Professional Services

With fresh insight and guidance, you can increase efficiency and grow your business, all while meeting the rising demands of your clients.

Together we’ll create opportunities

Like you, we’re a professional service organization, too, so we understand how important smart decisions are for you, and your people. Our knowledgeable and experienced engagement team’s top priority is to give you a clear financial picture.

We’re committed to addressing what matters most to you:

  • Delivering exceptional services to sophisticated, demanding clients
  • Improving profitability
  • Obtaining financial information to make critical decisions
  • Monitoring cash flow, overhead, and chargeable hours
  • Leveraging benchmarks to measure efficiency and effectiveness
  • Keeping current on regulatory and other financial matters
  • Attracting and retaining talented professionals
  • Preparing for the next generation of leaders
  • Building and protecting your net worth
  • Planning for retirement

We assist a variety of client types:

Experience our client-focused approach

We deliver comprehensive strategies to professional services firms and their people.Our CPAs and advisors understand that your organization differs from other business enterprises. You’ll work with multi-disciplinary teams of professionals who are familiar with the administrative and operational challenges that demand your attention. We leverage our own structure and experiences to provide customized services to a wide range of professional service clients.


Services for professional services organizations 

Experience the CLA Promise