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LICENSED IN:
Texas
EDUCATION:
Tulane University, New Orleans
Bachelors of Science in Accounting/Finance
BPA – Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
With more than 15 years of accounting experience, Patrick has extensive focus on Securities and Exchange Commission (SEC), auto dealerships, and finance companies. His responsibilities include project management for audit and accounting engagements, as well as compliance auditing. Patrick plans and supervises the staff on engagements, reviews field work, and prepares/reviews financial statements and is heavily involved in static pool reviews, evaluations, and consulting with Buy-Here-Pay- Here, Lease-Here-Pay-Here dealers, lease operators, and finance companies.
Dealerships
- Finance Companies
- Buy-Here-Pay-Here Dealerships
- Lease-Here-Pay-Here Dealerships
- Lease Operators
- Franchised New Vehicle and Motorcycle
- Franchised Medium and Heavy Duty Truck
- Franchised Trailer
- Related Finance and Warranty Companies
SEC Reporting and Filings
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Dallas Chapter of TSCPA—Member
Young Risk Management Association—Member
Auto Team America—Member
Texas Independent Auto Dealers Association (TIADA)—Member
Dallas Fort Worth Metropolitan New Car Dealers Association (DFW NCDA)—Member
El Paso New Car Dealers Association (EPNCDA)—Member
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EXPERIENCE
With more than 15 years of accounting experience, Patrick has extensive focus on Securities and Exchange Commission (SEC), auto dealerships, and finance companies. His responsibilities include project management for audit and accounting engagements, as well as compliance auditing. Patrick plans and supervises the staff on engagements, reviews field work, and prepares/reviews financial statements and is heavily involved in static pool reviews, evaluations, and consulting with Buy-Here-Pay- Here, Lease-Here-Pay-Here dealers, lease operators, and finance companies.
-
AREA OF FOCUS
Dealerships
- Finance Companies
- Buy-Here-Pay-Here Dealerships
- Lease-Here-Pay-Here Dealerships
- Lease Operators
- Franchised New Vehicle and Motorcycle
- Franchised Medium and Heavy Duty Truck
- Franchised Trailer
- Related Finance and Warranty Companies
SEC Reporting and Filings
-
AFFILIATIONS
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Dallas Chapter of TSCPA—Member
Young Risk Management Association—Member
Auto Team America—Member
Texas Independent Auto Dealers Association (TIADA)—Member
Dallas Fort Worth Metropolitan New Car Dealers Association (DFW NCDA)—Member
El Paso New Car Dealers Association (EPNCDA)—Member