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Who Are We?
CLM Advisors exists to improve the fiscal health of our local economy. As Business Profitability Advisors, we educate business owners on how to increase and maintain their profitability, while instilling 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
“I have been a consulting and tax client of CLM Advisors for about 5 years. It has been an amazing experience. Charlie and his team really dig into your business and help develop unique financials that we use to make good financial and strategic decisions. As small business owners, we sometimes lack objective professional feedback and CLM has been that sounding board we need to grow. CLM has been a great asset to our company and I would highly recommend them if you are a growing business.” – Chuck Rienzi, Owner
“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 have been working with Charlie and his team at CLM for seven years. They are great folks to work with and continuously help you think out of the box and plan for the future. On a personal level, they have been very instrumental in my professional growth over the years.” – Donna Dymond, Accounting Manager