We built our Proven Process based on what privately held businesses and their owners want.
You likely are reading this because you want something MORE than you are getting from your current accounting firm, like:
If you can relate, read on.
We know we’re not the cheapest on the block and we know we aren’t for everyone, so we try to get to the point as quickly as possible to see if we are the right fit for both your team and ours.
Once we’ve had a brief discovery conversation, if we determine we’re not the right fit for each other, we’ll make a warm referral to a firm that might be a better fit for you.
If we are a potential fit for each other, here are the next steps of our process:
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.
If this is what you are seeking, let’s see if we’re a fit!
It’s our people. We’re businesspeople first, accountants second. We love our jobs, and we have fun doing them. And it’s our processes, which we build around the main reasons other accounting firms get fired.
We’ll be honest with you: We’re not for everyone. In fact, if you can positively affirm the following about your current accounting firm, you should probably stay right where you are:
Again, if that sounds like your accounting firm, by all means, stay put. But, if it doesn’t, let’s talk.
Is your current accounting firm just “okay?”
It doesn’t have to be this way.
We have a pretty great podcast & insights that dig into issues you really care about.
Our passion lies in partnering with growth-oriented, private, closely held businesses that are frustrated by being stagnant and are ready for lasting change in their businesses and their lives.
BGW is the brand name under which BGW CPA Co, LLP and BGW Advisors, LLC provide professional services. BGW CPA Co, LLP and BGW Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BGW CPA Co, LLP is a licensed independent CPA firm that provides attest services to its clients. BGW Advisors, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the BGW brand are independently owned and are not liable for the services provided by any other entity providing the services under the BGW brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by BGW CPA Co, LLP and BGW Advisors, LLC.
