Streamline your accounting processes with outsourcing. Discover Dominick Bellia's blog post, "Four Reasons to Outsource Your Accounting," packed with insights on how outsourcing can transform your business. Unlock cost savings, expertise and scalability to focus on core operations. Don't miss out on this opportunity. Click here to read more: http://ow.ly/lMky30syjbV #Accounting #Outsourcing #CostSavings #BusinessGrowth
Councilor, Buchanan & Mitchell - CPAs and Business Advisors
Accounting
Bethesda, MD 2,190 followers
We provide exceptional financial solutions to ensure clients' success and leave a positive impact in our communities.
About us
* CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE * Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team, and leaving a lasting positive impact in our communities. The firm serves not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. CBM’s subsidiary, MBI, LLC, is a fee-only wealth management advisory firm that offers comprehensive financial planning and investment management services. Awards and Recognition • Top Financial Advisors (Debbie May and Alex Seleznev), Bethesda Magazine, 2022 • Top Places to Work, Bethesda Magazine, 2022 • The Best CPA Firms for Equity Leadership, Accounting MOVE Project, 2022 • Top 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022 • Top Regional Leaders, Accounting Today, 2020, 2021 • #6 Metro-Area Giving (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021 • #5 Metro-Area Volunteer Hours (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021 • Top Financial Advisor (Debbie May), Washingtonian Magazine, 2021 • Top 25 Accounting Firm in the Region, Washington Business Journal, 2018, 2019, 2020
- Website
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https://www.cbmcpa.com
External link for Councilor, Buchanan & Mitchell - CPAs and Business Advisors
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Bethesda, MD
- Type
- Partnership
- Founded
- 1921
- Specialties
- Tax Return Preparation/Tax Planning, Financial Statement Audits, Reviews & Compilations, Wealth Management, Financial, Estate & Gift Planning, Business Valuations & Succession Planning, Trust Accounting, Merger & Acquisition Support/Analysis, and Benefit Plan Audits
Locations
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Primary
Get directions
7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814, US
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Get directions
1200 G Street, NW
Washington, DC 20005, US
Employees at Councilor, Buchanan & Mitchell - CPAs and Business Advisors
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Thomas B. Bailey, IV
Partner at Councilor, Buchananl, PC (CBM) - CPAs and Business Advisors
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Linda Murphy
Director of Office Operations at Councilor, Buchanan & Mitchell, PC (CBM) - CPAs and Business Advisors
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Anthony A. Cuozzo, Jr., CPA,CGFM
Owner, Councilor, Buchanan & Mitchell, P.C.
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Jordan Egert, CPA, CFE, CDFA
Divorce and Family Finance Expert, Litigation and Forensic Consulting Specialist, Comprehensive Tax Planner, Speaker
Updates
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Going through a divorce? Prepare yourself with important financial documents! Explore Jordan Egert's blog post, "Three Types of Financial Documents You Need to Prepare for Divorce," to navigate this complex financial transition. Click here to read more: http://ow.ly/FJOG30syjbU #DivorcePreparation #FinancialDocuments #FinancialFuture
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Boost your financial success with smart cash management! Don't miss Dominick Bellia's blog post, "Quick Reference: Smart Cash Management," packed with valuable tips and strategies. Learn how to optimize cash flow, minimize risks, and make informed financial decisions. Unlock the key to financial stability and growth! Click here to read more: http://ow.ly/EPei30syjbT #CashManagement #FinancialSuccess #CashFlow #SmartDecisions
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Going through a divorce? Discover the truth about home equity! Jordan Egert's blog post, "How Much House is Really Yours? Marital and Marital Home Equity in Divorce," uncovers key insights into property division. Gain clarity on non-marital and marital home equity and make informed decisions. Don't miss this essential read! Click here to learn more: http://ow.ly/k0SI30syjbO #Divorce #PropertyDivision #HomeEquity #InformedDecisions
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On April 4, the Biden Administration announced revisions to the Uniform Guidance for Federal Financial Assistance focused on streamlining compliance requirements, removing burdensome aspects of the application and grants administration process, clarifying vague and complex language, and improving access to funding for underrepresented communities and groups. The impact promises to be significant for organizations receiving federal funding. In this post, CBM highlights several key revisions and what operations leaders and grants managers can do to get their organizations ready. https://lnkd.in/ezW8EWJy #uniformguidance #federalfunding #cbm #cbmcpa #compliance
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Simplify the new lease standard with ease! Don't miss Dominick Bellia's blog post, "Quick Reference: Simplifying the New Lease Standard," packed with valuable insights and practical tips. Stay ahead of the curve and streamline your lease accounting processes. Check it out now! Click here to read more: http://ow.ly/rbz630syjbN #LeaseAccounting #NewLeaseStandard #FinancialCompliance #Simplification
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Navigating the financial aspects of a #divorce can be hard enough without also being concerned about the impact of legislation. And yet, here we are! At the end of 2025, several provisions of the 2017 Tax Cuts and Jobs Act are scheduled to expire. Some could affect divorced or divorcing individuals. Are you one of them? Read more here: https://lnkd.in/eMDrnKRj #taxcutsandjobsact #tcja #divorcefinancialplanning #collaborativedivorce #financialplanning
Tax Planning: Divorce and the Expiration of the Tax Cuts and Jobs Act
https://www.cbmcpa.com
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Young professionals, level up your financial game! Check out Abbie Niehoff's blog post, "Smart Financial Planning for Younger Professionals (II)," covering debt management, protecting loved ones, and tax planning. Don't miss these crucial insights to help develop your financial future! Click here to read more: http://ow.ly/8mW330syjbM #FinancialPlanning #DebtManagement #TaxPlanning #SecureFuture
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Registration is now open for CBM's Certified Nonprofit Accounting Professional program. Gain the insights you need to grow into an effective financial manager for your not-for-profit employer or client. CPE is available from this in-depth, two-day training course. CBM has trained more than 200 not-for-profit bookkeepers, accountants, consultants and other professionals over the years. Register now for the May 20-21 training or contact us with any questions. #cnap #certifiednonprofit #nonprofitfinances #cbmcpa #nonprofits
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