Debora May, CPA, CFP®, CDFA® and Wendy Moyers, CFP®, CDFA®, respectively Executive Vice President and Senior Financial Advisor at Councilor, Buchanan & Mitchell, P.C., have been recognized by Washingtonian Magazine as top financial advisors in the Washington, DC metropolitan region. This is the eighth such recognition for Ms. May and the first for Ms. Moyers.
Peter Reilly, CPA, CVA, President and Managing Partner of Councilor, Buchanan & Mitchell, P.C., was named Managing Partner of the Year by the Rainmaker Companies, a firm dedicated to supporting the growth of hundreds of accounting firms through comprehensive training, community-building, and consulting expertise. The award was due to a recognition of CBM’s growth, an increase in diversity in both leadership and the firm, professionalism, and excellence in management and staffing.
Debora E. May, CPA, CFP®, CDFA®, executive vice president at CBM, has been named to Washingtonian Magazine’s list of 2018 Top Financial Advisors. Debbie has been listed by the publication on several occasions for this peer-nominated recognition.
CBM’s nonprofit niche growth of 23% organically in 2015 is impressive and we want to award firms that are growing business. In addition to the growth, Dan and his team are active in the group showing great participation at meetings, conference calls, and whenever assistance is needed. Last year, CBM also became a licensee for the Certified Nonprofit Accountant Program (CNAP) and thus is demonstrating leadership and expertise in their local nonprofit community.
CPA Experienced Leaders are women CPAs who have made notable contributions to the accounting profession, their organizations, and the development of women as leaders.
This honor is awarded to those who make substantial and noteworthy contributions to the success and growth of their firm, as well as notable contributions to the growth and enhancement of the accounting profession.
The accounting firm that, during 2014, experienced growth and implemented processes or initiatives (internal training programs, communication, multi-practice area policies) to help its professionals provide outstanding service.
Based on metro-area professionals. CBM ranked #24 among the area’s top accounting firms in the Washington Business Journal’s annual list.
Each year the marketing award is given to the Enterprise Worldwide member firm that exhibits exemplary marketing in their marketplace as well as in the association. This category honors the most creative and productive marketing initiative or campaign focused on any of the following: Sales Promotion; Direct Marketing; Collateral Materials; Interactive (digital media); Media Relations, etc.
CBM was recognized as the Enterprise Worldwide Firm of the year. This award is chosen each year based on the firm’s involvement in the association and their overall growth as a firm.