Services

Our clients expect superior expertise, whether we are providing CPA, audit or tax advice, helping an organization improve profitability, consulting on a business venture or implementing new accounting software. We truly understand our clients’ businesses. We are a trusted advisor and problem solver. Our forward-thinking approach empowers clients to reach their full potential.

Please visit each service sector to learn more about how we can help you or your business, or for a complete listing of all CWB services.

Click the Red Door logo to visit their website.

To best address our clients’ needs, CWB formed our sister company, Red Door Wealth Management, providing a centralized relationship for your tax, financial planning and investment needs. Our strategic partnership with Red Door can help you simplify your financial life. Red Door’s services include the following:

Privately Held Business Services

Retirement Plan Services: Design, Implementation, Education & Compliance
ERISA Asset Management
Business Consulting Services
Start-up Funding Consultation
Expansion Funding Consultation
Mergers & Acquisitions
Business Valuation
Accounting
Complex Tax Planning & Compliance
Assuring Services
Software Consulting & Implementation
Outsourced Staffing