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CBG provides a wide range of services to individuals and businesses in a variety of industries. At CBG, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Planning and Preparation

At CBG, we guide our clients through a full range of tax planning and preparation decisions with strategies to help minimize your tax liabilities, maximize your cash flow and keep you on track to achieve your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently enacted or revised tax laws. We are knowledgeable and up to date on current tax laws.

Assurance and Advisory Services

At CBG, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Reviews, and compilations
  • Entity selection and restructuring
  • Outsourced CFO services
  • Business valuations
  • Financial projections and forecasts
  • Debt and financing advice
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession planning

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. CBG's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial Statement Reviews and Compilations

At CBG, we offer financial statement services comprising Reviews and Compilations depending on your company's needs.

Reviewed Financial Statements

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compiled Financial Statements

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Entity Selection and Restructuring

Selecting your business entity can have a significant impact on your taxes and other liabilities. From your company's inception through its growth and development, CBG can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous recommendation for entity type based on the functions your business performs and to ensure the most beneficial tax outcome based upon your exit strategy from your business.

Outsourced CFO Services

As a business enters various stages, the needs can change and the financial complexities can challenge the entrepreneurial CEO / owner. Having a trusted financial adviser at your side to bounce ideas off of can add great value. In the early stages, being able to plan for the future in terms of short-term and long-term financial goals and business strategies can determine the future of a business. Being able to read and decipher the financial statements of your business and the story they tell is critical. To be successful, most every business must have financial strength and a financial plan, but some entrepreneurial owners do not have this financial background and their businesses do not require this service on a full time basis, so having available to you seasoned financial professionals who can provide these services to you as outsourced CFO's can help to bridge a gap in your business. From helping you to understand your businesses financial drivers, core business fundamentals and profit enhancement techniques, to cash flow management, financing, budgets and other financial projections, the experienced professionals at CBG are available to assist you to achieve those goals that you have. We will help you not only establish your road map to success, we will be there every step of the way to steer you to that success.

IRS Representation

Professional representation can be vital during an audit or other inquiry, and our experience with taxing authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit or received some other type of correspondence, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS or other agency may be asking of you.

Outsourced Accounting Department and Bookkeeping

Accurate record-keeping is essential to a successful business, yet it can also be complicated and time consuming. For certain companies, employing an accounting department and supervising their daily activity can present issues or interfere with your valuable time that could be spent growing your business and enhancing profits. For business owners that do not want to have an internal accounting department due to the time and energy required and for situations where full time help is not warranted, CBG offers an outsource option whereby we become your accounting department handling everything from invoicing customers and collecting payment to daily banking, recording and paying vendor bills and handling all other general ledger and accounting functions. If you do not need this full array of services, we can also provide bookkeeping services to help you accurately record your business activity so you can focus on your core business.

Financial and Retirement Planning

CBG's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, CBG can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Operations Review, Budget and Cash Flow Modeling

Without a proper plan and model / road map in place, your business may not be heading in the right direction and may seem directionless at times. We can work with you to not only analyze your operations to help you discover the core parts of your business that generate profits, but the parts of your business that are taking away from your overall profitability, time and resources and may need restructuring or elimination. By first evaluating your business operations and then building a budget and cash flow model to demonstrate how your business can operate, we can assist you in enhancing your businesses efficiency and profitability allowing you to focus your resources on those activities that generate profits and grow your business by allowing you to most efficiently reinvest these increased profits and available resources back into your business.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. CBG, working with the appropriate benefits consultants, can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Accounting Services

From start-ups to long-standing companies, businesses rely on accurate and insightful financial information to know and understand how their business is performing, maintain profitability and capitalize on new opportunities. CBG's accounting services help provide you with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, implementation of new accounting pronouncements or just ensuring that the ongoig accounting records accurately reflect the underlying transactions.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Forensic accounting and litigation support

Mergers, Acquisitions, and Sales

Business transactions and transitions can be extremely complicated. Whether you're buying, selling, or considering a potential merger, CBG can assist you and work with your other investment advisers to successfully structure and negotiate a transaction. We will work with you and your other advisers to help determine a fair price, the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and structure after completion of the transaction.

Debt Structuring

Whether your needs are corporate or personal, CBG's professionals can assist you in sorting through the different options available for debt management and financing. We can assist you in analyzing your debt needs, financing programs available, help introduce you to the appropriate lenders and then assist with negotiating and providing the documents the lender requires to facilitate their underwriting process. Having the proper and most efficient debt structure in place helps support the success of your business, provide additional leverage of your assets or ease financial burdens in your personal life.

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