Here are some of the companies and organizations that CBF and our employees are affiliated with:

Wealth Management Alliances

Our alliances include the following, but are not limited to:

Dimensional Fund Advisors
TDAmeritrade
Fidelity
AEGON
401kASP

In total our partners manage in excess of $550 billion in assets.

Other Business Alliances

CPAConnect – National access to professionals

CPAConnect is a national network of independent accounting firms. It is a companion network to CPAmerica International, one of the world’s largest networks of CPA and consulting firms. Through CPAmerica, CPAConnect firms also have access to the resources and experience of more than 20,000 accountants worldwide through a strategic alliance with Horwath International. You benefit by receiving targeted advice and service, regardless of your industry. In addition, it provides us with many kinds of firms that can offer technology, cost segregation studies, etc.

American Institute of Certified Public Accountants (AICPA)

The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.

Nebraska Society of Certified Public Accountants (NESCPA)

The mission of the NESCPA is to enhance the professional success of the members; to encourage the maintenance of high professional standards; to facilitate relationships among the members; to further the professional knowledge, competence and performance of the members; to promote a better understanding of services rendered by members; and to act in a representative capacity for the profession.

National Association of Certified Valuation Analysts (NACVA)

NACVA’s mission is to provide resources to members and to enhance their status, credentials, and esteem in the field of performing valuations, financial forensics, and related specialty advisory services. To further this purpose, NACVA will advance these services as an art and science, provide professional education and research, foster practice development, advance ethical and professional practices, and promote working relationships with other professional organizations.

Professional Association of Small Business Accountants (PASBA)

PASBA is a professional organization composed of accountants who specialize in serving the unique needs of small businesses. They meet at regional and national meetings, and communicate through an online forum to improve their business skills and accounting practices and therefore provide services to their clients more efficiently and effectively.

Quotes

“The nice thing about teamwork is that you always have others on your side.” – Margaret Carty
"Coming together is a beginning. Keeping together is progress. Working together is success." – Henry Ford
Thomas Edison, when asked why he had a team of twenty-one assistants, “If I could solve all the problems myself, I would.”
"Do you want a collection of brilliant minds or a brilliant collection of minds?" – R. Merdedity Belbin
"Teams share the burden and divide the grief." – Doug Smith