Business Details
50+ Years
experience
Trusted Accounting and Advisory Services in Indianapolis
BGBC, a Springline Company, is an Indianapolis-based advisory firm with global capabilities dedicated to providing exceptional client experiences. Our commitment centers on delivering forward-thinking solutions, opportunities, and services with integrity and objectivity. We serve clients ranging from small startups to large corporations, both locally and internationally, through a broad range of financial and advisory services. Our client-first model emphasizes collaboration, partnership, and a deep understanding of each client's unique vision and challenges. Founded in 1970, we have grown to nearly 70 team members and are recognized as a Top Workplace by the IndyStar for six consecutive years.Our valuesuncompromising honesty, team focus, lifelong learning, and exceptional client experienceguide every engagement. We are proud to be a founding member of the BDO Alliance USA, granting us access to international resources while maintaining local ownership. Our services include business succession planning, client accounting, international tax, valuations, and more. We pride ourselves on fostering a culture of growth, diversity, and leadership development. With technical expertise and entrepreneurial spirit, we help clients navigate complex financial landscapes and achieve long-term success.
Services
Business Succession Planning
Client Accounting Services
International Tax
Valuations
Tax Services
QuickBooks Consulting
Audit & Assurance
Estate Planning
Mergers & Acquisitions
Payroll Services
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of experience in accounting and advisory services since 1970.
- Our team provides global resources through BDO Alliance USA membership.
- We implement a client-first model with personalized collaboration and partnership.
- Our professionals specialize in industry-specific solutions for construction, healthcare, and technology sectors.
- We maintain a culture recognized as a Top Workplace by the IndyStar for six years.
What people say
Excellent business partner
Strategic tax knowledge
Successful IRS audit navigation
Top business decision
Maximize financial opportunities
Services
Business Succession Planning
We develop customized succession strategies to ensure smooth business transitions. Our services include trust design, tax minimization planning, and ownership transfer strategies for family businesses and investors. We help clients maximize company value while aligning with personal and family goals through mergers, sales, or employee ownership models.
Client Accounting Services
We provide comprehensive accounting solutions for startups and growing businesses, including payroll services, QuickBooks support, cloud hosting, and remote bookkeeping. Our team offers process efficiency recommendations and technology infrastructure advisory to help businesses focus on core operations while maintaining accurate financial records.
International Tax
Our international tax services address cross-border complexities with expertise in foreign tax credits, transfer pricing, and global tax minimization strategies. We support businesses with inbound/outbound planning, currency conversion, and compliance for operations in Europe, Asia, and emerging markets through IFRS-compliant audits and tax deferral planning.
Valuations
We conduct detailed business valuations for mergers, acquisitions, and estate planning purposes. Our specialists analyze business enterprise value, fixed assets, and stock valuations using industry-specific benchmarks. Services include litigation support, insurance valuations, and condemnation studies to determine accurate business worth for transactions or legal matters.
Tax Services
We offer comprehensive tax planning and compliance services for corporations and individuals, including multi-state tax strategies, R&D credits, and IRS controversy resolution. Our team provides entity selection, payroll tax management, and estate planning services to minimize tax liabilities while maintaining full regulatory compliance.
People
Jason Twomey
Managing Partner
Jason Twomey leads BGBC Partners, LLP as Managing Partner with extensive experience in accounting and advisory services. He focuses on delivering strategic solutions for business clients while maintaining the firm's commitment to exceptional client experiences.
Shelley Mattaliano
Managing Partner
Shelley Mattaliano serves as Managing Partner at BGBC Advisory, LLC, bringing leadership expertise to the firm's advisory services. She works closely with clients to develop innovative financial strategies and maintain the firm's client-first approach.
Andrew Terry
Partner
Andrew Terry contributes his expertise as Partner at BGBC Advisory, LLC, specializing in accounting and business consulting services. He focuses on building long-term client relationships through tailored financial solutions and strategic guidance.
Richard Smith
Partner
Richard Smith provides specialized accounting and advisory services as Partner at BGBC Advisory, LLC. His experience spans multiple industries, helping clients navigate complex financial challenges and achieve business objectives.
Brent Holman
Partner
Brent Holman offers strategic advisory services as Partner at BGBC Partners, LLP. He focuses on delivering comprehensive solutions for business clients while maintaining the firm's commitment to technical excellence and client satisfaction.
Questions
What accounting services does BGBC offer?
We provide audits, reviews, compilations, client accounting services, payroll solutions, and QuickBooks consulting for businesses of all sizes.
How does BGBC support business succession planning?
We develop customized succession strategies including trust design, tax minimization, and ownership transition plans for family businesses and investors.
Do you handle international tax compliance?
Yes, we offer global tax planning, foreign tax credit analysis, transfer pricing, and compliance services for cross-border business operations.
What industries do you specialize in?
We serve construction, healthcare, real estate, technology, senior living, and professional athlete industries with tailored financial solutions.
How can I make payments to BGBC?
Clients can use our QuickFee payment portal for flexible payment options including installment plans for invoice payments.
Are you affiliated with any professional networks?
We are a founding member of BDO Alliance USA, providing access to international resources while maintaining local ownership.
Reviews (6)
Jim Nicholson
Oct 28, 2021
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I have worked With Brent Holman for several years. He and his staff are always forward thinking and on top of all of the many details of our business. They are vigilant on tax efficiency. and they are a pleasure to work with.
Rachel Brinson
Oct 13, 2021
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An error occurred on my 2020 tax return due to an update with BGBC's software. An amended tax return was filed a month later. I am due a refund, but instead, I have been making payments to the IRS for over 5 months because the company's error showed me owing over 15,000. My representative just tells me I have to wait. I think BGBC should be making my payments to the IRS because of their error. Poor customer service. I will not be a returning customer.
Ron Pelletier
Oct 06, 2021
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We've had just a tremendous experience in the years using BGBC for accounting and strategic advisory. Kyle Simmerman has particularly represented BGBC in an absolute professional manner that has always more than satisfied our needs. We are grateful to continue doing business with them, and I'd recommend any organization do so as well.
Brenda Wagoner
Oct 06, 2021
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I have been working with BGBC for about 8 years now. They are very professional, easy to work with and very responsive to any question that I may have. I HIGHLY recommend BGBC to everyone who needs a great CPA firm.
Tammy At Nicholson Orthodontics
Sep 26, 2021
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We have worked with Brent Holman and Makylie for several years. They are very knowledgeable and helpful when we need them.
Stephanie Parks
Jul 26, 2021
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I have worked with BGBC for several years and have always had outstanding service and guidance with my questions always answered.
