Serving Professional Service Firms In North Texas & Beyond

Do you desire to grow your business,
but lack financial expertise?

We run a professional service business like you, so we get it.

Whether you’re seeking traditional accounting, tax work, retirement plan set up, or business insights that go beyond the routine, Bland Garvey is your ally for knowledgeable, accurate assessment and reporting of your firm’s (or your clients’) assets and operations.

  • Are you getting lost in the details of payroll?
  • Are you nervous as you think about whether you are maximizing your taxes?
  • Do you have a solid retirement plan for you and your employees?

Are you spending valuable hours on the financial details that you could be using to serve your clients?

Financial Services for Businesses at all Stages of Growth

It’s time to outsource your firm’s financial work to the pros.

For the Start-Up

We remember what it is like to be at the starting line wondering if we were laying the right foundation for growth. We can help. 

From helping you choose the right legal entity to optimizing your taxes to managing payroll systems, we have full suite of services for a successful start-up!

For the Growing Business

Growing a business is complex. We help you understand your financials through cash flow and compensation planning.

Our business advisory and accounting services will help you streamline and make sense of the mess. 

For Future Planning & Business Succession

Conversations about the future of your practice and succession can be difficult.

Our confidential advisors are here to help you manage the complex decisions you need to make, including retirement plans.  

Financial guidance for firms like yours.

We serve a variety of professional industries and can serve you as well.

Attorneys

Engineers

Architects

Contractors

Graphic Designers

IT & Software

The full suite of services to run a growing business.


Over the years, we have been involved in purchasing facilities, preparing for public offerings, acquiring, or restructuring of debt, buying and selling of businesses, obtaining new capital, and helping businesses expand in Texas.

1 Services provided by Bland Garvey, PC
2 Services provided by Bland Garvey Wealth Advisors, LLC

  • Bookkeeping
  • Financial Statements
  • Quickbooks & Xero Setup and Assistance
  • Cash Flow & Budget Analysis
  • Tax Returns
  • Business Personal Property Tax
  • Tax & Estate Planning
  • IRS Representation
  • Investment Management
  • Goal Planning
  • Portfolio Design, Structure, & Rebalancing
  • Tax Minimization Consulting
  • Retirement Planning
  • Income & Tax Planning
  • Asset Protection & Risk Management Consulting
  • Education Planning (529 Plans)
  • Outsourced CFO & Controller Services
  • Mergers & Acquisitions
  • Compensation Consulting
  • Medical Practice Consulting
  • Entity Type Analysis & Setup
  • Accounting & Payroll Systems Selection & Setup
  • Projections & Forecasts
  • Debt & Financing Analysis
  • Audit & Review of Financial Statements
  • Employee Benefit Plan Audits
  • Internal Control Studies
  • Agreed Upon Procedures
  • Retirement Plan Design & Implementation
  • Third Party Administration (TPA Services
  • Participant Education
  • Fiduciary Consulting & Investment Consulting

Professionals like you who love our services.

Your Road Map to Financial Confidence

Getting started as a client is simple.

Schedule a Consult

We’ll listen to your needs and goals for the future so we have a clear understanding of what success means to you.

Receive a Customized Plan

Whether it’s taxes, business consulting, or long-term financial planning, we’ll give you a straightforward plan in alignment with your goals.

Be Ready for What’s Next

As your business and personal assets grow, we will be right there with you, proactively looking out for your financial needs.

6 Tips to Safeguard Against Tough Times In Your Business

Life is unpredictable, and you never know what can come up in your business and personal life. However, you can take advantage of these 6 high-impact tips we share with our clients to safeguard their finances and be prepared to tackle uncertainty.


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact