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Advisory & Consulting


Many clients think of tax preparation as primary and strategic planning as secondary.

Actually, the reverse is true.

Tax preparation and accounting work should be the the result of in-depth strategy and planning. That is why we spend time get to know you as a person, learn about your business, identify the challenges and opportunities unique to your situation, and understand your goals and dreams.

We are a partner in your success -- whether as an individual filing your taxes once a year or as a business owner navigating complex tax and accounting codes on a daily basis -- and we are committed to delivering you the best strategy that our combined years of experience as a firm can give.


Consulting & Planning

We know you will have questions throughout the year that affect your individual or business tax return and reporting. In addition, there will be issues that arise such as investment planning, estate planning, retirement planning, starting a business and other areas. We are available to provide advice and direction in a variety of areas.

Our advisory services are designed around your needs, and we strive to maintain a high level of independence and objectivity. Even though accounting and tax principles are universal, we recognize that your situation is unique and requires a commitment to special attention to deliver the best solution for you.


Business Accounting

Whether you own a small business that requires comprehensive business accounting services or the financial representative of a corporation that needs an annual summary, we provide customized options to help meet your specific needs.

We compile transactions from bank statements and/or other documents as well as prepare financial statements and other management reports.

We can provide simple cash basis reporting or do the more complex accrual multi-location, multi-department complete with budget comparison reports.

Structure the best system for you to meet your payroll processing needs. We can maintain earnings records and process payroll reports including all forms and consulting regarding requirements.


Vendor Accounts Payable

We provide vendor payment services complete with coding assistance and bank reconciliation services.


Business Sales Tax Returns & State Regulatory Reporting

Regardless of whether you need a routine sales tax return or multi-state regulatory accounting summaries, we have the expertise to provide reporting to almost any federal, state or third-party agency.


Certified QuickBooks ProAdvisor

BFR has installed, maintained and consulted on hundreds of Intuit QuickBooks accounting software systems, and with a staff of QuickBooks proadvisors and experienced accountants, we can advise and assist you with your QuickBooks system. We evaluate specific needs and and offer advice on customizing QuickBooks to your unique business model.