CLM Advisors Reviews

I wanted to say, that an accounting and financial advisor is not just a need or an expense for a business owner like myself, it is a necessity and investment. That is what CLM brings to the table - As if we hired a CFO, without the cost. The way that Charlie, Nick and the rest of the team get involved with our business, it's like they are part owners of Hoffman's themselves. If you are consider a financial advisory team, CLM is the right choice.

Working with Devin from CLM Advisors has changed how we do marketing for the better. She has worked with us on our social media presence, running effective email campaigns, building customer relationship lists, and much more! Her understanding of marketing is fantastic and is always available to help with any issue we run into. The decision to work with CLM for our marketing was one of the best moves we've made and are excited about our relationship going forward.

I have been a consulting and tax client of CLM Advisors for about 5 years. It has been an amazing experience. Charlie and his team really dig into your business and help develop unique financials that we use to make good financial and strategy decisions. As small business owners, we sometimes lack objective professional feedback and CLM Advisors has been that sounding board we need to grow. CLM advisors has been a great asset to our company and I would highly recommend them if you are a growing business. Chuck Rienzi Owner Aquatic Artists

I have used CLM Advisors for over 20 years. It was one of the most important business decisions I could have ever made. The team helped guide me through the early years as my business grew. I became a much better operator because of their detail to expenses and profit and loss items. Even more importantly CLM was even more important during the lean years. Their understanding of my business helped me make it through a few difficult years. However, they shined even more during the past year during the Pandemic. The knowledge and information for PPP loans, state grants, etc. were invaluable. From accounting to consulting I have been in great hands!!
Ron Monokian
Joy's Hallmark / We Make It Personal

I have been working with Charlie and his team at CLM for seven years. They are great folks to work with and continuously help you think out of the box and plan for the future. On a personal level, they have been very instrumental in my professional growth over the years.

I have known Charlie and many of the members of his team my entire career. We have many mutual clients and I have always respected his knowledge and deep understanding of all things tax. We engaged CLM on the consulting side in 2019 to help us gain a better understanding of our business finances and how to grow/scale responsibly. We realized quickly that their expertise and guidance extends far beyond tax and embracing their profitability model for our firm has resulted in a much clearer understanding of not only the day-to-day cash flow, but also how the future should look. As I've grown as a business owner, I've learned that good consultants are critical to seeing your blind spots and strengthening them. As the saying goes - "you don't know what you don't know". I can confidently say that engaging CLM for profitability consulting is among one of the best decisions we've ever made.

I ve worked with CLM Advisors for almost a decade. Forging that relationship was probably the most profitable decision I ve made in the history of my business. Looking at things from a value add perspective, I ve received an amazing return on my investment with them. My revenue has increased steadily but more importantly so has my profitability. With the ongoing guidance and support CLM Advisors provide, I m confident my business is built for long term success.