AccountantFractional CFOBookkeeperFinancial Advisor

    CMH Advisors

    Accountant

    We're a full service accounting, advisory, payroll and tax strategy CPA firm.

    Dallas, Texas12 years in business33 employees$150K+ income; $500K+ revenue; $1M+ raised; $1M+ investable assets minimum

    About CMH

    At CMH Advisors, we support small and midsize business owners and high-net-worth families in achieving financial security, clarity, and long-term confidence. We take a proactive, advisory-focused approach that goes beyond basic compliance to help clients better understand their financial picture and make decisions with purpose. Our work is centered on building strong relationships, providing strategic insight, and delivering practical solutions that support both business and personal financial goals. From tax planning and accounting to payroll and advisory services, we are here to help simplify complexity and bring clarity to what matters most.

    Services offered

    401(k) & IRA ManagementAccounts Payable/ReceivableAdvisory ServicesAsset AllocationBank ReconciliationBoard & Investor RelationsBookkeepingBudgeting & ForecastingBusiness & Entity FormationBusiness Succession PlanningBusiness Tax PreparationCapital Structure PlanningCash Flow ManagementCharitable GivingCash Flow PlanningDebt ManagementEstate PlanningExecutive CompensationExit PlanningFamily Office ServicesFamily Wealth TransferFinancial Advice & CoachingFinancial ModelingFinancial PlanningFinancial ReportingFinancial Strategy DevelopmentFinancial Systems ImplementationIndividual Tax PreparationInsurance PlanningInvestment ManagementInvestor Pitch DevelopmentLife Transition PlanningMergers and AcquisitionsPayroll ServicesPension PlanningPhilanthropic PlanningPortfolio ManagementPortfolio RebalancingReal Estate AdvisoryRetirement PlanningSales TaxSocial Security PlanningStock Option PlanningTax Loss HarvestingTax Planning & StrategyTax PreparationIRS Representation & Tax ResolutionWealth Management

    Client specialties

    Athletes & EntertainersBusiness ExecutivesBusiness Owners/EntrepreneursEquity Compensation (RSUs, Stock Options)Generational Wealth TransferGrowing Companies ($1M-$10M)High Net Worth IndividualsK1 Partnership IncomeMid-Market Companies ($10M-$50M)Multi-generational FamiliesMulti-state ReturnsPre-Retirees (5-10 years out)Private Equity-Backed CompaniesQSBS HoldersReal Estate InvestorsRetireesSMB OwnersUltra High Net Worth IndividualsYoung Professionals

    Software & tools

    BILLFathomLacerteMicrosoft TeamsQuickBooks DesktopRampReach ReportingRightCapitalRiskalyzeUltraTax CS

    Pricing

    Fractional CFO — $750–$10,000/month: Accounting, payroll and tax strategy for SMB owners. || Wealth Management — $1,000–$10,000/month: Full service independent RIA. || Accounting/Payroll for SMB — $500–$7,500/month:

    3 packages · $750–$10k/mo

    Minimums: $150K+ income; $500K+ revenue; $1M+ raised; $1M+ investable assets