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.

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.


For companies just at the starting line, we can provide guidance based on where you plan to finish. Establishing proper internal controls, uncovering appropriate tax credits and laying groundwork for a future sale are just a few of the ways we can help you reach your goal.


Working with you where you are right now


Opportunities abound when your company is in growth mode. And with those opportunities come a wide range of changes and challenges for your business. Adding locations, employees and inventory require a different way of looking at your finances, while securing the resources for growth can mean new reporting needs.


A mature company requires regular financial checkups to keep things running smoothly. Our approach is to do your work to meet your present needs with an eye to where you want to be five years down the road.


Audits and reviews

Annual checkups of your financial statements

Tax planning & reporting

Long-term plans as well as this year's returns

Mergers & acquisitions

Financial assessments and due diligence

Banking & finance

Reports to secure capital


Compliance with regulations around the world

Key Team Members

Chris Bona

Chris Bona

Audit Partner
Kelly Logan

Kelly Logan

Tax Partner