We take pride in our ability to partner with our clients’ and assist them in meeting their business objectives. In delivering our services, we act with the utmost integrity, objectivity, due professional care, and a genuine interest in serving the collective community of people and institutions who rely on our services. Since no two organizations are exactly same, we tailor our services and expertise to meet individual client needs. We achieve this by developing clear understanding of each client’s specific business, financial situation, and objectives. Our primary goal is to help our clients grow and take their businesses to the next level.

HOW WE WORK

OUR PRACTICE AREAS

We focus our activities around five practice areas: Accounting and Enterprise Risk Managment; Tax Planning and Advisory; Management Consulting; Financial Advisory and Nonprofit Consulting

ACCOUNTING AND ENTERPRISE RISK MANAGEMENT
We provide a broad range of accounting, financial reporting and analysis and enterprise risk management services to a diverse group of corporations, financial institutions, and professional service firms. Services include bookkeeping and financial management, compilation reports, review reports, internal control systems set up and compliance testing, controllership and outsourced CFO services, risk management testing and accounting software set up such as QuickBooks, Power Church etc.

SERVICES TO CPA/PROFESSIONAL SERVICE FIRMS: Broadview Advisors & Company understands that, more often than not, outsourced bookkeeping and accounting services for small and medium businesses, nonprofits and associations fall outside of the sweet spot for many full service accounting firms. This is especially true when a CPA firm already provides audit services, and, because of independence issues, cannot also provide bookkeeping and accounting services.

In those instances, a number of CPA firms have turned to Broadview Advisors & Company to provide their clients with outsourced accounting and bookkeeping services.
TAX PLANNING AND ADVISORY
We provide tax advisory services and offer clients tax planning strategies. Our tax advisors can advise you on decisions made throughout the months that can lessen your annual tax burden. With our keen oversight of your return, you can count on receiving every deduction available. Plus, our clients have the added benefit of around-the-clock online access to all their tax documents via a secure, personal login on our website. Our goal at Broadview Advisors is to help individuals and families receive every deductions in line with IRS regulations. Our tax practice focuses on business tax preparation, individual tax preparation and IRS representations services.
BUSINESS ADVISORY AND MANAGEMENT CONSULTING
We provide a broad range of business advisory and growth strategy solutions. Our trusted advisors helps clients in formulating, developing and implementing revenue generating initiatives. We also help organizations and entrepreneurs develop the strategic culture necessary to accomplish management goals and make their organizations better positioned in today’s marketplace. Services include business incorporation, business improvement and business plan write-ups, healthcare consulting services, outsourced COO and CEO services, business licensure services, business accreditation services such as CARF, MBE/DBE, 8A and general management consulting solutions.
FINANCIAL ADVISORY
We provide financial advisory solutions to clients including business valuation, merger and acquisition advisory, due diligence, portfolio value creation and exit planning. We assist clients looking for financial and/or strategic investors with capital to initiate, grow or expand your business opportunities. Over the years we have developed a comprehensive network of lenders and investors with appetite for viable investment opportunities. We have assisted corporations and nonprofit entities raised needed capital to acquire and develop mega properties including raising working capital for day to day business operations. Services include project financing, debt and equity financing, development of investor or banking book for capital raising, deal structuring and financial analysis and private equity investing.
NONPROFIT CONSULTING
We provide advisory services to nonprofit organizations including churches ranging from registration, IRS 501 (c) compliance, fund raising to carefully designed engagements to accomplish organizational and program-oriented objectives. We collaborate with social sector leaders to help scale impact, build leadership, advance philanthropic effectiveness and accelerate learning.