Outsourced Accounting Solutions

An Outsourced Accounting Resource with the Tailored Feel of an In-house Team

an accountant reviewing charts and graphs

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

BGM offers two different service models.
01 CFO Services
Our CFO services may be the right solution if you’re a growing business that needs professional financial advice but can’t afford a full-time CFO or don’t require someone in this role to be onsite daily Your BGM assigned CFO is a dedicated professional who will work with you and serve as a guide to the financial side of your business. In addition to the assigned CFO, you will have access to the additional talents of a dedicated BGM team, so you’re not dependent upon the resources or knowledge of a single individual. Our CFO services provide you with the professional strategic support you need at an affordable flat fee that is billed monthly. Services include:
  • 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
BGM’s Controller Service pairs your business with an experienced Controller who works with you to complete historical financial reporting, trends, and benchmarks for your business (i.e. measurement of past performance). If you’re a growing business that now needs professional financial advice, but can’t afford a full-time Controller, our offerings are available to you at a fraction of the cost of hiring someone full-time. Our Controller Services provide you with:
  • 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)

**

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant and tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Think a partnership with BGM adds up?

Contact Us

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.