Who We Serve

Financial Solutions That Take You Into Account

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From successful professionals and executives, to business owners and operators of every size and sector, to wealth-minded individuals looking to map out life’s next phase, BGM’s team of accountants, advisors, tax professionals, and wealth managers exist as ongoing financial advisors for any immediate need and every plan for the future.

Business Solutions: Expertise for Any Industry

From automotive to agriculture, healthcare to manufacturing,or straightforward services all the way to the intricate complexities of cannabis operations – BGM utilizes creativity and compliance in equal measure to flex a full set of bespoke financial services that fit the unique needs of your industry.

Whether your needs center around starting up, scaling bigger, succession planning for future peace of mind, or any business milestone in between, BGM transcends transactional service by actively serving and advising you through any phase you’re growing through.

Personal Solutions: Ongoing Advisors for All of Life’s Milestones

Whether it’s saving up to buy the home of your dreams, financially planning to start a family, investing in your child’s college fund, or preparing for retirement, we offer a full suite of ongoing financial services, strategies, and support to help you carefully take everything into account and do the math on what matters most.

Our comprehensive services in tax preparation, financial planning, and wealth management give clients like you the most accurate view of your financial state today so you can confidently pursue any plans you hold for tomorrow.

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reliable expertise, relational service

Praise From Our Clients

"BGM was able to provide the outsourced services for all levels on an as-needed basis which allowed me to work on the day-to-day operations and not worry about the accounting/finances of the business."

CEO, Excavating Company

"Having worked with BGM in the past at a previous company, they were the first place I looked for financial assistance. Their professional teams provided us with the immediate needs of the company at the most critical time and helped us get our accounting headed in the right direction."

CEO, Construction Company

"We found the staff at BGM to be very knowledgeable and experienced. They quickly learned our systems and enabled us to get back on-track promptly after being without a CFO and Controller for several months. Moreover, the BGM staff members were personable and engaged. I would highly recommend BGM to any organization looking to outsource some or all of their accounting functions."

President, Assisted Living Community

“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.