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Audit and Assurance

Accounting and auditing services are at the heart of what we do.

Clients count on us to perform our services thoroughly and efficiently, keep our eye on the big picture, share our findings quickly and clearly, and be respectful of their time. Our quality control procedures require that all audits be carefully planned, supervised and reviewed. Our principals are personally involved in all of these types of engagements.

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Tax Planning and Preparation

When it comes to taxation, our philosophy is straightforward.

The goal of all tax planning is to create after-tax wealth. But of course, tax planning and compliance are not simple endeavors. That’s why our clients appreciate the technical expertise, enthusiasm and experience our tax team brings to the table.

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Outsourced Accounting and Advisory Services

Outsource your back office needs to save time and money.

When you shift the responsibility for accounting services to CBM through one of our expertise-driven solutions, you will have the ability to keep focused on your organization’s mission and growth. CBM provides you with flexibility by customizing and advising on a menu of services that may be best suited for your organization’s structure.

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Management Consulting and Advisory

After nearly 100 years in business, CBM has seen it all.

Moreover, we’ve learned from it all, and we are happy to share our knowledge with you. Our consulting practice is helpful to clients throughout their business and personal lifecycles, from launching a new company to succession and estate planning. Our ongoing education, business and industry experience allow us to share best practices in many different areas. Our consulting engagements are well defined, with specific timelines that keep projects moving quickly.

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Wealth Management

It takes a great deal of trust to rely on the guidance of an experienced professional to help manage your wealth. We excel exactly on this kind of partnership.

The dedicated team at MBI, LLC, CBM’s investment advisory subsidiary, takes a holistic approach to financial planning to ensure our clients achieve the kind of lifestyle and the peace of mind they seek. MBI’s unique approach integrates tax, financial and investment planning. We begin by listening closely to understand your goals and integrate those aspirations into a comprehensive plan designed specifically to take you from where you are now to where you want to go in life.

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Financial Planning

As a team of Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA), our professionals specialize in holistic retirement and life planning.

Our comprehensive planning process focuses not only on the financial aspects of your life but also your individual preferences and personal circumstances. What makes us different is our ability to listen and create a truly customized plan based on where you are in life. We go beyond the numbers and statistics generated by most modern retirement planning software packages. We make sure this is YOUR plan.

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Divorce Financial Services

The professionals at CBM have developed a reputation over the past several decades of delivering the financial planning, litigation advisory and forensic accounting expertise needed to help divorcing couples and their attorneys arrive at the best financial outcome following this emotionally challenging process.

Our professionals are also actively involved in the industry and have developed partnerships with family law attorneys, social workers and other professionals. We can make recommendations of other team members you may want to consider since we have worked with many of them over the years.

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