 Our firm offers a wide range of services to our individual and business clients. As a result of our continuous commitment to providing quality, timely and cost-effective professional services to a broad base of clients, we take pride in the fact that we have served many of the same clients for years. We enjoy an excellent reputation within the business and professional communities, and we work tirelessly to maintain it. We are a Firm of dedicated professionals who are totally committed to the long-standing tradition of Pattillo, Brown & Hill to deliver proficient and value-added professional services to each of our clients.
The list below is not all-inclusive. Please feel free to inquire about a service if you do not see it listed. | Composition of Firm
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| AUDIT AND ASSURANCE |
The PB&H audit department provides assurance services for numerous commercial businesses, employee benefit plans, financial institutions, and non-profit organizations, as well as governmental entities.
We are members of the American Institute of Certified Public Accountants, the Institute of Management Accountants, the New Mexico Society of Certified Public Accountants, and the Texas Society of Certified Public Accountants. In addition, PB&H is the only CPA firm in our market area that is a member of the Community Banking Advisory Network and the Manufacturing Services Association. We provide specialized services to our clients which often consist of employee benefit plan audits, documentation and assessment of internal controls, and agreed-upon procedures. Our auditing services go beyond generally accepted principles to provide you with critical operating information as well as timely financial data. We are also a member of both the SEC and Private Companies Sections of the AICPA. Accordingly, we are licensed to provide the attest function for clients which are registered with the Securities and Exchange Commission. Our clients include entities which are international manufacturing organizations, multi-tiered holding companies, large financial institutions, wholesale organizations, as well as franchising organizations. With over 80 years experience, we serve large established traditional businesses as well as newer, more technologically-oriented clients. |
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| BUSINESS VALUATIONS |
At Pattillo, Brown & Hill, L.L.P., we offer a team of experienced professionals dedicated to business valuation services. Our professionals are accredited with the CPA-ABV designation and can customize solutions to meet your specific valuation needs. Since we are certified public accountants, we not only understand the valuation process, but also have extensive experience and knowledge in accounting principles and practices. This combination makes our team well qualified to handle even the most challenging situations. Our work is supportable and defensible when held under strict scrutiny. Since 1923, Pattillo, Brown & Hill, L.L.P. has provided quality certified public accounting services. With this legacy, we now expand to offer business valuation services as well. We are a member of Financial Consulting Group, L.C. Listed below are some of the specific valuation services we offer:
--Corporate Transaction Services - Valuation for Purchase or Sale of Business or Division
- Corporate or Partnership Recapitalizations
- Valuations of Incentive Stock Options
- Strategic Planning
- Assistance with Establishing Buy/Sell Agreements
--Shareholder Liquidity Services - Valuations for Life Insurance Funding
- Assistance in Transaction Negotiations
--Employee Stock Ownership Plans - Annual Appraisals for Plan Trustees
- Security Design and Equity Allocation
- Fairness Opinions in ESOP Transactions
--Tax Related Services - Estate and Gift Tax Appraisals
- Charitable Donations of Closely Held Securities
- Appraisals of Intangible Assets
- Family Limited Partnerships and LLCs
--Accounting/SEC Review - Goodwill Impairment
- Stock Options
- Purchase Price Allocations-APBs FAS 141 & 142
For a complete list and details of valuation services we can offer you, please contact Tom Corley at our Waco office at (254) 772-4901. |
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| FINANCIAL INSTITUTION SERVICES |
The PB&H Financial Institutions Audit Division incorporates a professional staff employing the latest procedures to provide accurate and timely service. A flawless report of the highest quality is of little use if not completed when you need it. Additionally, the professional staff warrants the accuracy of a report with his/her professional reputation. PB&H provides services to financial institutions in the Southwest Region. The firm currently provides assistance to numerous financial institution clients in varying capacities. Additionally, the firm assists accounting, auditing, and consulting with many complex holding company ownership situations. The professionals at PB&H are experienced in the routine auditing functions and receive bank specific training. Additionally, PB&H professionals have formal training in profitability consulting. This training combined with our experience enables the firm to develop substantive suggestions and recommendations to enhance the bottom line for financial institutions.
PB&H is able to provide the following services to financial institutions: - Financial statement audits
- Regulatory compliance exams
- Internal audits
- Bank acquisitions and analysis
- Loan reviews
- Call reports - FR Y-9(s), FR Y-6(s)
- Holding company formation/dissolution
- Director's examinations - state and national banks
- Bank information systems examinations
- Franchise taxes
- Federal income taxes
- And more...just ask
The Financial Institutions Audit Division of PB&H also has the following professional affiliations: - Community Banking Advisory Network
- American Institute of Certified Public Accountants
- AICPA SEC Peer Review Quality Control Section
- Texas Society of Certified Public Accountants
- Certified Fraud Examiners
- National Association of Forensic Accountants
- Texas Bankers Assocation
- Independent Bankers Association of Texas
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| GOVERNMENT AUDIT & CONSULTING |
Pattillo, Brown & Hill, L.L.P. is one of the oldest and most well respected accounting firms in Texas. We are a regional accounting firm with a broad client base and a particular concentration in governmental auditing and consulting. Government audits continue to be the fastest growing segment of our client base. We are committed to serving this segment, and continue to expand our department and the scope of services offered to governmental organizations. We presently serve over 100 governmental clients, including cities, counties, school districts, regional planning commissions and other special districts. We recognize that clients expect the services rendered by their professional accounting firm to go beyond the financial statements. We understand the expectations of our clients and welcome the opportunity to serve not only as auditors, but also as advisors. Our approach places substantial emphasis on the need to thoroughly understand your operations. This audit approach allows us to contribute constructive suggestions regarding your internal controls, operating and accounting procedures, and other matters worthy of management's attention. We consider well-trained and experienced professionals to be the single most important element necessary to providing the highest level of service to a client. Our clients want professionals who perform their work in an efficient manner with a minimum disruption to our client's staff. Our professionals possess these capabilities. Professionals in our firm are actively involved in organizations, including:
- Association of Government Accountants
- Government Finance Officers Association of Texas
- Texas Society of CPAs Government Accounting Standards Committee
- Texas Association of Regional Councils
- Texas Association of School Business Officials
- Special Review Committee of the Government Finance Officers Association
Our unyielding commitment to client service has resulted in the growth of our client base, positioning Pattillo, Brown & Hill, L.L.P. between the very large national accounting firms and smaller, locally-oriented firms. We are large enough to have the resources and personnel to resolve even the most complex accounting or compliance issue, but small enough to give our clients the personalized service they deserve.
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| INFORMATION TECHNOLOGY SERVICES |
Information Technology Audit |  | Our Information Technology Audit service consists of a systematic evaluation of your company's information system security by measuring how well it conforms to a set of established criteria. We typically assess the security of your system's physical configuration and environment, software, information handling processes, and user practices. In many cases our audits are used to determine regulatory compliance for financial institutions as required by the state, FDIC, OCC, and legislation such as the Sarbanes-Oxley Act. |
Project Management | | We employ a methodical approach to planning and guiding project processes from start to finish. We will strive to maintain the progress and productive mutual interaction of various parties in such a way that overall risk of failure is reduced. We will keep your mid and upper management updated throughout every phase of the project. Acting as conduit between your management and the various other parties, we will effectively facilitate communication at all levels ensuring that the project goes a smoothly as possible. |  |
Software Training | |  | We will work with you on your new or upgraded software to train on your specific processes and your data. If your business has multiple locations, we can work to coordinate training to meet everyone's needs. As a part of the service, we can work with your IT professional to make your system run at its best. As the need arises we can also work closely with individual users to demonstrate ways to make your reporting and other procedures more efficient. |
Systems Analysis | | We focus on evaluating and improving an entire system, rather than concentrating only on specific elements (though this is often done as well). When we discover areas of improvement we will determine which techniques are most appropriate given the nature of the system, the goals for improvement, and constraints on time and computing power. A few of the elements involved in our analysis process are evaluating the construction and configuration of existing information systems, layout of networks, management and flow of data, and data backup and recovery. At the conclusion of the analysis we will provide you with both concise (to-the-point) reports as well as detailed analysis data that can be used as the basis for creating a strategy for making advancements in your Information System. |  |
Systems Training |  | Customers engaging us for systems training will have access to our experienced IT staff through the course of the engagement. We will work hand in hand with your IT professionals either remotely or onsite to ensure that you are using your existing computer equipment to its fullest ability. We will evaluate existing hardware configurations and software installations and provide detailed hands-on instruction that will help your IT Professional reach the proficiency levels required to help your business run smoothly. |
Penetration Testing | | Our penetration testing extends beyond simply scanning your network with an appliance or a piece of freeware. We believe a holistic approach to testing provides the most value and benefit to our clients. We assess and test three major areas: -
Personnel Security - We will evaluate your company’s ability to thwart attempts to obtain various types of information made via social engineering. We can guide your company's as efforts are made to find distinct connections between current policies and our testing scenarios. -
Physical Security - We will take into consideration and review perimeter security; physical barriers; fencing; gates; protective lighting; doors; windows; manholes, grates, and storm drains; roof openings; mechanical areas; building HVAC systems; fire escapes and building walls. Our physical inspection will include assessment of all entry points and alarm/surveillance systems. -
Logical Security - We will use a network-based approach to detect vulnerabilities on all networked assets including servers, network devices (e.g. routers, switches, firewalls, etc.), peripherals (such as IP-based printers or fax machines) and workstations. For the internal scan, we will first perform a network discovery to identify each device that resides on the Bank’s network. The result of the network discovery process will be a map of all devices found. Through this process, we will discover the Bank’s network topology, access points to the network, machine names, IP addresses, operating systems, and services, such as HTTP, SMTP, Telnet, etc. We will then extract and analyze data both from the Internet to assess perimeter devices as well as from the inside of the network, to assess risk from an internal perspective. The internal and external device profiles will be run against the largest and most current signature database available. |  | |
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| PB&H BENEFITS |
PB&H Benefits is a client-focused retirement and administrative services department with a commitment to meet each employer's unique goals. Whether your goal is to offer a cafeteria plan with an HSA or to allow employees to share in ownership through an ESOP or some combination of plan designs, PB&H can meet the needs of today's diverse business environment.
We provide our clients with hands-on consultation on plan designs that will be most beneficial in meeting the goals of a company. PB&H retirement professionals have the technical expertise and resources for all aspects of plan design, implementation and ongoing plan operation. Following are a summary of the comprehensive services offered by PB&H: - Document Services
- Plan design and implementation
- Administration and Recordkeeping
- Daily Valuation Services
- Plan compliance and regulatory filing
- Customized reporting and web access packages
Our benefits specialists have various professional designations, including Certified Public Accountants and Associate Professional Members in the American Society of Pension Actuaries (ASPA) and are members of the National Institute of Certified Public Accountants (AICPA), and the Texas Society of Certified Public Accountants (TSCPA). In addition to our professional affiliations, PB&H Benefits strives to maintain quality relationships with our financial partners to provide mutual clients with the highest quality service available. |
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| SMALL BUSINESS SERVICES |
The PB&H Small Business Services department was established to assist small business owners and managers with the financial responsibilities of their business. We are capable of handling your bookkeeping and reporting in an organized manner, which allows you to concentrate on building your business. At PB&H, we are committed to understanding your business and helping you make it succeed.
ADVANTAGES OF PB&H SMALL BUSINESS SERVICES - Competitiveness in the marketplace
- Risk control
- Organized recordkeeping
- Quality and accurate financial statements
- Complete payroll and sales tax reports
- Federal, state and local tax information and updates
- Representation before the IRS
- Software training and consultation - we are official QuickBooks Professional Advisors and Peachtree Account Care Representatives
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| SPECIALIZED SERVICES |
The professionals of PB&H can provide our clients other specialized services with include, but are not limited to: - Litigation support
- Fraud examination
- Financial, retirement and estate planning
- Eldercare assistance services
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| TAXATION |
The tax professionals at PB&H are committed to lifelong learning and increasing expertise in the fields of accounting, tax and finance. This commitment and a genuine dedication to serving clients with efficiency are the key ingredients in helping you minimize taxes and save time. We are available year round to assist you in tax, accounting and financial issues that may arise.
SERVICES OFFERED - Individual income tax preparation
- Business income tax preparation
- State and local income tax preparation
- Tax planning for individuals
- Advance planning of business transactions to yield the most favorable tax results
- Representation of clients before the IRS
- Estate planning and reporting
- Financial planning
- Compensation planning for small business owners to reduce the total tax liability for the business and the owner
- Advice and business entity selection
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