Collaborative Business Solutions, LLC

Beyond Bookkeeping and Taxes

Accounting firm in Portland, OR (show on map)

4.9

★★★★★

14 reviews

We help entrepreneurs build companies of value with collaborative, expert business solutions.

Call (971) 229-1854

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About

CB Solutions is a team of entrepreneurial-minded business professionals offering a broad range of expertise to support business owners at all stages. We provide collaborative, forward-thinking solutions including bookkeeping, CFO services, and tax preparation.

Our team comes from the four largest accounting firms in the United States, offering deep education and experience while maintaining a down-to-earth, client-focused approach. We help businesses build solid foundations, scale sustainably, and plan for long-term stability and desirable exits.

Collaborative approach to alleviate business owner stress

Team from the four largest accounting firms in the United States

Customized services tailored to each business stage

Broad, multi-disciplinary expertise pooled into one firm

Professional advice with a casual, down-to-earth style

Free consultation for all services

Services

Bookkeeping

Accurate bookkeeping is essential to a company's sustainability. We go beyond basic services by providing recommendations to reduce operational costs, increase revenue, and grow profits.

Categorization of bank and credit card transactions Bank reconciliations Delivery of cash basis financials Delivery of accrual based financials Monthly financial review and strategy meetings Quarterly financial review and strategy meetings Budgeting & Forecasting Industry specific reports

CFO Services

Seasoned, strategic financial insight to help business owners analyze data, spot trends, predict for the future, plan cash flow, and ensure financial goals are being achieved.

Budgeting & forecasting Industry specific reports Stimulus Act(s) advice and support Bill pay administration Benchmarking/KPI tracking and analysis

Tax Preparation and Planning

Professional tax preparation and planning to ensure business owners minimize their tax burden and avoid costly mistakes.

Tax return preparation – Company Tax return preparation – Individual Tax credits Tax planning State and Local (excise, income, sales, etc.)

Credentials & Certifications

Professional Accounting Firm

Reviews

Rating

4.9

★★★★★

Reviews

"Julie is a godsend when it comes to getting help with my taxes."

Frequently Asked Questions

What services does CB Solutions offer? +

CB Solutions offers bookkeeping, CFO services, and tax preparation and planning for businesses at all stages of growth.

What stages of business do you serve? +

We serve businesses at three stages: Startup, Growth, and Stability & Exit, with customized solutions for each.

Do you offer a free consultation? +

Yes, it is our custom to always provide a free consultation for all of our services.

Where are you located? +

We have offices in Portland and Seattle, both at 9220 SW Barbur Blvd, Ste 119, PMB 351, Portland, OR 97219.

What is your approach to working with clients? +

We use a collaborative approach, working with business owners to create clear goals, gain clarity and direction, and explore opportunities for growth.

What background does your team have? +

Our team comes from the four largest accounting firms in the United States, offering deep expertise and professionalism.

How do you help startups? +

We help startups establish a solid financial foundation, access resources for raising capital, and make smarter financial decisions to build a healthy business.

How do you help with business growth? +

We provide sustainable growth planning, accurate bookkeeping and tax services, business technology expertise, and overall business strategy to help businesses scale effectively.