Five services, one team that knows your industry
Every engagement draws on the whole firm. Your audit, tax, consulting, digital and wealth advisors share what they learn, so each piece of advice fits with the rest.
Audit
Lenders, boards, investors and regulators rely on your financial statements. The audit team tests and reports on them with an understanding of how your industry really runs.
What the team does
- Audit and attestation
- Accounting and financial reporting
- Assurance advisory
Audit specialties
- Employee benefit plan audits
- Financial statement audits and reviews
- Internal audit
- Single audits
- Sustainability and ESG
- SOC reports
Tax
Business, personal, state and international returns handled by one team that sees the whole picture. Your advisor explains the options and the trade-offs; results always depend on your facts and current law.
Tax services
- Business tax
- Global tax
- Personal tax
- Private client tax
- State and local tax
- ESG tax
- Credits and incentives
Consulting and Outsourcing
Extra hands and specialist judgment when you need them, from monthly bookkeeping and CFO-level support to a valuation, a dispute or the sale of a company.
Consulting and outsourcing services
- Client accounting and advisory
- Risk management
- Valuation
- Forensic and litigation support
- Deal services and transaction support
- Talent solutions
- Fund administration
- Global advisory through the CLA Global network
Digital
Practical technology work that makes your data useful and your systems safer, planned by people who also understand your finances.
Digital services
- Analytics
- Automation and integration
- Cybersecurity and data privacy: compliance, security and testing
- Software products
Wealth Advisory
Coordinated planning for individuals, families and business owners, built alongside your tax and business advisors so each decision is weighed against the others.
Wealth advisory services
- Financial planning
- Investment advisory
- Insurance and risk
- Business owner solutions
- Private client services
- A pooled employer retirement 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.
How one team works for you
An integrated firm only helps if the pieces stay connected. This is the idea behind every engagement.
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Start with where you are going
The first conversation is about your plans for the business and your family, not a list of services.
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Bring in the right specialists
Audit, tax, consulting, digital and wealth people join as your situation calls for them.
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Keep the advice connected
A tax decision is weighed against your audit, your cash and your succession plans before you act on it.
Not sure where to start?
Describe the question in your own words. The right people will pick it up.