CDM Financials, LLC | Accounting, Audit and Tax

WE OFFER ACCOUNTING AND TAX SERVICES AND EDUCATION FOR NEW EXISTING BUSINESSES.  LET’S SEE HOW WE CAN HELP YOU.  CHOOSE YOUR OPTION BELOW:

LOOKING TO HIRE A PROFESSIONAL

I am interested in hiring a professional to handle the accounting and tax functions of my business.

DIY BUSINESS OWNERS

I currently have a business and would like to learn how to streamline my existing accounting system.

NEW & ASPIRING ENTREPRENEURS

I am new to business and need to understand accounting and tax for my business.

My name is Charlene D. Moultrie.   I am Certified Public Accountant (CPA), Entrepreneur, and Business Advisor.  If you are a Business Owner or Aspiring Business Owner, I am here to help you establish, understand and maintain the financial reporting and compliance side of your business.

When it comes to accounting and taxes; my clients no longer feel the burden of overwhelm.  I have over 20 years of experience helping business clients with issues such as bookkeeping, financial statement preparation, state reporting requirement such as audits and reviews and business and personal tax planning and return preparation.

As an entrepreneur myself, I understand the challenges that new and aspiring business owners face.  You need to understand how business works, your responsibilities as a business owner and employer and how to prepare yourself for both business and personal federal and state taxes.

No matter where you are in your business journey, I am here to help so that you can focus on what you do best.

 

Lets Work Together!

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SEE WHAT OUR CLIENTS ARE SAYING ABOUT US...

J. GRACE

I have worked with CDM Financials for all of my audit and accounting needs.  I hope to never have to use anyone else!  I am delighted with the professionalism, knowledge, accuracy, speed  and commitment to excellence that I have received.  I highly recommend their services.

S. JONES

Professional and competent with great customer service.  Thanks for your help over the past several years!

J. SESSLER

My experience with Charlene was positive.  She communicated frequently and professionally.  The end product was of good quality, on-time and was of good overall value.  We will use CDM Financials again in the future.

M. DOOMS

My tax returns have always been completed accurately, timely and professionally.  Mrs. Moultrie patiently answered all of my questions and took the time to make sure I was comfortable with all processes before submitting my return.  I highly recommend CDM Financials, LLC to anyone in need of accounting or tax services.

THINGS DO NOT HAPPEN. THINGS ARE MADE TO HAPPEN.

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