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CMO's team of seasoned professionals assist start-up companies with the formation of the company and the design of initial business and accounting systems.  We work with you to explore all options and assist you in selecting the "best" solutions to fit your business requirements.

Tax Planning, Consulting and Compliance Services

  • Help identify the appropriate legal entity, initial filings and elections to meet the goals and objectives of the company
  • Help the company structure its ownership and assist with agreements to optimize flexibility and assure that risks are well-matched with rewards
  • Provide proactive federal and multi-state tax planning and compliance assistance to minimize and defer tax costs
  • Help the company design a compensation plan to fit immediate and longer term goals of the company

Accounting and Audit Services     [ back to top ]

  • Design “best-fit” accounting systems to meet the needs of the business and simplify accounting procedures
  • Development and documentation of internal control procedures to help assure that assets are safeguarded and that you have the necessary controls over cash receipts and disbursements
  • Bookkeeping and accounting services to save you the cost of hiring a full-time accountant
  • Provide payroll processing services to streamline the time and effort associated with payroll and filing payroll tax returns
  • Provide audit, review and compilation of financial statements to meet the needs of the owners, lenders and regulatory bodies including employee benefit plan audits, non-profit audits and agreed upon procedures engagements

Financial Management Consulting Services     [ back to top ]

  • Provide temporary “controllership services” to ensure accurate and timely financial reporting
  • Provide cash management services including  accounts receivable, inventory and accounts payable management services to maximize profitability and reduce external financing requirements
  • Provide debt and equity financing assistance including needs assessments, preparation of financial lender information, sourcing of financial institutions, terms negotiation, etc. to streamline the process and improve overall results
  • Develop financial projections to assist with critical business decisions that have a significant impact on the company
  • Assist you and your staff in developing effective business plans that meet the financial needs of your company

Information Technology Services     [ back to top ]

  • Assist with recommendations and selection of system software and hardware to meet your business needs
  • Assist with software implementation to assure a smooth and efficient process
  • Assist with the design of procedures, flow of transactional data and design of reports and data requirements to effectively run the business
  • Assist with hiring and training of personnel to run the systems
  • Provide periodic audits to ensure that all critical systems are functioning properly and that information is received in a timely manner

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