Bookkeeping · Payroll · Advisory
Books you can trust. Decisions you can make.
CM Data Management helps small businesses anywhere stay accurate, current and compliant, so owners can stop worrying about the numbers and focus on running the business.
Services
The financial back office, handled.
From day-to-day transactions to month-end reporting, we take care of the work that keeps your books accurate and your filings on time.
Bookkeeping
Transactions categorized, accounts kept current and clean financial statements you can rely on.
Bank reconciliations
Every bank and credit card account reconciled to the statement, so nothing slips through.
Payroll
Payroll processed accurately and on schedule, with payroll tax filings and payments handled.
Payables & receivables
Bills paid on time, invoices sent and followed up, and a clear view of who owes what.
Sales tax
Sales tax tracked, filed and paid correctly so you stay compliant with the state.
Catch-up & cleanup
Books that have fallen behind brought up to date, corrected and ready for your CPA.
How we work
A simple approach, built around your business.
Understand & assess
We learn how your business runs, what matters most to you and where your books and processes stand today.
Clean up & set up
We make sure your records are accurate and your data flows are in place, so everything starts from a solid foundation.
Maintain & advise
We keep everything current and give you clear insight, recommendations and advice so you can make confident decisions.
What clients say
Trusted with the books of growing businesses.
CM Data Management has transformed how our company runs. Carine brought structure to our bookkeeping, organization and processes, and she treats our company's data as if it were her own. She consistently goes beyond her role, looking for ways to improve our operations and pushing us to keep refining how we work. Thanks to Carine and her team, I can focus on growing the business with complete confidence that our books and paperwork are in order.
Carine has been a relief for our business. From day one she has been punctual and efficient, and she earned our trust with our books quickly. She learned our company and how we do things very fast, and she has taken the worry out of our financial and data management. Great to work with, and we're excited to have her managing our company.
CM Data Management has given us trust and confidence that everything is in order. I've always been picky about letting someone handle my books, and we've never had a company manage them with this much confidence. Carine earned my trust quickly. She gives me the information I need to run my business without worrying about where we stand.
Working with Carine has been an amazing experience. She is reliable, easy to work with and always on top of our books. I would recommend CM Data Management to any business owner who wants peace of mind about their finances.
About
Peace of mind about your numbers.
Carine founded CM Data Management in Fort Lauderdale in 2019 to give small business owners something they rarely have: confidence in their books.
Many owners carry real stress about where their finances stand. Transactions fall behind, payroll feels risky and deadlines sneak up. Our job is to take that off your plate and keep you informed, so you can make decisions about your business with clear, accurate information.
Today we work with small businesses anywhere, both in person and remotely, and increasingly as an advisor as well as a bookkeeper.
Carine, Founder & President
Five Intuit certifications · Verify on Credly
Need tax preparation? We work closely with trusted CPAs and tax preparers and are happy to refer you, so your books and your taxes are covered.
Contact
Let's talk about your books.
Tell us a little about your business and we'll get back to you to set up a consultation.