Our Services

Your cHb team provides expert guidance and support to ensure the accuracy and compliance of your finances, helping your business operate more efficiently. Whether you need assistance with financial statement preparation, outsourced accounting support, or optimizing your accounting software, we are committed to delivering timely solutions that are consistent with your business goals.

Financial Statement Services

Prepared, Complied and Review Services  

We provide financial statement preparation, compilation, and review services to ensure regulatory compliance and informed decision-making. 

Consolidated Financial Reporting

Our team helps businesses with multiple entities accurately consolidate financial data while complying with GAAP standards.

Monthly Accounting Services

We provide reliable monthly accounting support—including reconciliations, transaction processing, and financial reporting—so you can trust your numbers, make confident decisions, and stay prepared for tax season.

Outsourced CFO & Analytical Services

We provide full and fractional CFO services—on-site or remote—delivering temporary financial leadership support along with expertise in systems, processes, analytics, pricing, KPIs, and transactional support.

Accounting and Business Software Support

Our team supports QuickBooks and Sage Intacct, along with a broad range of third-party applications, with Microsoft Dynamics support available through our partner network.

At cHb Advisors, LLC we are dedicated to providing expert tax services with a personalized approach. We take the time to understand your industry as well as your business’s specific requirements, then work hard to guide you through the complexities of tax compliance.

Tax Planning

Our tax planning services analyze personal and business situations to identify tax-saving opportunities, guide tax-efficient business structures, and proactively plan for future tax obligations.

Business Tax Returns

We support sole proprietorships, partnerships, S-corporations, C-corporations, and non-profits with compliant, strategic tax services that optimize deductions and credits.

Private Client Tax Services

We provide customized private client tax services for high-net-worth individuals, addressing complex income, investments, and estate, trust, and multi-jurisdictional tax needs to optimize tax efficiency and compliance.

Fiduciary Tax Returns

We provide timely, accurate fiduciary tax return preparation for trusts, estates, and gift tax filings to ensure compliance while fulfilling fiduciary responsibilities and preserving assets.