Our clientele includes both corporate and non-corporate clients – from one-stockholder/owner to consolidated groups of entities. Whether you are a new business just starting or an established company, we can help you with your business’s operating and tax needs.

The collective resources and knowledge of our firm are available to assist you in determining how to expand your activities, increase profitability or to generate cost-cutting measures.

We provide audit, tax, financial and business advisory services to privately owned businesses and their owners. A partial list of our services include:

• Audits, Reviews, and Compilations of Financial Statements
• Tax Return Preparation
• Tax Planning
• Representation in Tax Examinations
• Forensic Examinations
• Business Valuations
• Technology Consulting
• Investment Advisory Services
• Wealth Management
• Estate and Financial Planning
• Benchmarking/Trend Analysis
• Business Succession Planning

Read about current accounting and business issues facing businesses in any of the following three newsletters (Tax Impact, Contractor, Profit Drivers) and please contact Peter B. Reilly, CPA, CVA or S. Vincent Crescenzi, CPA, CVA, CFE for more information about our services.

As a member of GMN Enterprise, a network of independent accounting and consulting firms located in major commercial centers around the world, CBM participated in the writing of a book GMN is publishing. The book is called “Minding Your Family Owned and Managed Business”. It is a compendium of chapters designed to take you from starting a business to letting one go. Please enjoy our chapter on “Succession Planning” and feel free to contact any of the Principals at CBM if you would like our help.