Professional Services

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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 attorneys and law firms, architects, engineers, medical professionals, think tanks, lobbyists, and consultants.

Services for Professional Service Providers

CBM offers a wide range of services to help our clients meet their short-term goals and attain long-term growth and sustainability, including:

Budgeting & Forecasting
Business Valuations
Cash Flow Management
Divorce Finance and Litigation Support
Employee Benefit Plan Audit
Estate & Trust Tax Returns
Executive Compensation
Federal, State & local Income Tax Return Preparation
Financial Statement Audit, Review and Compilation
Forensic/Fraud Services
Internal Control Review
Merger & Acquisition Due Diligence
Outsourced Accounting Expertise
Partnership Agreements & Business Structure
Strategic Planning
Succession & Exit Planning
Tax Compliance
Tax planning and Preparation

Judith P. Barnhard, CPA, CFP®, CDFA®

About Judy

Mihaela “Mikki” Obreja, CPA, CVA, MBA

About Mihaela "Mikki"

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Quick Reference Resources for Businesses

CBM’s quick reference resources 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 reference resources.

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.