Our measure of success is based on your achievements

Our measure of success is intertwined with the achievements of our clients, both on a personal and business level. We possess the expertise to assist your enterprise in pinpointing areas that may be impeding its profitability and expansion, subsequently crafting practical and technically sound solutions. Beyond offering a valuable sounding board for management, our approach encompasses adaptable and comprehensive strategies designed to address the diverse challenges impacting your business.

Strategic Business Plan

Budget and Forecast

Succession Planning

Exit Strategy

Working Capital and Cash Flow Analysis

Entity Selection to Minimize The Tax Liability

Buy and Sell Side Due Diligence

Integration of Business Systems

Forward Exchange

Reverse Exchange

Improvement Exchange

Preserved Research and Development Credit


We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.


BG Advisors CPA, LTD. is a full-service CPA firm committed to helping growing businesses reach their goals. Combining decades of diverse corporate finance and tax experience allows us to bring world-class expertise to every client we serve.

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