Anne Hayes, MSF, a senior accounting and finance specialist at Councilor, Buchanan & Mitchell (CBM), was recognized with a People Advisory certificate on June 30, 2022. The People Advisor Certified program, launched in 2020 by Gusto, a digitally-based service provider to small businesses, trains professionals to leverage their financial advisory expertise to deliver additional people-focused services to clients including in the areas of payroll, benefits and human resources.
Hayes, who collaborates with growing organizations as part of CBM’s managed client accounting and advisory services group, recognizes this training as an opportunity to move the firm’s current client service model beyond financial management and consulting services.
“CBM can have a deeper impact on the long-term success of clients in more areas than ever before,” said Hayes. “The People Advisor program demonstrates that while the finances of any organization are essential to its success, the people driving the operations are even more crucial. Our ability to provide value in this arena strengthens and deepens CBM’s relationship with each client.”
While accounting firms have offered traditional compliance services for years, CBM’s expansion into people advisory expertise reflects the firm’s commitment to long-term, successful client partnerships. Clients will experience time-and money-saving opportunities from no longer needing a separate provider for these services. They can also take advantage of a dedicated, all-in-one payroll, benefits and HR platform.
“Ongoing conversations with clients often uncover needs they are willing to bring to the attention of a trusted service provider,” said CAAS director, Dominick V. Bellia, CPA, CITP. “Our team has always been committed to expanding our knowledge to respond to high-quality service needs considered valuable by clients. Anne’s hard work and dedication demonstrate that philosophy.”
CBM’s managed accounting and advisory services group is recognized for its customized approach to service delivery, relying on meaningful conversations with each client to understand which package of tax, accounting and advisory service offers the best chance for success. For more information about the firm’s expertise including in the expanded area of people advisory services, contact Bellia at 301.986.0600 or via email.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.