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.
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
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Services offered
Accounting
Business Tax Preparation
Individual Tax Preparation