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Business Advisors


Business Advisors

A CPA firm isn't just about numbers. It's about your dreams.
Our team of business advisors and consultants meet with you to thoroughly understand your aspirations. And we'll act as a catalyst to help you understand those goals from the business side - by offering realistic, experienced advice on every phase of development.

Our team will:
• Analyze Your Budget and Business Plan
• Prepare Financial Projections
• Help You Determine the Right Entity for Starting a Business
• Assist with State and Local Filing Requirements
• Determine the Best Funding Options
• Respond to Payroll and HR Questions
• Consult with You on Key Issues Involved with Buying or Selling a Business


Here is a sampling of business advisory and accounting services CB Smith & Associates offers:

Small Business Accounting - As a small business owner you have more important things to do than to keep your own books. We take care of your bookkeeping for you, so you can get back to the job of running your business and generating profits.


Payroll - We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best — running your company. 


Part-Time CFO Services - Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success. 


Bank Financing - Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Strategic Business Planning - If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.  

Succession Planning - Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next. 

New Business Formation - Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. 

Internal Controls - We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger. 

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