Broker Check

Bridgeway Savings

Business & Insurance Solutions


Phase I: Discovery

We begin this stage getting to know one another and asking pertinent questions regarding business goals and objectives. We focus on what your specific needs are and your goals for improvement in your business success. We utilize proprietary software applications to survey and gather information to uncover potential expense and tax saving strategies.

Phase II: Strategy

We conduct a "survey review" conference "discovery call" with our partnered cost remediation and tax experts, together with your CPA or Accountant where necessary, to provide an in-depth analysis for potential expense reduction and tax saving strategies. The primary objective of this stage is to develop an effective business strategy that is custom tailored to the unique needs of the business. We then develop a comprehensive plan that outlines the strategy we recommend for success.

Phase III: Implementation

The primary objective of this phase is to successfully implement strategies for your business and to improve profitability to satisfy long term objectives. By means of continued communication and highly skilled consultants we make implementation cost effective and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s business tax and expense reduction activities on a regular basis to ensure that plans implemented are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed we respond with prompt and appropriate action.