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Accounting Advisory

Managing Your Finances, Accounting and Tech While Saving You Time

Day-to-day operations can move long-range planning, innovation, and strategy to the back seat. But it doesn’t have to be that way.

Many businesses, nonprofits and associations are challenged by the time, effort, and staffing required to manage accounting and finance work. From traditional bill pay, financial reporting, reconciling bank statements and the like to more complex forecasting and analysis, CBM can help you focus on core aspects of your business while saving you time, money, and headaches.

What makes CBM unique is our comprehensive suite of services and collaborative approach. We understand your goals and help you achieve them, whether you run a nonprofit, startup, or established enterprise. Find the services that fit your needs today, and as you grow, our services can expand to meet your priorities tomorrow.

Head off potential problems and position yourself for growth by outsourcing some or all of your accounting and finance functions to a trusted partner.

Navigate the Complexities of Accounting and Achieve Peace of Mind

We work closely with your team to offer the right solutions to your challenges. Here’s how we help:

Strategic financial leadership for planning and growth

  • KPI and trend analysis
  • Budget-to-actual tracking and financial forecasting
  • Cash flow management and scenario planning
  • Board and executive-level reporting, presentations, and meeting attendance

Financial insights, structure, and oversight so you can lead with confidence.

  • Month-end close oversight
  • Financial statement preparation
  • Strengthening and monitoring of internal controls
  • Compliance tracking and reporting
  • Annual audit engagement oversight and project management
  • Tax engagement oversight and liaison with external preparers

Streamline workflows and enhance transparency through the right tools and integrations.

  • Selection, implementation and optimization of finance and accounting technology
  • Integration of core systems
  • Spend management and oversight
  • Financial process design
  • Financial visibility and reporting optimization

Align your people strategy with growth

  • Payroll administration and oversight
  • Benefits coordination and support
  • Organizational role optimization

Navigate key events and turning points with expert support

  • Valuations, mergers and acquisitions, and buy-sell agreements
  • Exit, succession, and retirement planning
  • Dispute resolution and litigation support

Who We Work With

We work best with mission-driven organizations, including 501(c)(6) trade and membership associations, professional service firms, and growing businesses that value sharp thinking, responsive teams, and lasting impact. While we do work with clients in other industries, our focus on these sectors allows us to move faster, go deeper, and deliver more meaningful results. For organizations operating in virtual or hybrid environments, our tech-enabled, outsourced model integrates seamlessly into daily operations, providing the structure and insight remote teams need. If you’re looking for a partner who brings clarity to complexity and is as invested in your success as you are, we’re ready when you are.

Delivering a People-Driven Approach to Business Success

In today’s rapidly changing business environment, your team must have the right kind of expertise deployed effectively to help you grow. CBM’s people-driven approach to business success means our expertise does not end with financial or accounting operations management. CBM’s outsourced team can help evaluate your people operations, leveraging an understanding of payroll and benefits to maximize the likelihood you have the right people in the right place. The outcomes for you are increased confidence in your team’s alignment to your strategic goals and an ability to leverage available talents to drive long-term business success.

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.

What Clients Have to Say About Our Accounting and Advisory Expertise

I’ve appreciated the expertise Dominick Bellia and his team have shown helping Voices of Alzheimer’s set up our accounting system. We’ve only worked with CBM for a few months but have benefited from their patience in answering a lot of preliminary questions, in-depth insights and attention to risk management concerns. We look forward to benefiting from our ongoing partnership in the future. – Jim Taylor, President, Voices of Alzheimer’s

The Franciscan Monastery has worked with CBM for nearly five years now, during which Dominick Bellia and his team have successfully moved us from a paper operation to a fully digital system. Through the use of digital accounts payable programs, such as Bill.com, and other connected software, CBM streamlined our processes, reduced duplication of efforts, all while providing more effective internal controls and greater transparency. Most importantly, the CBM team has been a great group of professionals to work with. They made the transition seamless and have been available to support us every step of the way. I highly recommend them.  – Chris Dwyer, Director of Business and Operations, Franciscan Monastery of the Holy Land in America

 

“The Fritz Pollard Alliance Foundation is a not-for-profit organization with less than five full-time employees. Our growth relies heavily on our ability to align sound business practices with a clearheaded vision.  Our initial objective was to identify a business partner that offered more than just an accounting service. We needed a partner that could help us achieve operational efficiency and better transparency. CBM has brought tremendous value in helping us establish the clarity and the confidence we need to develop a sustainable business model. Dominick Bellia and Janice Wofford have been tremendous partners in the process.” – Rod Graves, Executive Director, Fritz Pollard Alliance Foundation

From a prior experience working with Dominick Bellia and Amanda McWilliams, I immediately contacted them as soon as I arrived as executive director of ATLIS. I haven’t regretted that decision once. At the time, ATLIS was shifting from a largely volunteer-driven organization to what it is today, an organization with nearly $1 million in revenue. CBM helped make the shift a successful one. I explained to Dominick that I wanted to bring on CBM for the long-term so the organization and CBM’s involvement with us could grow together—and that’s exactly what has happened. I rely on Dominick and his team on a daily basis. Their expertise is always available, and it saves me from the challenges of investing too much time trying to understand the financial nuances of the organization.

Financial reporting is always evolving but am confident in the reporting that Dominick and Amanda deliver to the board based on the trust I’ve developed in them. – Christina Lewellen, MBA, CAE, Executive Director, Association of Technology Leaders in Independent Schools

“I have been really thrilled with CBM and I am grateful to work with Dominick.  He is very knowledgeable about every issue I bring to him, and I am confident that his advice has saved my company tens of thousands of dollars.  In addition, he went above and beyond to connect us to a lender for PPP #2 when I could not get a loan through my regular bank, which also worked out great.” – Aaron Seyedian, Founder of Well-Paid Maids

“Our Board has been very pleased with the professionalism and responsiveness CBM has brought to our accounting needs.” – Anonymous

 

“Dominick, Jessie and the whole CBM team have been great! They’re extremely helpful, super responsive and always on top of our Association’s needs.” – Anina Adelfino, Operations Manager at the Association of Clinical Research Organizations

“I’ve been very fortunate to have Dominick Bellia as my account manager, who is kind, and exceedingly patient with regard to helping me learn the system. His knowledge about so many of the nuances of the system, and business in general is astounding. I call him so often that I fear CBM will fire ME! In addition to the fact that the system has simplified my internal accounting, the information necessary for tax preparation is readily available, at a moment’s notice, with no effort on my part.” – Wendi Picker-Dennard, Independent Meeting Planner at Accommodations Unlimited

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