Experience Confidence & Clarity on the Financial Side of Your Business

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Guide: 6 tips to safegaurd your business

Tackling Tough Financial Questions on Your Own is Difficult

You need a financial service provider who understands and can jump in to help.

Whether you are a physician’s group looking to position your practice to sell, a recently graduated dentist exploring career possibilities, or an attorney in a growing firm, Bland Garvey has the experience to help you run the financial side of your business with confidence. 

Your business is unique. At Bland Garvey we believe that every business deserves a partner who takes the time to understand it. 

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Professional Service Firms
Medical Practices

Industries We Specialize In

We have honed our experience with a variety of professional service providers.

Professional Service Firms

  • Attorneys
  • Engineers
  • Architects
  • Contractors 
  • Graphic Designers
  • IT & Software
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Medical Professionals & Practices

  • Dentists
  • Physicians
  • Veterinarians
  • Chiropractors 
  • Group Practices
  • Surgery Centers
  • Imaging Centers
  • MSOs & DSOs
Learn More
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Guide: 6 tips to safegaurd your business

Business Services We Provide

We want you to be able to concentrate on the core of your business, while we handle the financial details. 

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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

Clients who love our business services.

“Having worked for one of the top 10 largest CPA firms in the country, I wanted to be in a firm where I feel valued and the top managers know me by name. Bland Garvey feels like a family and not just a place of employment where everyone goes in just to collect a paycheck.”
Gerson Viera
“I wanted to work in a supportive environment where I wasn’t micromanaged. At Bland Garvey, the shareholders know my name and are interested in my life. They set me up with a mentor so that I would be able to succeed.” 
Ling
“I came to Bland Garvey from a Big 4 environment over 20 years ago and it was one of the best decisions I’ve ever made. Every day is something new and we’re continuously looking for ways to better serve our clients as trusted financial guides. The spirit of collaboration both among ourselves and with our clients is something special.”
Jeff Dalrymple

Your Road Map to Financial Confidence

Getting started as a client is simple.

Schedule a consult Guide: 6 tips to safegaurd your business
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.