Business Advisory

BMD offers a holistic approach to your financial success by collaborating with you and your staff to determine new/better ways for your business to deliver value, reduce costs, and increase profits. Our team of CPAs and CFPs® provide hands-on Advisory services for business owners, incorporating comprehensive Accounting, Tax, and Business Services with personal Financial Planning. BMD is here to assist you on every phase of your business cycle.

Our Advisory/Consulting services include:

  • New business formation
  • S Corp election filing
  • Business plan preparation
  • Set up accounting system
  • Succession plan
  • Financial planning
  • Bank financing
  • Retirement and profit-sharing planning
  • Insurance
  • Fringe benefit analysis
  • Budgeting
  • Tax credit and incentives
  • Financial forecast
  • Cash flow analysis