Industries / Professional Services

Keeping your business at peak performance should be the norm.

We are familiar with the financial and operational challenges our clients’ businesses face from law, engineering and architecture firms to medical and consulting groups. We also know the importance of serving our clients as a trusted partner, so you can focus on your business. From financial assurance, tax and consulting, our team is ready to take your business to the next level of success.

How our services are applied to professional services

Outsourced Accounting Services
  • Assist with monthly financial statements, check writing, account reconciliation, payroll and sales tax filings. Our team can serve as your back office without having to take on unnecessary costs.
  • QuickBooks software support and evaluation of revenue per partner
  • Allocation of revenue per partner or physician
  • Serve as an interim CFO or other supporting accounting personnel for staff transition within an organization.
Consulting
  • Personnel consulting and assistance –we are often a resource for employment or hiring needs. We can assist in the search, interviewing, and hiring process.
Financial Reporting & Assurance
  • Audits, reviews and compilations of financial statements for specialized professional services such as engineering and architectural firms, medical and dental practices, and consulting and law firms

 

  • Specialized overhead calculations and audits for Architecture and Engineering firms and related reporting under Federal Acquisition Regulations (FAR) Part 31 in accordance with the American Association of State Highway and Transportation Officials (AASHTO) Audit and Accounting Guide.
Forensic Accounting, Litigation & Business Valuation
  • Help you understand the value of your businesses
  • Perform due diligence on potential acquisitions
  • Assist in planning for the transition of ownership to the next generation through sale or estate planning
  • Assistance bringing in additional owners or partners
Tax

• Preparation, planning and assistance with federal, state and local income, franchise, payroll and sales tax

Employee Benefit Plans

• Audits of retirement plans and preparation of related tax filings

• Compliance with tax reporting for health and welfare plans

Wealth Management

• Retirement plan asset management and advisory services

• Estate and gift planning and general wealth management services for firms and the individual owners

IT
  • Our IT department can manage the computer, phone and other technology needs, including the design and implementation of facility improvements in these areas (i.e. wiring, equipment procurement/setup/training).

Wilkins Miller makes a difference for me and my company. Their team is trustworthy and truly care about their clients. We rely on them to guide us both personally and professionally for accounting and financial advice.

– Chuck Knight

The Wilkins Miller team has a level of integrity, ease of communication and knowledge that I haven’t experienced with any other firm. We utilize both the accounting and wealth management services, and appreciate the convenience and continuity that goes along with it. I’ve worked with them since opening my solo practice and it was one of the best decisions I’ve made.

– Dr. Kevin Pickett

Wilkins Miller has worked closely with our office for years and has worked to ensure they understand our people and business. If you want a firm that does everything correctly, keeps you out of trouble and can answer all of your complicated questions, Wilkins Miller is the place to go.

– Stephen Zito

Industry Leaders

John W. Jeffries, CPA, CVA

Partner

Patricia M. Bessonen, CPA

Partner

Brandi Morgan, CPA

Partner

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John W. Jeffries, CPA, CVA

Partner

As a partner of Wilkins Miller, John Jeffries began his career in public accounting in 1990. With a Bachelor of Science in Commerce and Business Administration from The University of Alabama, John's areas of special competence include both business and individual accounting, taxation and consulting.

John has strong experience in the preparation of financial statements, including audits, reviews, and compilations for closely held businesses, bookkeeping services, income tax preparation and planning (including corporate, partnership and individual), as well as, consulting and business valuation preparation. John has offered counsel to clients in many areas, with a focus in construction, construction-related businesses and professional service firms.

John is a member of the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants, National Association of Certified Valuation Analysts, Construction Financial Management Association, and Associated General Contractors. He also sits on the board of the St. Paul's Episcopal School Foundation.

John enjoys hunting, fishing, cycling, and watching college sports. His favorite vacation spot is Mt. Willing, Alabama.

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John W. Jeffries, CPA, CVA

Partner

As a partner of Wilkins Miller, John Jeffries began his career in public accounting in 1990. With a Bachelor of Science in Commerce and Business Administration from The University of Alabama, John's areas of special competence include both business and individual accounting, taxation and consulting.

John has strong experience in the preparation of financial statements, including audits, reviews, and compilations for closely held businesses, bookkeeping services, income tax preparation and planning (including corporate, partnership and individual), as well as, consulting and business valuation preparation. John has offered counsel to clients in many areas, with a focus in construction, construction-related businesses and professional service firms.

John is a member of the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants, National Association of Certified Valuation Analysts, Construction Financial Management Association, and Associated General Contractors. He also sits on the board of the St. Paul's Episcopal School Foundation.

John enjoys hunting, fishing, cycling, and watching college sports. His favorite vacation spot is Mt. Willing, Alabama.

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Patricia M. Bessonen, CPA

Partner

As a partner of Wilkins Miller, Pat Bessonen has worked in public accounting since 1983.

Pat specializes in the areas of financial reporting for closely held businesses and not-for-profit organizations, outsourced accounting services, income tax preparation and estate and gift tax planning for individuals. She has worked with clients in many industries including retail, wholesale and service industries.

She is an active member of the America International Certified Public Accountants, Alabama Society of Certified Public Accountants and Estate Planning Council of Mobile, Alabama.

Outside of work, Pat enjoys traveling and spending time with her family and friends.

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Patricia M. Bessonen, CPA

Partner

As a partner of Wilkins Miller, Pat Bessonen has worked in public accounting since 1983.

Pat specializes in the areas of financial reporting for closely held businesses and not-for-profit organizations, outsourced accounting services, income tax preparation and estate and gift tax planning for individuals. She has worked with clients in many industries including retail, wholesale and service industries.

She is an active member of the America International Certified Public Accountants, Alabama Society of Certified Public Accountants and Estate Planning Council of Mobile, Alabama.

Outside of work, Pat enjoys traveling and spending time with her family and friends.

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Brandi Morgan, CPA

Partner

Brandi Morgan brings over fifteen years of experience in public accounting to the Wilkins Miller team. She was named manager in 2009 and partner in 2020, and her experience includes individual and business taxation, income tax planning and healthcare. She manages the Outsourced Accounting Services team which provides back-office accounting solutions for various companies. With a focus to increase financial visibility, Brandi helps companies identify pain points and achieve their goals. She specializes in tax planning, budgeting, payroll compliance, and financial analysis. Brandi is a Certified QuickBooks ProAdvisor® and Bill.com Guru. She has experience with clients in a variety of industries including professional services, non-profit, real estate, and construction.

Brandi earned her Bachelor of Science in Business Administration from the University of South Alabama. She is a member of the Association of International Certified Public Accountants, Alabama Society of Certified Public Accountants and the Mobile Multiple Sclerosis Leadership Class of 2013.

Outside of the office, Brandi enjoys spending time with her family, traveling and reading.

Back

Brandi Morgan, CPA

Partner

Brandi Morgan brings over fifteen years of experience in public accounting to the Wilkins Miller team. She was named manager in 2009 and partner in 2020, and her experience includes individual and business taxation, income tax planning and healthcare. She manages the Outsourced Accounting Services team which provides back-office accounting solutions for various companies. With a focus to increase financial visibility, Brandi helps companies identify pain points and achieve their goals. She specializes in tax planning, budgeting, payroll compliance, and financial analysis. Brandi is a Certified QuickBooks ProAdvisor® and Bill.com Guru. She has experience with clients in a variety of industries including professional services, non-profit, real estate, and construction.

Brandi earned her Bachelor of Science in Business Administration from the University of South Alabama. She is a member of the Association of International Certified Public Accountants, Alabama Society of Certified Public Accountants and the Mobile Multiple Sclerosis Leadership Class of 2013.

Outside of the office, Brandi enjoys spending time with her family, traveling and reading.