Accounting & Tax Service for Professional Service Providers

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’s Acquisition & Divestiture professionals bring industry and transaction knowledge to mergers and acquisitions in professional services, either from a buyer or seller standpoint. For more information, contact Jason Sharp at jsharp@bvccpa.com.

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 David Phelps at dphelps@bvccpa.com.

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.

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.