Straightforward, honest, financial advice. We are a business management group that focuses on tax planning and preparation, accounting and financial management .

KBM Group

Focus on your business. We can handle the accounting stuff.

A curved line pointing to CPA help and CFO assistance.

At KBM Group, we’re hyper-focused on helping our clients achieve their financial goals.

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Personalized strategies for your present and future.

Our services

Our job is to simplify the complex world of accounting and taxes so you can focus on growing and running your business. We pride ourselves in keeping things simple. We aim to educate our clients, empowering you to make the best decisions for you and your business.

Small Business 101


We believe tax planning is a year-round process. We work with our clients in real-time, acting as your partner. We were just as frustrated as you when it comes to seeking professional help. Getting billed by the hour by your CPA or attorney is a great way to make you want to avoid them. We work along-side you. We know if you succeed, we will succeed.

Tax Prep and Planning


We are much more than bean counters. Our team consists of experienced entrepreneurs that have built or own businesses. We are franchise owners. We are CPA’s. We have raised capital. We have sold businesses. We have lived the life of a start-up founder. We understand you better than most accountants because we’ve lived it.

Your CFO


It all begins with reliable and timely accounting. Are you the person that drops off your box of tax forms with a CPA before the tax deadline and wonders why your tax situation is a mess? We transform “shoebox” clients into organized executives.

Keeping the Books


We Listen

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We Never Quit

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We Find Solutions

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We Focus

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We Listen · We Never Quit · We Find Solutions · We Focus ·

You Dream

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You Grow

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You Create

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You Dream · You Grow · You Create ·