Holtzman Partners Announces Expansion of Partnership and Executive Leadership Team
Crist and Leifeste Promoted to Partner, Peterson to Executive Director
Holtzman Partners, a top certified public accounting firm based in Austin, Texas, is pleased to announce that Cassie Crist and Gretchen Leifeste have been named partners of the firm and Kat Peterson has been named executive director, all effective January 1, 2017.
Cassie Crist is known for her leadership, experience and knowledge in working with employee benefit plan audit clients, and also has extensive experience working on financial statement audits. She is passionate about professional development and employee recruiting—especially when it comes to the recruitment, retention and advancement of women in the public accounting profession. Before joining Holtzman Partners, Cassie worked for Grant Thornton in Atlanta and focused on financial statement audits within the firm’s technology practice. She also served as the Women at Grant Thornton local office champion in Atlanta.
Prior to becoming a CPA in 2006, Cassie earned a B.S. in business with a concentration in accounting from Indiana University Purdue University—Fort Wayne, Indiana. She is a CPA in the state of Texas and a member of the AICPA.
Gretchen Leifeste began her career more than 11 years ago in PwC Austin’s financial statement audit practice. She joined Holtzman Partners’ audit and advisory group in 2007 and is involved with financial statement audits, employee benefit plan audits, technical accounting advisory services and Sarbanes-Oxley compliance. Gretchen enjoys working with companies in a variety of industries including technology, retail and healthcare. She leads the firm’s women’s initiative and enjoys connecting with other professional women. Gretchen has also historically led the firm’s internal training and CPE programs.
Prior to becoming a CPA in the state of Texas in 2006, Gretchen earned a B.B.A in accounting and an M.S. in finance from Texas A&M University. She is a member of the AICPA, the American Women’s Society of CPAs and the Texas A&M Association of Former Students.
With more than 13 years of accounting experience, Kat Peterson is involved in a variety of engagements at Holtzman Partners, including financial statement audits, employee benefit plan audits, Sarbanes-Oxley compliance, and advisory services related to accounting transactions, such as stock compensation, financial statement preparation and purchase accounting. Kat started her career as a financial auditor for the U.S. Government Accountability Office in Washington, D.C. and returned to Texas in 2006 to work at EY Austin. She left as an audit manager to move into industry as a manager of SEC reporting and Sarbanes-Oxley compliance analysis at Newgistics, then joined Holtzman Partners in 2012. Kat leads the firm’s accounting and advisory practice, and is the firm’s resource on technical accounting matters and quality.
Prior to becoming a CPA and Certified Fraud Examiner in 2005, Kat earned a B.B.A. in accounting and an M.P.A. in auditing from the University of Texas at Austin. Kat is also a member of the AICPA and the Association of Certified Fraud Examiners. She currently serves as treasurer on the board of directors for Love-A-Bull, Inc., an Austin-based not-for-profit.
“Holtzman Partners is proud to welcome Cassie, Gretchen and Kat to the leadership team,” said Chris Perkins, managing partner. “All three bring a unique perspective, but are united in the goal of making Holtzman both a great place to work and the right choice for our clients.”