We advise and manage complicated financial situations.

Accounting Services

Succession Planning

Estate Planning

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Tax Planning






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Audit & Assurance

Audited Financial Statements

Reviewed Financial Statements

Compiled Financial Statements

Prepared Financial Statements

Agreed Upon Procedures

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Outsource Support Services

Complex Problems


We understand our clients often have complicated situations and concerns. This is where we thrive. Solving complex problems through deep experience, access to internal resources and our innate creativity is how we get it done.

Accounting Services 




Wealth Management




East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232


West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.