Client Accounting Services
Business Owners need information that’s timely and relevant to make effective decisions. CCMG’s client accounting services (CAS) practice helps clients outsource their accounting needs with services spanning a spectrum of financial, accounting, and advisory-related offerings.
Our vision of CAS is to provide higher value to clients and deepen the trusted advisor relationship, allowing our clients to focus on their core competencies and deliver on their value proposition to customers.
Whether you are looking to outsource your entire accounting department, seeking assistance with basic accounting and bookkeeping, or hiring an Outsourced CFO, CCMG will work with you to create a customized solution that meets your needs and scales with you as you grow. CCMG’s subscription-based CAS model allows you to choose which package is the best fit for your business and determine how you invest in your relationship with CCMG.
CCMG provides full-service support for individual and business tax preparation, including annual tax planning and income tax reduction strategies. Additional services include employment tax representation, trust fund recovery penalty, installment agreements, innocent spouse representation, and offers-in-compromise. CCMG’s unique subscription-based billing model ensures that tax season is less taxing by giving you year-round access to your trusted advisor, leading to no surprises on April 15th.
Knowing how much your business is worth helps you plan for the future. A strong understanding of your business's value is crucial, whether it's ways to grow your business or the opportunities you need to be aware of. We are credentialed business valuation professionals ready to evaluate your business, assist you with mergers and acquisitions, plan for succession, and create an accurate value for your current business.
Our valuation services include tax compliance – buyer's due diligence, gifts, estate tax, buy/sell agreements, shareholder buyouts, indicated value, and exit planning.
We provide independent, expert testimony for you and your clients. Our team has experience testifying in court, assisting in business transactions, and forensic accounting.
Our team has consulted in over 300 litigation support cases involving complex matters testifying in business valuation, taxation, forensic accounting, and lost profits.
Strategic Exit Planning
CCMG and CCMG Capital Partners come together to help you build out the best and most comprehensive exit plan for your business. Exit planning is a combination of many disciplines and CCMG will help quarterback and move your vision of exiting your business and help make it a reality. Every business is built differently and every business is exited in a unique way. Maximizing your years of work and putting your vision of how your company/life's work moves into succession is our utmost goal in exit planning.
Real Estate Brokerage
CCMG Capital Partners is our business/real estate brokerage division ready to help you find the business you've been searching for. We create a comprehensive planning approach from start to finish to help sell your business. We have a licensed real estate division to assist with commercial real estate for family offices and transactions.