Consulting Services

Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Business Succession Planning

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected. Our firm has the resources, experience, and depth of knowledge to offer the following services to our individual and business clients.

Business Development

Our firm is committed to adding value to our client's businesses. We can assist you in enhancing your business by analyzing your operational environment and determining your strengths, weaknesses, and opportunities.

Strategic Planning

We can facilitate a one-day session for our clients that is designed to Clarify where your business is now; Identify goals and opportunities; Draw-up marketing and action plans; Create strategic financial models; Define key performance indicators; Structure your time more efficiently; Provide better direction and leadership; and Achieve real control.

Compilation and Review Services

Our firm provides compilation and review services to businesses of all sizes. We will help you to determine the level of service best suited to your business needs and help you comply with your reporting requirements.

Pension & Profit Sharing Plans

We will assist you in selecting and establishing an appropriate pension or profit sharing plan and will prepare the required tax reporting forms.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Cash Flow & Budgeting Analysis

Our firm offers cash flow and budgeting analyses that can help you manage your business and achieve your objectives.

BMC's Podcast "We Are Money"

  • #015 - 2018 Tax Season Kickoff Extravaganza

    In this episode, We Are Money is LIVE at the Beasley, Mitchell & Co. 2018 Tax Season Kickoff Extravaganza. With our very special guest, John Garrett from the Green Apple Podcast, we discuss the new tax law changes, probate, and venutre down south with very our own Don Francisco. We also make time for changes to the rules of the road, chess, and what can’t be made better by green chile.

  • #013 - A Singularity Down the Left Field Line

    In this episode, the We Are Money podcast rips a Singularity down the left field line. Our guest is renown speaker, economist, and futurist, Dr. Lowell Catlett.  We talk about predictions, the future, and the evolving economy. We also discuss Hollywood smells, baseball, and deducting unreimbursed employee expenses. 

  • #012 - Techno or Tech Yes!

    In this episode, our guest, Joe Villanueva, from Integra IT discusses consulting on IT and project efficiency matters. We also venture into the world of hit batters, Zillow, soda taxes, and Disney characters.

  • #011 - This Politics Me Off

    As we venture closer to election time, the We Are Money podcast, with our special guest Alice Lara from Copper State Consulting Group, delves into the world of politics…and money. We discuss the role of lobbyist and dark money in our political process, propose some Olympic modifications, and ride along with Zorro, …who apparently is not a fighting chicken at all. Enjoy!

  • #010 - Crowd “Pun”-Ding

    As we hang our 10th podcast, we surf through crowd funding and its tax and legal aspects.  We analyze the current Pokemon-Go craze, discuss capital investment in the movies, and otherwise have a “pun”-derful time. Enjoy!

  • #009 - Not Talkin’ ‘Bout Rich, I’m Talkin’ ‘Bout Wealth

    After a return from our tax season hiatus, we explore the difference between being rich and being wealthy and how people can increase their wealth. We discuss tips on protecting your assets, do a little mad-libbing, analyze the wealthiest superheroes, and … blow Brad’s mind.

  • #008 - The Ocho Supremacy

    In this episode we provide you with an “Artesian well” amount of information flowing from our very special guest, Van Bullock. We discuss real estate, valuations, the Supreme Court, Jason Bourne, and certain bodily noises.

  • #007 - I Spence Yo Money!

    In this installment of the We Are Money podcast, Eric Walton of Spence Asset Management is our special guest. We discuss investing, stock markets, the role of investment advisors, copyrights and whether Clark Kent has a tax filing requirement.

  • #006 - The Code Awakens

    Episode 6 - The Code Awakens. A long time ago, in an accounting firm far, far away … (but not too far!).  We begin our Star Wars Special journey with a discussion of the 2015 tax extenders passed by the Galactic Congress as old provisions are made new again..and again…and again. We learn of the potential disinheritance of Kylo Ren and contemplate the First Order’s ability to qualify for green energy tax incentives.

  • #005 - Holly Daze and Nights

    In this holiday edition of the We Are Money podcast, we discuss non-profits, charitable giving, Santa, holiday movies, and gift baskets with firearms. 

Recent Posts

Beasley, Mitchell, & Co - Certified Public Accountants © 2011

Designed, Hosted, & Maintained by NMGI WebCare