Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Save time, money, and headaches with a comprehensive suite of professional financial management tools and services developed just for religious organizations.
What if you could put your religious organization on a stronger, more manageable financial footing, while easing the day-to-day burden of accounting, tax compliance, and financial reporting?
Now you can, regardless of the size, faith, denomination, budget, or location of your religious organization. CliftonLarsonAllen’s (CLA) experienced professionals have assembled a package of secure, easy-to-learn financial management tools, applications, and services that can make better use of your people and funds, and put your organization on the road to better financial management.
Download free resources to help simplify your accounting, compliance, and financial reporting.
Get more done with accurate, timely, complete financial management
We’ve built a comprehensive suite of compatible, cloud-based applications and services that can help your organization become more efficient, responsive, and secure.
- Simplify and streamline everyday processes like accounts payable, accounts receivable, payroll, and tax compliance
- Improve financial accountability and transparency
- Implement stronger internal controls to reduce the risk of fraud and mismanagement
- Get 24/7 accessibility at home, on the road, wherever your work takes you
- Produce regular, consistent, easy-to-understand financial statements
- Seamlessly transition from your existing accounting systems and processes
- Standardize policies and procedures, and implement best practices
- Integrate applications with membership or donor management systems
- Get professional assistance with long- and short-term planning, including budget preparation
Click on the image below to see how online data management eliminates multiple spreadsheets and provides real-time access to financial details for reporting, analysis, and strategic planning.
Flexible, scalable, and secure technology options
We offer a suite of customized cloud solutions with built-in flexibility and scalability to address your current and future needs. Our experienced nonprofit professionals have done the research for you — you choose the components that provide the greatest value for your people and operation.
Accounts payable — Bill.com is a cloud-based workflow tool with secure access to payables by mobile device or computer. Payments are processed by Bill.com or checks can be printed in house. Request a demo.
Donor management — Interface seamlessly with your donor management software, or start tracking donations with new accuracy and convenience. Request more information.
Click on the image below to see how multiple online dashboards present, compare, and analyze data visually, so nonfinancial users get a clear, complete picture.
Designed by people who know religious organizations
The CLA professionals and consultants who developed this suite of services have extensive experience with more than 1,000 religious organizations, including churches, denominations, dioceses, religious orders, synagogues, retreat centers, schools, foundations, publishing, ministries, and outreach entities. We know your challenges and concerns and can work as a team to provide cost-effective business solutions scaled to your needs.
How we can help
In addition, you can access free resources — assessment tools, webinar recordings, audio clips, and articles — to help simplify your accounting, compliance, and financial reporting.