PBMares

At PBMares, we understand the complex challenges businesses face in today's dynamic environment. We are a full-service accounting and advisory firm that provides a comprehensive suite of solutions designed to empower our clients to navigate uncertainty, achieve their goals, and cultivate lasting success. Our mission is to serve as a trusted partner, providing expert guidance, personalized service, and innovative strategies that elevate our clients' performance.

Grounded in integrity and a commitment to excellence, PBMares has cultivated a reputation as a leading firm with a deep understanding of various industries. Our team of experienced professionals is dedicated to delivering exceptional value and building long-lasting relationships with our clients. We believe in fostering an open and collaborative environment where clients feel valued, heard, and empowered to make informed decisions.

Our Service Offerings

We offer a comprehensive spectrum of services tailored to meet the diverse needs of our clients. Our expertise spans across various areas, providing a holistic approach to business advisory, financial management, and risk mitigation. Our services include:

• Audit & Assurance: We provide a range of audit and assurance services, ensuring the accuracy and reliability of financial information, mitigating risk, and enhancing transparency. Our expertise encompasses financial statement audits, internal control reviews, and compliance audits.

• Tax Credits & Incentives: We help businesses unlock valuable tax savings by identifying and securing applicable tax credits and incentives. Our team stays abreast of the ever-changing tax landscape and leverages its knowledge to maximize our clients' financial performance.
• Business Valuation: We conduct comprehensive business valuations for various purposes, including mergers and acquisitions, estate planning, and litigation support. Our objective and data-driven approach ensures accurate and defensible valuations.
• Outsourced Accounting: We offer tailored outsourced accounting solutions, freeing up valuable time for businesses to focus on core operations. Our team manages bookkeeping, accounts payable/receivable, payroll, and other accounting functions efficiently and accurately.
• Retirement Plan Administration & Consulting: We provide expert guidance and administration for retirement plans, ensuring compliance with regulatory requirements and helping businesses attract and retain top talent.

• Risk Advisory: We assist businesses in identifying, assessing, and mitigating various risks, including cybersecurity, internal controls, and operational excellence. Our proactive approach helps businesses safeguard their assets, protect their reputation, and enhance their resilience.

• Wealth Management: We provide personalized wealth management solutions for high-net-worth individuals and families, helping them achieve their financial goals. Our comprehensive services encompass investment management, retirement planning, estate planning, and tax optimization.

• Transaction Advisory: We guide businesses through the complexities of mergers, acquisitions, divestitures, and other strategic transactions. Our team provides due diligence, valuation, negotiation, and integration support, ensuring successful outcomes for our clients.

• International: We leverage our global network and expertise to assist businesses with international transactions, tax compliance, and cross-border operations.

Industry Expertise

PBMares possesses in-depth industry knowledge across a diverse range of sectors, including:

• Construction & Real Estate
• Employee Benefit Plans
• Financial Institutions
• Government Contracting
• Hospitality
• Hotels
• Private Clubs
• Restaurants
• Not-for-Profit
• State & Local Government

We understand the unique challenges and opportunities facing each industry and tailor our services to meet their specific needs.