Patrick began his career more than 10 years ago working on financial statement audits at KPMG in Dallas. Prior to working for Holtzman Partners, Patrick also worked as an auditor at BKD in Waco and as a retirement plan consultant for a third-party administrator of employee benefit plans. At Holtzman, Patrick brings his experience to financial statement audits, employee benefit plan audits, merger & acquisition due diligence, and SOX compliance work.
Patrick has a knack for analyzing large amounts of data and presenting concise, formula-driven tables and graphs. His proficiency with data and spreadsheets becomes quite useful with his diverse client projects. He has worked with clients in the technology, healthcare and nonprofit industries and in varying stages of the business life cycle. He enjoys helping his clients identify best practices and providing them with technical accounting guidance. His clients include Bazaarvoice, Hanger, Cedar Park Regional Medical Center, WP Engine, Aspen Heights and Vida Capital.
Patrick earned his B.B.A. in accounting and a master’s degree in accounting from Baylor University. He has been a CPA in the state of Texas since 2007.
Originally from the East Coast, Patrick grew up just outside of Boston. He and his family moved to Plano, Texas, when he was in high school, and he’s been a Texan ever since.
What do you enjoy outside of the office?
I enjoy woodworking and working on projects around the house.
What is your favorite way to spend a weekend?
At home with my wife and son.