Wendy Schmitz

Assurance Director, Atlantic Region Practice Leader

CPA

BDO Charlotte Office

704-887-4254

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Executive Summary

Wendy Schmitz has over 15 years of employee benefit plan experience at BDO. She manages BDO’s Employee Benefit Plan (EBP) practice for the Carolinas and serves as Practice Leader for the Atlantic Region. She is also a member of the EPB national practice.
 
Wendy’s extensive in experience EBPs includes plan audits and related investments, tax compliance work, and consulting. She serves clients in a variety of industries, including broker dealers, distribution, and manufacturing. Her responsibilities include all phases of financial statement audits and agreed upon procedures and she provides both technical research and recommendations for improving operations. She has overseen a wide range of documentation projects for controls and processes documentation projects while working in both public and in corporate accounting. In addition, Wendy has performed compliance reviews and has been involved in numerous Department of Labor (DOL) and Internal Revenue Service (IRS) correction resolutions.
 
Wendy is a leader in the firm’s EBP internal inspection process and has been involved in both internal and external training programs.

Professional Affiliations

American Institute of Certified Public Accountants
Technical Standards Subcommittee
North Carolina Association of Certified Public Accountants (NCACPA)


 

Education

M.Acc., University of North Carolina at Chapel Hill
B.S., Business Administration, University of North Carolina at Chapel Hill