Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Small Businesses up to $500m
Clients who wouldNOTbe a good fit
Clients under $100,000 in gross
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
About BGB
Whether you need the support of a fractional CFO, are looking for wealth & growth strategy, need assistance with tax planning, or simply require basic bookkeeping, we've got you covered. If you're not sure what you need, we will provide an in-depth review and consultation to help you figure it out.
With BGB as your financial partner, you’ll receive real solutions that deliver impactful and measurable results. We will ensure that you understand your full business & personal financial picture, and what your tax implications are. With that information in hand, we will then work together to establish and conquer all of your financial goals.
No job is too big or small and we are here to curate a personalized and effective system that works for you. Please click below to begin your journey to financial freedom.
With BGB as your financial partner, you’ll receive real solutions that deliver impactful and measurable results. We will ensure that you understand your full business & personal financial picture, and what your tax implications are. With that information in hand, we will then work together to establish and conquer all of your financial goals.
No job is too big or small and we are here to curate a personalized and effective system that works for you. Please click below to begin your journey to financial freedom.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
5 Client Reviews
"After enduring years of unresponsive and unhelpful accountants, especially during the crucial tax season, we found Pablo and Kevin, and our relief is immense. Whether you're a new business looking for basic advice or an established company needing detailed insights for strategic planning, they are always there to answer any questions. I highly recommend their services to anyone in my network."
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
