What We Do

CBD is focused on finding financial solutions to match your business and family planning needs. Our offerings are delivered in person and on time by dedicated, senior advisors you can trust. CBD’s relationship-based approach transcends the traditional CPA role, with personal and business advisory services that help you make the most financially advantageous decisions.

We don’t need to sell you on the value of a full-fledged partnership over DIY accounting software. Lesser alternatives cannot compete with CBD’s on-site financial advice, national resources, and unrestricted peer-to-peer communication. Whether you need our full scope of business accounting services or periodic assistance with special projects, rely on our professionals to deliver tailor-made solutions that meet your ongoing or case-by-case needs.

RELATED BUSINESS ACCOUNTING SERVICES

  • Monthly and annual financial statements
  • Budgets and forecasting
  • Cash flow analysis
  • Overhead calculation and allocation
  • Regulatory reporting
  • Special projects

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Our client accounting services are designed to meet the needs of entrepreneurial businesses and high net-worth individuals. We understand what it takes to cultivate a thriving business, and we proudly provide the strategic tools and financial talent to help you achieve your objectives. Using our technology-based platform, we can provide you with convenient, 24/7 access to your financial information, offering a quick and accurate picture of your entire business or personal financial situation – anytime, anywhere, via a secure internet connection.

RELATED Accounting SERVICES

  • Bill payment, customer invoicing and general ledger maintenance
  • Cash management and improving cash flow
  • Management reports and financial statements
  • Monitoring and analyzing Key Performance Indicators (KPIs)

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We believe the financial audit process is a vehicle for continuous improvement. It adds credibility to your financial information and provides you with the independent verification you need to make informed business decisions. And because a CBD partner will head the engagement, you can be assured the audit will be performed quickly and with limited disruption to your operations.

RELATED Financial Auditing SERVICES

  • Compilations
  • Reviews
  • Audits
  • Forecasts and projections
  • Agreed upon procedures

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As an employer, you go to great lengths to ensure employee benefits are competitive, rewarding and designed to motivate and protect your people. Although only required for some employers, an annual audit of your 401(k) Plan adds an additional layer of confidence and protection for you and your employees, and is a must for employers looking to maximize the success of their business.

Our professional 401(k) auditors will work in tandem with your trustees and plan administrators to deliver the right solution for your situation, all while helping you avoid penalties and making you aware of new regulations.

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Our individual tax group specializes in addressing the unique needs of high net worth individuals. We keep a sharp eye on tax law changes and evaluate the impact on the individual, their estate and future generations. At CBD, we work closely with your attorneys and advisors to ensure your investments, transactions, and strategic actions yield the most value possible.

RELATED INDIVIDUAL TAX SERVICES

  • Tax Return Preparation
  • Equity Based Compensation
  • Estate and Gift Tax Planning
  • Trust and Beneficiary Taxation
  • Tax Aspect Retirement Planning
  • Strategic Income Tax Planning
  • Tax Aspect Transaction Planning
  • Wealth Transfer Strategies
  • Foreign Asset Reporting and Compliance
  • Private Foundations and Other Charitable Vehicles

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Business Tax Preparation & Planning

Tax Season isn’t the only time to think about taxes. Nearly every business decision you make has a tax consequence, and we believe that working with a tax professional year-round can help you make informed financial decisions.

CBD’s Tax Department includes specialists with MST and MSA degrees. They are strategic thinkers trained to look at your entire tax situation—state, multi-state, federal, multi-year—to implement long-term tax-saving strategies and help you take advantage of every possible incentive. From reviewing new legislation to evaluating current elections and amending returns, our staff works tirelessly throughout the entire year to find the most effective ways to save you tax dollars.

RELATED Business Tax SERVICES

  • Tax return preparation
  • IRS and state audit representation
  • Strategic income tax planning for business owners and high net worth individuals
  • Business succession planning
  • Strategic income tax planning for commercial enterprises
  • Executive compensation
  • Mergers, acquisitions, divestitures and due diligence

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If you’re facing an opportunity to buy or sell, you need an accounting firm that will take the time to understand your business objectives and provide a fair, honest assessment of the transaction. CBD experts are here to assist you in the financial and tax due diligence process. We’ll help to pinpoint possible risks and/or position your assets more favorably to buyers.

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From deciphering the terms of a loan agreement to determining what line of credit best fits your goals, our experts are here to talk you through your most complex financing needs. And in an effort to eliminate gaps or discrepancies, we encourage a team approach that involves us working directly with your other professional service providers, whether it’s your bank or your attorney.

RELATED Business Financing SERVICES

  • Terms of agreement
  • Covenant calculations
  • Budgets and projections
  • Needs analysis for lines of credit

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Planning your financial legacy is a deeply personal matter. It starts with our understanding the inter-relationship between your personal and business assets, and your objectives in transferring your wealth. From there, we’ll create the right strategy for you (all while minimizing estate taxes and administrative costs) to ultimately develop an estate plan you are most comfortable with.

Our estate planners will work closely with your attorney, insurance provider and any other advisors you request to ensure everything is in order. In the event your personal situation changes or new tax laws are implemented, we will monitor and review your plan, while communicating with you often.

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If you’re a business operating in multiple states, it’s important that you understand your multi-state tax situation. Our tax team has significant experience with multi-jurisdictional government and industry regulations, and will help you identify the challenges, opportunities and risks that today’s multi-state companies face. We’ll work closely with you to review current risks, measure potential liabilities, and uncover opportunities for better planning based on your presence in multiple states.

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