BIG Financial & Advisory Services History, Taxes & Finance

The Business Improvement Group, Inc. was incorporated in 2002. Co–founders Jim Bonvissuto and Patti Sours wanted to bring their executive level finance, operations, and turnaround experience at various fortune 500 companies to small and middle market companies at an affordable level.

They were confident that offering their “BIG” company experience to “small” to “middle” market companies would allow these companies to have access to state of the art methods to improve cash flow, revenues and profits. Since Business Improvement Group’s inception, Bonvissuto and Sours have successfully participated in projects ranging from implementation and execution of turnaround plans, interim COO and CFO, court appointed receiver, re-financing , debt restructuring, sales and divestitures of businesses, acquisitions, sale of real estate , forensic accounting, and other value added projects. They are seasoned veterans of crisis management which is another valued service offering to their clients.

Business Improvement Group, Inc. has developed an image as a respected and value added resource for business owners and financial institutions throughout North East Ohio.

Per the suggestion of our clients, we have expanded our services beyond the management consulting arena. In addition to offering turnaround management, cash flow improvements, forensic accounting, receivership and other advisory services;To our business clients, we have added a full menu of start-up and small business services and for our individual clients, we have added financial planning, elder planning, and a full range of income tax and planning and preparation.

Our Philosophy

As the trusted partner to both companies and individuals, we know our steadiness and voice of reason are of utmost importance to our clients. We embrace your challenges as our own, with your long term success at the top of our minds, always. This approach, backed by a commitment to honesty and integrity, is fundamental to our organization, and we practice it in every client relationship. Our goal is to solve real problems while returning the highest value opportunities to our clients, whether they are individuals, business owners, attorneys, bankers, creditors or other.

Our Advantage

When you work with BIG, you are the direct beneficiary of more than 25 years of experience in dealing with difficult business issues from all perspectives. Our professionals have been where you are, as employees and C-level managers, business owners, and consultants, and we understand your position. We pair this with detailed operational and technical knowledge for a multi-dimensional approach that solves problems from all angles.

The solution to your problem begins with correctly identifying the problem. Our experience allows us to do this most important first step efficiently and accurately. Then, of course, we offer and implement practical solutions with measurable results. Our end goal is always to deliver the highest value opportunities to you while allowing your entrepreneurial spirit to not only remain intact, but to thrive.

Our Founders

Mr. James C. Bonvissuto CPA, MBA, CFF, CGMA

440-884-1400 +

Mr. James C. Bonvissuto CPA, MBA, CFF, CGMA

Experience

  • More than 30 years of domestic and international experience in finance, business operations, turnaround management, income tax preparation for business and individuals and financial planning. Experience gained as an employee; Chief Financial Officer, & Chief Operating Officer, Business owner and entrepreneur
  • Public and private companies, all sizes, multiple industries (distribution, manufacturing, construction, steel, auto, retail, energy, chemical, real estate, service, etc.)
  • Court Appointed Receiver
  • Cash Flow generation / Profitability improvement
  • Turnaround management, Bankruptcy & Viability studies
  • Operations management & Process efficiency improvements
  • Strategic Planning / Forecasts
  • Acquisitions, Sales, Divestitures, Mergers, JV’s
  • Forensic Accounting, Fraud detection and deterrence
  • Expert witness
  • Business Valuation
  • Business Mentor to Startups and small businesses
  • Re-financing
  • Business Franchising
  • Strategic Planning
  • Financial Planning for Individuals - education, tax, retirement, elder, estate
  • Income Tax Planning and Return Preparation for Business, individuals, trusts and estates 

Education and Certifications

  • Masters of Business Administration from Baldwin Wallace University
  • Bachelor of Business Administration in Accounting from Cleveland State University
  • Certified Public Accountant , active license Ohio
  • Certified in Financial Forensics (CFF) from the AICPA
  • Chartered Global Management Accountant (CGMA) from the AICPA
  • Notary Public

Affiliations

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • AICPA Forensic and Valuation Section
  • AICPA Personal Financial Planning Section
  • OSCPA Tax Section
  • Treasurer, Cleveland Zee Group, Inc.
  • COSE IncFuse Ask an Expert
  • Linktunity.com Ask and Expert

Mrs. Patricia A. Sours CPA/PFS, CFF, CGMA

440-884-1400 +

Mrs. Patricia A. Sours CPA/PFS, CFF, CGMA

Experience

  • More than 25 years of domestic and international experience in finance, business operations, turnaround management, income tax preparation for business and individuals and financial planning. Experience gained as an employee, Controller, North American Controller and Small Business Owner
  • Public and private companies, all sizes, multiple industries (distribution, manufacturing, construction, steel, auto, retail, energy, chemical, real estate, service, etc.)
  • Startups, Receiverships, Liquidations
  • Acquisitions, Sales, Divestitures, Mergers, JV’s
  • Outsourced accounting services
  • Forensic accounting, Fraud detection & deterrence
  • Turnaround Management & Bankruptcy
  • Treasury, Cash Flow Management, Budgeting, Forecasting
  • Business Valuation
  • Strategic Planning
  • Operations Management & Process efficiency improvements
  • Income Tax Return Planning and Preparation – individual, business, payroll
  • Financial Planning for Individuals – education, tax, retirement, elder, estate
  • Business mentor to start ups and small businesses
  • Re-financing
  • Business Franchising

Education and Certification

  • Bachelor of Arts in Accounting from the University of Mount Union
  • Certified Public Accountant (CPA), active license Ohio
  • Certified Personal Financial Specialist (PFS), active
  • Certified in Financial Forensics (CFF) from the AICPA
  • Chartered Global Management Accountant (CGMA) from the AICPA

Affiliations

  • American Institute of Certified Public Accountants
  • The Ohio Society of Certified Public Accountants
  • AICPA Forensic and Valuation Section
  • AICPA Personal Financial Planning Section

Contact Us About Your Business, Finance, Accounting or Tax Needs

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