Partner

Patrick Carvey, CPA

Audit
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Bio

Meet Patrick Carvey

Patrick began his career in 2005 working on financial statement audits at KPMG in Dallas. Prior to joining Armanino, Patrick was a partner at Holtzman Partners where he specialized in risk assurance and advisory. He also worked as an auditor at BKD in Waco and as a retirement plan consultant for a third-party administrator of employee benefit plans. 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 enjoys helping his clients identify best practices and providing them with technical accounting guidance. 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.


Contact Patrick Carvey

Experience

Professional History

Associations

  • American Institute of Certified Public Accountants (AICPA)

Community

  • Co-Den leader of Cub Scouts

Education

  • Baylor University

Experience

  • Holtzman
  • BKD
  • July Business Services
  • KPMG

Q&A

Q. Without naming names, tell us about your favorite client and why you enjoyed working with them.
To speak generally, working with all our clients is fun. Whether my clients are self-sustaining from operations or in the start-up or early-stages, they are often responding to new challenges facing their business. I enjoy helping them navigate complexities, such as financing events that run the gamut of how they are structured between debt and equity. As auditors, we have to pay close attention to the different provisions and nuances of each transaction and truly helps me grow and sharpen my skills.
Q. What keeps you up at night?
My work seems to feel like an unfinished puzzle at times. Even if I have part of the solution, my brain is always trying to determine the rest of it. Working to figure out how to twist that last puzzle piece and get everything where it needs to be captivates my mind long after I’m clocked out for the day.
Q. Describe your work style.
I work focused on each client’s goal in mind to ensure our clients get the outcomes that meet their needs and expectations. I ensure my team understands their goals, timelines and the requirements to meet and exceed expectations. As a team, we collaboratively work through making sure we are on track to ensure those goals are met at the end of this project. My job is to make sure my team has the tools and skills to carry out this agenda efficiently.
Q. Who is (or was) the most influential person in your life?
My mom is easily the most influential person in my life. I grew up in a single-parent household, and my mom managed to start her own business as a bookkeeper. She kept my siblings and me fed and helped us get through college. I’m still in shock at all that that she was able to accomplish in 24 hours. She eventually grew and sold the business, which allowed her to retire as a direct result. She has been the blueprint for me in my professional career.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
Life is what happens when you are busy making plans. Many of us end up where we are when preparation meets opportunity. Those things cannot be planned, so don’t focus on the linear progression of advancement but on doing the right things in the short term and letting successes build.
Q. What do you love most about your work?
I love not knowing what the next day will bring despite what is noted on my calendar and personal schedule. It keeps things new and exciting. There is no such thing as standing still in this profession because something is always happening with our clients and we must rise to meet the challenges of the day ahead.
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