About BGO CPAs

Cross Financial Management: Your Comprehensive Solution for Financial Services Welcome to Cross Financial Management, a respected consulting firm that offers comprehensive financial services to individuals and businesses. Our commitment to solving complex problems with integrity and care has led to our exceptional reputation as thought leaders in the industry.

Accounting Services Our accounting services provide businesses and individuals with accurate and timely financial statements that support decision-making processes. With our team of professional accountants, we ensure compliance with tax laws, prepare taxes, and create customized financial reports tailored to our clients' specific needs. Wealth Management At Cross Financial Management, we understand the importance of financial security and independence.

Our wealth management services provide high-net-worth individuals and families with personalized investment strategies, financial planning, and risk management solutions that align with their unique goals. We collaborate with our clients to create a comprehensive wealth management plan that supports their long-term financial success.

Our Difference We are dedicated to providing superior financial services that are rooted in our core values of honesty, innovation, and client satisfaction. Our team of experienced professionals, including certified public accountants, certified financial planners, and financial advisors, leverage industry expertise and innovative technology to simplify complex financial issues for our clients.

Our Story In 2003, Jay Torgerson and Mathew Whiteaker founded Cross Financial Management with a clear mission to develop a financial services agency with strong values. Over the years, we have grown to offer a comprehensive solution for our clients' needs, including accounting services and wealth management. Our Team Our team of professionals is passionate about what they do and are committed to providing the highest level of service to our clients.

From managing shareholders to financial advisors and accountants, all our team members are experts with specialized areas of expertise in the financial sector. Join our Team We are always looking for talented professionals to join our team. If you share our passion for financial services and want to make a difference, we invite you to explore our career opportunities.

Industry Resources We believe that knowledge is power, which is why we have curated a list of industry resources to keep our clients informed and up-to-date on the latest financial news and trends. Privacy Policy At Cross Financial Management, we take privacy seriously. Our privacy policy outlines how we collect, use, and protect our clients' personal information. Legal Disclaimer Our legal disclaimer sets out the limitations and liabilities of using our website.

By using our website, you accept this disclaimer in full. Contact Us We are here to answer any questions you may have about our services. Contact us to schedule a consultation with one of our financial experts.

Growth

Cross Financial Management is an established enterprise in the financial services sector, offering a comprehensive range of accounting and wealth management services. The company has built a strong reputation over the years and has a loyal client base. With multiple locations in Oregon, Cross Financial Management has successfully expanded its presence in the region. The company's growth stage can be categorized as a mature enterprise with a focus on delivering personalized financial solutions to clients.

Achievements

Cross Financial Management has achieved significant milestones in its journey, such as steady revenue growth year over year, consistent expansion of its service offerings, and a growing customer base. The company has made strategic acquisitions to enhance its wealth management division and has successfully navigated through market fluctuations. Cross Financial Management has also received industry recognition for its innovative approach to financial planning and client-centric services, solidifying its position as a trusted financial partner.

Case Studies

Cross Financial Management has been involved in several notable case studies that demonstrate the company's impact on its clients' financial well-being. One such case study highlights how the company helped a small business owner achieve long-term financial stability through strategic tax planning and wealth management solutions. Another case study showcases Cross Financial Management's expertise in retirement income planning, allowing clients to retire comfortably while preserving their wealth. These case studies underscore the company's commitment to personalized financial advice and holistic wealth management strategies.

Key Events

Cross Financial Management has hosted several key events in the past year, including educational workshops on financial planning for retirement and investment strategies. The company has also launched new products and services to cater to the diverse needs of its clients, such as digital wealth management tools and personalized financial coaching sessions. In addition, Cross Financial Management has received prestigious awards for its outstanding performance in the financial services industry, recognizing its dedication to excellence and client satisfaction.

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Founded

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Operating Status

Active

Industry
headquarters
Address
Country

Montserrat

Employees

9

Key People

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Services

Accounting Services

Wealth Management

Tax Services

Audit & Assurance

Financial Planning

Revenue

Operating Income

Stock Price


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About BGO CPAs

Cross Financial Management: Your Comprehensive Solution for Financial Services Welcome to Cross Financial Management, a respected consulting firm that offers comprehensive financial services to individuals and businesses. Our commitment to solving complex problems with integrity and care has led to our exceptional reputation as thought leaders in the industry. Accounting Services Our accounting services provide businesses and individuals with accurate and timely financial statements that support decision-making processes. With our team of professional accountants, we ensure compliance with tax laws, prepare taxes, and create customized financial reports tailored to our clients' specific needs. Wealth Management At Cross Financial Management, we understand the importance of financial security and independence. Our wealth management services provide high-net-worth individuals and families with personalized investment strategies, financial planning, and risk management solutions that align with their unique goals. We collaborate with our clients to create a comprehensive wealth management plan that supports their long-term financial success. Our Difference We are dedicated to providing superior financial services that are rooted in our core values of honesty, innovation, and client satisfaction. Our team of experienced professionals, including certified public accountants, certified financial planners, and financial advisors, leverage industry expertise and innovative technology to simplify complex financial issues for our clients. Our Story In 2003, Jay Torgerson and Mathew Whiteaker founded Cross Financial Management with a clear mission to develop a financial services agency with strong values. Over the years, we have grown to offer a comprehensive solution for our clients' needs, including accounting services and wealth management. Our Team Our team of professionals is passionate about what they do and are committed to providing the highest level of service to our clients. From managing shareholders to financial advisors and accountants, all our team members are experts with specialized areas of expertise in the financial sector. Join our Team We are always looking for talented professionals to join our team. If you share our passion for financial services and want to make a difference, we invite you to explore our career opportunities. Industry Resources We believe that knowledge is power, which is why we have curated a list of industry resources to keep our clients informed and up-to-date on the latest financial news and trends. Privacy Policy At Cross Financial Management, we take privacy seriously. Our privacy policy outlines how we collect, use, and protect our clients' personal information. Legal Disclaimer Our legal disclaimer sets out the limitations and liabilities of using our website. By using our website, you accept this disclaimer in full. Contact Us We are here to answer any questions you may have about our services. Contact us to schedule a consultation with one of our financial experts.

Founding and Start-up

Growth

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