Together we’ll create opportunities 

No surprises for management. No surprises in the boardroom. Our team works closely with management and governance, communicating throughout the year to create strategies that meet your short- and long-term needs. 

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

• Changing finance and governance models
• Competition for member time and money
• Compliance with increasingly stringent regulations
• International expansion
• Preparation for leadership transition
• Protection against data, privacy, and system security threats

Experience our client-focused approach

Our association practice is one of the most respected in the country, serving approximately 1,000 associations and membership organizations of all sizes and complexity. We understand the important role that associations play in our society, and we have extensive assurance and tax experience in the association industry. We collaborate on events with the American Society of Association Executives (ASAE), and our professionals lead numerous volunteer committees, frequently speaking and writing as thought leaders.

Services for associations and membership organizations

• Audit, review, and compilation of financial statements
• CLA Global Concierge Services℠
• Employee benefit plan audit, tax, and consulting
• Enterprise risk management (ERM)
• Grant compliance
• Health reform advisory
• Information technology (IT) general controls audit
• Internal audit
• Mergers and restructuring
• Outsourced accounting
• Strategic and financial consulting
• Tax planning and compliance
• Uniform guidance
• Web-based accounting systems
  • Intacct
  • QuickBooks
  • Bill.com

Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.