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Carisma Robertson, CPA, MBA

Carisma Robertson, CPA, MBA - Partner

Professional Experience:

  • Significant publicly and privately-held client service experience in financial audit and attest services
  • Experienced in audits of employee benefit plans
  • Significant assurance experience in oil and gas industry (upstream & downstream)
  • Broad range of experience in addressing complex technical accounting matters and Sarbanes-Oxley implementation specific to both independent and integrated oil and gas companies
  • Experienced in IFRS (International Financial Reporting Standards), FERC (Federal Energy Regulatory Commission) and SEC reporting including 10-K's and 10-Q's
  • Formerly served as the Upstream Oil & Gas Lead on the PricewaterhouseCoopers' IFRS Project Team
  • Former member of PricewaterhouseCooper's Portfolio and Fraud LEX element for the Houston market team
  • Industries of focus include upstream oil and gas, downstream energy, wind generated energy, not-for-profit, consumer services, retail, transportation, wholesale, manufacturing, oilfield services, retail electrical providers, and construction services


  • Robertson & Robertson, PLLC, Houston, Texas - 2010 to present
  • PricewaterhouseCoopers LLP, Houston, Texas - 2000 to 2010
  • MBA/BBA - Accounting, University of St. Thomas, Houston, Texas - 2000

"I just wanted to let you know that I am extremely pleased with the work provided by Robertson & Robertson. We used their services to perform an annual audit, which really opened our eyes to our operations. They were able to objectively help us identify issues within our accounting information system that resulted in a very positive impact to our "bottom line", which is valuable for any company in any industry. Robertson & Robertson is a trustworthy and professional accounting firm that I would recommend to any company looking to become more profitable and knowledgeable about their operations".

Javed Meghani
Chairman & CEO, Mega Energy

"2010 was the first year US Imaging, Inc. used Robertson & Robertson, PLLC to prepare the 401(k) audit for our plan's Form 5500. Ben Robertson and Carisma Robertson were extremely professional, yet personable to work with. They were certainly knowledgeable and I would recommend them without hesitation."

Martha Law
CFO, US Imaging, Inc.

"Robertson & Robertson have managed to combine the expertise you would expect from a 'Big Four' firm while still retaining the personal touch. From day one they showed a genuine interest and quickly grasped the issues particular to our business. They have given valuable guidance to our financial team. Our audits have been carried out efficiently and diligently with the minimum of disturbance to the accounting functions. Above all, I have appreciated their objective feedback and support. I highly recommend doing business with them as they will bring about great benefits".

Richard Wakim
President, Brilliant Energy

"In 2011, we engaged Robertson & Robertson, P.L.L.C., to perform our 2010 annual SAS 70 (Type II) audit, and found them to be thorough, professional and consistent with the guidelines established for this particular type of audit. Their firm proved to be infinitely approachable when questions or concerns arose, and were quick to respond to our queries. In all, their knowledge and expertise helped our company to improve our processes, focus on objectives needing to be fine-tuned and left us in an excellent position for the upcoming transition to the SSAE 16 audit."

Mike Pettey
President, Alliance Benefit Group of Houston

"Working with Robertson & Robertson is a very pleasant experience. Their staff is very knowledgeable and up to date on the latest laws and requirements. They are thorough yet considerate of your time. They create a comfortable enough atmosphere to make our review relatively painless. We will be working with them again next year."

Lori Biehle
Vice President, Phoenix Millwork, LLC

"Thorough and professional - those two words summarize my impression of the CPA services provided by Ben Robertson of Robertson & Robertson. From the initial engagement interview, to the final financial review report, to conscientious follow-up, Robertson & Robertson made sure all the "i's" were dotted and all the "t's" were crossed and that JES Tech had everything we needed to fulfill our reporting obligations. Thanks Robertson & Robertson!"

Keith Sabin
Vice President, JES Tech