MWA, Leading Plano-based CPA and Business Advisory Firm, Joins CLA
Dallas — MWA CPA + Business Advisors (MWA) joined professional services firm CLA (CliftonLarsonAllen LLP) on November 1, 2018.
“As problem solvers and business builders, everything we do is designed to strengthen the people and organizations we serve,” says Mike White, managing partner, MWA. “Joining CLA means we can take this promise to another level. The synergies between MWA and CLA in the health care space, along with our shared focus on the small business owner and entrepreneur, allow us to expand the opportunities we can create for our clients, our people, and our community.”
MWA is a team of highly motivated CPAs, business advisors, and accountants serving fast moving, growing, successful people. Through a focus on client service and the delivery of enhanced accounting and advisory services to the community in Dallas-Fort Worth and beyond, MWA has grown into one of the area’s leading business advisory firms.
“Culturally and strategically, this is a fantastic fit and a lot of fun,” says Jerry McMillon, managing principal of office, CLA Dallas. “Our clients count on us to know them, uncover opportunities, and bring new ideas that can move them forward faster. That is the CLA Promise.”
As one of the nation’s leading professional services firms, named to Accounting Today’s top eight firms, CLA has retained the agility to serve clients of all sizes and in all locations, while at the same time bringing an unparalleled depth of capabilities, all in one place.
Allan D. Koltin, CEO of the Koltin Consulting Group, and advisor to both firms commented, “CLA is performing nationally at a level that is off the charts compared to their peers. The team’s leadership, innovation, and endless passion for delivering a great client experience truly distinguish them in the markets they serve. CLA’s ability to develop talent and future leaders is as good as you will see in the industry today.
Koltin continues, “MWA is the kind of firm that many regional and national firms wanted on their team, but CLA’s strategy, culture, and service offerings made for the perfect alignment. Mike White is a one of a kind leader — he is young, entrepreneurial, and has an amazing skill that allows him to relate to people and clients and make a difference in their lives. His talented team will make CLA’s Dallas-Fort Worth region an even bigger powerhouse than they are presently.”
Clients want to be confident that when they need help — personally or professionally, today or in the future — CLA will bring relevant expertise. To answer that need, CLA builds its diverse team to deliver an ever-broadening spectrum of wealth advisory, outsourcing, audit, tax, and consulting capabilities.
The 40+ former MWA team members will continue to serve clients locally and nationally from Plano and Fort Worth, expanding CLA’s Texas team to more than 200 professionals.
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 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.