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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Jeff Roberts

Education

Bachelor's degree in Accounting from Taylor University. Graduated Magna Cum Laude.

Overview

Jeff is a director with CLA and has over 25 years of experience serving nonprofit organizations in several capacities. He has served as an auditor, CFO, and consultant with many organizations. Jeff has expertise with religious organizations, foundations, social service organizations, associations, and private schools. Jeff is passionate about implementing cloud-based accounting systems to better serve nonprofits and is a key player with CLA's national Intacct practice. In addition to designing and implementing accounting software, Jeff has experience with reviewing and designing internal controls, financial reporting, dashboards, processes and procedures, and financial planning/analysis. Jeff is also a frequent speaker at nonprofit events.

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

AICPA, Colorado Society of CPA's Christian Management Association