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Financial Institution Services (Banks and Credit Unions)

Our Quality Commitment
  • Our commitment is to provide a suite of accounting and consulting services, which improve the effectiveness of corporate governance, risk management and internal control processes.

Services We Provide

At the client’s request, we provide:

  • Accounting
  • Internal, compliance, technology and collateral field audits
  • Business plans and valuations
  • Bank loan request and reports
  • Financial statements and planning
  • Budgets, forecasts and projections
  • Computer system installation and support
  • Corporate/Partnership formation, operation and dissolution
  • International taxation
  • Litigation support
  • Tax planning and tax return preparation
  • Payroll reports and returns
  • Representation before the IRS
  • Retirement plans
  • Claims support – business interruption, inventory loss, insurance
  • Certified fraud examinations

Experience We Have

  • Our dedicated engagement team has over 90 years of combined experience in providing services to financial institutions with advanced certifications including:

    -   Certified Public Accountant
    -   Certified Fraud Examiner
    -   Certified Bank Auditor
    -   Attorney at Law
    -   Certified Valuation Analyst
    -   Series 7

  • In addition, Briggs & Veselka Co. has assisted over six “de novo” banks through formation, application and operation.

Additional Information



  • Financial statement, internal, compliance, loan review and technology audits are necessary for every financial institution, no matter the size. Because of the numerous regulatory requirements imposed by various agencies, and depending on the complexity of the financial institution’s product mix, the organization may require assistance from consultants.

For more information, please contact:

         David Phelps, CPA
         Audit Principal
         dphelps@bvccpa.com

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Construction

Our Quality Commitment

  • Our commitment is to provide quality technical accounting, auditing, tax and business consulting services to both general contractors and subcontractors in the construction industry.

Services We Provide

  • While we offer all of the traditional services, we also offer innovative, creative and unique solutions to our clients in this industry to help our clients maintain their competitive edge.
  • Services we offer include:

    -   Traditional audit, tax and compliance services
    -   Tax planning
    -   Merger and Acquisition and structuring services
    -   Family succession planning
    -   Entity selection
    -   Consulting services
    -   Profit and revenue enhancement services
    -   Financing assistance
    -   Bond and Surety company services

Experience We Have

  • We have two tax partners and one audit partner with over 25 years of experience each in dealing with various contractors, developers, and homebuilders and other construction-related companies. This experience includes performing audits, preparing tax returns, doing tax planning and, more importantly, providing reliable and unique business advice to assist companies in making sound financial and business decisions during the company’s growth and success. We have partnered with these companies to enhance their success and growth of profits.
  • Our client base includes some of the largest and most respected general contractors and subcontractors in the greater Houston area.

 Additional Information

  • Briggs and Veselka Co. has audit and tax managers, seniors and staff who have many years of experience in this industry.  We have invested in on-going continuing education seminars and have the latest publications to make sure we have the most up-to-date knowledge in this industry niche.

For more information, please contact:

         John Flatowicz, CPA
         Audit Partner
         jflatowicz@bvccpa.com

         Charles Weller, CPA
         Tax Partner
         cweller@bvccpa.com

         Gary Trochta, CPA
         Audit Partner
         gtrochta@bvccpa.com

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Manufacturing/Distribution

Our Quality Commitment

  • Our commitment is to provide clients with the highest quality and up-to-date services in a timely fashion. We are also committed to ensuring that they have an advisor who is ready, willing and able to answer questions, is proactive and innovative, while also providing them with the necessary audit, tax and compliance services they need.

Services We Provide

  • We offer manufacturing and distribution companies the following services:

    -   Audit, review and compilation of financial statements
    -   Tax planning and preparation services
    -   Merger and Acquisition due diligence and tax structuring     services
    -   Internal control studies
    -   Revenue enhancement and cost-containment services
    -   Review of potential research and development, export
        and other tax credits
    -   IRS representation and other related services
    -   Overall business consulting services

Experience We Have

  • We have an experienced professional staff of over 60 personnel with an average experience of over eight years serving our manufacturing/distribution clients.

Additional Information

  • The following are examples of services to this industry:

    -   Calculations to determine Section 263a allocations to
        inventory  acceptable to the IRS
    -   Preparation of detailed compiled projections of future
        revenue and costs by product line and division to assist
        in negotiations of take  or pay contracts

    -   Revenue enhancement and cost containment studies
    -   Comparison of company results to industry standards
        and year-by-year comparisons to help identify areas for
        improvement

For more information, please contact:

         John Flatowicz, CPA
         Audit Partner
         jflatowicz@bvccpa.com

         Meresa Morgan, CPA
         Audit Partner
         mmorgan@bvccpa.com

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Professional Service Organizations
(Law, Medical, Engineering, Etc.)

Our Quality Commitment

  • Our commitment is to provide quality and timely technical accounting, auditing, tax and business consulting services to professional service organizations and their owners.

Services We Provide

  • We have successfully serviced and continue to service a wide variety of the premier professional service organizations and their owners in Houston and the surrounding cities.
  • Some of the organizations we serve in the professional service organization practice niche include:

    -   Law firms and their partners
    -   Medical practices and their physicians
    -   Title companies
    -   Software companies
    -   Employee benefit consulting firms
    -   Engineering companies
    -   Financial planning service providers
    -   Other CPA firms
    -   Professional service recruiting firms for:              •  Engineers
                 •  Accountants

                 •  Other professionals

  • Services we provide to these organizations include:

    -   Audit and tax compliance services
    -   Proactive tax and business consulting services
    -   Revenue enhancement and cost-containment studies
    -   Accounts receivables and insurance payment reviews
    -   Internal accounting system reviews to assure all     services performed are billed and collected
    -   Outsourced internal audit services
    -   Internal control reviews
    -   Entity structure analysis
    -   General business consulting services
    -   Acquisition and internal expansion business financing     services

Experience We Have

  • We offer over 30 years of experience in providing custom and innovative services to our professional service organizational clients. 

  • Many clients have hired us to initially help them in one area, and as a result of this initial engagement, we have recognized other services we were able to provide that have resulted in tax and cost savings to them, correction of internal control deficiencies, cash-flow improvements via new financing or cost-containment services and revenue-enhancement recommendations.

Additional Information

  • Professional service organizations, most of all, require timely responses and advisors that understand their business and advisors that are proactive and creative in helping them grow and be successful. Briggs & Veselka Co. is passionate about the services we provide, which is why we presently service some of the largest and premier service organizations in the area.

For more information, please contact:

         Steve Awalt, CPA
         Tax Partner
         sawalt@bvccpa.com

         John Flatowicz, CPA
         Audit Partner
         flatowicz@bvccpa.com

         Meresa Morgan, CPA
         Audit Partner
         mmorgan@bvccpa.com
  

Oil and Gas Support Industry

Our Quality Commitment

  • Our commitment is to provide quality and timely services to the owners, investors and employees of the companies in this industry. We want to enable them to grow and be successful, make informed decisions and have experienced and professional service advisors who are dedicated to providing creative and quality services and recommendations.

Services We Provide

  • We provide audit services to a wide variety of oil and gas support-related entities in order for these companies to satisfy banker, investor and management needs.

  • We offer federal income tax, franchise tax and multi-state tax services for these companies.

  • We provide quality and timely tax planning, business entity planning, transaction planning and various other consulting services to this industry.

  • We provide due diligence services in connection with merger and acquisition transactions.

  • We help start-up companies with their accounting set-up, including a chart of accounts and bookkeeping assistance.

Experience We Have

  • Briggs & Veselka Co. has been servicing this industry successfully for over 20 years, and has a dedicated team with numerous years of experience in the oil and gas industry including:
    -   Charles Weller, Tax Partner
    -   John Flatowicz, Audit Partner
    -   Marilyn Fowler, Tax Manager
    -   Ed Gojara, Audit Manager
    -   Dan St. Clair, Audit Manager

Additional Information

  • Houston is known as the capital of the oil and gas industry; therefore, we make it a priority to assist and serve the rapidly growing support industry.
  • Our firm has retained top-notch personnel with the knowledge and experience to support this industry.

For more information, please contact:

         John Flatowicz, CPA
         Audit Partner
         jflatowicz@bvccpa.com

         Charles Weller, CPA
         Tax Partner
         cweller@bvccpa.com

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Specialties

Financial Institution Services (Banks and Credit Unions)

Construction

Manufacturing/Distribution

Professional Service Organizations (Law, Medical, Engineering, etc.)

Oil and Gas Support Industry


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