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Client Services

AN ARRAY OF ACCOUNTING SERVICES

Beyond experience, guidance and trusted teamwork, BBCP accounting services include:

  • Audits, reviews and compilations
  • Bookkeeping, including computer accounting program consultation
  • Estate and Trust Planning
  • Income tax planning and preparation
  • Internal audits and consulting
  • IRS audit representation
  • Management consulting
  • Payroll tax reporting services
  • Personal financial planning
  • Quick-Book certification
  • 401(k) and pension planning consultation and administration

 

MINDING YOUR (SMALL) BUSINESS IS OUR BUSINESS

We provide small business consulting services that help ensure your success. Whether you need occasional assistance or complete service, we've got you covered. Our capabilities include:

  • Bookkeeping
  • Income tax return planning and preparation
  • Management consulting (from planning to financial business consultation)
  • Monthly or quarterly financial statements
  • Payroll tax preparation
  • Software training and support

 

FINANCIAL PLANNING & INVESTMENT SERVICES

The choices you make today will have a tremendous impact on where you'll be tomorrow. BBCH offers extensive personal financial planning and investment advisory experience, two Series 65 Registered Investment Advisor representatives on staff and an affiliate company that handles investments and money management.

We can help you with everything from reducing your income taxes and evaluating your investment portfolio to suggesting tax-wise college funding ideas and reviewing your death and disability coverage.

Our investment and money management services include:

  • College tuition planning
  • Complete financial planning for individuals
  • Complete investment portfolio management
  • Estate planning
  • General investment advice
  • Implementation of financial planning strategies
  • Retirement planning
  • Risk management
  • Tax planning

 

INDUSTRIES SERVED

Representing diverse business sectors gives us at BBCP, the broad experience base to better serve our clients, while fulfilling our commitment to their success.

  • Agriculture
  • Auto Dealers
  • Construction/Builders
  • Financial
  • Legal
  • Marketing
  • Medical/Dental
  • Not-for-Profit
  • Professional
  • Real Estate
  • Restaurant
  • Services Industries
  • Transportation