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Current News and Updates

 

Register Now for our Upcoming Workshops and Networking Groups!

BMRG Business and Technology Meetup Groups are now forming!  For more information CLICK HERE

 


New Insperity HR Support Center included in BMRG Advisory Program memberships!!

 

BMRG Advisory Program members now have access to the amazing new HR Support Center offered by Insperity!  Members at all levels will have access to the Support Center resources, and members in our Group Advisory Program (and all levels above that) will have access to the On Demand service, which provides you with access to personalized resources and professional support!

 

Click here to access the product information sheet.  

 

Click here to view a short demo of the HR Support Center!

 


 

Online Group  About the BMRG Advisory Program

Our Members are not just talking, they're doing and succeeding!  Join us and get started today!

Are you working endless hours in your practice yet feeling like you are always behind?  Do you wish you could delegate more tasks to your staff but always feel like there are no systems in place so everything stays “in your head” and has to be done by you in order for you to be sure it will get done correctly and on time?  Are you tired of being stuck in “by the hour” billing and never earning what you are worth? 

If any of these situations, or several of them, sound familiar to you then we are excited to have the opportunity to help you start a new chapter in your business development journey!  BMRG Advisory Services was founded and is run by CPAs, accountants, attorneys, and other industry-leading professional service providers who have been where you are.  The best practice courses, materials and supporting resources have been created based on this deep understanding of what it takes to run a profitable, systemized professional service firm.  The “turn-key” resources you receive as a member of the BMRG Advisory Programs as well as the opportunities to work with other firms who are going through the same growing process you are means that you can avoid “reinventing the wheel” and instead implement solutions quickly in order to see results.  In addition, by establishing these industry best practices using best of breed cloud technology solutions, we will help you build the integrated set of tools you need to save time and money, work more efficiently, “wow” your clients with highly automated but “personal feeling” communications and client service solutions, and feel that you are finally getting the information you need to make critical business decisions in real time.

We look forward to having the opportunity to work with you in order to help you build the high value practice you’ve dreamed of!

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Cloud Summit 2014

                                        REGISTRATION IS OPEN!

Cloud Summit 2014 is THE exclusive 5th annual cloud computing conference for professional practices and small businesses offering CPE credits, an all-star lineup of cloud implementation educators and one-on-one user trainings for the top-rated cloud computing solutions. By attending Cloud Summit '14, you'll go beyond just "keeping up" with your professional peers. You'll see a considerable ROI, have the opportunity to immerse yourself in the theory and practice of cloud-based accounting, and move forward with confidence as you learn better, more efficient and productive ways to manage your firm.

New this year!  A dedicated business management and technology track for small and mid-sized business owners!

Click here to learn more and to register!


 

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Strategic Partners

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Insperity Financial Services helps you better understand and manage your finances so you can improve your business performance.

LivePlan (by Palo Alto Software) is the industry leading, simple to use, strategic and financial planning solution the will help you plan, pitch and manage your business.  If you provide business planning, outsourced accounting, and/or other advisory services for your clients, LivePlan even makes it easy for your clients to share their plans with you, giving you a turn-key way to expand your high value service offerings.  

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Simply Powerful Expense Report Automation!

Do you struggle to keep track of all of your expense receipts?  Is creating expense reports or reconciling your receipts to your credit card statements a nightmare?  Do you wish you had a simple way to track those petty cash expenditures and even your business mileage that can so easily be forgotten?  Tallie makes managing all of this so much easier!  You simply take pictures of your receipts from your smartphone or tablet, enter your petty cash expenses and mileage information, and you're on the road to awesome digital workflow!  

Avalara’s AvaTax family of products provides end-to-end compliance solutions and is regarded as the fastest, easiest, most accurate and affordable way for companies to address their statutory tax requirements. 

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Cloud9 Real Time’s customized and privately labeled all-in-one virtual office solution provides instant access to applications, Microsoft Office, Exchange services and data in one central location.

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 SmartVault is a leading provider of cloud-based document management solutions providing accounting professionals and businesses with an easy and affordable solution to store, view, and share files securely any time and from anywhere. SmartVault's unique, patented Toolbar plug-in provides a seamless experience for scanning, viewing, and finding documents within the applications you’re already using, like QuickBooks®, QuickBooks Online or Microsoft Outlook. And with SmartVault’s client portal, users can easily upload, view and securely share files with clients and colleagues. 

Funding Gates, the company behind the FG Receivables Manager, is set on making collections the easiest part of running a business.  With FG, companies can effectively and effortlessly manage open invoices by moving AR Management to the cloud, operating as a CRM for receivables management. FG Receivables Manager prioritize customer accounts, allow users to take notes, log calls, send reminders and more!

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