Services | Business Advisory & Consulting

Client 361

Client 361

A Holistic Approach to Your Business & Personal Finances

Let’s be honest—accounting is usually known as a historical profession. As your CPA, we tell you how you did financially the previous year. But, what about this year? Why don’t we talk about how your business is performing today as well as how it will perform in the future?

Client 361 is BMSS’ unique service in which we walk you through the major operational functions of your business as well as the decisions that could impact your personal well-being. Through our Client 361 program, we take a holistic look at your business and personal finances—asking you questions about your sources of capital, production process, cybersecurity, human resources, estate planning and more—and offer comprehensive analysis of your responses and actionable steps for success. More than a static 360-degree snapshot of where you are today, Client 361 goes a degree beyond, helping you make informed decisions and prepare for tomorrow.

Our #1 goal at BMSS is to create peace of mind for you. Client 361 is our wraparound service that helps make this happen. For more information and to begin the Client 361 process, call your BMSS CPA today. We’ll walk you through a series of important questions to learn your goals as well as your pain points.

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Industry News

  • New Requirement to Cover Long-Term Part-Time Employees in 401(k) Plans Enters Into Effect
  • E-Verify Reporting Requirements
  • Two Pivotal IRS Programs Launched to Address Employee Retention Credit (ERC) Issues
Client 361 News

Key Categories of Our Client 361 Evaluation Include:

  • Accounting, Technology, Management Information & Controls
  • Human Resources
  • Marketing
  • Personal Financial Well-being
  • Production
  • Products & Services
  • Sources & Adequacy of Capital