Privately Held

Privately Held

Business Financial Objectives

Our professionals are committed to building relationships with our clients. We work with you to ensure financial reporting and tax needs are addressed, your accounting systems and process are working the efficiently, and that you are getting the information need to manage the business and properly satisfy banks, investors or your internal board of directors.

Specific Services Include:

  • Business and personal management reporting
  • Tax planning and return preparation
  • Audits and reviews
  • Banking and financial support
  • Internal and multi-state business needs
  • International tax and reporting
  • Transition assistance when selling or buying a business
  • Estate and retirement planning
  • Special projects

What Makes PMB Different

We help you stay focused on what’s critical to your success:

  • Profitability goals
  • Operational objectives
  • Key performance indicators (KPIs)
  • Cash flow planning
  • Debt and financing
  • Lifestyle plans

Helping Owners Meet Their Goals

Every closely-held business has different needs including profit driven targets and intangible objectives. We recognize each client has personal and business lifestyle goals and unique factors that may impact their decisions. Our professionals understand these variables and look at each client’s unique situation when planning their accounting, tax and reporting needs. We tie together their personal and organizational financial picture to develop solutions to meet their objectives.