About B&C Wealth Management
At B&C Wealth Management, our primary goal is to help businesses and individuals build sustainable financial strength and long-term stability.
More About B&C Wealth Management
At B&C Wealth Management, we deliver elite financial services with a singular focus: the client. Every aspect of our firm is built to provide exceptional care, strategic insight, and high-performance results—whether through tax preparation, CFO services, or business consulting.
We operate with a fiduciary-first mindset and a culture of excellence, integrity, and innovation. Our structured approach includes weekly KPI-driven meetings, advanced internal systems, and monthly company-wide training through our Eagle Builder program. We invest in our people, celebrate growth, and continuously elevate our standards.
From tailored strategies to seamless operations, B&C blends the precision of a financial firm with the experience of a luxury brand—client-obsessed, performance-driven, and built to lead.
Our Vision
To be the most trusted financial partner for wealth builders, business owners, and changemakers empowering them to protect, grow, and pass on their legacies with clarity, confidence, and freedom.
Our Mission
At B&C Wealth Management, we are redefining the future of financial services by delivering integrated tax, CFO, insurance, and investment strategies under one roof.
We serve entrepreneurs, high-net-worth individuals, athletes, and entertainers with precision, discretion, and vision building financial legacies that endure for generations.
Our mission is to elevate every client we touch, every advisor we hire, and every community we serve.
Frequently Asked Questions
What bookkeeping services do you provide?
B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers.
Can you clean up prior-year books or start mid-year?
Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers.
Which accounting software do you support?
We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight.
How secure is my financial data?
All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)
Will you represent me if the IRS audits my business?
Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances.
Which documents do you need for tax preparation?
Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.
How soon will I see my monthly reports?
We send out financial reports on a monthly basis during the time we review it in our monthly meeting. Timely reporting is a cornerstone of the monthly-accounting model highlighted by peer firms.
Do you offer payroll and sales-tax filing?
Yes—payroll processing, quarterly/annual returns, W-2s/1099s, and sales-tax filings can be added à-la-carte or bundled into your monthly plan.
Are your services available remotely?
Absolutely. Secure client portals, e-signature and encrypted document exchange let you work with us 100 % virtually; on-site visits in select metro areas are available on request.
How will ongoing communication work?
You’re assigned a dedicated accountant plus a reviewer. Expect a scheduled monthly review call, unlimited email support, and same-day responses for urgent matters—paralleling the “unlimited contact, no extra cost” policy our firm advertises.
What year-round tax planning do you provide?
Quarterly estimates, mid-year projections, and proactive advice on deductions, entity structure and retirement funding are included, aligning with outsourced-advisory best practice that tax planning should flow naturally from up-to-date books.
How does bookkeeping integrate with wealth-management advice?
Because our advisors can see both your investment portfolio and the real-time performance of your operating entity, we synchronize cash-flow, tax-loss harvesting and retirement-plan funding decisions—giving you a single, coordinated plan instead of siloed advice.
What businesses do you work with?
Our firm is business agnostic. We believe in working with all industries as the insight from one can help others. We don't limit ourselves to just one niche or particular industry for your benefit.
What bookkeeping services do you provide?
B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers.
Can you clean up prior-year books or start mid-year?
Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers.
Which accounting software do you support?
We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight.
How secure is my financial data?
All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)
Will you represent me if the IRS audits my business?
Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances.
Which documents do you need for tax preparation?
Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.
How soon will I see my monthly reports?
We send out financial reports on a monthly basis during the time we review it in our monthly meeting. Timely reporting is a cornerstone of the monthly-accounting model highlighted by peer firms.
Do you offer payroll and sales-tax filing?
Yes—payroll processing, quarterly/annual returns, W-2s/1099s, and sales-tax filings can be added à-la-carte or bundled into your monthly plan.
Are your services available remotely?
Absolutely. Secure client portals, e-signature and encrypted document exchange let you work with us 100 % virtually; on-site visits in select metro areas are available on request.
How will ongoing communication work?
You’re assigned a dedicated accountant plus a reviewer. Expect a scheduled monthly review call, unlimited email support, and same-day responses for urgent matters—paralleling the “unlimited contact, no extra cost” policy our firm advertises.
What year-round tax planning do you provide?
Quarterly estimates, mid-year projections, and proactive advice on deductions, entity structure and retirement funding are included, aligning with outsourced-advisory best practice that tax planning should flow naturally from up-to-date books.
How does bookkeeping integrate with wealth-management advice?
Because our advisors can see both your investment portfolio and the real-time performance of your operating entity, we synchronize cash-flow, tax-loss harvesting and retirement-plan funding decisions—giving you a single, coordinated plan instead of siloed advice.
What businesses do you work with?
Our firm is business agnostic. We believe in working with all industries as the insight from one can help others. We don't limit ourselves to just one niche or particular industry for your benefit.
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support you and your clients.
See how our expertise can support you and your clients.
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