Discover our capabilities and experience
TECHNICAL TAX, AUDIT, ACCOUNTING AND ADVISORY SERVICES
The challenge many emerging closely held business owners have is finding a CPA firm that has the technical talents to meet their heightened demands for accounting, tax, and attestation services as their business grows while not being too small for a Big 4 or reginal CPA firm or too big for a local firm. The mismatch often causes impersonal attention, relegation to lower level staff, or deficient services. A difficult situation for both the closely held business owner and the firm.
BDG-CPAs has the ideal size, highly standardized service organizational structure, and technical caliber of a Big 4 firm to resolve this situation. BDG-CPAs has a long history of serving as the full-service CPA firm for many prominent closely held businesses clients. And, also with working collaboratively with the Big 4, regional and local firms.
Representative clients are major distributors and manufacturers with over $300 million in sales, substantial real estate holdings companies with over $800 million in holdings, various kinds of Broker-Dealers, chemical plants, mining, wind energy, high tech, construction, Registered investment advisers, and professional services.
COMPREHENSIVE TAX SERVICES TO SAVE TAXES
Income and estate tax planning and preparation. Providing the ability to plan at the business entity level to the overall impact to the business owners individual tax return. Guidance on income tax savings and long-term estate structure including coordination with family members.
Service mission: Regularly diagnose each clients tax picture for the purpose of optimizing tax
We have intimate knowledge of U.S. Generally Accepted Accounting Principles, and a reputation for quality audits and reviews by major banks for decades. BDG-CPAs perform agreed-upon procedures as defined by the American Institute of Certified Public Accountants (AICPA) to meet special needs.
Our attestation practice is comparable to Big 4 and has been quality reviewed under the guise of the AICPA since 1983, and the SEC Division (then PCAOB) since 1992 with all unqualified opinions. The audits address COSO Internal Control Framework including recommendations.
Service mission: GAAP or IFRS compliant, fairly stated financial statements trusted by the reader.
BDG-CPAs can prepare or assist with monthly, quarterly, and annual financial statements. We can assist with closings by providing technical accounting guidance with optimum coordination with company personnel. BDG-CPAs can fill in where there is a gap in the controller role. We also coordinate with Big 4 clients, while protecting independence and promoting low detection risk.
Service mission: Assist client obtain strong internal controls and reliable information to drive
Management information systems designed to identify key profitability indicators employing high level cost accounting and management tools. Versed in QuickBooks. Practicable, meaningful internal control evaluation, recommendations, implementation, and on-going monitoring.