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Accounting Advisory

Managing Your Finances, Accounting and Tech While Saving You Time

Day-to-day operations can move long-range planning, innovation, and strategy to the back seat. But it doesn’t have to be that way.

Many businesses, nonprofits and associations are challenged by the time, effort, and staffing required to manage accounting and finance work. From traditional bill pay, financial reporting, reconciling bank statements and the like to more complex forecasting and analysis, CBM can help you focus on core aspects of your business while saving you time, money, and headaches.

What makes CBM unique is our comprehensive suite of services and collaborative approach. We understand your goals and help you achieve them, whether you run a nonprofit, startup, or established enterprise. Find the services that fit your needs today, and as you grow, our services can expand to meet your priorities tomorrow.

Head off potential problems and position yourself for growth by outsourcing some or all of your accounting and finance functions to a trusted partner.

Navigate the Complexities of Accounting and Achieve Peace of Mind

We work closely with your team to offer the right solutions to your challenges. Here’s how we help:

Strategic financial leadership for planning and growth

  • KPI and trend analysis
  • Budget-to-actual tracking and financial forecasting
  • Cash flow management and scenario planning
  • Board and executive-level reporting, presentations, and meeting attendance

Financial insights, structure, and oversight so you can lead with confidence.

  • Month-end close oversight
  • Financial statement preparation
  • Strengthening and monitoring of internal controls
  • Compliance tracking and reporting
  • Annual audit engagement oversight and project management
  • Tax engagement oversight and liaison with external preparers

Streamline workflows and enhance transparency through the right tools and integrations.

  • Selection, implementation and optimization of finance and accounting technology
  • Integration of core systems
  • Spend management and oversight
  • Financial process design
  • Financial visibility and reporting optimization

Align your people strategy with growth

  • Payroll administration and oversight
  • Benefits coordination and support
  • Organizational role optimization

Navigate key events and turning points with expert support

  • Valuations, mergers and acquisitions, and buy-sell agreements
  • Exit, succession, and retirement planning
  • Dispute resolution and litigation support

Who We Work With

We work best with mission-driven organizations, including 501(c)(6) trade and membership associations, professional service firms, and growing businesses that value sharp thinking, responsive teams, and lasting impact. While we do work with clients in other industries, our focus on these sectors allows us to move faster, go deeper, and deliver more meaningful results. For organizations operating in virtual or hybrid environments, our tech-enabled, outsourced model integrates seamlessly into daily operations, providing the structure and insight remote teams need. If you’re looking for a partner who brings clarity to complexity and is as invested in your success as you are, we’re ready when you are.

Delivering a People-Driven Approach to Business Success

In today’s rapidly changing business environment, your team must have the right kind of expertise deployed effectively to help you grow. CBM’s people-driven approach to business success means our expertise does not end with financial or accounting operations management. CBM’s outsourced team can help evaluate your people operations, leveraging an understanding of payroll and benefits to maximize the likelihood you have the right people in the right place. The outcomes for you are increased confidence in your team’s alignment to your strategic goals and an ability to leverage available talents to drive long-term business success.

Quick References for Businesses

CBM’s Quick References are high-level insights published by our forward-thinking tax, accounting and consulting professionals that focus on critical issues and concerns facing businesses. CBM is available to help you implement solutions that minimize risks and maximize new opportunities.

Click here to review CBM’s latest Quick References.

What Clients Have to Say About Our Accounting and Advisory Expertise

I’ve appreciated the expertise Dominick Bellia and his team have shown helping Voices of Alzheimer’s set up our accounting system. We’ve only worked with CBM for a few months but have benefited from their patience in answering a lot of preliminary questions, in-depth insights and attention to risk management concerns. We look forward to benefiting from our ongoing partnership in the future. – Jim Taylor, President, Voices of Alzheimer’s

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