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Customized Services to Grow Your Business

Navigating a complex business environment requires agility, clarity, and the right advisory partner to guide you toward success. PBMares collaborates with you to tackle challenges head-on and uncover opportunities that drive growth. Whether you’re optimizing tax strategies, ensuring compliance, or streamlining processes, our proactive, integrated approach is designed to protect your business and help you achieve your goals.

We’re here to help you stay ahead with innovative thinking and a results-driven mindset. From safeguarding your data with cybersecurity risk assessments to preparing for the future with succession planning, we bring the expertise and tools you need to make informed decisions and adapt with confidence.

 

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Services Overview

 Audit & Assurance

Leverage audits and accounting as tools for growth and efficiency.

Business Advisory Services

Optimize your bottom line with customized state and local, federal, and international tax strategies.

Business Tax Planning

Optimize your bottom line with customized state and local, federal, and international tax strategies.

High Net Worth Tax Planning

Align tax planning for your business or other assets with personal and family goals.

Outsourced Accounting

Streamline internal accounting processes or leverage fractional financial acumen.

Retirement Plans

Design, administer, or audit your organization’s benefit plans for maximum impact.

Risk Advisory

Identify and mitigate risks from AI, cybersecurity, internal controls, or inefficient processes.

case studies

Proven Results

Real Success Stories

Discover how we’ve helped businesses and families like yours overcome challenges and achieve their goals. Our case studies showcase real-world examples of measurable outcomes and the positive results when clients and their trusted advisors work together.

Case Study

Case Study – Process Optimization

Turn scheduling challenges into opportunities for growth and efficiency.

Case Study

Case Study - Outsourced Controller Services

Cost savings, enhanced efficiency and more effective financial reporting

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Meet the Team

Daniel Haynes

Daniel Haynes

CPA, CFE, CFF
Partner, Audit & Assurance Service Line Leader
Fredericksburg

Christopher Lemley

Christopher Lemley

Tax Service Line Leader
Norfolk