Five practices, one integrated team
Use one practice or several. Either way, the people working on your audit, your taxes, your systems and your plans talk to each other.
- Project:
- A business, foundation to future
- Client:
- Owners, nonprofits, governments, families
- Sheet:
- 02 · Services
- Status:
- Concept preview, not an official CLA site
Audit
Independent audit and assurance work gives lenders, boards, regulators and owners financial information they can rely on, from teams that already know your industry.
- A-01 Audit
- A-02 Attestation
- A-03 Accounting
- A-04 Assurance advisory
Audit specialties
- A.01 Employee benefit plan audits
- A.02 Financial statement audits and reviews
- A.03 Internal audit
- A.04 Single audits
- A.05 Sustainability and ESG assurance
- A.06 SOC reports
Tax
Planning and compliance for businesses, owners and individuals, worked out alongside the rest of your financial picture rather than once a year in isolation.
- B-01 Business tax
- B-02 Global tax
- B-03 Personal tax
- B-04 Private client tax
- B-05 State and local tax
- B-06 ESG tax
- B-07 Credits and incentives
Consulting and outsourcing
Hands-on help to run the finance function, manage risk, staff key roles and work through the transactions that change a business.
- C-01 Client accounting and advisory
- C-02 Value and risk: risk management, valuation, forensic and litigation support
- C-03 Deal services and transaction support
- C-04 Talent solutions
- C-05 Fund administration
- C-06 Global advisory through the CLA Global network
Digital
Technology work that connects your systems, puts your data to use and helps keep it protected.
- D-01 Analytics
- D-02 Automation and integration
- D-03 Cybersecurity and data privacy: compliance, security and testing
- D-04 Software products
Wealth advisory
Coordinated planning for individuals, families and business owners, built alongside their tax and business advice so the pieces fit together.
- E-01 Financial planning
- E-02 Investment advisory
- E-03 Insurance and risk
- E-04 Business-owner solutions
- E-05 Private client services
- E-06 A 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.
How the integrated team works
A relationship team stays with you and brings in the specialists each stage calls for. The mix changes as your organization does.
-
01
Startup
Books, entity, first filings
Choosing an entity, setting up the books and filing the first returns, with the systems you will need later already in view.
Practices involved: Tax · Consulting and outsourcing
-
02
Growth
Audit, tax planning, systems
Audits and reviews when lenders or boards ask for them, tax planning as income grows, financials ready for financing and systems that keep up.
Practices involved: Audit · Tax · Digital
-
03
Expansion
New markets, deals, outsourcing
New markets and locations, acquisitions with deal and transaction support, and outsourced accounting or talent help so the team can scale.
Practices involved: Consulting and outsourcing · Tax · Digital
-
04
Succession
Transition, family wealth, legacy
Transition planning, valuation, family wealth and the legacy you want to leave, planned with the advisors who already know the business.
Practices involved: Wealth advisory · Tax · Consulting and outsourcing
Not sure where to start
Describe the question in front of you and the right practice will pick it up.