CBX, Inc.

San Francisco · CPA practice

Governmental and nonprofit audits, compliance, and taxation — led by Cristian Borcan, CPA

CBX, Inc. helps special districts, nonprofits, and related entities stay audit-ready and tax-compliant — with principal attention and practical guidance for fund reporting, Single Audit, and complex tax questions.

Reliable audits, smarter business · 71 Stevenson Street, Suite 400, San Francisco, CA 94105

Credential

Cristian Borcan, CPA

Focus

Gov & nonprofit audits

Also

Single Audit · Tax

Office

Stevenson St, SF

Services

Audit, compliance, and tax support for public-purpose organizations

From governmental financial statement audits to nonprofit assurance, Single Audit readiness, and federal–SALT tax work — scoped to how your entity actually reports and operates.

Governmental

Governmental & special-district audits

Audit and assurance for fire districts, water districts, and other governmental entities — with attention to GASB reporting, fund structures, and board-ready results.

  • Financial statement audits under applicable standards
  • Fund-based and grant reporting support
  • Budget vs. actual and audit-ready packages
  • Practical guidance that fits district operations

Nonprofit

Nonprofit audits & assurance

Independent audits for nonprofit organizations that need clear reporting for boards, grantors, and stakeholders — without drowning staff in process.

  • Nonprofit financial statement audits
  • Grant and fund reporting alignment
  • Board and finance-committee communication
  • Actionable recommendations after fieldwork

Single Audit

Single Audit preparation & compliance

Help staying organized for Uniform Guidance / Single Audit requirements — so procurement, documentation, and schedules are ready when auditors arrive.

  • Single Audit readiness reviews
  • Schedule and documentation support
  • Procurement and compliance checkpoints
  • Coordination that reduces last-minute scramble

Tax — federal

Federal tax planning & compliance

Tax planning for organizations and related entities navigating complex rules — from routine compliance to transactions that reshape the structure.

  • Corporate and partnership tax planning
  • Tax-exempt organization tax compliance
  • Research & experimentation credits
  • Mergers, acquisitions, and reorganizations
  • Business succession conversations
  • IRS examination defense

Tax — SALT

State & local tax

As operations grow across jurisdictions, state and local obligations multiply. Consulting, compliance, and dispute support to keep SALT from becoming a surprise.

  • Multi-state compliance guidance
  • Consulting on expanding operations
  • Dispute resolution support
  • Proactive exposure conversations

Operations

Accounting & audit-prep efficiency

Practical ways to cut repetitive reconciliation and fund-coding work — bank feeds, import rules, and automation that make monthly close and audit prep smoother.

  • Bank and credit-card feed setup guidance
  • Import rules for funds, programs, and grants
  • Templates for recurring allocations
  • Faster fund and grant reporting pathways

Second Look

An audit readiness conversation before the clock starts

Finance teams at nonprofits and special districts often spend dozens of hours on reconciliations, fund reporting, and Single Audit prep. A focused Second Look helps you spot repetitive work, documentation gaps, and schedule risks — so fieldwork is calmer and reporting stays accurate.

  • Review prior-year comments and recurring pain points
  • Check fund coding, grant schedules, and procurement documentation
  • Leave with a practical roadmap — whether you engage CBX for the full audit or not

Request your Second Look

Call or book a short conversation. Tell us your entity type, year-end, and whether Single Audit or GASB reporting is in play.

Why CBX

Clarity for boards, grantors, and finance teams

Built for public-purpose entities

Governmental and nonprofit work is the focus — fund accounting, grantor expectations, and board reporting — not a sideline to a retail tax shop.

Principal-led attention

You work with Cristian Borcan, CPA — a practice where the person who understands your facts stays close to the engagement.

Audit readiness, not just fieldwork

Guidance that helps finance teams prepare schedules, documentation, and systems before the audit window — so the engagement stays on track.

Tax that fits the organization

From tax-exempt compliance to federal planning and SALT, advice is framed around how your entity actually operates.

How we work

A clear path from first call to deliverable

  1. 01

    Call or book a conversation

    Share a short outline of your audit cycle, Single Audit needs, or tax questions so the first discussion is focused.

  2. 02

    Map scope and timing

    Together you review prior reports, fund structures, grant requirements, and deadlines — so the engagement matches reality.

  3. 03

    Prepare and perform with care

    Fieldwork, readiness support, and tax work proceed with clear communication to your finance team and leadership.

  4. 04

    Report and improve

    You receive clear deliverables plus practical notes that make the next close and audit cycle easier.

About the firm

Principal-forward practice for audits that matter

CBX, Inc. is the practice of Cristian Borcan, CPA — focused on audit and assurance for governmental entities and nonprofit organizations, along with comprehensive tax preparation and compliance.

Engagements are led with attention to applicable auditing standards, fund and grant reporting realities, and the tax rules that affect tax-exempt and related entities. The goal is reliable reporting your board and stakeholders can trust — and processes that make the next cycle smoother.

FAQ

Direct answers for finance leaders

Prefer to talk it through? Call (415) 619-1710 or book a conversation below.

Who does CBX, Inc. typically serve?

Governmental entities such as special districts, nonprofit organizations, and related entities that need audits, Single Audit support, fund reporting help, or tax compliance — including tax-exempt filings and federal or state tax planning.

Do you perform Single Audits?

Yes. CBX supports Single Audit preparation and compliance so documentation, procurement checkpoints, and schedules are organized for Uniform Guidance requirements.

Can you help before our audit starts?

Yes. An audit readiness conversation can surface gaps in reconciliations, fund coding, and grant schedules so your team spends less time firefighting during fieldwork.

Do you handle tax for nonprofits and related entities?

CBX provides tax-exempt organization tax compliance, federal tax planning, IRS examination defense, and state and local tax support as described on our taxation services.

Where is the firm located?

CBX, Inc. is based at 71 Stevenson Street, Suite 400, San Francisco, CA 94105. Call (415) 619-1710 to schedule a conversation.

How do we get started?

Call (415) 619-1710 or use the contact section on this page to request a time. Share a short note about your entity type, audit year-end, or tax question so we can prepare.

Contact

Talk with CBX about your next audit or tax cycle

Reach Cristian Borcan, CPA, by phone, or send a short message to request a time. Dual options — call when you are ready, or book so we can prepare for your entity’s facts.

Book a conversation

Call (415) 619-1710, or use the secure form on our contact page to share your entity type, year-end, and what you need help with.

Mention whether you need a governmental audit, nonprofit audit, Single Audit readiness, or tax support so we can route the conversation correctly.

Call Book