Business Details
32 Years
experience
Trusted Accounting & Advisory Services in Amherst, NY
Founded in 1994, CTBK is a full-service accounting, assurance, and advisory firm dedicated to delivering exceptional client service through a collaborative, one-team approach. Our team of certified professionals, including CPAs, CVAs, and CFEs, brings decades of combined experience in public and private accounting to address complex challenges across industries. We specialize in tax planning, audit services, business valuation, mergers and acquisitions, and outsourced CFO solutions, serving clients in construction, manufacturing, healthcare, real estate, and nonprofit sectors.With a focus on proactive problem-solving and personalized attention, we prioritize long-term client relationships and community engagement. Our commitment to transparency, ethical standards, and continuous innovation ensures clients receive tailored strategies that drive growth and operational excellence.
Services
Tax Services
Attest Services
Business Valuation
Outsource Accounting
Strategic Solutions
Mergers & Acquisitions
Litigation Support
Forensic Accounting
Exit Planning
Technology Security Solutions
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of experience in accounting and advisory services.
- Our team includes industry-specific certified professionals with deep technical expertise.
- Personalized service through a one-team approach with no hidden fees.
- Proactive solutions addressing tax, audit, and business strategy challenges.
- Active community involvement and long-term client relationships ensure local market understanding.
Associations and certifications
- CPA (Certified Public Accountant)
- CVA (Certified Valuation Analyst)
- CFE (Certified Fraud Examiner)
- CCIFP (Certified Construction Industry Financial Professional)
- CMA (Certified Management Accountant)
- EA (Enrolled Agent)
What people say
Knowledgeable and professional staff
Trustworthy advisors
Game-changer for financial planning
Exceptional service
Proactive approach
Services
Tax Services
CTBK provides comprehensive tax solutions for corporations and individuals, including entity selection, transactional planning, and executive compensation strategies. Our team ensures compliance while optimizing tax efficiency for businesses across multiple industries. With proactive filing and planning expertise, we minimize liabilities and maximize returns through tailored approaches.
Business Valuation
Our certified valuation analysts deliver precise business assessments for mergers, acquisitions, and succession planning. Utilizing industry-specific methodologies, we identify fair market value while addressing complex financial structures. This service supports strategic decision-making for business owners seeking liquidity events or internal restructuring with meticulous attention to detail.
Outsource Accounting
CTBK offers scalable outsourced accounting solutions to fill staffing gaps or manage complete financial operations. Services include QuickBooks conversions, bookkeeping analysis, and chart of account reviews. This solution benefits lower-middle market clients needing experienced professionals without full-time executive costs, ensuring accurate financial reporting and regulatory compliance.
Forensic Accounting
Our forensic accounting team investigates financial discrepancies and fraud risks through detailed analysis. We provide litigation support, including report evaluations and expert testimony during legal proceedings. This service helps businesses implement preventive controls while resolving financial disputes through evidence-based methodologies and regulatory compliance measures.
Strategic Solutions
CTBK's strategic advisory services address non-traditional business challenges through fractionalized C-suite expertise. We offer cybersecurity solutions, M&A guidance, and succession planning tailored to family-owned enterprises. By integrating specialized professionals, we help clients navigate complex growth opportunities and operational transformations with data-driven decision-making frameworks.
Questions
What industries does CTBK specialize in?
We serve construction, manufacturing, healthcare, real estate, investment partnerships, and nonprofit organizations with industry-specific accounting expertise.
Do you offer outsourced CFO services?
Yes, through cfoSOLUTIONSplus, we provide fractional CFO services for small businesses without full-time executive needs.
Are your accountants certified?
Our team includes CPAs, CVAs, CFEs, and other specialized certifications ensuring technical proficiency across service lines.
How does CTBK handle complex tax situations?
We provide entity selection guidance, multi-state tax compliance, and transactional planning tailored to business owners' unique needs.
Can you assist with business exit planning?
Our advisors specialize in creating comprehensive exit strategies considering financial, operational, and succession factors for business owners.
What sets CTBK apart from other accounting firms?
Our one-team approach combines technical expertise with proactive problem-solving and personalized service focused on long-term client success.
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