Outsourced Accounting Solutions
An Outsourced Accounting Resource with the Tailored Feel of an In-house Team
Our Outsourced Accounting Services Group provides organizations with customized services. Whether a for-profit business, a startup with limited funding or an established business with a fully staffed internal accounting team, we’ve worked with hundreds of organizations of all types and sizes and hold the skills and experience to meet your unique needs.
How We Help
01 CFO Services
- Short and long-term financial forecasting
- Development of key performance indicators and performance management
- Business advisor to management/CEO
- Strategic business planning guidance
- Managing banking and financing relationships
- Income tax strategy consulting
02 Controller Services
- Recording of unusual/complex/large transactions
- Completing month-end financial adjustments
- Balance sheet account reconciliations
- Monthly financial analysis
- Facilitate monthly financial performance meeting
- Oversight/coordination of income tax compliance
Financial Solutions that Keep You Looking Forward
You would never drive a car while only staring in the rear-view mirror. Yet, this is how many people drive their financial decisions while working with their CPA firm; they review their tax return which only tells them what happened last year instead of looking forward to strategize on reducing future tax bills or enhance growth opportunities.
At BGM, we think differently. We implement a systematic cadence with clients that provides more access to proactive advice. A relationship with our firm guarantees determined data gathering, intensive evaluation, and collaborative conversation around your needs and goals to bring bespoke solutions to your largest business or tax issues to the table. BGM goes even further by bringing in experts from ancillary fields to comprehensively cover off on your wealth, trust and estate planning, and corporate retirement plan issues.
By engaging multiple viewpoints at the table, we’re able to give you a 360 degree view of your financial picture that looks far beyond tax concerns; carefully evaluating past statements, proactively responding to present needs, and answering your questions with solutions that take you step by step towards your future goals.
Outsourcing Services
Transactional
Controller
CFO
Transactional Outsourcing Services Include:
Accounting Department Assessment
Accounting Department Assessment
Advisory meetings
Number of scheduled meetings
Review Historical financial results
Review Forward looking financial statements
Discuss current tax strategy
Discuss key Business Issues
Advisory meetings
Discuss current tax strategy
Annual Items
Assist on developing an Annual Budget
Review final tax return results vs estimate
Review 401k and other investments
General discussion regarding personal finances
Preparation of tax return (business and owners)
Annual Items
Preparation of tax return (business and owners)
On-boarding Project
(Typically 90 Days)
On-boarding Project
(Typically 90 Days)
Monthly Accounting Outsourcing Services
(Post On-boarding Project)
Monthly Accounting Outsourcing Services
(Post On-boarding Project)
Ongoing Support
Email support
On-demand calls
General Call with 3rd Parties
General Document Review
Ongoing Support
Email support
On-demand calls
Additional Services
Any additional services will be discussed regarding additional fees
Additional Services
Any additional services will be discussed regarding additional fees
BGM Team Members
BGM Relationship Person
BGM Tax (if not the relationship person)
BGM CFO
BGM Controller
BGM Senior Accountant
BGM CSA
BGM Wealth Advisor (if applicable)
BGM Retirement Plan Advisor (if applicable)
BGM Team Members
BGM Relationship Person
BGM Tax (if not the relationship person)
BGM Controller
BGM Senior Accountant
BGM CSA
BGM Wealth Advisor (if applicable)
BGM Retirement Plan Advisor (if applicable)
Controller Outsourcing Services Include:
Accounting Department Assessment
Advisory meetings
Number of scheduled meetings
Review Historical financial results
Discuss current tax strategy
Discuss key Business Issues
Annual Items
Review final tax return results vs estimate
Review 401k and other investments
General discussion regarding personal finances
Preparation of tax return (business and owners)
On-boarding Project
(Typically 90 Days)
Monthly Accounting Outsourcing Services
(Post On-boarding Project)
Ongoing Support
Email support
On-demand calls
General Call with 3rd Parties
General Document Review
Additional Services
Any additional services will be discussed regarding additional fees
BGM Team Members
BGM Relationship Person
BGM Tax (if not the relationship person)
BGM Controller
BGM Senior Accountant
BGM CSA
BGM Wealth Advisor (if applicable)
BGM Retirement Plan Advisor (if applicable)
CFO Outsourcing Services Include:
Accounting Department Assessment
Advisory meetings
Number of scheduled meetings
Review Historical financial results
Review Forward looking financial statements
Discuss current tax strategy
Discuss key Business Issues
Annual Items
Assist on developing an Annual Budget
Review final tax return results vs estimate
Review 401k and other investments
General discussion regarding personal finances
Preparation of tax return (business and owners)
On-boarding Project
(Typically 90 Days)
Monthly Accounting Outsourcing Services
(Post On-boarding Project)
Ongoing Support
Email support
On-demand calls
General Call with 3rd Parties
General Document Review
Additional Services
Any additional services will be discussed regarding additional fees
BGM Team Members
BGM Relationship Person
BGM Tax (if not the relationship person)
BGM CFO
BGM Controller
BGM Senior Accountant
BGM CSA
BGM Wealth Advisor (if applicable)
BGM Retirement Plan Advisor (if applicable)
