Advisory Services

Banking Advisory

Briggs & Veselka’s BAS professionals can perform internal audit and controls analysis, SOX compliance, risk assessment and internal controls reviews, including SOC1 and SOC2.
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Cyber Security

We can collaborate with your internal or outsourced IT team to identify, assess, and mitigate risks should they occur, in a more holistic business-oriented approach.
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Internal Audit and SOX Compliance

Our proven IA and SOX framework: enables strong corporate governance, implements firm-wide alignment, and provides meaningful communications to company stakeholders.
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Month End Close Improvement Advisory

Our month-end closing procedures can streamline your books to close in 5 days.
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Outsourced Accounting

Our unique service model for outsourced accounting, controller and CFO services lets you tailor the solution to your situation and size; unlike most other outsourced accounting solutions, a Briggs & Veselka CPA is usually part of the service delivery team, assuring better quality control.
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Transaction Advisory

For both buy and sell-side transactions, we can perform the requisite financial due diligence, including the tax planning that can have significant impact on the “cash out” outcome of a transaction.
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Business Advisory

Business Advisory

    Bob McDonaldTax Shareholder, CPA bmcdonald@bvccpa.com 713-353-1905 EDUCATIONB.B.A. in Accounting from the University of HoustonCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyHealthcareManufacturing & DistributionProfessional ...
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    David Munn Advisory Director, CFE dmunn@bvccpa.com 713-366-8509 EDUCATION Texas State University Bachelor's Degree in Business Administration Colorado School of Banking ...
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    David Phelps Business Advisory Shareholder, CPA dphelps@bvccpa.com 713-353-1941 EDUCATIONB.S. in Accounting from the University of HoustonCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESAgricultureConstructionEnergyFinancial ...
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    Edward FowlerForensic, Valuation & Litigation Support Shareholder, CFA, ASA, MAFFedward@financial-valuations.com512-476-8866 CERTIFICATIONS Accredited Senior Appraiser – Business Valuation Chartered Financial Analyst Master ...
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    Hernie Antonio Audit Director, CPA hantonio@bvccpa.com 713-366-8530 EDUCATIONUniversity of the East, Manila, PhillippinesCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyFinancial InstitutionsManufacturing & DistributionProfessional ...
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    Jason Sharp Tax Shareholder, CPA, JD, LLMjsharp@bvccpa.com713-366-8562 EDUCATIONB.B.A. in Accounting from the University of HoustonJuris Doctorate from South Texas College ...
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    Joe Alcorta Audit Principal, CPA jalcorta@bvccpa.com 713-353-1978 EDUCATIONUniversity of HoustonB.S. in AccountingCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESEnergyManufacturing & DistributionProfessional ServicesReal EstateSERVICESPrivate ...
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    Joseph MeyerRisk Advisory Services Director, CIA, CISAjoseph.meyer@bvccpa.com713-366-8558 EDUCATION M.B.A. Internal Audit/Information Systems B.A in Liberal Arts from Louisiana State University ...
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    Kerry Kilgore Audit Shareholder, CPA kkilgore@bvccpa.com 713-366-8523 EDUCATIONAbilene Christian UniversityMasters of AccountancyCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESEnergyHealthcareManufacturing & DistributionReal EstateSERVICESPrivate Company ...
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    Mark Schaaf Tax & Valuation Shareholder mschaaf@bvccpa.com 713-353-1922 EDUCATIONBall State UniversityB.S. in AccountingCERTIFICATIONSCertified PublicAccountant – TexasCertified Valuation AnalystINDUSTRIESConstructionHealthcareManufacturing & DistributionProfessional ...
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    Sonny Brandtner Risk Senior Director, CPA, CFE sbrandtner@bvccpa.com 281-917-7541 EDUCATIONB.B.A in Accounting from University of Texas - AustinCERTIFICATIONSCertified Public Accountant ...
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    Tom P. Donovan Audit Shareholder, CPA tdonovan@bvccpa.com 512-346-0908 EDUCATIONB.B.A in Accounting from the University of Texas - AustinCERTIFICATIONSCertified Public Accountant ...
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    Outsourced Accounting

      David Phelps Business Advisory Shareholder, CPA dphelps@bvccpa.com 713-353-1941 EDUCATIONB.S. in Accounting from the University of HoustonCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESAgricultureConstructionEnergyFinancial ...
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      Sonny Brandtner Risk Senior Director, CPA, CFE sbrandtner@bvccpa.com 281-917-7541 EDUCATIONB.B.A in Accounting from University of Texas - AustinCERTIFICATIONSCertified Public Accountant ...
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      Transaction Advisory Services

        Bob McDonaldTax Shareholder, CPA bmcdonald@bvccpa.com 713-353-1905 EDUCATIONB.B.A. in Accounting from the University of HoustonCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyHealthcareManufacturing & DistributionProfessional ...
        Read More
        Edward FowlerForensic, Valuation & Litigation Support Shareholder, CFA, ASA, MAFFedward@financial-valuations.com512-476-8866 CERTIFICATIONS Accredited Senior Appraiser – Business Valuation Chartered Financial Analyst Master ...
        Read More
        Hernie Antonio Audit Director, CPA hantonio@bvccpa.com 713-366-8530 EDUCATIONUniversity of the East, Manila, PhillippinesCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyFinancial InstitutionsManufacturing & DistributionProfessional ...
        Read More
        Jason Sharp Tax Shareholder, CPA, JD, LLMjsharp@bvccpa.com713-366-8562 EDUCATIONB.B.A. in Accounting from the University of HoustonJuris Doctorate from South Texas College ...
        Read More
        Joe Alcorta Audit Principal, CPA jalcorta@bvccpa.com 713-353-1978 EDUCATIONUniversity of HoustonB.S. in AccountingCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESEnergyManufacturing & DistributionProfessional ServicesReal EstateSERVICESPrivate ...
        Read More
        Kerry Kilgore Audit Shareholder, CPA kkilgore@bvccpa.com 713-366-8523 EDUCATIONAbilene Christian UniversityMasters of AccountancyCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESEnergyHealthcareManufacturing & DistributionReal EstateSERVICESPrivate Company ...
        Read More
        Mark Schaaf Tax & Valuation Shareholder mschaaf@bvccpa.com 713-353-1922 EDUCATIONBall State UniversityB.S. in AccountingCERTIFICATIONSCertified PublicAccountant – TexasCertified Valuation AnalystINDUSTRIESConstructionHealthcareManufacturing & DistributionProfessional ...
        Read More
        Tom P. Donovan Audit Shareholder, CPA tdonovan@bvccpa.com 512-346-0908 EDUCATIONB.B.A in Accounting from the University of Texas - AustinCERTIFICATIONSCertified Public Accountant ...
        Read More