Let’s See If We’re the Right Fit for You
Whether you need help with taxes, investments, bookkeeping, or business strategy—or all of the above—this conversation tell us what’s going on. We’ll tell you honestly whether and how we can help at no cost.
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Briarwood Works Best With People Who Are Ready to Stop Guessing and Start Planning.
Individuals & Families Navigating a Major Financial Decision
Nearing retirement, receiving an inheritance, buying a home—you have a big decisions and want advice before you make it.
Business Owners Who Want Their Finances Under Control
Your books are behind and inconsistent. You want clean numbers and someone to handle the details.
People Who Are Tired of Unexpected Tax Surprises At Year End
You want your taxes done right and on time, with proactive strategies to help reduce what you owe.
Business Owners Ready to Run Their Company More Intentionally
Revenue is growing, but profitability isn’t. You need clearer insight and guidance to make better business decisions.
People Who Want One Whole Team for Everything
You’re tired of disconnected advice. You want one team that understands everything and works together for you.
Anyone Who Has Been Putting Off Getting Their Finances Organized
You know it’s time to get organized. You want a clear plan, the right support, and a simple place to start.
Most Firms Handle One Piece of Your Financial Life. We Handle All of It.
Your financial advisor doesn't know what your accountant filed last year. Your accountant has no idea what's in your portfolio. Your bookkeeper? Never seen your business plan.
That gap—between the people who are supposed to be working together—is where real money quietly disappears.
Briarwood was built to close it. Our wealth management, tax, accounting, and business consulting teams all work from the same plan. They share information in real time. So instead of you playing telephone between four different professionals, everyone's already on the same page.
You stop repeating yourself. We stop giving you advice that's only seeing part of the picture.
That's why we lead with "Are we a good fit?"—not "Are you ready to sign?"
Here’s What the First Steps Look Like—for Any Service
Regardless of which service brings you to Briarwood, the path to getting started is the same: a brief call to get your situation, a deeper conversation to identify what’s possible, and a clear proposal so you know exactly what working together would look like before making any commitment.
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Discovery Meeting
If we’re a good fit, we’ll schedule a deeper discovery meeting. Here, we take a closer look at your financial picture, priorities, and opportunities across planning, investments, taxes, and—if applicable—business finances.
Proposal Review
You’ll see exactly how we’d work together, which services we recommend, what the fees look like, and what the next steps are. We walk you through everything so you can make a confident, informed decision—with no pressure to move forward before you’re ready.
Each service has its own onboarding process that begins after the proposal review. If you’re here for tax preparation, bookkeeping, or business consulting, you can see the full process on the relevant service page.
Ready To Take The First Step?
Whatever brings you to Briarwood—taxes, investments, bookkeeping, business strategy, or a combination—the first conversation is always free. Tell us what’s going on. We’ll tell you honestly what we can do and whether it makes sense to work together.
Questions We Hear Before the First Call
We’ve outlined answers to common questions about how we work, who we serve, pricing, and what the first steps look like—so you can move forward with peace of mind.
What services does Briarwood offer?
We offer four integrated services: wealth management, tax preparation, accounting and bookkeeping, and business consulting. You can engage us for one service, multiple services, or all four — depending on what your situation calls for.
How does your integrated approach work?
Our teams share information and coordinate in real time. When your tax professional knows your investment strategy, and your wealth manager knows your tax situation, every decision accounts for the full picture. That coordination is what most firms can’t offer.
Do you offer ongoing support or one-time engagements?
Both. Wealth management and bookkeeping are ongoing relationships. Tax preparation is typically annual. Business consulting can be ongoing or project-based. We’ll recommend the right structure during the proposal review.
Who are your services best suited for?
Individuals, families, and business owners who want proactive, coordinated financial guidance. If you’re tired of managing multiple professionals who aren’t talking to each other, Briarwood was built for you.
How is pricing structured?
It depends on the service. Tax preparation is priced by the forms required for your return — you can estimate your cost using the calculator on our Tax Preparation page. Wealth management is fee-only and AUM-based. Bookkeeping and consulting are custom-quoted. All pricing is discussed transparently before any work begins.
Do you work with clients nationwide?
Yes. Briarwood is based in the Pacific Northwest and serves clients across the country through a mix of in-person and virtual meetings. Most of our ongoing client relationships are conducted virtually.
Do I have to use all four services?
Not at all. You can come to us for just tax preparation, just bookkeeping, or just wealth management. Many clients start with one service and expand over time. Our best work happens when we’re coordinating across multiple areas — but that is an invitation, not a requirement.
Let's Find Out If We're a Good Fit
If something on this page resonated with you, that is a good sign. The next step is a free, 30-minute call. No forms to fill out ahead of time. No research to do. Just a real conversation with someone who understands your situation and can tell you honestly whether Briarwood is the right fit.
Start With a Free Conversation
Schedule a free, 30-minute call to talk through your situation—whether that’s a tax question, an investment decision, a business challenge, or a combination of all three.
Our calls are always stress and pressure free—guaranteed!
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