Biography

Robert is a leader of the Technical Accounting Consulting Practice and has worked in public accounting and consulting since 1999. He assists clients with complex accounting and reporting issues, including projects related to IPO readiness, SPAC transactions, implementation of accounting standards, adherence to Sarbanes-Oxley 404 (SOX), and business process design.

Robert’s clients include private and publicly traded companies in the software, digital media, manufacturing and distribution, financial services, and retail industries.

Robert is also experienced in counseling executive management in strategic investment decision-making, identifying areas of revenue growth and expense elimination, and analyzing financial trends. He spent most of his career at Big Four and national consulting firms.

Selected Speaking Engagements

  • New Revenue Standard and Implementation Approach
    (Lorman Education Services webinar, March 2019)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Institute of Internal Auditors
  • Member, Texas Society of Certified Public Accountants

Education

  • BBA, finance and accounting, Texas A&M University

Insights from Robert Luman