We add value by being hands-on and local to our San Diego clients making it ideal to work with your team to bring the best solutions to your unique business needs.
- CBD Accounting Group is a turnkey accounting outsource firm I can highly recommend. CBD’s principal, Chris Daniels, is the most diligent and accomplished accounting outsource solution to rely on. A trusted business associate recommended Chris Daniels to us to address our in-house controller’s impending retirement. CBD quickly responded, and within a short timeframe, proved to be a tremendous improvement over our in-house operations. CBD quickly not only learned the industry specific software we employed to operate all facets of our business, but CBD initiated and deployed many useful components of the software which we had not implemented and improved accuracy for existing usages. The end results were month-end closings that took days instead of months. Accounting Safety measures and written formal procedures were put in place. Costly errors where identified and recovered. Covid-era federal financial help programs we had missed were identified and recovered. Cost of Outsourced Financial Controller ended up being far less costly than in-house staff. CBD and Chris Daniels earned our respect and trust and have become one of our most valued vendors.
J. Richard, CEO of Reed Electric, Inc.
- "Chris first came to our company at a time when we were going through extreme financial difficulty due to a transition of ownership and management. He took control of our books in a very professional manner and he worked closely with our banking institution and CPA in order to strengthen our financial standing. He constantly examined every detail of our books and through his strong and thorough auditing expertise, uncovered a long-hidden, on-going embezzlement scheme by a former employee. Chris was extremely helpful in communicating new strategies and in-depth analysis of our overall financial picture, as well as analysis of each individual job. I would highly recommend CBD Accounting Group for your company’s accounting needs."
T. Lekos, President of Lekos Electric Inc.
If I were to embezzle money from your company, this is how I would do it… As an outsourced accounting service, one of our key roles should be to ensure that we can follow the money. Understanding how to prevent embezzlement is key for every business, no matter the size….
- Risk Assessment
- Financial Reporting
- Interim Management Services