Advisory-focused accounting and financial planning serving North Dallas and beyond
Team · Dallas, Texas, United States
2014
Founded
5
Services
North Dallas, Texas, nationwide
Service area
CMH Advisors, established in 2014, is a Dallas-based full-service accounting and financial planning firm specializing in advisory-focused services for small and mid-market businesses. The firm takes a growth-oriented approach, serving clients locally and nationwide with expertise spanning multiple industries including retail, hospitality, construction, real estate, manufacturing, technology, and healthcare. Services include comprehensive financial advising with year-round proactive guidance, outsourced accounting and payroll, tax planning and compliance, personal wealth management, and business valuation/M&A advisory. The firm has earned recognition from AICPA, Texas CPA Society, Financial Planning Association, and Professional Association for Small Business Administrators. CMH Advisors emphasizes personalized client relationships and strategic financial planning to help business owners maximize profitability, accelerate growth, and achieve their long-term objectives. The discovery-focused engagement process begins with an inquiry and discovery call to understand client needs, followed by customized onboarding and strategy sessions.
Credentials: CPA
Languages: English
Serves: North Dallas, Texas, nationwide
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