Professional Services

Bee, Bergvall & Co. provides a wide range of services to individuals and businesses in a variety of industries. At Bee, Bergvall & Co., we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Tax Planning & Preparation

At Bee, Bergvall & Co., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow and keep them on track toward their financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.





Consulting and Advisory Services

At Bee, Bergvall & Co., we focus on building close client relationships that add long-term value.  Our business advisory consulting is focused on privately held and family-owned businesses. The Catalyst Center for Business Growth engages with clients to design tailored, practical solutions to meet their objectives and drive results. Whether the focus is a new business launch, developing new strategies for growth, or succession and exit planning, we assist in identifying and advancing opportunities to solve the toughest challenges.

Business Lifecycle Consulting

From imagination to implementation, starting a new business involves managing a range of areas to succeed.  From determining the most advantageous business structure to designing a thoughtful business plan, our advisors will assist with:

  • clarity & objectivity
  • focus
  • expert advice
  • an accountability partner

Developing and executing a strategy for business growth begins with clearly understanding your objectives and desired goals.  Our advisors focus on top-line aspects of your business such as sales, marketing, strategy, and leadership — while also being sensitive to market realities and the unique nature of today’s environment.

  • Trend analysis
  • Ratio analysis
  • Revenue growth
  • Team of trusted advisors
  • Overcoming obstacles to growth

Whether you are interested in the transfer of leadership or management from one generation to the next within the business, or if you are interested in designing and implementing a successful exit from your client’s company, our advisors can provide guidance to meet your long-term objectives.

  • Preparing for succession
  • Maximizing valuation
  • Selling process
  • Exit strategy
  • Negotiation

Audits, Reviews, and Compilation

Bee, Bergvall & Co.’s financial statement services comprise all three levels of financial services depending on your company’s needs.

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. Audits provide creditors, investors, and other outside parties with a high level of comfort on the accuracy of the financial statements.

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Reviews are intended to provide lenders and other outside parties with a basic level of assurance on the accuracy of financial statements..

Compilations are usually requested for internal purposes, or in some cases for use by lenders and other outside parties, and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Bee, Bergvall & Co. can provide professional know-how to help you successfully structure and negotiate the deal. Bee, Bergvall & Co. employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.




Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Bee, Bergvall & Co.’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.





Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Bee, Bergvall & Co. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.





Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Bee, Bergvall & Co. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.




Accounting Support

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Bee, Bergvall & Co.’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Litigation support

QuickBooks Pro-Advisor

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Bee, Bergvall & Co. offers the following solutions to help meet your QuickBooks needs:

Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.