What We Do
Less Paperwork and More Peace of Mind
At the entrepreneurial core of CTBK is a growth mindset and a relentless pursuit to innovate our processes while continuously learning and improving at serving our clients.
As a renowned accounting and advisory firm CTBK delivers
Comprehensive services that empower organizations to thrive in today’s dynamic marketplace.
Over the last 30 years, CTBK has established itself as the premier advisor to closely-held and family-owned enterprises in the areas of attest, tax-planning, business advisory services, and financial reporting. Our firm prioritizes an advisory-forward relationship, where accurate and timely financial reporting and filing are a byproduct of regular and proactive strategic guidance.
At our firm, we deliver innovative solutions designed to drive growth, enhance profitability, and maximize success for our clients. We understand that no single individual can be an expert in every nuanced domain our clients encounter. Our one-team approach seamlessly integrates specialists from within our firm to address the nuanced and complex challenges your company may face. This collaborative strategy ensures you receive the most comprehensive and expert guidance tailored to your unique needs.
What we’ve learned from our clients has resulted in a growing suite of non-traditional business lines that help support our clients, including fractionalized CFO and CIO, cybersecurity experts, M&A Advisory specialists, and succession planning. Trust CTBK to help you navigate the complexities of your business – whether it is a startup, an established enterprise, family office, or nonprofit.
- Attest
- Tax Planning
- Business Advisory Services
- Financial Reporting.
From startups to established enterprises,
CTBK’s client-centric approach ensures personalized attention and strategic insights.
We provide innovative solutions that drive growth, enhance profitability, and maximize success for our clients. Trust CTBK to be your trusted partner in navigating the complexities of financial management and achieving your business goals.
Tax Services
There’s no need to dread filing taxes. The process that you procrastinate every year is our specialty.
Whether it’s corporate or individual tax filings, we’re known to be numbers people, so leave the math, the filing, and the planning, to us.
Attest Services
Is there such a thing as too much revenue? Of course not.
We want to help you reach your business goals, and then raise the bar even higher. Along the way, we’ll provide creative solutions to hit those revenue goals while controlling costs.
Advisory Services
Litigation, valuation, mergers, and acquisitions.
Our advisory services have grown from solving real-world problems for our clients outside of the scope of a typical tax and attest firm. We’re always adding new solutions, eager to take on the next challenge.
cfoSOLUTIONSplus
cfoSOLUTIONSplus offers small-business owners the services that a chief financial officer does best. cfoSOLUTIONSplus offers the benefits of an in-house chief financial officer (CFO) without the cost of a full-time executive salary.
Technology & Security
We understand that small and mid-sized businesses face unique challenges when it comes to managing their IT infrastructure. We offer our clients fractionalized Chief Information Officers (CIO) solutions to help assess their IT needs and develop strategies for meeting those needs.
Strategic Solutions
Oftentimes, the challenges encountered by our clients surpass traditional financial realms. For these, CTBK Strategic Solutions has a bench of C-Suite executives to deploy on a fractionalized basis to help you and your business.
Forensic Accounting & Fraud Examination
CTBK has a proven technique to assess any kind of forensic accounting or fraud investigation case. Our expert services incorporate this technique but also flex to meet any specific need based on the nature of the case.
Litigation Support
Whether it’s a litigation engagement from assessment through trial or simply an evaluation of reports from other professionals, our valuation team is ready to help in any step of the process that needs attention.
Outsource Accounting Services
Our outsourcing team can provide long-term solutions or short-term coverage in the event of an illness or an unexpected departure of financial staff. Our team of experienced professionals can help with QuickBooks conversions, bookkeeping analysis, Chart of Account review, and completion of journal entries.
Business Valuation
When assessing value in a business, quality and meticulousness are our top priorities throughout the project.
Mergers and Acquisitions
This may be the single most important transaction in the history of a business. Feeling the pressure?
Exit Planning
CTBK’s Trusted Advisors understand that planning the exit strategy for your business is not just a financial transaction, rather it is a monumental project that requires careful consideration, strategic planning, and expert guidance.
Wealth Management
We are committed to providing our clients with comprehensive financial solutions to help them achieve their goals and secure their financial futures.
Our affiliation with Landmark Wealth Management is part of that commitment.
Landmark Wealth Management is an SEC-registered investment advisor (“RIA”) firm dedicated to helping their clients reach their financial goals. As an RIA, the firm works in a fiduciary capacity on behalf of high net-worth individuals and families, institutions and nonprofit organizations throughout the country. Landmark’s services include Investment Consulting, Retirement Planning, and Tax, Estate and Generational Wealth Planning.
While we have many affiliations, we also work in coordination with clients existing outside relationships including attorneys, investment advisors, and other advisors.
