(214) 692-5878 | team@cpataxteam.com

Business Consulting

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Litigation support
  • Business valuation
  • Strategic planning
  • Entity selection
  • Financial planning
  • College education funding planning
  • Retirement distribution planning
  • Trustee, executor, and administrator service

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

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 Our Specialties

Entrepreneurs

We know what it takes to serve today’s progressive business owners. Not only have we acquired a long list of business clientele, but we also work hard to run a modern firm, offering the most advanced...

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High Net Worth Families

Our firm partners with individuals and families to help them grow, preserve and manage their wealth. From assistance with day-to-day financial management to long-term planning for trusts and estates, our financial professionals are dedicated to...

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Latest from Our Blog

It's a new brand day!

It's a New Brand Day at CMH Advisors + CPAs! We are excited to announce the recent launch of our firm’s new brand. We’ve been working very hard to enhance our website, develop helpful new client communications, and give our firm a facelift. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we...


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