1. You’ll receive an email summarizing our conversation, along with a secure link to upload key documents—like the past two years of tax returns for the business and its owners, recent financial statements, and anything else we’ll need to evaluate potential tax strategies and savings. Once we’ve reviewed everything, we’ll define the scope and provide exact pricing.
2. Once one of our tax strategists complete your insights analysis and we’ve locked in pricing, we’ll schedule an insights meeting to walk you through our findings. We often uncover opportunities your previous firm missed—sometimes worth several times our fee (yes, even into the millions).
3. Provided we get your green light to proceed (we have a 90%+ close rate at this point), you’ll receive a detailed HubSpot quote via email requiring your e-signature.
4. Once the e-signature’s in, the magic starts.
You’ll get a welcome packet, and we’ll schedule a one-hour onboarding meeting to introduce you to your BGW team. It’s our chance to hear more of your story—your goals, pain points, and what success looks like to you. You’ll know exactly who to call for what, and we’ll know who to call on your end, too.
5. Depending on your scope and timing, our team will hit the ground running—kicking off with any additional document requests and lining up key meetings to keep things moving throughout the year.
We’re all about building long-term relationships as we deliver a solid ROI for you. Short-term transactions? We’ll let our competitors chase those.