Business Startup Services

Carter Dillon & Umbaugh can help with all business startup needs. As a one-source financial solutions firm, we provide all business startup accounting services for small and medium-sized businesses. Whether you need a bookkeeper, accountant, or business advisor, an entire accounting department or simply a virtual CFO, we work with your particular needs, investigating and understanding your particular situation and providing the solution that makes the most sense. Some of the services we provide include:

• Entity Selection & Structuring

• Accounting Software Analysis

• Chart of Accounts Implementation

• Payroll Setup

• Business Entity Application & TID Number


Municipal Services

CDU is an Independent Financial Advisor that serves many Municipal Entities.  We are a registered Municipal Financial Advisor with the MSRB.  Some of our services include:

• Debt Financing – Competitive, Negotiated, Private Placement, State Revolving Funds, Rural Development & Energy Savings Contract. 

• Economic Development and Redevelopment – TIF District Creation, TIF Reporting & Administration, Redevelopment Planning & Project & TIF Financing.

• Utility Rate Consulting – Rate Studies, Cost of Service Studies, Financial Management & Reporting, Capital Development Fees

• Financial Management & Budgeting

• Grant Writing & Administration

• Annexation