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Your partner in financial success

About CBO Accounting & Advisory Services

We are your trusted partner for integrated, outsourced accounting, tax, payroll and financial advisory services. We support small and medium-sized businesses year-round, helping them keep their finances organized, make informed decisions and grow with confidence.

We're not just your accountants. We're your year-round partners in building a stronger financial future for your business.

Our values

What we stand for.

Our Mission

To provide small and growing businesses with integrated accounting, tax, payroll and financial advisory services that simplify financial management and support informed decision-making.

Our Vision

To be a trusted long-term partner for businesses seeking outsourced financial expertise, recognized for our integrity, personal attention and commitment to lasting client relationships.

OUR PHILOSOPHY

A Different Approach to Accounting and Advisory

We started CBO with a simple belief: businesses deserve more than accounting support during tax season. They need a team that understands their challenges and provides practical guidance throughout the year.

We bring accounting, tax, payroll and financial advisory services together under one roof, providing coordinated support tailored to each business's needs and goals.

We approach every client's business with the same care and dedication we bring to our own.

What Guides Our Work
01
Stays involved throughout the year, not just at tax time

We stay involved throughout the year, not just during tax season.

02
Proactive Guidance

We help clients make informed financial decisions before challenges become problems.

03
Clear Communication

We explain financial matters in plain English, without unnecessary accounting jargon.

04
Personal Relationships

We treat every client as a partner, taking the time to understand their business.

05
Client-Focused Solutions

We recommend services based on what clients actually need, not what we can sell.

These principles guide how we work and the relationships we build with our clients.

THE PEOPLE BEHIND CBO

Our Team

Javier Ordonez
Director of Accounting & Finance
Jeniffer Bautista
Senior Accountant
Nathali López
Junior Accountant
Jeremy Cumbe
Accounting Assistant
Edwin Zhanay
Law
Get to Know CBO Accounting & Advisory

Frequently Asked Questions

Every business is different, so pricing depends on your transaction volume, number of accounts, payroll needs, and other factors. Use our pricing calculator to get an instant estimate in 2 minutes. Most small businesses in Minneapolis pay between $600-$2,500 per month for full-service accounting.

Your monthly fee includes:

  • Bank and credit card reconciliations.
  • Transaction categorization and review.
  • Financial statements (Profit & Loss and Balance Sheet).
  • Monthly bookkeeping quality review.
  • Payroll coordination and review (if applicable).
  • Sales tax filing (if applicable).
  • Basic email and phone support.
  • Estimated tax calculations and payment guidance.
  • Year-end bookkeeping review and cleanup.
  • Support for routine bookkeeping and tax questions.
  • Secure document portal and records management.

Yes. While we're based in Minneapolis and serve the Twin Cities area, we work with businesses across the United States. Our secure portal and communication tools make it easy to work together remotely.

We serve businesses in Minneapolis and the Twin Cities, with remote support available across the United States.

We support small businesses, including sole proprietors, LLCs, S-Corporations, C-Corporations, partnerships and nonprofit organizations.

Bookkeeping focuses on recording transactions and reconciling accounts. Outsourced accounting includes bookkeeping plus tax planning, financial reporting, and advisory support—everything you need to run your finances without hiring an in-house team.

CFO advisory makes sense when you're ready to scale and need strategic financial guidance: budgeting, forecasting, fundraising support, or complex financial decisions. If you're asking this question, it's probably time for a conversation.

We work with small businesses and organizations, including:

  • Sole proprietors (Schedule C).
  • Limited Liability Companies (LLCs).
  • S-Corporations.
  • C-Corporations.
  • Partnerships.
  • Nonprofit organizations.

More Than Accounting, a Relationship Built on Trust

Ready to work with us? Get a customized quote for your business in 2 minutes.