit
- Private Equity and Venture Capital
- Professional Services
- Real Estate
- SEC / Public Companies
- Technology
- Transportation and Logistics
- Joint Venture Strategic Advisors
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Case Studies
Whether you're an entrepreneur with a single office or the CFO of a multinational corporation, your business has unique goals and challenges, so cookie cutter solutions won't always work. The PKF Texas Consulting and Advisory team is ready to co-develop a solution to meet your needs.
Our consulting and advisory services team works with companies who are looking for:
- Value-added consulting
- Balancing conflicts of interest
- Independence preservation
- Resource constraints (internal or service provider related)
AUDIT AND ACCOUNTING
- Audit preparation and financial reporting for public and private companies
- Contract auditing
- Construction auditing
- Employee benefit plan audits (401K)
- General closing account reconciliation
- IFRS accounting and reporting
- Investment/hedge fund audits
- Joint venture audits (see Joint Venture Strategic Advisors)
- Project based accounting
- Research and development study
- SSAE 16 (formerly SAS 70)
- SEC compliance
- Technical accounting research and related reporting
- Vendor audits
DOMESTIC AND INTERNATIONAL TAXATION
- IC-DISC
- Intangible asset valuation
- Outsourced tax services
- Repatriation matters
- Structuring business valuation and related allocations
- Tax credits and incentives
- Tax controversy
- Tax consultation
- Transfer pricing
Other Consulting and Advisory Services
- FCPA compliance auditing
- Fraud and forensics
- Forensic accounting
- Fraud detection/investigation
- Fraud risk assessment
- Information technology
- IT risk assessment/audit
- Internal audit and internal controls
- Mergers and acquisitions due diligence
- Outsourced services
- Profit Enhancement
- Process improvement
- SOX compliance
- Strategic planning and retreat facilitation
- Turnaround management
Our Philosophy:
With a sophisticated level of experience that comes from serving private and public companies with domestic or international interests, our clients tell us our innovative, entrepreneurial minded professionals provide valuable advice for their growth or tough financial challenges.
A number of our private clients have been funded by private equity and venture capital firms. We are nimble and adaptable, addressing the accounting and reporting complexities these types of transactional arrangements may generate.
Our consulting and advisory services are also designed for publicly traded or privately held companies who need an alternative to their primary provider of audit or tax service on certain projects or in instances where their current CPA firm has been conflicted out of certain sectors of work.
We work with you to assess your needs and complexities, then assemble a specialized team of directors, senior managers and managers with the capabilities to co-develop and perform the services you require.
Service Leaders
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Brian Baumler, CPA
Director, Audit
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Rafael Carsalade, CPA
Director, International Tax
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Martin Euson, JD
Director, Tax
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Sonia Freeman, CPA, CGMA
Director, Audit & Chief Culture Officer
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Kenneth Guidry, CPA
Director & Founding Shareholder
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Chris Hatten, CPA, CM&AA, CVA
Director, Audit
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Byron Hebert, CPA, CTP
Chief Growth Officer & Practice Leader, Entrepreneurial Advisory Services
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Nikki Homratsamy, CPA
Director, Tax
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Ryan Istre, CPA
Director, Audit
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Frank Landreneau, CPA
Chief Financial Officer & Director, International Tax
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Marty Lindle, CPA
Director, Audit
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Chip Schweiger, CPA, CGMA
Director, Audit
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Jim Streets, CPA
Director, Tax
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Danielle Supkis Cheek, CPA, CFE, CVA
Director, Entrepreneurial Advisory Services
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Michael Veuleman, CPA
Director & Practice Leader, Audit
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Gary Voth, CPA, JD
Chairman of the Board & Director, Tax
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J. Del Walker, CPA
Director & Practice Leader, Tax