Manufacturing & Distribution Accounting & Tax Services

How We Can Assist with Current Manufacturing Accounting & Tax Issues

Recovery from Vendors

Oftentimes actual contract delivery and performance varies from the terms of a supplier contract, causing hidden losses for a medical practice; in our experience, few companies even attempt to reconcile such non-delivery or underperformance.

How to prepare: Briggs & Veselka professionals can perform audits of actual vs. contracted performance and, depending on the terms of the contract, find cash recoveries for your practice. Proactively, we can examine current contract structure from a performance standpoint to advise you on how to create opportunities for recovery in future contracts. For more information, please contact Adam Dimmick at

State & Local Tax

States, counties, and parishes often have complex and varying statutes about tax liabilities, which could have impact on local operations and your federal return.

How to prepare: Our SALT practice can help companies plan appropriately as operations expand beyond their original nexus. Pre-planning is an effective way to assure the right tax structures result in only the fair share of taxes being paid. Contact John Cooney at for more details.

Cost Management for Internal Financial Functions

Supplier 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 company.

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

New Lease Accounting Regulations

These new lease accounting regulations could have impact on bank loan covenants as they might change the borrowing base for many loans essential to many manufacturing companies.

How to prepare: Briggs & Veselka is already working with companies to advise them on the possible implications of these new accounting regulations to help them prepare possible revisions to existing covenants and as guidance for future loan agreements. For more information, contact Kevin Stewart at at

New Accounting Standards for Revenue Recognition

Under the new FASB rules, which go into effect on December 15, 2016 for public companies and in 2017 for all companies, contracts must meet certain requirements before revenue can be recognized.  Additionally, contract modifications and performance obligations fall under new scrutiny, and the incremental costs of obtaining a contract will be recognized as an asset, which could impact your balance sheet.

How to prepare: The Briggs & Veselka manufacturing practice has prepared a confidential, no obligation checklist to allow management of management companies’ better insight into the impact of these FASB rules, which could impact contracts being executed even before the regulations go into effect. Contact Adam Dimmick at

Accounting and Tax Services for Manufacturing & Distribution Companies

Audit & Attestation

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

Tax Planning & Compliance

  • Corporate Tax Planning and Preparation
  • Entity Structure to Optimize Tax Efficiencies
  • International Tax Planning and Preparation
  • State and Local Tax (SALT)

Business Advisory

Forensic Accounting

  • Economic Damages/Lost Profit Calculations
  • Expert Testimony
  • Fraud & Fraud Investigations
  • Asset Tracing


Sheila Enriquez

Managing Partner, CPA, JD


Mark Schaaf

Tax & Valuation Partner


Joe Alcorta

Audit Director, CPA

BIO Download VCARD LinkedIN



David Phelps

Business Advisory Partner, CPA



John Cooney

State & Local Tax Partner, CPA



Lynell Lilly

Tax Partner, CPA


Fast Facts

  • An integrated  practice offering audit, tax and business consulting solutions for middle market and larger manufacturing construction companies
  • Proactive solutions to allow manufacturing and distribution companies plan ahead on changing financial and regulatory issues (see left)
  • Insights into the tax implications of multi-state operations, and the personal and entity structure implications of closely-held manufacturing companies
  • Access to a global network to assist with entity structure, tax, and operational issues in every manufacturing center in the world
Find All Manufacturing & Distribution Services Professionals

    Adam DimmickAudit Partner and Department Chair, CPA, CGMA
    713-353-1954 ...
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    Baria Jaroudi FVLS Senior Manager, CPA/ABV, CBA, CVA
    713-366-8518 ...
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    Beverly Hensley Tax Partner, CPA 979-543-1040 EDUCATION
    Bob McDonaldTax Partner, CPA
    Brian Jordan Tax Director, CPA, CFE
    713-353-1980 ...
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    Crystal Gates Tax Partner, CPA 713-353-1955 ...
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    David Phelps Business Advisory Partner, CPA 713-353-1941 ...
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    Dennis Baonguis Audit Director, CPA 713-353-1966 ...
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    Edward Fowler Forensic, Valuation & Litigation Support Partner, CFA, ASA, ...
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    Forest Xu Tax Partner, CPA 713-366-8529 EDUCATION
    Hal D. Miller Tax Partner, CPA
    512-480-8182 ...
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    Hernie Antonio Audit Director, CPA 713-366-8530 ...
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    Jamie Sylvester Audit Partner, CPA
    713-353-1931 EDUCATION
    Jason Liu Audit Partner, CPA 713-366-8563 ...
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    Jason Sanders Tax Department Chair, CPA
    713-667-9147 EDUCATION ...
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    Jeff Mealer State & Local Tax Manager, CPA, JD ...
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    James "Jim" Herrmann Chief Information Officer
    713-353-1902 ...
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    Joe Alcorta Audit Director, CPA
    713-353-1978 EDUCATION
    John Cooney State & Local Tax Partner, CPA 713-353-1903 ...
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    John Flatowicz Audit Partner, CPA
    713-353-1910 ...
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    Kerry Kilgore Audit Partner, CPA
    713-366-8523 EDUCATION
    Kevin Lovins Tax Partner, CPA
    713-353-1914 ...
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    Kevin Stewart Advisory Principal & Client Accounting Services Practice Lead
    713-366-8503 ...
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    Larry Dodson Audit Partner, CPA 512-480-8182 ...
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    Lesley Sciortino Audit Partner, CPA 713-353-1994 ...
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    Lynell Lilly Tax Partner, CPA 713-353-1999 ...
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    Marilyn Fowler Tax Director, CPA 713-353-1908 ...
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    Meresa Morgan ERISA Practice & Audit Partner, CPA 713-353-1921 ...
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    Michelle Mullen Tax Partner, CPA
    713-366-8560 EDUCATION
    Rubik Yeriazarian Forensic, Valuation & Litigation Support Principal, CPA, CFE, ...
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    Sam Oldroyd Tax Principal, CPA 832-463-4087 EDUCATION ...
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    Sheila Enriquez Managing Shareholder 713-667-9147 EDUCATION
    Xin Xin Tax Partner, CPA 713-366-8501 ...
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