image for site
CMR Bookkeeping Services | Advisory Services, Audit Services, Bookkeeping

CMR Bookkeeping Services

FOUNDING YEAR
2012
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA
LOCATION
-
SUPPORT
Dedicated Staff
SOFTWARE
CMR Bookkeeping Services
CMR Bookkeeping Services is a leading financial management firm that revolutionizes how small to medium-sized businesses handle their finances. Specializing in Fractional CFO services and comprehensive accounting solutions, we serve ambitious companies generating 6-8 figures across technology, healthcare, real estate, and manufacturing sectors.
Our team of CPA-qualified experts delivers more than just numbers – we provide strategic financial leadership that transforms your financial operations into a competitive advantage. From day-to-day bookkeeping and tax preparation to high-level financial strategy and cash flow management, CMR Bookkeeping Services offers a full suite of services tailored to your business needs.

What sets us apart is our commitment to combining professional expertise with cutting-edge technology. We streamline and automate back-office operations, enabling business owners to make data-driven decisions while saving time and reducing costs. Our client-eccentric approach ensures that every solution is customized to match your unique business goals, whether you're a startup seeking growth or an established company looking to optimize financial performance.

Partner with CMR Bookkeeping Services to transform your financial management from a business necessity into a strategic asset that drives your company's future.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Services Offered

Client Specialties

Preferred Industry

Client Type

Meeting Options

Client Portal/Online Platform
Email
Phone
Video meetings

Clients who would be a good fit

Primary Target Clients:
Small to medium-sized businesses
Startups and VC-backed companies
Companies generating 6-8 figures in revenue
Key Industry Focus:

Technology companies
Healthcare organizations
Real estate firms
Ideal Client Characteristics:

Need scalable financial services
Value professional expertise
Seeking personalized service
Looking for strategic financial guidance
Require comprehensive financial management solutions
Client Pain Points:

Need for professional financial leadership without the cost of a full-time CFO
Require streamlined financial operations
Want data-driven decision-making capabilities
Looking to optimize cash flow
Need expertise in financial reporting and strategy
Service Requirements:

Seeking outsourced accounting solutions
Need strategic financial planning
Require professional bookkeeping
Want expert tax planning and preparation
Looking for payroll and HR management support

Clients who wouldNOTbe a good fit

CMR Bookkeeping Services partners with ambitious businesses ready to transform their financial operations into a strategic advantage. We're not a match for cash-only operations, businesses seeking basic bookkeeping, or companies unwilling to adopt modern financial tools and controls.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
image for site
Works with clients across the US
image for site
image for site
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
Sam’s List logo
About Us
Accountants
Advisors
Connect with an Expert