Related Words

  • Affects what comes up in the “Recommended” area on CLAconnect.
  • Thoughtfully choose between 4 and 6 phrases.
  • The order of your words matters, so put the most important ones at the front of the list.
  • There's not an exact formula to follow. If everyone is being thoughtful, the results should be decent and we should not need/want to manipulate related words to skew results.

Choosing related words

  • Only use service phrases with firm-wide service content. Only use industry phrases for industry-specific content. Mixing them will produce irrelevant results in the recommended area of our website.
  • We only need approximately one term per subject. For example, we don’t need “telecom advisory,” “telecommunications,” “outsourced telecom,” and “telecom consulting.”
  • The fewer terms we have, the better the results are.
  • Generally speaking, we will create new terms when we launch new industries or services.

Email Dan Voors if a common topic is missing or you’d like to create a section of terms for a new industry or service.

Industry phrases

agribusiness services; agribusiness operations; agribusiness tax; agribusiness strategy; farmers; producers; processors; cooperatives

Architecture and engineering firms
Architects; architecture and engineering

Clean technology
Clean technology

construction strategy; construction management; construction operations; construction tax; construction contractors


Craft brewers and distillers
Craft brewers; brewery services; distillers; craft spirits; wineries

auto dealers

Dealerships / Trucking
truck dealers

Dealerships / Trailers
commercial trailer dealers

Entrepreneurial start-ups

Financial institutions
financial institution services

Financial institutions / banks
bank regulations; banking industry

Financial institutions / credit unions
credit union strategies; credit union regulations

Financial institutions / mortgage companies
Bankers Advisory; mortgage companies

federal government; state government; county government; city government; tribal government; housing projects

Government contractors
government contractors 

Health care
health care providers; health care strategic planning; health care financial modeling; value-driven health care

Health care / dental practices
dental practices

Health care / Home care
home health

Health care / Hospitals and health systems
hospitals; health systems; physician and hospital affiliations 

Health care / Physicians and medical groups
physician practices; medical groups; physician and hospital affiliations; practice profitability; radiology

Health care / Senior living
senior living providers; skilled nursing facilities

Higher education
colleges and universities; for profit colleges and universities; proprietary colleges and universities; tax-exempt status; public schools; charter schools; career schools

Manufacturing and distribution
manufacturing operations; manufacturing accounting; international manufacturing; supply chain management; manufacturing succession planning; manufacturing tax

nonprofit financial management; nonprofit accounting; nonprofit operations; tax-exempt status; CLA Talks

Nonprofit / associations, foundations, and membership organizations
associations; foundations; membership organizations

Private equity and venture capital groups
private equity and capital venture groups; transaction support; selling your business

Professional service organizations
Professional services organizations; law firms

Real estate
Real estate investors; real estate financing; real estate developers; real estate tax; commercial real estate; real estate operations; housing projects

Real estate / opportunity zones
Real estate investors; real estate financing; real estate developers; real estate tax

Retail business; retail tax; retail operations

Technology companies
Technology companies

Transportation and logistics
Trucking; transportation; trucking and transportation tax; trucking and transportation accounting; trucking and transportation operations

Service phrases

Audit, accounting, and assurance
AICPA; audit; lease accounting; Financial Accounting Standards Board; Revenue Recognition Standard; outsourced accounting; outsourced finance and accounting

Employee benefits
employee benefit plans; 401 (k) plans; 403(b) plans; human resources; employer strategies;employer-sponsored retirement plans

Executive search
executive search; employer strategies

forensic accounting; fraud; enterprise risk management

Information security / cyber security
cyber crimes; disaster recovery; vulnerability assessment; network penetration; wireless security; enterprise risk management; fraud

international business; international tax; international compliance; transfer pricing; global operations

Litigation support

outsourced accounting; outsourced finance and accounting; financial reporting assistance; internal audit; revenue recognition standard; outsourced IT; technology outsourcing; lease accounting

Outsourcing / Talent solutions
outsourced human resources; human resources; employer strategies; executive search

Outsourcing / Telecom
telecom advisory; outsourced IT; technology outsourcing; wireless security

Outsourcing / Web-based accounting
web-based accounting; cloud-based accounting; outsourced accounting; Intacct

Outsourcing / CAST
CAST; outsourced finance and accounting; financial reporting assistance; revenue recognition standard; lease accounting

Risk management
enterprise risk management; internal audit; fraud 

Tax / business tax
business tax; tax compliance; tax credit; state and local tax; like-kind exchange; tax credit

Tax / individual / private client tax
individual tax; estate planning; transfer wealth; personal finance; trusts; charitable giving

Tax / state and local
state and local tax

Transaction support
transaction support; mergers and acquisitions; selling your business; passing on your business; business succession planning; mergers and acquisitions; valuation

valuation; transaction support; selling your business; passing on your business; business succession planning; mergers and acquisitions

Wealth advisory / institutions
Institutional investment consulting; employer-sponsored retirement plans 

Wealth advisory / private clients
goals-based financial planning; market and economic outlook; transfer wealth; personal finance; estate planning; investment planning; trusts; insurance policy; private family outsourcing; business succession planning; passing on your business; retirement planning


market and economic outlook; economy

Health reform
Health reform; Affordable Care Act

General firm phrases
CLA news; CLA WA announcement; CLA careers; CLA acquisitions; client testimonial

Audiences / specific roles
Business owners