We help technology manufacturers develop private-label opportunities with multinational brands. Use our strategic experience to connect your innovative technologies to the marketing power of major brands. Our collaborative approach to private-label branding will give you direct access to a ready-to-run sales channel.

Dedicated to helping owners of closely-held private businesses with finance, technology and accounting challenges and targeted growth opportunities through specialized attestation, tax, and consulting services. Experienced advisor in a variety of industries including: services, insurance, construction, manufacturing, dealerships, non-profit and governmental sectors. We are committed to our clients success, growth and satisfaction.Holbrook Hicks & Associates merged with PKM in January 2015.

•Present and discuss financial information with executive officers and business owners. Add value to attestation services by providing critical review and thoughtful recommendations to improve our clients’ processes. Convey to management the benefits and costs of recommended actions and the organizational impact from the perspective of accounting, human resources and operating departments. Research and assist clientele with best practices for their industries and unique organizational needs.•Technically review financial statements and research complex accounting treatments and tax positions.•Lead new projects and engagements as our primary firm contact. •Represent the firm at professional seminars and networking events throughout the Southeast region.•Performed a leading role in executing the firm’s internal paperless software transition, including customization of reports and development of internal policies and practices for administration, audit and tax departments. Charged by partners with maintenance and execution of firm quality control standards for peer review examinations.•Recognized by partners for unwavering commitment to excellence of work product and development of quality client relationships through integrity, compassion and attention to detail. Exceptional feedback from clientele.•Experienced with Microsoft’s Office suite, CCH Accounting Research Manager, Thompson Reuters/RIA Checkpoint Research and PPC Practice Aides, Creative Solutions Accounting, CS Trial Balance, CS UltraTax, and ProSystems Fx Engagement. •Understanding of several accounting and business management software suites including Sage 500 ERP, Datacor Chempax ERP, Microsoft Dynamics GP and Intuit QuickBooks.

•Industry experience with property and casualty insurance companies and exchanges, private manufacturing, construction, automotive and equipment dealerships and employee benefit plans.•Managed audit and review engagements from planning and preliminary risk-assessment to presentation of draft financial statements to partners. •Accountable for accuracy and integrity of audit testing and documentation. •Tax return preparation including partnerships, corporations, insurance companies, various trusts, nonprofits, employee benefit plans and individuals. •Processed financial transactions in a bookkeeping and maintenance role for an emerging business entity. Reconciled the general ledger and assisted with consolidation process and reported results to executives. Facilitated the development and on-site implementation of the entity’s accounting policies and control environment. •Identified, planned and tested internal controls. Excelled by formulating quick and accurate analyses of client control environments. Prepared written summaries of findings and recommended actions to management.•Researched tax and auditing regulations and updates according to GAAP, SSAP, IRC and ERISA to be used by management in strategic planning, consulting and advisory practices. •Conducted financial condition examinations of Georgia insurance companies and self-insured funds as senior representative for the Chief Examiner to the Georgia Department of Insurance and Office of the Commissioner. Responded to requests from executives, auditors, actuaries and governmental agencies regarding examination findings, financial adjustments and recommended compliance actions.

•Accountable for accuracy and integrity of audit testing and documentation. •Tax return preparation including partnerships, corporations, insurance companies, various trusts, nonprofits, employee benefit plans and individuals. •Promoted to senior staff accountant within two years and manager in four years. Expanded role within firm to include recruiting, training, mentoring and managing staff and interns on auditing and accounting projects. Accompanied partners on client prospecting meetings, business proposal presentations and other professional networking and fundraising events.