CBM News

Councilor, Buchanan & Mitchell (CBM) is scheduled to sponsor and present at the 2021 Greater Washington Society of CPA’s annual Nonprofit Symposium. The GWSCPA nonprofit symposium, to be held digitally from November 16-18, brings together representatives from the not-for-profit sector as well as members from the accounting profession who serve the industry for two and a half days of learning and connecting. Participation provides access to a community of resources that will extend far into the next year. CBM Partner… Read more ›

  Joe Wilson has been a long-time member of the financial review committee of Trinity Presbyterian Church in Arlington, VA but he recently decided to broaden his involvement when his church announced a volunteer activity with a legal aid ministry called Restoration Immigration Legal Aid (RILA). “Volunteering my time is something I’ve been more interested in recently,” he says, referencing some of his friends from the church community who speak often of their service activities. Joe participated in a church-based… Read more ›

As the father of a young boy, Councilor, Buchanan & Mitchell (CBM) administrative team member Malcolm Jones knows the importance of classrooms with sufficient school supplies. For two consecutive years, as part of his CBM100-Charities initiative, Malcolm partnered with the office supplies store, Staples, to deliver classroom materials to underprivileged children in schools throughout the Washington, DC metropolitan region. The initiative began last year after the pandemic started when Malcolm worked with Staples to arrange for the delivery of desks… Read more ›

Debora May and Tana Papinova collaborated together to help foster children when they move from one home to another. They and other Councilor, Buchanan & Mitchell (CBM) staff members, Sue-Jane Haight, Malcolm Jones, April Roberts, Sal Attanasio and Thomas Caggiano, put sweet cases together that were ordered from Together We Rise which then were donated to CONCERN4KIDS. The sweet cases were ordered though Together We Rise, a not-for-profit organization dedicated to improving the lives of children in foster care. This… Read more ›

Students in the Washington, DC public schools system benefited from the coordinated donation of $500 worth of textbooks and educational supports to the DC Education Fund, a group that backs cutting-edge initiatives with the potential to generate systemic change. The Fund’s investments have transformed the DC public school system into one of the fastest-improving school districts in the nation. Senior Accounting Specialist Anne Hayes and Administrative Assistant Shanta Jordan combined efforts for their CBM100-Charities event to solicit $285 from individual… Read more ›

Councilor, Buchanan & Mitchell (CBM) continues to climb INSIDE Public Accounting’s (IPA) list of top 300 public accounting firms for the third consecutive year. In 2021, CBM ranked #216 among all firms across the country on IPA’s industry-recognized list, moving up from last year’s spot at #220. “CBM is proud to be recognized by INSIDE Public Accounting once more for our growth in recent years,” said Daniel L. Weaver, CPA, president and managing partner of the firm. “Our team has… Read more ›

Councilor, Buchanan & Mitchell (CBM), a Bethesda, MD-based accounting and advisory firm, is proud to announce that the following individuals have become partners effective July 1, 2021: Thomas B. Bailey, CPA, CVA – Partner / Director, Construction and Real Estate Group Daniel Keefer, CPA, CVA – Partner Julia Lafferty, CPA – Partner / Director, Not-for-Profit Group Jane Ochsman Rowny, CPA, CFP®, CDFA® – Partner / Director, Divorce Litigation Group Aleksandr S. Seleznev, MBA, CFP®, CFA – Partner, Financial Advisor and… Read more ›

Peter Reilly, Debbie May and Jeff May participated in the Annual Charitable Golf event to benefit he local chapter of the Financial Planning Association (FPA). The association’s objective is to increase financial literacy and benefit the public by helping to ensure that financial planning delivered through proficient and ethical financial planners. This charity event has been in place for well over 25 years. It’s a great community of professionals and the financial planning scholarships that are offered do a great… Read more ›

Councilor, Buchanan & Mitchell (CBM) and individual team members, donated $1,170 to several organizations to honor Women’s History Month in March. The campaign, spearheaded by D-PATH, an internal employee affinity group dedicated to supporting diversity and inclusion, is part of CBM100-Charities, a two-year initiative to celebrate the firm’s 100th anniversary through team-wide charitable giving and volunteerism. Donations benefited the Women’s Economic Future Fund, the DC chapter of the Accounting & Financial Women’s Alliance and other organizations that contribute to or… Read more ›

Councilor, Buchanan & Mitchell (CBM) has been named one of the regional leaders among accounting firms in the Capital region. Accounting Today, a leading trade publication in the accounting industry, annually recognizes the largest tax and accounting practices across the country based on revenue. This is CBM’s second recognition by Accounting Today in recent months. Last August, CBM was recognized as the 220th largest firm in the country (jumping up from 245 the previous year) and as one of the… Read more ›