Industries We Serve

We work with businesses like yours throughout the year to help them find the most effective ways to save tax dollars, stay compliant, and get ahead in their specific industry. Our clients count on us to know their industry inside and out, and we deliver.

In addition, our status as an Independent Member of the BDO Alliance USA means we have direct access to a team of dedicated professionals with extensive backgrounds and experience in an even broader range of industry segments.

As an Independent Member of the BDO Alliance USA, we can offer keen insights into a truly diverse range of industry segments. How? Our team has direct access to a long list of nationally recognized leaders from within a broad scope of industries – all of whom are dedicated to supporting CBD’s client base. Our membership also grants us access to custom modules and methodologies specific to many industry segments.

RELATED Financial and tax SERVICES

  • Dealerships
  • Financial Institutions
  • Financial Services
  • Education
  • Gaming, Hospitality & Leisure
  • Government Contracting
  • Healthcare
  • Insurance
  • Life Sciences
  • Natural Resources
  • Private Equity Public Sector
  • Retail
  • Technology

For more information, please contact us >

Closely-Held Business

It’s our pleasure to have served a number of successful family-owned businesses, including several multi-generational organizations, for more than 25 years. We appreciate the unique challenges you face, and will always take the time to really understand your individual situation so that we can offer insight and assistance to the best of our ability.


  • Business succession
  • Financing
  • Mergers and acquisitions
  • Regulatory guidance

For more information, please contact us >

As a member of the professional services industry, CBD understands firsthand your needs and your potential from both a service and business operations perspective. Our professional service industry clients range from sole practitioners to regional firms with multiple offices. These include architects and engineers, attorneys, consultants, real estate professionals, insurance companies, and many others. We provide full service accounting and consulting services to businesses like yours, and can assist you with financial and operational planning.

For more information, please contact us >

Recent growth in the staffing/recruiting sector brings new opportunities to you and your firm. We are highly familiar with the unique opportunities and challenges that your firm faces, and can act as a business advisor to your company while providing the accounting, regulatory and compliance services you need.

For more information, please contact us >

We’ve spent more than 25 years providing accounting and consulting services to the construction industry. We know your company requires a specialized knowledge of the industry and compliance requirements, which makes our experience working directly with general contractors, architects and engineers throughout the region invaluable. We’ll help you strengthen your financial position and capitalize on opportunities, as well as provide the unique compliance accounting necessary to succeed in your industry.

For more information, please contact us >

CBD has earned an excellent reputation within the real estate industry by working with owners, developers and investors to deliver market-specific financial strategies and support. Whether you are developing, managing or buying real estate, we will work with you on every aspect of the deal, including entity formation, property acquisition, lease negotiations, financing options, business operations, and property sales and exchanges. Talk to us about commercial, industrial, residential and shopping plazas.

RELATED financial and tax SERVICES

  • Business planning
  • Cost segregation studies
  • Due Diligence
  • Mergers and acquisitions
  • Multi-state tax
  • Operations reviews
  • Transaction planning

For more information, please contact us >

Why Do Real Estate Brokers Need CBD?

Selecting and installing the right accounting software is one step. Using it, ensuring your financial transactions are completed, interpreting the reporting you need and having the accounting, tax and advisory strategies in place to keep you focused on what you do best is how CBD helps. We become the trusted advisor to help grow the business, manage transactions, get your agents paid and collaborate with you to achieve goals and overcome obstacles. For more information, view our dedicated brokerage accounting website.

What Size Brokers Can CBD Support?

Size is not as important as your needs. We can design accounting support for an agency with a few representatives to a large, multi-office organization.

Brokerage Support Services

The easiest way to describe how we can help is broken into 4 parts. These are examples of what we do and this will vary by client:  

  1. Management Reports. Monthly financial statements, key performance indicators and other reports tailored to your specific needs
  2. Day-to-Day. Bill payment, cash management; cash flow planning, bank reconciliations, escrow ledger maintenance, vendor management, expense allocations, credit card transactions, general ledger maintenance, support with closings; fee and agent calculations and monitoring franchise fee reporting.
  3. Annual Needs. Corporate income tax return, Forms 1099, and sales and use tax returns.
  4. Ad Hoc. Industry specific reports, fee and agent deductions set up, acquisitions, drafting internal controls, managing royalty fee audits.

CFO or Controllership

CBD can take whatever role your organization needs. We can become your accountant or be your fractional financial leader. If you have an in-house CFO or Controller, we can focus on the accounting transactional needs. If you need financial leadership, we can become your part-time CFO or Controller.

Our team has decades of experience working with not-for-profit organizations. It’s no secret that your organization – whether a public charity, private foundation or religious organization – is likely to face stricter policies, transparency requests, and compliance guidelines. And so it should come as no surprise that we can help your organization address these items head-on. We will help you maximize your current and future financial resources, and fortify your ability to concentrate on serving the community.

RELATED Financial and Tax SERVICES

  • Annual report presentation
  • Budgeting and cash flow planning
  • Budgets and financial analysis
  • Compliance with ASC 958
  • Circular A-133 Compliance Audits
  • Fundraising requirements
  • Internal control review
  • Operational review
  • Strategic planning
  • Tax Preparation & Planning
    • Application for exempt status (Forms 1023 and 1024)
    • Preparation of IRS Forms 990 and 990T
    • State charitable registrations and annual filings
    • Consulting on issues such as lobbying, UBIT, planned giving, and more

For more information, please contact us >

For more than 25 years, CBD has worked with a variety of manufacturing and distribution clients, making this industry one of the largest segments of our practice. Working with small, local manufacturers and distributors, as well as many large enterprises with multiple locations, our financial solution combines an incredible depth of service, valuable resources, and the personal care and responsiveness that our clients deserve.

RELATED financial and tax SERVICES

  • Assistance with bank relationships
  • Budgeting and cash flow planning
  • Business planning and valuation
  • Business acquisitions and sales
  • Costing/profitability analysis
  • Management compensation plan development
  • Research and development tax credit
  • Sales and use tax reviews
  • Succession planning

For more information, please contact us >