CLA has launched new service offerings designed to assist professional service organizations (PSOs) with seamless integrated capabilities. This PSO group will include a mix of industry segments, including law firms, architects/engineers, real estate brokers, insurance agents, staffing companies, marketing agencies, and more. The goal of this new PSO group is to help support business owners and leaders so that those owners and leaders can focus on organizational growth and elevation.
“Our industry team has been developed to meet the specific complexities professional service organizations face,” said Randie Dial, managing principal, professional service organizations industry. “As a professional service organization itself, CLA is well-positioned to bring focused strategy and experience for these entities and their professionals.”
With this deep industry strategy and experience, CLA’s goal is to help professional service organizations thrive. This group will present new opportunities for professional service organizations to help shift processes and efficiencies.
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.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.