Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Advisory Solutions
Councilor, Buchanan & Mitchell (CBM) has provided professional tax, accounting, and consulting services for over 100 years, serving clients in the Washington, DC area, the Mid-Atlantic region, and nationally. Our award-winning firm specializes in serving not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, and closely held businesses. We deliver financial planning, litigation and divorce financial services, and investment management through our subsidiary May Barnhard Investments. With a client-centric approach, we prioritize technical expertise, industry-specific knowledge, and collaborative relationships to ensure our clients long-term success.Our sixth-generation leadership team brings decades of experience in automotive, construction, real estate, and nonprofit sectors, supported by a staff with 44% female leadership representation and a commitment to diversity and inclusion. Recognized as a Top 300 Accounting Firm by Inside Public Accounting, we combine legacy with innovation to maintain our reputation as a trusted advisor.
Services
Financial Statement Audit
Tax Planning
Accounting Advisory
Wealth Management
SOC Audits
Employee Benefit Plan Audits
Business Valuations
Divorce Financial Services
Details
- Year established: 1921
Highlights and features
- We offer over 100 years of experience in accounting and advisory services.
- Our team has specialized expertise in automotive, nonprofit, and professional services industries.
- We provide SOC audit services for secure third-party data management.
- Our firm is recognized for diversity and inclusion initiatives.
- CBM has been named a Top 300 Accounting Firm by Inside Public Accounting.
What people say
Expertise in nonprofit taxation
Responsive team
Tailored financial strategies
Services
Financial Statement Audit
Our team conducts thorough financial statement audits to provide assurance on your organization's financial position and operational results. We deliver detailed findings quickly and clearly while maintaining respect for your time and resources. With expertise across industries, we ensure compliance with regulatory standards and offer actionable insights to improve financial health.
Tax Planning
We maximize after-tax wealth through customized tax planning strategies tailored to high-net-worth individuals, business owners, and tax-exempt organizations. Our professionals stay updated on evolving tax laws to ensure compliance while optimizing your financial position for both current and future needs.
Accounting Advisory
We provide outsourced accounting solutions including month-end close support, financial reporting, and technology optimization to help organizations streamline operations. Our services enhance efficiency and internal controls while allowing leadership to focus on strategic growth initiatives.
People
Dominick Bellia
Partner
With decades of experience, Dominick Bellia specializes in tax and accounting advisory for nonprofits and closely held businesses. He leads a team that delivers innovative financial solutions and strategic guidance to clients nationwide.
Mai Lee
Partner
Mai Lee focuses on audit and assurance services, bringing technical expertise and industry knowledge to clients in the nonprofit and professional services sectors. She emphasizes collaborative client relationships and operational excellence.
Questions
What services does CBM offer?
CBM provides audit, tax planning, accounting advisory, wealth management, and SOC audit services for businesses, nonprofits, and individuals.
Which industries does CBM specialize in?
We specialize in automotive dealerships, nonprofits, professional services firms, construction, and real estate sectors.
How does CBM support remote or hybrid organizations?
Our tech-enabled outsourced model integrates seamlessly with virtual teams, providing financial clarity and operational structure.
What is CBM's approach to client relationships?
We prioritize client-centric collaboration, technical expertise, and long-term partnership to ensure organizational success.
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