Professional Services

Services for Professional Services Companies

Audit & Attestation

  • Audit, Review and Compilation of Financial Statements
  • Employee Benefit Plan (401k) Audits

Tax Planning & Preparation

  •  Federal/State Tax Planning and Compliance for Corporations and Partnerships
  • Entity Structure Analysis
  • Individual Tax Planning & Compliance
  • Gift & Estate Planning

Business Advisory

Forensic Accounting

  • Accounting Controversy Matters
  • Expert Testimony

How We Can Assist with Current Professional Services Accounting & Tax Issues

Acquisition & Divestiture

Aging baby boomers who are shareholders in professional services firms are more frequently contemplating A&D activities, which can be time consuming, expensive, and a distraction from serving your own clients.

How to prepare: From valuations to tax planning and operational improvement, Briggs & Veselka Acquisition & Divestiture professionals bring industry and transaction knowledge to mergers or acquisitions in professional services, either from a buyer or seller standpoint. For more information, contact Jason Sharp at jsharp@bvccpa.com.

Cost Management for Internal Financial Functions

Billing, month-end closings, and reports for lenders can place burdens on your existing finance and accounting staff and impede the cash flow of your operations.

How to prepare: Briggs & Veselka’s Outsourced Accounting Services provides budget flexibility and control when you require interim support of full back office accounting functions. For more information, contact Terry Sherrill at tsherrill@bvccpa.com.

Accounting Controversy

When accounting firms are involved with lawsuits, they often require independent expert investigation and oftentimes, testimony of findings.

How to prepare: Our professionals have a unique combination of skills:  decades of peer review experience; SEC registrant experience; testifying experience; and a focus on the middle market.  This combination can be effective and credibility in firm defense work related to accounting lawsuits. For more information, contact Sheila Enriquez at senriquez@bvccpa.com.

Employee Benefit Plan Compliance

The Department of Labor (DOL) requires many defined benefit plans to have an annual audit, which can be time consuming and costly, even for a plan with fewer than 1000 employees.

How to Prepare: Briggs & Veselka’s Employee Benefit Plan Audit group is in the top 1% of all accounting firms in terms of the number of plans audited; we are recognized as thought leaders in the area and offer reasonable rate structure uniquely suited for middle market professional services firms. For more information, contact Meresa Morgan at mmorgan@bvccpa.com mmorgan@bvccpa.com.

Organizations We Serve

  • Law Firms and Their Partners
  • Medical Practices and Physicians
  • Engineering Companies
  • Architectural Firms and Their Partners
  • Title Companies
  • Employee Benefit Consulting Firms
  • Financial Planning Service Providers
  • Other CPA firms
  • Professional Service Recruiting Firms
Sheila_Enriquez

Sheila Enriquez

Audit Shareholder, CPA, CFF, CVA, JD
senriquez@bvccpa.com
713-667-9147
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Laura_Freudenberger

Laura Freudenberger

Audit Shareholder, CPA
lfreudenberger@bvccpa.com
713-353-1916
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Kevin_Lovins

Kevin Lovins

Tax Shareholder, CPA 
klovins@bvccpa.com
713-353-1914
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TERRY_SHERILL

Terry Sherrill

Business Advisory Shareholder, CPA 
tsherrill@bvccpa.com
713-353-1998

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Employee Benefits Plan Audits Overview with Meresa Morgan

Fast Facts

  • The firm serves a variety of professional organizations from AMLAW 100 firms to major medical practices in Texas with a variety of outsourced or co-sourced services
  • Especially attuned to the interaction between corporate and personal tax planning and compliance unique to most professional service firms
  • The fact we are hired by other accounting firms speaks to the integrity of our people and our work product
  • Our active peer review process within the accounting industry demonstrates a high level of knowledge and respect among our professional services peers