Together we’ll create opportunities
As a fellow professional services organization, we get it — smart decisions drive success. That’s why our seasoned engagement team is focused on delivering the financial clarity you and your people need to move forward with confidence.
We’re committed to addressing what matters most to you:
- Delivering exceptional services to sophisticated, demanding clients
- Driving profitability and sustainable growth
- Gaining real-time financial insights with digital solutions to power critical decisions
- Monitoring cash flow, overhead, and chargeable hours
- Leveraging benchmarks to measure efficiency and effectiveness
- Staying ahead of regulatory shifts and financial developments
- Attracting, developing, and retaining talented professionals
- Preparing for the next generation of leaders
- Building and safeguarding your personal and business wealth
- Planning for mergers, acquisitions, or exit events
We assist a variety of business to business or consumer service organizations:
- Architecture and engineering firms
- CPA and financial services firms
- Government contractors
- Insurance agencies and brokerages
- Law firms and attorneys
- Marketing, public relations and advertising agencies
- Payroll companies and professional employer organizations (PEOs)
- Professional IT and other business consulting firms
- Professional athletes and entertainers
- Real estate brokers and agencies
- Sports and entertainment facilities and teams
- Staffing companies and employment agencies
- Veterinarians
Experience our client-focused approach
At CLA, our client-focused approach is more than a promise — it’s how we do business. As a professional services firm ourselves, we understand the challenges you face and the opportunities you’re striving to seize. That’s why we immerse ourselves in your world, combining deep industry knowledge with personalized service to deliver insights that matter.
Whether you're navigating complex financial reporting, planning for growth, or preparing for leadership transitions, our collaborative teams walk alongside you — offering seamless support across audit, tax, consulting, digital, and wealth advisory. With access to global resources through CLA Global and a commitment to knowing you and helping you, we deliver clarity, confidence, and opportunity at every stage of your journey.
Services for professional services organizations
- Audit, review, and compilation of financial statements
- Business succession planning and merger consulting
- Cash flow management and projections
- Consulting and outsourcing
- Cybersecurity
- Valuation
- Employee benefit plan audit, tax, and consulting
- Employer-sponsored retirement plan design, compliance, and consulting
- Employee stock ownership plan consulting, compliance, and reporting
- Federal Acquisition Regulation (FAR)
- Accounting system surveys
- Assistance with indirect rate pools
- AASHTO and other project cost overhead audits
- International expansion
- Litigation support
- M&A advisory and investment banking
- Management of finance infrastructure
- Performance benchmarking and trend analysis
- Project cost audit and verification
- Renewable energy and utilities
- Sustainability and ESG
- Tax strategies and planning (multi-state, composite, international, and individual)
- Transaction support and post-merger integration
- Wealth advisory
- Web-based digital solutions and products