Professional Services

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Empowering Professional Services Firms with Strategic Business & Financial Solutions

Professional services firms face unique challenges every day—whether it’s managing complex financials, navigating ever-changing regulations, or optimizing profitability in a competitive landscape.

We understand these challenges and are here to help, with tailored accounting and advisory services that address your industry’s specific needs. Our team is equipped to guide you through the complexities of tax planning, operational efficiencies, and strategic growth, so you can focus on what matters most—serving your clients and building your business for long-term success.

As a firm specializing in professional services, we’re uniquely positioned to understand the nuances of your profession, whether you’re an architect, engineer, medical provider, or consultant. Law firms are one of our key areas of focus, and we have the expertise to help them thrive in today’s evolving environment.

Strategic Solutions for Growth and Stability at Every Stage

At CBM, we don’t just offer a wide range of services, we partner with you. Our strategic guidance and expert services are here to support you. Here’s how we help:

Business Growth, Transition, and Succession

Growing, optimizing, or preparing for transitions—we help businesses thrive during times of change:

Partnership Agreements & Business Structure
Succession & Exit Planning
Mergers & Acquisitions Due Diligence

Maximizing Financial Efficiency and Sustainability

Optimize your operations and ensure long-term financial health with proactive planning and oversight:

Tax Compliance, Planning & Preparation
Estate & Trust Tax Returns
Cash Flow Management
Budgeting & Forecasting

Financial Integrity and Transparency

Strengthen your business with accurate reporting, effective internal controls, and fraud prevention:

Financial Statement Audit, Review, and Compilation
Forensic/Fraud Services
Internal Control Review

Optimizing Talent and Employee Benefits

Attract, retain, and motivate your team with effective compensation and benefits strategies:

Executive Compensation
Employee Benefit Plan Audit

Navigating Legal and Financial Complexity

When legal disputes arise, we provide expert financial support to ensure fair outcomes:

Divorce Finance and Litigation Support

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.

Law Office of Regina DeMeo

I’ve been fortunate to work with both Debbie May and Jane Ochsman Rowny for over a decade in my divorce cases. They have been instrumental in settlement discussion and helping my clients prepare budgets & other financial docs needed either in court or mediation. They are always professional, detail-oriented and able to explain complex issues to everyone’s satisfaction.

CBM divorce client

I feel very blessed to be going into mediation with all of the guidance and support you have given me.

CBM Divorce Client

I would like to express my sincere appreciation for your support during the last 18 months. Your work has always been clear, objective, evidence based and supportive.

CBM Divorce Client

Thank you for your dedication, intelligence and expertise that have helped me get through this process. Your knowledge and assistance and compassion helped me get to a point of acceptance of this divorce and helped my spouse and I reach an amicable point from which to move forward with our lives.

If your professional services entity can use some expert guidance, our team is ready to assist you.

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