Member Info

Business Description

At CLA, we’re experienced in delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services to help you succeed professionally and personally. With a virtual headquarters, our “team of teams” approach allows us to have professionals conveniently located in communities across the country.

Year Business Was Founded

1960

Previous Business Experience

Worked at a regional public accounting firm prior to joining CLA. Focused in ERISA governed benefit plan audits, before moving into private industry assurance services. Prior to public accounting, I worked as a staff accountant for a seafood transportation company.

What Sets Your Business Apart?

We believe that by getting to know you well, we’ll be in a better position to help you. We start with a conversation, ask questions that matter, and listen. You’ll find innovative advice that is clear and actionable, driven by industry-specialized teams. We call it the CLA seamless experience, and it’s expressed in the values that drive our behavior: curious, collaborative, transparent, inclusive, and reliable. It’s simply how we do business.

What are Some Keywords that Represent Your Business?

Tax, Audit, Wealth Advisory, Financial Solutions, Consulting, Automation

Who is Your Ideal Client?

Any individual or business that needs help with any financial matter. While I focus on manufacturers and distributors, CLA serves all industries and service lines. Connecting those in need with the right resource here at CLA is always my goal.

Professional Affiliations

AICPA