Category: CBM News

Councilor, Buchanan & Mitchell, P.C. (CBM) has hired Senior Manager Steve Snee, CPA to expand the experience of the firm’s auto dealership practice. Steve will be responsible for managing accounting services including attestation, business and individual tax, and consulting for dealerships, their owners, related entities, individuals and other clients up and down the East Coast. “Since 1921, we have forged some of our strongest client relationships in the dealership industry,” said Peter B. Reilly, CPA, CVA, President and Managing Partner… Read more ›

Councilor, Buchanan & Mitchell, P.C. (CBM) has hired its first chief operating officer. Marc Charon, CPA, MBA, formerly chief financial operating officer at a DC-area not-for-profit, brings proven, senior-level expertise in executing growth-driven business strategy, optimizing team performance, and shaping organizational mission, talent management and culture. “We are thrilled to welcome Marc to our growing firm,” said Peter B. Reilly, CPA, CVA, President and Managing Partner of CBM. “As our team size has more than doubled in less than a… Read more ›

CBM was proud to welcome Kimberly Ellison-Taylor, an executive at Oracle, former chairman of the Association of International Certified Public Accountants, award-winning champion of issues related to diversity and inclusion in the workplace, and renowned speaker to the firm’s August 27, 2020 staff meeting. Ellison-Taylor spoke about the value and benefits of inclusion in professional organizations. As CBM continues to champion diversity among its team members, gaining recognition for the second consecutive year from the Accounting & Financial Women’s Alliance… Read more ›

Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, has made a $3,250 donation to the National Association of Black Accountants National Scholarship Program. The contribution represented a dollar-for-dollar match to individual team member donations to various organizations that support Black health, education, rights and community development for a total donation of $6,500. The initiative was launched by CBM D-PATH, the firm’s diversity and inclusion group, a response to… Read more ›

On August 21, President & Managing Partner Pete Reilly spoke to Upstream Academy about growth management strategies and his experiences growing Councilor, Buchanan & Mitchell. Pete spoke extensively on the topic of change and how it can promote positive growth. A recording of the full webinar is available below.

PDF Version: Councilor, Buchanan & Mitchell, P.C. Moves Up on INSIDE Public Accounting’s Top 300 Firms List Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, has moved up on INSIDE Public Accounting’s annual list of top 300 public accounting firms based on revenue and ongoing financial performance. Last year, CBM ranked at #245 of all firms across the country. This year, CBM made a significant jump to #220. INSIDE… Read more ›

Pete Reilly, President and Managing Partner at Councilor, Buchanan & Mitchell, was interviewed on Herb Cohen’s Executive Leaders Radio show in early 2020. The two spoke about Pete’s early managing experiences and how they shaped his current impactful methods of leadership today. Pete begins with a story of his first managing position at a local community pool and swim team, and how the diversity in experience served as the foundation for the way he leads his teams at Councilor, Buchanan… Read more ›

CBM’s Director of Not-for-Profit Services Dan Weaver, Senior Vice President Judy Barnhard, and Senior Advisor Tony Cuozzo are scheduled to present at the 2020 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium from Monday, December 14 through Wednesday, December 16. The Symposium is an annual two-day event that delivers networking and professional education opportunities for hundreds of financial professionals in the nonprofit sector throughout the Washington, DC metropolitan region. Due to COVID-19, this years Symposium will be held virtually. Mr…. Read more ›

PDF Version: Jamie Siegal Joins CBM, Expanding the Firm’s Divorce Finance and Litigation Support Practice Jamie S. Siegal, CPA, CDFA®, has joined Councilor, Buchanan & Mitchell, P.C. (CBM) as a divorce financial and litigation support manager, expanding the firm’s divorce services practice. She joined CBM’s divorce division team of six professionals at the firm to help clients navigate the complexities of financial planning and decision-making during divorce. She has expertise working to deliver the most favorable outcomes possible for clients… Read more ›

  July 6, 2020 (Bethesda, MD & Washington, DC) – Councilor, Buchanan & Mitchell, P.C. (CBM) wishes to congratulate the following team members who have demonstrated ongoing technical and professional expertise. We are proud to announce their promotions effective July 1, 2020. Michelle Belfont, CPA –Senior Manager Angela Prochaska, CPA – Senior Manager and Director of Professional Development Mihaela “Mikki” Obreja, CPA, MBA – Senior Tax Manager Jordan Egert, CPA, CFE, CDFA® – Senior Manager, Litigation Support and Forensic Services… Read more ›