Management Companies

Running a management company means overseeing the finances of multiple entities or client businesses at once, often with intercompany transactions and consolidated reporting requirements layered on top of your own operations. At CB Accounting, we understand the financial and regulatory challenges management companies face — from multi-entity bookkeeping and consolidated reporting to management fee structures and everything in between. Our services are customized to your structure, client mix, and goals.

Comprehensive Services

Whether you manage a handful of affiliated entities or a growing portfolio of client businesses, we offer a full range of accounting and advisory services designed to keep your management company compliant, efficient, and positioned for growth.

• Bookkeeping
• Multi-entity and consolidated financial reporting
• Tax planning
• Federal and state tax preparation
• CFO services
• Compliance support
• Strategic planning
• Payroll processing and reporting

We're committed to building long-term relationships with our management company clients based on trust, integrity, and mutual respect.