CLA Winston-Salem (Triad)

We help clients succeed professionally and personally. CLA exists to create opportunities — for our clients, our people, and our communities. Although we’re a large firm with deep resources, we have never strayed from our commitment to serve clients of all sizes in any location.

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Wealth Advisory

Our financial advisors provide comprehensive financial planning services. Get personalized advice about tax-aware investment strategies, insurance, retirement, estates, and business succession.


Our short- and long-term finance and accounting outsourcing services include bookkeeping, payroll, staff accounting, controller, CFO, and Intacct cloud-based software.

Audit, Tax, and Consulting

Our CPAs provide audit and accounting and tax planning and compliance services. We also provide talent solutions and consult on cybersecurity, forensic, risk management, valuation, transactions, and litigation.

Professional services in Winston-Salem

Businesses and individuals in Winston-Salem can count on CLA to deliver integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance their enterprise value and assist them in growing and managing their related personal assets. Our team of advisors, consultants, and CPAs serve the entire metro area, including communities in Greensboro, High Point, and many others.

With more than 50 years of experience, CLA is committed to helping businesses and organizations in the Winston-Salem area create opportunities for growth and navigate ever-changing financial, operational, and regulatory needs.

Outsourcing for Winston-Salem and beyond

We can make your life easier and your organization stronger. Our outsourcing services allow you to focus on adding value to your organization by providing scalable strategies for finance, accounting, reporting, audit, risk, compliance, technology, tax, and talent solutions. We can fulfill a variety of business operations roles and provide the data and reporting you need to successfully manage and grow your organization.

  • Part-time, permanent resources: CLA provides scalable finance and accounting strategies and provides you the data and reporting needed to successfully manage and grow your organization.
  • Full-time, interim resources: CLA’s Consulting and Accounting Solutions Team (CAST) delivers exceptional accounting strategies for public, private, and nonprofit entities. Whether you are an established organization or an emerging business, we can be a temporary resource to help fill the gap and navigate changing reporting regulations with no hand-holding.
  • Full outsourced bookkeeping and financial reporting: For companies that would prefer to have their financial records and systems managed by CLA, our team of qualified bookkeepers, controllers and analysts can keep your financial processes running smoothly so you can focus on your business operations.
  • Project and consulting: CLA can help with a range of project and consulting needs, from SOX implementation to cybersecurity to operational assessments.

Winston-Salem CPAs: Industry-specialized audit, tax, and consulting

CLA’s skilled professionals provide more than traditional CPA services to Winston-Salem businesses ― we offer tools and expertise specifically designed for you and your industry: agribusiness, banks, construction, cooperatives, credit unions, real estate, dealerships, employee benefit plans, government, health care, higher education, manufacturing and distribution, nonprofit, and more.

Wealth advisory for Winston-Salem

Trust one firm for all of the personal, family, and business guidance you need. At CLA, we take the time to understand what you want out of life and how you want to use the wealth you’ve accumulated — we’ll guide you on your financial journey.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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