CBM Accounting

CBM Accounting, which now operates as Councilor, is an accounting, advisory and wealth management firm serving Washington DC and Bethesda. It began as an accounting practice more than 100 years ago and has broadened into integrated advisory work. The firm helps organisations and families with financial, regulatory and strategic decisions, from compliance to major transitions.

What CBM Accounting offers

• Audit and assurance: financial statement audits, reviews and compilations, single audits, employee benefit plan audits, SOC audits and agreed-upon procedures.
• Tax planning and compliance: proactive tax strategy and filing for businesses and individuals.
• Accounting and financial advisory: outsourced accounting through to high-level financial guidance.
• Transaction advisory: support for exits and mergers and acquisitions.
• Divorce and dispute advisory: objective financial analysis during separations and disputes.
• Wealth management: investment advice through Councilor Wealth, its fee-only subsidiary.

Customers and markets

It serves businesses, individuals, families and nonprofits. Industry focuses include automotive dealerships, closely held businesses, and construction and real estate.

Key facts

• Offices: Washington DC and Bethesda
• History: more than 100 years in practice
• Current name: Councilor