Our Firm at a Glance
The Broadview Advisors & Company, Inc. is a premier full service accounting, tax and financial advisory firm that provides a wide range of business advisory services to a substantial and diversified client base that includes small and midsized firms, nonprofit entities, entrepreneurs and high-net-worth individuals. Broadview Advisors & Company is certified MBE/DBE, owned firm with A+ rating with Better Business Bureau (BBB).
In delivery our advisory solutions to clients, we define our service delivery process in three simple steps – (i) define our clients’ needs (ii) collaborate and develop a solution (iii) implement, achieve efficiencies and improve our clients’ performance.
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
Active Practice Areas
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.