Get to know CPB Solutions

Clarity, compliance and tax‑smart strategy—delivered by a team committed to continuous learning and win‑win partnership.

Our Story

CPB Solutions opened in 2002, originally providing tech support and computer training. As we worked closely with local businesses, we saw a need for streamlined accounting systems and began specializing in QuickBooks, helping owners customize and adopt digital bookkeeping. Over the years, we expanded into bookkeeping and tax services, invested in formal education and professional credentials, and grew a dedicated team.

By 2020, we had incorporated as CPB Solutions, Inc. Today, we continue to re‑engineer our practice—embracing modern tools and forward‑thinking methods—to help business owners operate more intentionally. Every phase of our journey has been about learning and adapting so we can serve you better.

Mission

We mentor business owners who are ready to transform their operations by providing personalized coaching, strategic problem-solving, and custom‑tailored accounting services. We create clear, efficient paths to financial freedom and operational clarity—so our clients can build purposeful, abundant lives with confidence.

Vision

To eliminate financial confusion and lead a movement of empowered entrepreneurs who create purpose‑driven businesses with clarity, confidence, and lasting freedom that transforms generations.

Core Values

  • Clarity & Compliance: Transparent communication and compliant processes—no surprises.
  • Continuous Learning: We invest in ongoing education—reading dozens of books each year and attending industry conferences—to bring you up‑to‑date insights.
  • Win‑Win Partnership: We believe in collaborative relationships where everyone prospers. Our goal is to empower our customers, not hold them hostage.
  • Integrity & Trust: We do what’s right, even when no one is watching.
  • Innovation & System Design: We customize systems (such as QuickBooks) to fit your business model, train your team to use them effectively and embrace modern tools—including AI—to serve you better.
  • Data Privacy & Security: We safeguard your proprietary data by complying with federal and state privacy laws and applying stringent internal practices.

Meet the Team

David Williams

Strategic Advisor & Consultant

Transforming businesses with technology and strategic insight David has been with CPB Solutions since its inception. He combines technical expertise with financial strategy to help business owners design systems that support their goals, rather than consume their time and resources. In addition, he works with staff to elevate their skills, vets potential clients, and has…

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Lilia Fedotova

Executive Accountant & Manager

Turning complexity into clarity Lilia joined CPB Solutions in 2016 and now manages her client portfolio while leading staff development and process improvement. She bridges client work with firm‑wide operations—overseeing accuracy and compliance, developing Standard Operating Procedures, and introducing new technologies to keep the firm ahead. For Lilia, the most rewarding moments are when clients express…

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Soumia Natafji

Senior Accounting Specialist

  Building trust through accurate numbers Soumia has been part of CPB Solutions since 2018 and brings more than two decades of experience in bookkeeping and payroll. She specializes in keeping clients’ financial records clean and organized, helping them streamline their accounting processes and gain clarity. What Soumia enjoys most is building lasting trust with clients—seeing their…

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Ray Valle

Junior Accountant

Grounded in agriculture, passionate about tax Ray joined CPB Solutions in early 2025, bringing bookkeeping experience and a passion for tax work honed since 2019. As a Junior Accountant, he reconciles monthly bank statements, reviews client financials and tackles general accounting duties. He enjoys the variety of industries CPB serves and sees each client as an…

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Credentials & Continuous Growth

Our team collectively holds industry credentials across QuickBooks (Advanced Desktop, POS, Enterprise, Online) and is licensed for tax preparation through CTEC. We also have Main Street Tax Pro certification and other software credentials within the team. We sharpen our skills through ongoing training programs and conferences such as Scaling New Heights, XeroCon, Intuit Connect and Main Street 360, and we’re voracious readers—committed to staying current so you benefit from the latest strategies.

 

Note: CPB Solutions provides accounting and advisory services; legal advice should be obtained from a qualified attorney. Credentials listed are accurate as of publication and signify expertise within their respective domains. Specific certifications vary by team member; detailed credentials will appear in individual bios.

Let’s Start a Conversation

If our story and values resonate with you, we’d love to connect. Book a free discovery call to explore how we can support your business, or Contact us with your questions. Working with us does not establish a client relationship until a formal engagement agreement is signed; please avoid submitting sensitive information through the website.