• Tax Services

    So much more than tax returns, we offer executive compensation issues assistance, entity selection, and tax & transactional planning for businesses of many different industries and scales.

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  • Attest & Assurance

    We’re at our best when it matters most, and attest situations are certainly one of those instances. We expand on and go beyond traditional attest and assurance services, offering creative solutions to maximize revenue while controlling costs.

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  • Advisory Services

    Whether it’s our outsourced and fractionalized cfoSOLUTIONSplus, or advisory services in a range of areas from valuation to technology & security, we can help you get a better handle on your situation, close gaps, and create new opportunities.

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  • Outsource Accounting

    In an economic climate where it’s increasingly difficult to maintain a full staff of highly qualified accountants, our Outsource Accounting Services team can help fill a gap for a period of time, or even absorb the entire accounting function for lower-middle market clients.

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Our advisors, accountants, and team members have a wealth of experience and are all responsive to each client.


We work efficiently and effectively, flagging potential issues before they become a problem.


Our one-team approach ensures the most effective advice, actions, and outcomes, no matter the situation or complexity level.


With our long-term client relationships and connectivity within the firm, we focus on establishing a personal network in an ever-evolving world.

CTBK Company Retreat

Case Studies

How CTBK’s Anti-Fraud Insights Safeguarded Small Businesses.

Explore our case study to delve into the proactive anti-fraud controls implemented by businesses, offering insights into effective strategies that shielded them against evolving fraud risks. Discover the resilient measures that empowered small businesses in protecting their enterprises amidst unprecedented challenges.

Don’t take our word for it.

Here’s what our clients are saying:

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