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Your Trusted Partner in Financial Growth

Tailored Solutions
to Achieve Goals

Services

Taking your business to the next level

We get your books in order, reduce your tax liability, and keep you compliant. We focus heavily on technology and strong relationships to ensure your accounting and tax needs are handled with the utmost care.

Accounting & Tax Services

01

We automate your operations to achieve maximum efficiency and grow sales. With our AI portfolio companies like booke.ai and Auto8, we automate everything from your financial transactions to your CRM processes.

AI Automations

02

We place capital in smart places. Owners need to be cognizant of when and where they place their hard-earned money. We help with that by utilizing strategies that make sense.

Capital Allocation

03

We like numbers

Facts and Figures

Years of Experience

15

Unique

Strategies

6

Portfolio

Clients

12

Trade

Partners

7

About Us

cbak group is a holding company focused on durable businesses that have a unique competitive advantage over the long-term future.

We take positions in privately held companies and work with existing management to grow revenue per employee.

Testimonials

What our clients say

Their revenue per employee model has helped us hire at the right points so we don't burden ourselves with high overhead.

Jim Maxwell

Cbak knows both how to grow companies, using inbound and outbound sales, as well as how to save money from both operations and with owners' tax liabilities. Highly regarded in my book.

Rachel M.

The systems they use really help streamline our operations. I was stuck doing most things manually before they came along.

Josh Phillips

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