Your efficient solution for total financial management.

Bridgewater Wealth & Financial Management is a high-touch financial service provider that works with your company on a professional basis to take care of all of its financial management needs. For clients who need a comprehensive solution that makes financial sense, we can provide a complete suite of outsourced accounting services, from basic bookkeeping to cash-flow management, payroll and benefits, and accounts receivable/payable services.

In fact, with our skill, knowledge and years of experience, Bridgewater has the ability to perform as your dedicated treasurer, CFO, controller and human resource director, all rolled into one cost-efficient solution.

Your outsourced CFO.

Many partnerships, businesses, and non-profits find it difficult and expensive to maintain a financial management staff for monitoring and managing all of their fiscal responsibilities. For these groups and institutions, Bridgewater is a sensible, cost-effective solution, providing the accounting services they need for less than it would cost to manage it themselves. We are knowledgeable, professional and highly capable. Our CPAs, investment professionals and accounting and bookkeeping staff combine more than 100 years of collective experience. They provide a rich array of financial management services:

• Cash management, budgeting and financial analysis
• Monthly bookkeeping, general accounting
• Accounts receivable/payable and monthly bank reconciliation
• Payroll and Human Resource Administration
• State, federal and international tax compliance and preparation
• Employee retirement plan administration
• Monthly, quarterly and annual financial reports
• Merger, acquisition and ad hoc business analysis
• Contract management and business insurance

At Bridgewater, we are accountable to our clients, and we seek to earn their trust in everything we do. As part of our fiduciary responsibilities to you, we will review and coordinate your overall financial performance regularly, analyze and adjust your plans accordingly, and report results reliably.

A complete financial strategy.

We have the professional resources and capabilities to provide you with a total financial solution. We can draw on the expertise of our CPAs and investment professionals whenever necessary to coordinate an overall strategy for maximizing your organization’s financial performance. Contact Bridgewater today and let us show you how we can help your business or non-profit achieve all of its financial goals.

Financial Management Services Overview
Financial Management Services for Individuals