CB Accounting
Your Success Is Our Business
Personal and Business Financial Planning
Small Business Accounting
As a small business owner, you have a lot to manage. Let us handle your bookkeeping, so you can dedicate your time to growing, developing, and increasing the profitability of your business. We provide a stress-free, reliable solution that brings peace of mind and helps eliminate the headache of managing your finances.
Part-Time CFO Services
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Our Part-Time CFO service offers you access to a professional financial manager who collaborates with your team to drive your business toward success. With expert insights into your business analytics, we provide strategic recommendations that support growth, improve decision-making, and enhance your overall financial performance.
Year End Reporting
As a business owner, you know that year-end brings a range of important filings. Whether you need to file W-2s, 1099s, or 1095s, the team at CB Accounting is here to assist. Using our advanced software tools, we make the process smoother, minimizing your stress by electronically filing many of these forms for you. Let us handle the paperwork so you can focus on what matters most—running your business.
Business Valuation
An objective valuation can be the key to turning potential losses into gains and ensuring the success of your business. Our expert team provides accurate market evaluations to help you understand the true value of your business. Whether you're selling assets or the entire business, we’re here to guide you through the process with precision and expertise.
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Strategic Business Planning
If your plans and ideas are still locked in your head, creating a strategic plan can help bring clarity to your company’s direction. By setting "SMART" goals—Specific, Measurable, Achievable, Relevant, and Time-bound—you’ll create a roadmap that will help your business reach the next level of success.
Succession Planning
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A well-designed succession plan is crucial to ensuring the longevity and success of a family business across generations. Our team will work with you to develop a seamless transition plan that is thoughtfully executed and perfectly timed, allowing for a smooth shift of leadership and preserving the legacy of your business.
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New Business Formation
Starting your own business is both exciting and overwhelming. From filing forms and choosing the right entity type to developing a tax strategy, there are many crucial steps to take. Our team is here to help ease the process and set your business up for long-term success. We offer valuable resources and guidance, including partnerships with HowToStartAnLLC.com, to ensure you're on the right path from day one.
Non-Profit Organizations
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The IRS has specific revenue and expense classifications that determine whether your organization maintains its tax-exempt status. Our team of experts can help you establish and maintain accurate financial records, ensuring compliance and preventing penalties. With our support, you can focus on what truly matters—advancing your organization’s mission.
