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.
I LOVE working with CLM. They help keep you up to date with your business finances and make sure you are on the right track with your monthly meetings. They help you set your business up for success. They review your business goals and truly help grow your business! – Ashley Damore, The Aesthetic Room
“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 Inc. 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