1. We start a conversation.
We'll talk about your business, what's working, what's frustrating, and what made you start looking for something else.
No pitch decks. No pressure. Just a real conversation about where things stand.
2. We review what matters.
If it looks like we're a good match, we'll ask for the documents we need to understand your tax picture, financials, entities, and current accounting setup.
The goal is to see the full picture before we recommend anything.
3. We look for opportunities.
Our team reviews what you send and looks for the places where better planning, cleaner structure, stronger reporting, or more proactive advice could make a difference.
That may mean tax savings, clarity, finding the gaps in your current strategy, or a combination of things.
4. We explain the plan and the price.
Before you sign anything, you'll know what we recommend, what it includes, what it costs, and why.
No mystery scope, no "we'll figure it out as we go," no surprise invoice later.
5. We get to work.
Once you're ready, we introduce you to your BGW team, talk through roles and expectations, and set up the rhythm for working together throughout the year.
You'll know who to call, what happens next, and how we'll stay connected.
