Hello, I’m Charlene.
I help franchisors and nonprofit organizations with annual financial statement audits and tax return preparation.
Our Approach
We start every audit and tax engagement by first understanding your business operations, needs, and objectives. Using this information, we tailor the engagement to meet the unique needs of your company or organization.
Throughout this process, we review your current practices, financial records, and regulatory requirements that may affect the engagement. We provide updates and keep you involved every step of the way, ensuring the completion of your audited financial statements and/or tax returns with minimal interruption to your daily operations.
Our goal is to give you peace of mind, knowing that the engagement is executed accurately and efficiently.
What Our Clients are Saying
"I have worked with CDM Financials for all of my audit and accounting needs. I am delighted with the professionalism, knowledge, accuracy, speed and commitment to excellence I have received. I highly recommend their services."
J. Grace
"Professional and compentent with great customer service. Thank you for your help over the past several years."
S. Jones
Let’s Work Togehter
Use this form to email us directly regarding your audit and tax preparation needs.