We are excited to announce we have a new Director joining our firm. His name is Matthew Goldston, CPA, CM&AA, CVA, and he is joining our Entrepreneurial Advisory Services team.

Matthew’s experience as a CFO includes leading multiple companies through transactions from mergers and acquisitions to integrations, spin-offs and successful exits. Additionally, he has extensive experience with growth consulting, audit and business valuation. In addition, he has served industries including manufacturing, technology, construction, industrial services and private equity.

“PKF Texas continually evaluates ways to further enhance our client service offerings,” said Byron Hebert, CPA, CTP, Chief Growth Officer. “With the experience Matt brings to the firm, we have added another layer to our ability to co-develop solutions with our clients who may be considering a transaction.”

To learn more about Matthew, visit our website!

We are excited to share two of PKF Texas’ Directors have been recognized within the Houston community and the accounting profession.

Chief Culture Officer and Audit Director, Sonia Freeman, CPA, was named as one of the Houston Business Journal’s “Women Who Mean Business.” She will be honored with the award on October 18, 2018 at the Hilton Americas-Houston, followed by a special edition of the HBJ weekly edition on October 19.

In addition, Entrepreneurial Advisory Services (EAS) Director, Danielle Supkis Cheek, CPA, CFE, CVA, was recognized by CPA Practice Advisor, as well as Accounting Today. CPA Practice Advisor named Supkis Cheek as a “40 Under 40” honoree, and Accounting Today named her as a “Top 100 People: Ones to Watch,” which landed her a featured spot at the top of the website’s home page.

As Sonia and Danielle continue to see success in their careers, they’re paving a prosperous career path for fellow team members at PKF Texas.

You’ve seen them in Houston, now experience the Friendship Factor, presented by Karen Love and Leisa Holland-Nelson, in San Antonio for the first time. In this evergreen conversation, these best friends share real-life examples of how they built their networks to grow their companies and expand their personal brands.

The second annual Trinity University Women and Girls’ Leadership Summit happens this Friday, April 28 and Saturday, April 29. It is a truly exciting opportunity to connect with and empower talented women and girls in a unique setting and to engage with superstar women leaders. For more information, please visit www.trinitywomensleadership.com or view the event flyer below:

Summit17-SaveTheDate-Final

https://vimeo.com/132533044

 

Russ: This is the PKF Texas Entrepreneur’s Handbook. I’m Russ Capper, this week’s guest host. I’m here once again with Kenneth Guidry, President of PKF Texas; welcome back to the Playbook Kenneth.

Kenneth: Always good to be here Russ.

Russ: You bet. So last time I was here I heard stories about this a couple of times, real exciting, the new JVSA which stands for what?

Kenneth: Joint Venture Strategic Advisors.

Russ: Okay, but weren’t you doing joint venture advising and auditing before this?

Kenneth: Yeah, we’ve had a long history of service to the energy industry and this service has a long standing history in that industry in particular. We’ve seen an increase in the opportunities that are coming our way, hearing about the level of activity – the level of investment in the drilling and exploration programs that we started to see more opportunities come our way. JVSA was really purposefully founded by ourselves, by Catalyst, our PKF North America affiliate firm in Calgary in the principles of JVMI that has a 20 year history of targeted services for this purpose, joint venture, auditing joint venture management; really an opportunity for us to add some great talent to our mix and approach the market in a much more targeted way.

Russ: Cool, I guess you sort of have your foot in Calgary too, I mean that was probably happening anyway.

Kenneth: We’ve got a great relationship, again a long standing history through our PKF International relationship to service cross border operations; the opportunity to work reference from Calgary is bringing together two of the premier energy markets in North America.

Russ: Great. To learn more about JVSA visit JVSA.com. This has been another Thought Leader production brought to you by PKF Texas Entrepreneur’s Playbook.

Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here with Kenneth Guidry, President of PKF Texas. Kenneth, welcome to your playbook.

Kenneth: Good to be here Russ.

Russ: You bet. So I recently had the opportunity to interview you for The BusinessMakers Show and we talked about JVSA; tell us about that, what is JVSA?

Kenneth: Well JVSA stands for Joint Venture Strategic Advisors and it is a newly formed entity, collaboration and affiliation with our PKF North America affiliated firm located in Calgary – the firm’s name is Catalyst – along with one of their long-standing relationships – JBMI – and its principals and specialists, focused don services to the energy industry, specifically around joint venture auditing and management.

Russ: Oh, wow, okay so that’s probably a hot item these days I would assume.

Kenneth: There’s been an unprecedented amount of spending in drilling programs over the last several years. That’s been the target of this entity – of the historical services of JBMI – we intend to continue that tradition with this team of specialists and experts but also expand on that to other industries. Kind of agnostic in that respect as long as they have multiple parties to an agreement around a joint venture relationship that it is an opportunity for us.

Russ: Okay, really cool; appreciate you sharing that with us.

Kenneth: My pleasure, thank you.

Russ: You bet, you bet. And to learn more about the JVSA visit JVSA.com. This has been another Thought Leader Production brought to you by PKF Texas Entrepreneur’s Playbook.

MaryLynn Greg Brad at NASDAQ

So for the past few years the winner of the Rice Business Plan Competition (BPC) (www.alliance.rice.edu) has been invited to go to New York City and ring the bell at the NASDAQ and get some additional publicity for their startup company. This year’s winner was NuMat Technologies out of Northwestern University from Chicago.  It was nice to see the changes in the personnel and their success begin to accelerate as a result of winning the Rice BPC.  Several members of the Houston business community were also present at the bell ringing and it was a great testament to desire of the City to bring new companies and great ideas to grow and prosper in our city.

Recently, I had the opportunity to review a Kauffman Foundation report on the Rice BPC and its impact on the community as a whole.   The study showed “that university business plan competitions can go beyond simply being an academic exercise or educational experience. They can serve as a vehicle for building a robust entrepreneurial ecosystem and serve as a launching pad for new businesses, especially high-tech, high-growth startups.”   The Kauffman report went on to say that “all net new jobs created in the United States come from startups-companies less than five years old.”  Our eco-system benefits from the Rice BPC and we are excited to be a part of that community.

Times Square RBPC at NASDAQ