Frequently Asked Questions

What is Bridgewater Business Advisory?

Bridgewater Business Advisory is a black-owned firm providing expert financial planning, accounting, tax consulting, and strategic business advisory services to individuals and businesses. We specialize in helping ambitious clients achieve strategic growth and measurable results.

Where are you located?

We are located in Bedford, Texas at 3901 Airport Frwy, Bedford, TX 76021. We primarily serve clients in Texas and surrounding areas.

What services do you offer?

We offer a comprehensive range of services including personal financial planning, retirement planning, estate planning, business accounting, payroll services, business valuation, tax planning, and strategic consulting. See our Services page for detailed descriptions.

Do you offer free consultations?

Yes! We offer a free 30-minute initial consultation with no obligation. This allows us to understand your situation and determine if we're the right fit for your needs.

How do I schedule a consultation?

You can schedule a consultation by:

• Filling out the contact form on our Contact page
• Calling us at +1 (817) 874-9044
• Emailing velad@bridgewaterba.com

What should I bring to my consultation?

Please bring any relevant financial documents such as tax returns, investment statements, business financial records, or any specific questions you have. The more information you provide, the more helpful we can be.

How long does engagement take?

The timeline varies depending on your situation and the scope of services. Simple projects may take weeks, while comprehensive planning typically takes several months. We'll provide a clear timeline and milestone schedule.

How do you charge for your services?

Our fees vary based on the scope of services and project complexity. We use various fee models including hourly rates, flat fees, and retainers depending on the situation. We'll provide a detailed fee proposal before engaging.

What is your billing process?

We invoice monthly for services rendered. Payment terms will be outlined in your engagement agreement. We accept check, bank transfer, and credit card payments.

Do you offer payment plans?

Payment plans may be available for larger projects. Please discuss your situation with us during your consultation to see if a payment plan would work for your needs.

Are you a fiduciary?

We are committed to working in your best interests. Specific fiduciary obligations depend on the type of service provided. Discuss your specific needs with us to understand our obligations regarding your situation.

Do you provide legal advice?

We are not a law firm and do not provide legal advice. For legal matters, you should consult with a licensed attorney. We can work with your attorney and provide supporting financial or business analysis.

Do you provide investment advisory services?

We provide investment recommendations as part of financial planning services. For ongoing investment management and advisory services, we can discuss options or refer you to appropriate professionals.

What credentials and licenses do your team members have?

Our team includes professionals with CPA, CFP, and other relevant certifications. We're happy to discuss the specific credentials of any team member working with you. Ask about this during your consultation.

Is my information confidential?

Yes. We maintain strict confidentiality of client information in accordance with professional standards and applicable laws. Your privacy is very important to us.

How do you protect my data?

We implement reasonable security measures to protect your information from unauthorized access, disclosure, or destruction. This includes physical, electronic, and procedural safeguards. See our Privacy Policy for details.