Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Kimberly Wood, an Audit Senior Manager and one of the faces of the PKF Texas Transaction Advisory Services Team. Kimberly, welcome back to The Playbook.

Kimberly: Thanks for having me.

Jen: Last time, you mentioned getting your financial house in order. What does that look like for a company?


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With the April 17 individual income tax filing deadline behind you (or with your 2017 tax return on the back burner if you filed for an extension), you may be hoping to not think about taxes for the next several months. But for maximum tax savings, now is the time to start tax planning for

Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, this week’s guest host, and I’m back with Chip Schweiger, one of our Audit Directors here at the firm.  Chip, welcome back to the Playbook.

Chip: Thanks, good to be here, Jen.

Jen: Now, if someone’s looking for an audit, take us through

Russ: Hi, I’m Russ Capper with The BusinessMakers Show and I’m here to talk about the 13th annual Houston CPA Society Energy Conference, and I’m joined by Brian Baumler, Audit Director and head of the energy practice at PKF Texas, and Chair of the conference; Brian, good to see you.

Brian: Good to

Wednesday’s Highlights

Doug Kennedy, Vice President, Microsoft Dynamics Partners, opened the final keynote presentation with a summary of our previous days’ events (including a recap of conference attendees’ volunteer efforts to give back to the local community), followed by an energetic performance by Dance Houston, and an advance welcome to next year’s event in New