Our Service Offerings
Since 1946, Heard, McElroy & Vestal has maintained a reputation for accounting excellence and high ethical standards earning the unconditional confidence of our clients through our core values of Commitment, Integrity, Teamwork and People.
Tap to browse our services
Select a service from the menu above to view details.
Client Accounting Services (CAS)
HMV's Client Accounting Services (CAS) team gives business owners, management teams, and organizations the accounting support they need to stay organized, make informed decisions, and focus on what matters most. We combine reliable day-to-day accounting with clear reporting and practical guidance, helping clients understand where they stand and plan with confidence.
From routine accounting needs to more complex reporting, planning, and outsourced finance support, our CAS team helps bring structure and consistency to the accounting and reporting responsibilities that can take time away from serving customers, managing operations, or focusing on long-term goals.
How We Help
- Bookkeeping, payroll, bill pay, expense tracking, and account reconciliation
- Accounting department outsourcing, controller support, and outsourced CFO services
- Financial reporting, dashboards, forecasting, budgeting, and cash flow planning
- Process improvement, internal controls, and accounting system support
- Specialized accounting support, including oil and gas accounting and property tax reporting
- Strategic business planning, including goal setting, performance monitoring, and financial decision support
Industries We Serve
Our CAS team supports clients across a wide range of industries and financial needs, including:
- Construction & Real Estate
- Family Groups and Closely Held Businesses
- Telecommunications
- Healthcare Organizations
- Manufacturing
- Natural Resources
- Not-for-Profit Organizations
- Governmental Organizations
- Utilities
Our Team
Our Client Accounting Services team includes experienced professionals who support clients across accounting, advisory, and outsourced finance needs.
- Partners
- Senior Managers
- Outsourced CFOs
- Business Development Managers
- Account Managers
- Staff Accountants
- Accounting Clerks
Professional Designations Include:
- Certified Public Accountants (CPA)
- Certified QuickBooks ProAdvisors
Audit & Assurance
At Heard, McElroy & Vestal, our Audit & Assurance Services group provides timely financial reporting and consulting aligned with each client's unique business needs. Our professionals express an opinion on financial statements through established audit procedures while also providing objective insight to support stronger business operations and internal controls.
Our approach is open, interactive, and consistent. Clients work year‑after‑year with professionals who are familiar with their business, ensuring continuity, reliability, and informed engagement.
Core Audit & Assurance Services
- Audits, Reviews & Compilations
- Agreed Upon Procedures
- Employee Benefit Plan Audits
- Operational Reviews
- Performance Measurement
- Consulting Including Budgets & Projections
- Cash Flow Management
- Fraud Investigation
Industries We Serve
Our audit and assurance services support organizations operating in regulated, operationally complex, and asset‑intensive environments, including:
- Construction & Real Estate
- Financial Institutions
- Governmental Entities
- Healthcare Organizations
- Manufacturing
- Natural Resources
- Not‑For‑Profit Organizations
- Telecommunications
- Utilities
Our Team & Credentials
Our Audit & Assurance team delivers clarity, accuracy, and trusted financial reporting across:
- Partners
- Senior Managers
- Managers
- Staff
- Interns
- Administrative Staff
Professional Designations Include:
- Certified Public Accountants (CPA)
- Chartered Global Management Accountant (CGMA)
- Certified Fraud Examiner (CFE)
Tax
Tax issues — whether personal or business‑related — can be complex. At Heard, McElroy & Vestal, our Tax group remains current on evolving tax laws and legislation to provide tax solutions tailored to each client's specific needs. Our professionals support individuals, businesses, and trusts with tax services designed to address compliance requirements while considering broader financial objectives.
Core Tax Services
- Tax Planning & Compliance
- Federal & State Tax Incentives
- State & Local Taxation
- Estate & Gift Taxation
- Cost Segregation Studies
Industries We Serve
Our tax services support organizations and individuals operating across a range of regulated and industry‑specific environments, including:
- Construction & Real Estate
- Financial Institutions
- Governmental Entities
- Healthcare Organizations
- Manufacturing
- Natural Resources
- Not‑For‑Profit Organizations
- Telecommunications
- Utilities
Our Team & Credentials
Our Tax Services team provides strategic, year‑round tax support across:
- Partners
- Senior Managers
- Managers
- Staff
- Interns
- Administrative Staff
Professional Designations Include:
- Certified Public Accountants (CPA)
- Certified Valuation Analysts (CVA)
- Accredited in Business Valuation (ABV)
Innovation & Advisory
Our Innovation & Advisory Services team assists organizations in identifying technology and risk‑related needs while providing assurance that business operations can continue and adapt through disruption. Our professionals work with leadership and internal teams to evaluate current environments and support initiatives that promote resilience, continuity, and informed decision‑making.
Core Innovation & Advisory Services
- Observation & Analysis of Current Technology Strategies within a Business
- Proposes Transformation Initiatives to Adopt Efficient & Effective Technology Solutions
- Governance & Compliance Review
- Business Continuity Plan (BCP)
- Cybersecurity Incident Response Plan (CIRP)
- Disaster Recovery Plan (DRP)
- Incident Response Plan (IRP)
- Written Information Security Program (WISP)
Industries We Serve
Our Innovation & Advisory services support organizations operating in regulated and operationally complex environments, including:
- Construction & Real Estate
- Financial Institutions
- Governmental Entities
- Healthcare Organizations
- Manufacturing
- Natural Resources
- Not‑For‑Profit Organizations
- Telecommunications
- Utilities
Our Team & Credentials
Our Innovation & Advisory team helps businesses evolve, adapt, and accelerate growth and includes:
- Partner
- Information Technology (IT) Director
- Innovation & Advisory (IA) Manager
- Information Technology (IT) Consultant
- Committee
Professional Designations Include:
- Certified Public Accountant (CPA)
- ISC2 Cybersecurity Certified (CC)
- Data Analytics Certified (Power BI)
- Google Cybersecurity Certified
Business Valuation
The methodology behind the numbers counts as much as the valuation itself. Business Valuation Consultants, LLC (BVC) applies competence, credibility, and confidence to bridge the gap between complex valuation questions and well‑supported outcomes. Our consultants consistently bring disciplined judgment and objective analysis to every engagement, strengthening decision‑making across a wide range of valuation needs.
Business Valuation Consultants, LLC is a member of the National Association of Certified Valuation Analysts (NACVA) and applies valuation standards and guidance informed by the AICPA through the Accredited in Business Valuation designation.
Core Business Valuation Services
- Estate & Gift Tax Filings
- Fairness Opinions
- Asking Price Determinations & Evaluation of Offers
- Buy/Sell Agreement Valuations
- Mergers & Acquisitions Valuations
- Buy‑Side & Sell‑Side Consulting
- Industry Benchmarking & Financial Analysis
- Economic Damage, Lost Wages, & Lost Profit Calculations
- Lost Profits & Commercial Damage Calculations
- Valuations for Forensics, Expert Witness Reports, & Dispute Resolution
- Liquidations, Divorce, Disputes, & Other Litigation Services
- Valuation Report Review & Other Valuation Purposes
Who We Serve
- Financial Institutions & Investment Firms
- Closely Held & Family‑Owned Businesses
- Manufacturing & Industrial Organizations
- Real Estate & Asset‑Intensive Businesses
- Healthcare & Other Regulated Entities
- Legal, Litigation, & Dispute‑Driven Matters
Our Team & Credentials
Our Business Valuation team supports planning, transactions, and disputes with reliable valuations and includes:
- Partner
- Partner of Counsel
- Manager
- Staff
- Administrative Staff
Professional Designations Include:
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
- Certified Valuation Analyst (CVA)
- National Association of Certified Valuation Analysts (NACVA)
Retirement Planning
HMV Retirement Plan Advisors help organizations build a strong business foundation while protecting their workforce. Our team delivers retirement plan solutions designed to attract and retain talent while aligning with broader business goals. We provide comprehensive retirement plan services — from initial design and analysis through implementation, compliance, and ongoing plan modifications — tailored to support long‑term financial security for both employers and employees.
Core Retirement Planning Services
- Plan Design
- Plan Analysis
- Provider Evaluations
- Compliance Testing
- Third‑Party Administration and Record‑Keeping Services
Who We Serve
- Plan Sponsors & Employers
- HR Leaders & Benefits Administrators
- Business Owners (Small to Mid‑Sized Companies)
- Professional Service Firms & Organizations Offering 401(k)/Qualified Plans
Our Team & Credentials
Our Retirement Planning team focuses on clarity, security, and long‑term planning across:
- Partners
- Senior Managers
- Business Development Managers
- Staff
- Administrative Staff
Professional Designations Include:
- Certified Public Accountant (CPA)
- Qualified 401(k) Administrator (QKA)
- Qualified Pension Administrator (QPA)
- Accredited Pension Administrator (APA)
Wealth Advisory
The purpose of HMV Wealth Advisors is to assist and advise you in achieving both your personal and financial objectives. This entails wealth accumulation, preservation, and disposition strategies encompassing personal as well as family and business goals.
Core Wealth Management Services
- Wealth Accumulation, Preservation & Disposition Strategies
- Focused on What Can Be Controlled: Expenses and Taxes
- Efforts to Keep Investment Fees and Taxes Low
- Valuation Report Review & Other Purposes
Industries We Serve
- Construction & Real Estate
- Financial Institutions
- Governmental Entities
- Healthcare Organizations
- Manufacturing
- Natural Resources
- Not‑For‑Profit Organizations
- Telecommunications
- Utilities
Our Team & Credentials
Our Wealth Advisory team delivers personalized, strategic financial guidance and includes:
- President
- Vice Presidents
- Advisors
- Committee
- Administrative Staff
Professional Designations Include:
- Certified Public Accountants (CPA)
- Certified Specialist in Retirement Planning (CSRP)
- Certified Plan Fiduciary Advisor (CPFA)
Mineral Management
Aliign Mineral Management, LLC helps individuals and businesses protect and maximize the value of their oil and gas assets. The mineral management team provides transparent oversight and hands‑on support for mineral and royalty owners across the Haynesville region and beyond.
Core Mineral Management Services
- Mineral & Royalty Ownership Management
- Production & Accounting Reporting
- Ownership Verification & Revenue Auditing
- Operator Liaison Support
- Litigation & Dispute Support
- Oil & Gas Property Consulting
- Earnings Maximization Guidance
Industries We Serve
- Construction & Real Estate
- Financial Institutions
- Governmental Entities
- Healthcare Organizations
- Manufacturing
- Natural Resources
- Not‑For‑Profit Organizations
- Telecommunications
- Utilities
Our Team & Credentials
Our Mineral Management team provides precise, transparent oversight of mineral interests and includes:
- Partner
- Analyst
- Landman
- Manager
- Account Manager
- Staff
- Clerks
- Interns
- Administrative Staff
Professional Designations Include:
- Certified Public Accountant (CPA)
- Certified Mineral Managers (CMM)
