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ABOUT US

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Our goal is to provide the same quality as a traditional CPA firm, while charging a rate that is palatable to the money conscious consumer, in an effort to help guide you through your bookkeeping, business planning and tax preparation needs.

 

Our philosophy dictates that we capitalize on technological efficiencies and industry knowledge to provide you a highly automated, robust and data driven financial environment for your business to flourish, leaving you more time to do what's really important.

 

Furthermore, we strive in providing you with the information and education necessary to provide a strong baseline from which to make informed business and tax decisions according to your personal goals. We believe accounting is a science that cannot be applied across the board equally, but rather is best applied in a nuanced way specific to individual contextual decision points. 

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By leveraging digital solutions and integrating them into the operation of your business, we are able to provide the accuracy and insights offered by a traditional CPA firm at a cost effective price point that allows more resources to be steered towards your company objectives.

 

We provide services for businesses and individuals, for bookkeeping, business planning/consulting and income tax preparation. Think of us as a beginner's guide to accounting, with the capabilities to scale as you do.

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We're accounting for tomorrow's opportunity and preparing to take advantage. Let us do the same for you.

BACKGROUND AND VISION

Meet The Owner

Chase Berry was born in Lexington, KY and moved to Charleston, SC to attend the College of Charleston in 2011. After graduating with a B.S. in Accounting, he began gaining firsthand industry experience with various accounting roles across the Charleston community, ranging from small business bookkeeping to accounting for area tech firms. In 2017, he began the College of Charleston Master's in Accountancy program, which was completed in the summer of 2018. After working locally in public accounting, he founded The CMB Company in January of 2021. Chase attained his CPA license in March of 2023 and is certified by the SC Board of Accountancy.

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