Finance news, best practices, and updates.

Lorie Clements

Owner, Springoard Solutions

Karen is not only incredibly sharp and fast at learning the inner workings of a business, she also brings exceptional emotional intelligence. She connects naturally with people and creates the trust needed to drive meaningful, lasting change.

Construction Industry

Owner, CEO

We are so thrilled with our progress and the traction we have gained since working with BEI. It's amazing what we've been able to get accomplished with their knowledge, guidance and experience. We are so thankful to have them on our team, Karen! There's no way we could have done what we have without them.

Healthcare Non-Profit

CEO

Thank you, BEI. We could not be more pleased with the work and the work product. Thank you for your incredibly hard work and attention to the important details. This is exactly the analysis we needed going into the Board meeting.

Jill Gwynn

Founder, Hollis Brothers

Working with Karen Gill at BEI Advisors has been one of the best business decisions we’ve ever made. Karen is an absolute firecracker; energetic, knowledgeable, and incredibly professional. She’s personable yet thorough, a critical thinker who asks the right questions and ensures we’re confident before moving forward in any direction. Her expertise in business negotiations and creative problem-solving helped our team work better together, define our niche, and see opportunities we hadn’t considered.

Jack Schmidt

Director of Operations

We brought Karen on because we needed to cut complexity and develop a clear short and long term plan. Within days she had mapped our structure, spotted redundancies, and delivered a streamlined plan we could act on immediately. Her ability to digest a messy situation and hand back a finished, workable solution, (faster than promised), set a new bar for what ‘consultant’ means. If you’re thinking about hiring her, prep for your own expectations to be exceeded.

Jill Gwynn

Founder, Hollis Brothers

Ana is brilliant, organized, and trustworthy. She is the calm, methodical presence every team needs. Her easygoing personality and patience make even complex financial discussions smooth and productive. As an expert in accounting best practices, she helped us integrate third-party services that streamlined our overall performance. The BEI team brings unmatched insight, professionalism, and heart. Partnering with them has truly been an investment in ourselves and in the future of our business.