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CB Accounting

Your Success Is Our Business

Personal and Business Financial Planning

Small Business Accounting 
As a small business owner you have a lot on your plate. Let us take care of your books for you, so you can focus your time on your business's growth, development, and profitability. We provide peace of mind and a stress free solution to your bookkeeping nightmare. 

Part-Time CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with your team to help guide your business to success. Our team member will provide insight into your business analytics and will provide recommendations for growth. 

Year End Reporting
If you have a business then you know the end of the year brings about several year end filings. If you need to file a w2, 1099, or 1095 the staff at CB Accounting is here to help. Through the use of our software tools we can minimize your stress and file many of these forms electronically. 

Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. Our team can provide you with a proper market evaluation and assist in the sale of assets within the business or the business as a whole. 

Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. Putting pen to paper using "SMART" goals will help your business achieve the next level. 

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next. Our team will help create a smooth transition plan that is well timed and thoughtfully executed. 

New Business Formation

Opening your own business is exciting and terrifying. Filing forms, deciding what entity type, and creating a tax strategy are all important first steps to opening your business. Our team will help alleviate stress and set your business up for many successful years to come. We have several resources including our partners at 

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. Let our team of experts help you establish and maintain your nonprofit's financial records to avoid penalties and allow you to focus on your organization's mission. 

Book an appointment to fully review your business options. 

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