1/2
CLM Advisors

CLM Advisors

About

CLM Advisors, located in Washington Township and Sewell, New Jersey, are experts in fiscal management and business profitability. They are committed to taking small to mid-market businesses and non-profits to the next level by developing a strategic, GPS-like approach to their fiscal needs. They not only provide dynamic budgets, forecasts, and projections, but also educate management on better utilization of fiscal teams. CLM Advisors work as advisors to heads of finance and operational management, ensuring the business moves in the right direction. Their passion is building businesses through sound fiscal management.


Highlights

Serves Washington Township, NJ

Social media


Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

No reviews (yet)

Ask this pro for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Services offered

Accounting
Business Tax Preparation
Individual Tax Preparation