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DO YOU ARRIVE AT DECISIONS WITHOUT THOROUGHLY ANALYZING POTENTIAL OUTCOMES?
ARE YOU IMMERSED IN DAILY TASKS RATHER THAN OVERSEEING YOUR BUSINESS'S STRATEGIC GROWTH?
IS YOUR APPROACH TO TAX PLANNING YIELDING EFFECTIVE RESULTS?
CONTACT US FOR A FREE CONSULTATION!

Contact Us For A Free Consultation

We Can Be Your Business Profitability Advisor

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Who Are We?

CLM Advisors is dedicated to enhancing the fiscal well-being of our local economy. Serving as Business Profitability Advisors, we empower business owners with knowledge on boosting and sustaining their profits, all while fostering a culture of expert fiscal responsibility.

Why Choose Us?

We engaged CLM in 2019, we realized quickly that their expertise and guidance extends far beyond tax and embracing their profitability model for our firm has resulted in a much clearer understanding of not only the day-to-day cash flow, but also how the future should look. As I’ve grown as a business owner, I’ve learned that good consultants are critical to seeing your blind spots and strengthening them. As the saying goes – “you don’t know what you don’t know”. I can confidently say that engaging CLM for profitability consulting is among one of the best decisions we’ve ever made. – Jason Gabrieli, CCO

“I have used CLM Advisors for over 20 years. It was one of the most important business decisions I could have ever made. The team helped guide me through the early years as my business grew. I became a much better operator because of their detail to expenses and profit and loss items. Even more importantly CLM was there during the difficult years and their understanding of my business helped me make it through. From accounting to consulting I have been in great hands!” – Ron Monokian, Owner

“Pearson Koutcher Law has been working with CLM for the past three years. Charles Muracco and his team are professional, organized and focused. They provide us with expert financial advice in a clear and concise manner, which allows us to make sound financial decisions resulting in positive business growth. Highly recommend.” – Eric Pearson, Partner

“CDM Electronics began using CLM advisors in 2014. In the beginning CDM only used CLM for consulting on tax issues, but as our relationship grew we began to realize the breadth of their capabilities. We now use CLM as our outsourced CFO solution guiding our entire accounting department as our business rapidly expands.” – Mark DeLeo, CEO

“Working with CLM has been a revelation. Before them our business was drifting along going in whatever direction the current took us. Now we have a solid direction and are moving towards a certain successful destination. Smart, thoughtful professionals who can analyze and explain financial nuances are the difference between a mediocre business and a great one. CLM goes a long way to making us great.” – Price & Price, Partner

“I am writing to express my utmost satisfaction with the exceptional tax advisory services provided by my team Paul, Deandra, Dominic and countless others from CLM. Over the past year, I have had the pleasure of engaging in regular tax planning meetings with their team, and I am consistently impressed by their expertise and guidance in planning for my company’s financial future.

CLM has been instrumental in formulating and implementing effective tax strategies tailored to my specific financial situation. Their in-depth knowledge and proactive approach have not only optimized my tax planning but also provided valuable insights into potential opportunities for savings and growth.

Moreover, their dedication to client service is truly commendable. CLM consistently goes above and beyond to ensure that I am well-informed and confident in my tax decisions. They patiently address all my queries and concerns, demonstrating a genuine commitment to my financial success.

Overall, I cannot recommend CLM highly enough for their outstanding tax advisory services. Their professionalism, expertise, and personalized approach make them an invaluable asset to any individual or business seeking comprehensive tax planning solutions.” – Adam Marks, Owner

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