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    The BIG 4 Why CPAs get fired
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    Level 1
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    For the business owner ready to implement key strategies and concepts with the right guidance and support.

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    Business Strategy

    We help clients navigate challenges and changes while realizing opportunities through EOS and Scaling Up implementation.
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    BGW serves an array of clients across a diverse spectrum of business strategies and needs - regulatory, risk, and executive.

    We help clients navigate challenges and changes while realizing opportunities.

    We know from experience the value a good coach can bring. We thrived using one ourselves, and we enjoy being able to help like-minded businesses do the same. We work best with business owners who are entrepreneurial-minded, focused on growth, and who are passionate about working on business and business strategy, not just in it.

    Our expertise:

    Drawn from a variety of multidisciplinary backgrounds, BGW advisors deliver insightful, innovative solutions to clients’ needs.

    Solutions

    Our advisory services support both the personal and professional needs of private, closely-held businesses. As we deliver more in value than we charge in professional fees, we keep our clients apprised of current trends such as (but not limited to):

     

    M&A / Transaction

    Quality of Earnings

    Succession Planning

    Compensation Structure

    Business Valuations

    Cash Flow Optimization

    Cost Segregation Studies

    Employee Incentive Plans

    Key Performance Indicator and Metrics Design

    Our Proven Process

    Our Proven Process is designed to ensure that we are intimately involved in your business and addressing important topics throughout the calendar year – through both direct, one-on-one meetings with you or at one of our educational events.

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    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. Each year that you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.

    See our full process
    01

    Let’s get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    01

    Let’s get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    03

    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. Each year that you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.

    See our full process

    We deliver value through our proven process. We differentiate ourselves by listening to you & helping you achieve your vision

    Get in touch

    The reason we do what we do For our amazing clients

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    4.7/5
    Success Rating

    Current satisfaction score based on annual, anonymous client survey

    SUCCESS STORIES

    “They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

    Andy Hilliard - Accelerance
    SUCCESS STORIES

    “We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars.”

    Nicole Bonesteel - HeartBright Foundation
    SUCCESS STORIES

    “The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

    Anonymous -

    “In-depth knowledge and overall great people; an incredible asset to our company.”

    Bill Worsley - President at Holliday Homes
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    Our people are the nucleous

    MAIN-People

    Our people are the nucleus

    We don’t think of them as employees. They’re innovators. They’re our family.

    Inside our ranks you’ll find 39 tax and attest experts, 20 Certified Public Accountants, one in-house tax attorney, one Certified Valuation Analyst, a team of wealth planners, bookkeepers, M&A experts, and more.  Whatever the financial needs of your business, the BGW team can solve them.

    What’s more, each and every one of our leadership team members has either started, run, sold, or turned around a business. We understand life in the trenches of business ownership because we’ve been there. That gives us a very different perspective and approach than traditional accounting firms. We just think differently. 

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