Wendy Schmitz

Assurance Director, Atlantic Region Practice Leader

CPA

BDO Charlotte Office

704-887-4254

vCard

Executive Summary

Wendy Schmitz has over 14 years of employee benefit plan experience at BDO. Wendy offers guidance on plan audits and related investments, tax compliance work, and consulting.
 
Wendy manages the Carolinas Employee Benefit Plan Practice with a focus on audit quality. She has served clients in a variety of industries, including broker-dealers, distribution, and manufacturing. With her sole focus on employee benefit plans, her responsibilities include all phases of plan financial statement audits, technical research, and providing recommendations for improving plan operations. She has worked on numerous controls and processes documentation projects 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 member of the BDO’s National Employee Benefit Plan Practice and a leader of the employee benefit plan internal inspection process. She serves as the BDO Atlantic Regional Practice Leader and has also been involved in internal and external training programs in her specialized field.

Professional Affiliations

American Institute of Certified Public Accountants--Department of Labor 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