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Five practices that work as one team

You should not have to coordinate your accountants, consultants and wealth advisors yourself. At CLA they work as one team, organized around your industry, from a company's first year to its sale or succession.

Audit

Independent assurance for the lenders, investors, boards and regulators who rely on your financial statements.

  • Audit
  • Attestation
  • Accounting
  • Assurance advisory

Audit specialties

  • Employee benefit plan audits
  • Financial statement audits and reviews
  • Internal audit
  • Single audits
  • Sustainability and ESG
  • SOC reporting System and organization controls
An open ledger, a fountain pen, reading glasses, a desk calculator and a coffee cup on a sunlit desk

Tax

Planning and compliance for businesses, owners and families, kept in step with your audit and wealth teams.

  • Business tax
  • Global tax
  • Personal tax
  • Private client
  • State and local tax
  • ESG tax
  • Credits and incentives

Consulting and Outsourcing

Extra hands and specialist judgment, whether you need someone to run the books or to value a company.

  • Client accounting and advisory Outsourced finance and accounting
  • Value and risk Risk management, valuation, forensic and litigation support
  • Deal services and transaction support
  • Talent solutions
  • Fund administration
  • Global advisory Through the CLA Global network
A machine-shop workbench with brass gears, calipers, a leather notebook and a vise in raking sunlight

Digital

Technology work grounded in how your finance and operations actually run.

  • Analytics
  • Automation and integration
  • Cybersecurity and data privacy Compliance, security and testing
  • Software products

Wealth Advisory

Coordinated financial, tax and legacy planning for individuals, families and business owners.

  • Financial planning
  • Investment advisory
  • Insurance and risk
  • Business-owner solutions
  • Private client services
  • The pooled employer plan

Disclosure placeholder: Investment advisory and securities services are offered through CLA's affiliated SEC-registered investment adviser. The final disclosure language, including BrokerCheck and Form CRS links, is supplied by CLA's compliance team at launch.

This preview states no investment performance, rankings or recommendations.

One team from startup through succession

A business needs different help at different stages. The team around it can change with it, without starting over.

  1. Starting up

    Outsourced accounting, business tax, and the first review or audit a lender asks for.

  2. Growing

    Analytics and automation, state and local tax as you cross state lines, and talent solutions.

  3. Buying or selling

    Valuation, deal services and transaction support, with tax planning alongside.

  4. Passing it on

    Business-owner solutions, private client tax, and wealth and legacy planning.

Not sure where to start?

Describe the decision in front of you. One conversation is enough to bring in the right people.

Talk with an advisor

Or call toll-free (888) 529-2648