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Professional Services

We understand your business

As a CPA and business advisory firm, we understand the unique needs and day-to-day challenges that other professional service firms encounter. Our clients vary in size from individuals and small businesses to large corporations and include lawyers and law firms, architects, engineers, Think Tanks, lobbyists, and consultants. In addition to tax planning, income tax return preparation, and outsourced accounting expertise, CBM offers a wide range of services to help professional service providers meet their short-term goals and attain long-term growth and sustainability. CBM’s professional services industry specialties include:

  • Strategic planning
  • Executive Compensation
  • Partnership Agreements & Business Structure
  • Succession & Exit Planning
  • Business Valuation
  • Merger & Acquisition Due Diligence
  • Budgeting & Forecasting
  • Cash Flow Management
  • Internal Control Review
  • Forensic/Fraud Services
  • Federal, State & local Income Tax Return Preparation
  • Preparation of Audited, Reviewed & Compiled Financial Statements
  • Estate & Trust Administration
  • Preparation of Estate & Trust Tax Returns

If your company can use some guidance, our team of experienced professionals is ready to assist you.  Call us at 301.986.0600 or contact us.  We look forward to working with you.


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Business Valuation

Business Valuation

CBM Financial Services

CBM Financial Svcs.

Firm Profile

Firm Profile


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