CLA (Clifton Larson Allen)

CLA was established as a different kind of professional services firm, built to create opportunities for private businesses, public companies, governments, nonprofits, and the people who own and lead them. What’s more, we want to be known for our inclusive family culture, for careers that inspire people, for an equitable workplace, for the results of our work, and by our integrity. That’s why we uphold the CLA Promise: to know you and help you.

The CLA Promise is a commitment to put relationships first, while always working to exceed expectations. We make it our business to understand the motivations, dreams, fears, and goals in any relationship we encounter, inside or outside the CLA family. We demonstrate our promise through our industry-driven, seamless approach — and our industry-leading financial results. And we do all this while inspiring our CLA family and impacting the communities around us.

Three service focus areas:

• Create – a strong foundation through entity and tax structure and financial technology stack
• Build and Scale – tax strategy, financial reporting, and financial modeling
• Exit – Tax strategy, valuation, and quality of earnings

CLA is unique in that we have created a model to serve entrepreneurs and their organizations with the resources of a top 10 public accounting firm. Our passion is helping the entrepreneur leave their legacy by partnering with the entrepreneur throughout the entire life cycle of their organization.  The capabilities of CLA including back office accounting outsourcing, fractional CFO or controller services, strategic business, tax and raising capital planning, as well as entity value enhancement were created to assist the entrepreneur. We are here to help!

FORUM TOPICS

• Questions you should be asking your CPA–What all taxpayers should know/Own the plan to execute

• How to become bankable– Numbers matter, but what else can help?

• How do you know when you are ready to sell your business? Financial/Emotional

• Trends in financing start-ups