Client Accounting and Advisory Service Levels

Choose your ideal service level and gain the clarity, insights, and support you need to make smarter financial decisions.

Built around your needs

CLA’s client accounting and advisory service levels are designed to flex and grow with you.

With four distinct options — Essential, Operate, Optimize, and Elevate — you can invest in the right level of ongoing support today and scale with confidence tomorrow. Each level builds upon the one before, adding new capabilities and insights, and offers a predictable monthly fee with additional consulting when you need it.

Choose support that scales with you
Talk with our professionals to explore your options and choose the level of support you need to help get the clarity, confidence, and results you want.
Explore Service Levels

Find a service level to fit your organization

  • Essential

    Best for: Organizations that need reliable accounting to stay organized and support tax filings

    A straightforward accounting option to help maintain core records, support dependable financial information, and simplify basic financial reviews

  • Operate

    Best for: Organizations that want ongoing accounting support and greater visibility into financial performance.

    Consistent financial reporting, streamlined processes, and practical insights to help support day-to-day operations.

  • Optimize

    Best for: Organizations seeking enhanced reporting, analytics, and planning support.

    Deeper financial visibility and decision-support tools to help leaders evaluate opportunities and navigate change.

  • Elevate

    Best for: Organizations that want strategic financial leadership and tailored advisory support.

    The most comprehensive service level offering financial guidance, customized insights, and flexible strategies aligned to long-term business goals.

Service level breakdown by task

Support needs Essential Operate Optimize Elevate
Transaction recording ✔ ✔ ✔ ✔
Account reconciliations ✔ ✔ ✔ ✔
Adjusting entries ✔ ✔ ✔ ✔
Accounts payable and billing support   ✔ ✔ ✔
Cash receipts and payroll-related accounting entries   ✔ ✔ ✔
Financial statements and recurring reporting   ✔
(standard)		 ✔
(standard)		 ✔
(customized)
Grant, audit, tax, and annual compliance support   ✔ ✔ ✔
Cash flow analysis support     ✔ ✔
Budgeting and forecasting assistance     ✔ ✔
Dashboard and KPI reporting     ✔
(standard)		 ✔
(customized)
Financial planning and analysis support       ✔

Establish the right service level

What level of support is right for your organization? CLA’s experienced client accounting and advisory services team can help you figure it out. Contact us to get started.