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…
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…
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…
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…
