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Kate Henderson Manager, Audit & Assurance

Kate-Henderson

What I Know

Most business owners have a vision for building their companies, but need strong financial statements to they can craft strategies for how to fund growth, expansion and other business goals. They also tend to lack experience in how to exit the business, since it only happens once or twice in a lifetime. So the need for dependable and accurate financial systems and processes that are necessary to develop financing and exit strategies are critical issues for any company owner.

I provide a variety of assurance services, and have worked with multiple companies, all leveraged differently. I am knowledgeable in the accounting requirements for a wide range of financing arrangements. I like to work with a team so the client gets the best of collective thinking and resources.

Over the years my clients have shared that they value my timeliness and responsiveness to their needs, and that they like my ideas and guidance in helping them make knowledgeable decisions. They also appreciate that I am genuine and show concern for their personal and professional well-being.

Client Successes

One of my most successful engagements was with a client going through some unique financing changes, where we worked together on multiple accounting issues associated with the revisions. We were able to guide the client on the accounting treatment and address multiple questions. Even though the audit was completed in about a month, we keep in touch and provide support on accounting issues as the business changes and grows.

Additional Insight

How has your professional experience shaped your thinking about your area of expertise?

That assurance services are more than just an opinion at the end of an audit, review or compilation; that it in fact can provide guidance to business decision making, and have a central role in a company’s growth and success.

How does entrepreneurial thinking play a role in your guidance to clients?

Innovative thinking is essential in today’s business world. Sometimes traditional options are the best way to go, but surely not always. It is important to have an entrepreneurial mindset to help give our clients an advantage.

What are some of the common biggest areas for improvement you see when you begin working with a new client?

I often see that companies need process and documentation improvements. Many clients have areas within their processes that can be tightened to strengthen control or efficiency. Additionally, they can improve their documentation, especially with informal processes.

Profile

Practice Group

Audit & Assurance

Major Practice Area

Audit, Reviews, Compilation

Industries Served

Healthcare, Real Estate, Retail, Manufacturing & Distribution, Employee Benefit Plans

Professional and Community Involvement

American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Junior Achievement (Young Professionals Board)
The Door Church

Professional Background

Travis Wolff, LLP
KPMG

Education

Baylor University (Master of Accountancy)
Baylor University (Bachelor of Business Administration, Accounting; Magna Cum Laude)

Credentials and Certifications

Certified Public Accountant (CPA), Texas
Chartered Global Management Accountant (CGMA), Texas



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