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Audit & Assurance

A computer keyboard, a pen on a U.S. income tax form, and a cup on a wooden desk.

Tax Advisory & Compliance

A group of six diverse people in a business meeting around a wooden table with laptops, tablets, notebooks, and cups, engaged in a handshake and discussion, in a professional office setting.

Consulting

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Transaction Advisory

AUDIT & ASSURANCE

Accurate financial information is critical to decision making, and an audit should be the first line of defense.  A quality audit includes delivering timely insight, promoting transparency and providing constructive feedback. Each company is unique and therefore each audit should be as well. We take the time to understand our client’s operations and its stakeholders to create an audit strategy that addresses identified risks.  

Our Audit and Assurance services are comprised of the following:

  • Financial statement audits

  • Financial statement reviews

  • System and Organization Controls (SOC) audits

  • Employee benefit plan audits

  • Federal acquisition regulation (FAR) audits

TAX ADVISORY & COMPLIANCE

Today’s tax system is more complex and fluid than ever, which creates significant challenges and opportunities for businesses and individuals.  You need a firm that provides clear, informed, and considered guidance that supports integrated tax-efficient solutions.  Our goal is to give you the confidence to excel in a sustainable way and to achieve your strategic objectives. 

BVWD’s Dallas Tax Advisory and Compliance Services include the following:

  • Federal, state, and international tax consulting and compliance services for both private and public entities

  • Foreign tax planning

  • R&D tax credits

  • Employee retention tax credits

  • ASC 740 tax provision preparation

  • M&A tax diligence

  • Transaction structuring

CONSULTING

There is an ongoing shift in how companies and private equity groups think about the accounting function. Companies are more focused on growth and maximizing EBITDA than ever before. Some clients outsource the entire accounting function to our consulting team, while others engage our team on a project basis. We deliver timely accurate results for our clients so company executives can focus on operations and growth.

We most frequently provide the following accounting consulting services:

  • Dallas Outsourced Fractional CFO, controller and accounting

  • Financial planning and analysis

  • Purchase price allocation

  • ASC 842 lease accounting adoption 

  • Internal control and business process improvement, including accounting automation and ERP implementation/integration

  • Litigation support and forensic accounting

  • Technical accounting research and resolution

  • Audit support, including accounting clean-up and audit readiness  

  • SEC and private company financial reporting

  • ASC 606 revenue recognition determination and process improvement

TRANSACTION ADVISORY

Private equity groups and corporations alike face similar risks and challenges in navigating the waters of a business acquisition or divestiture. BVWD’s Transaction Advisory Services team brings sophisticated, large-firm experience combined with the consultative, hands-on approach of a nimble firm to provide our clients with maximum value. 

BVWD Transaction Advisory Services offers the following advisory services to our clients:

  • Buy-side and sell-side financial due diligence and quality of earnings analysis

  • Net working capital analysis and post-transaction determination

  • Tax due diligence

  • Post-transaction purchase price allocation 

  • Post-integration consulting and outsourced accounting services

  • ERP implementation and integration

The process of buying or selling a business can be complex and arduous. We assist our clients in successfully completing acquisitions and dispositions with our situation-dependent tailored approach.