Advisory
While traditional accounting and tax services provide the foundation for business success, unlocking sustained growth comes from advisory solutions designed to uncover opportunities and mitigate risks. Whether you’re safeguarding your business with tailored risk advisory solutions, optimizing retirement plans to align with your workforce’s needs, or streamlining financial operations through outsourced accounting, you can rely on customized advisory services are built to address your unique challenges. We collaborate closely with you, offering adaptable and flexible strategies to help you simplify the complex.
With a focus on delivering actionable insights and tailored strategies, your organization is empowered to make informed decisions, improve performance, and stay agile in an ever-changing business landscape.
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“Great service, knowledgeable and experienced, give excellent advice and professional support.”
“I have been with this company for many years and in those years have only received nothing but excellent service from the firm.”
“PBMares is the best accounting firm I have worked with in my 27 years at ASI.”
Services Overview
Business Advisory Services
Business Risk
Inform key decisions with consistent, effective risk assessments.
Business Valuations
Navigate complex financial decisions with data-driven insights
Cybersecurity Risk
Manage cybersecurity threats with confidence.
Process Optimization
Enhance key business processes and redirect focus toward strategic initiatives.
Retirement Plans
Employee Benefit Plan Audits
Simplify and optimize your employee benefit plans to ensure compliance, efficiency, and value.
Third-Party Administration (TPA) Services
Streamline your retirement plan management with customized design and specialized administrative management.
Outsourced Accounting
Back Office Support
Enhance efficiency of bookkeeping, payroll, and recurring financial tasks.
Controller Services
Focus on your core processes with the peace of mind that financial reporting is handled.
CFO Services
Enhance business performance and forecast financial metrics to help your business thrive.
Risk Advisory
Risk Assessments
Safeguard your business with customized strategies to mitigate risk
Cybersecurity
Protect your organization from cyber threats and data breaches
Internal Controls
Drive efficiency, enhance business value, and manage risk with SOC attestations and internal audits
Operational Excellence
Partner with Green Belt Certified professionals for business process improvement.
Strategic Insights
SOC 2 Reports – Frequently Asked Questions
SOC 2 compliance ensures data security, builds trust, and supports business growth through robust risk management and operational…
Webinar Recording: Managing Risk & Uncertainty
As we wrap up our OBBBA webinar series, we’ve provided insights on how this bill has changed tax laws and impacted various industries.…
Webinar
What the OBBBA Means for M&A Transactions
The OBBBA is reshaping the M&A landscape with tax reforms like bonus depreciation and expanded QSBS exclusions.…
Article
Centralized Scheduling – From Manual Grind to Scalable Clarity
Discover how we helped a fast-growing client transform their manual scheduling process into a scalable, AI-powered solution. From reducing…
Case StudyRecent Insights
Design for QoE: Operational Habits That Protect EBITDA
Key points covered in this article: Quality of Earnings (QoE) reports evaluate the operational habits behind financial performance, highli…
Article
Operational Readiness: The 18-36 Month Exit Strategy No One Talks About
Key points covered in this article: Preparing for a business sale 18–36 months in advance by documenting processes, creating concise SOPs, a…
Article
Exit Strategy Success: A 4-Quarter Program Buyers Trust
Key points covered in this article: A structured, four-quarter “Ops Readiness” program helps businesses document processes,…
ArticleMeet the Team
Matt Joergensen
Consulting Service Line Leader
Fairfax
Bronach Branan
CPA, ACMA, CLSSGB
Partner, Risk Advisory Services
Newport News
Dwight Buracker
CPA, CVA
Partner, Business Valuations Team Leader
Harrisonburg
JJ Edmunds
CPA, CIA, CISA, MSA
Partner, Risk Advisory Services
Richmond
Bradford Jones
CPA, CVA, CMA, CFF
Partner, Outsourced Accounting Team Leader
Fredericksburg
Gary Kitts
CPA
Partner, Retirement Plan Services Leader
Norfolk
Antonina McAvoy
CISA, CISM, QSA, PCIP
Partner, Risk Advisory Services
Norfolk
Stacie Newnam
CPA, QKA
Partner, Retirement Plan Services
Norfolk
Cindy Turner
CPA, QKA
Partner, Retirement Plan Services
Norfolk