Consulting Services

CFO Advisory

Mid-size and start-up business need to use financial information to make strategic decisions to manage financial risk. This includes functions as financial planning and reporting, analyzing financial information and performance, assessing profitability. When these functions are not available in-house, BAG’s interdisciplinary team can be your strategic partner to successfully achieve your business goals.

Family Office Services

BAG can help you in handling the day-to-day administration and management of a family’s business affairs. Our services may include:

  • Bill paying and cash flows management.
  • Bookkeeping and bank accounts reconciliation.
  • Budgeting and preparation of reporting package.
  • Document management.
  • Concierge service.
  • Tax compliance work.
  • Family member financial education.

Fiduciary Accounting Services

Trust and Estates have a specific accounting and filing requirements. BAG’s team can assist you in preparing Trusts and Estates, keeping records and documents, and complying with any tax or filing needs.

Outsourced Accounting

Outsourcing accounting can be a successful strategy to get reliable information to make decision and achieve your business goals. BAG’s team can help you to keep accurate records of your transactions on timely basis, produce internal reports, manage accounts payable and accounts receivable and reconcile accounts.

QuickBooks Consulting

BAG’s Certified QuickBooks ProAdvisors provide consulting and training for businesses. Our service may include setting up a business in QuickBooks; reconciling bank accounts and using online banking; using accounts receivable, accounts payable, payroll, and inventory modules, and producing effective reports.