Accounting Advisory

I’ve appreciated the expertise Dominick Bellia and his team have shown helping Voices of Alzheimer’s set up our accounting system. We’ve only worked with CBM for a few months but have benefited from their patience in answering a lot of preliminary questions, in-depth insights and attention to risk management concerns. We look forward to benefiting from our ongoing partnership in the future. – Jim Taylor, President, Voices of Alzheimer’s

The Franciscan Monastery has worked with CBM for nearly five years now, during which Dominick Bellia and his team have successfully moved us from a paper operation to a fully digital system. Through the use of digital accounts payable programs, such as Bill.com, and other connected software, CBM streamlined our processes, reduced duplication of efforts, all while providing more effective internal controls and greater transparency. Most importantly, the CBM team has been a great group of professionals to work with. They made the transition seamless and have been available to support us every step of the way. I highly recommend them.  – Chris Dwyer, Director of Business and Operations, Franciscan Monastery of the Holy Land in America

“The Fritz Pollard Alliance Foundation is a not-for-profit organization with less than five full-time employees. Our growth relies heavily on our ability to align sound business practices with a clearheaded vision.  Our initial objective was to identify a business partner that offered more than just an accounting service. We needed a partner that could help us achieve operational efficiency and better transparency. CBM has brought tremendous value in helping us establish the clarity and the confidence we need to develop a sustainable business model. Dominick Bellia and Janice Wofford have been tremendous partners in the process.” – Rod Graves, Executive Director, Fritz Pollard Alliance Foundation

From a prior experience working with Dominick Bellia and Amanda McWilliams, I immediately contacted them as soon as I arrived as executive director of ATLIS. I haven’t regretted that decision once. At the time, ATLIS was shifting from a largely volunteer-driven organization to what it is today, an organization with nearly $1 million in revenue. CBM helped make the shift a successful one. I explained to Dominick that I wanted to bring on CBM for the long-term so the organization and CBM’s involvement with us could grow together—and that’s exactly what has happened. I rely on Dominick and his team on a daily basis. Their expertise is always available, and it saves me from the challenges of investing too much time trying to understand the financial nuances of the organization.

Financial reporting is always evolving but am confident in the reporting that Dominick and Amanda deliver to the board based on the trust I’ve developed in them. – Christina Lewellen, MBA, CAE, Executive Director, Association of Technology Leaders in Independent Schools

“I have been really thrilled with CBM and I am grateful to work with Dominick.  He is very knowledgeable about every issue I bring to him, and I am confident that his advice has saved my company tens of thousands of dollars.  In addition, he went above and beyond to connect us to a lender for PPP #2 when I could not get a loan through my regular bank, which also worked out great.” – Aaron Seyedian, Founder of Well-Paid Maids

“Our Board has been very pleased with the professionalism and responsiveness CBM has brought to our accounting needs.” – Anonymous

“Dominick, Jessie and the whole CBM team have been great! They’re extremely helpful, super responsive and always on top of our Association’s needs.” – Anina Adelfino, Operations Manager at the Association of Clinical Research Organizations

“I’ve been very fortunate to have Dominick Bellia as my account manager, who is kind, and exceedingly patient with regard to helping me learn the system. His knowledge about so many of the nuances of the system, and business in general is astounding. I call him so often that I fear CBM will fire ME! In addition to the fact that the system has simplified my internal accounting, the information necessary for tax preparation is readily available, at a moment’s notice, with no effort on my part.” – Wendi Picker-Dennard, Independent Meeting Planner at Accommodations Unlimited