CLE’s team have broad business knowledge and financial expertise that makes us a valuable, trusted adviser. CLE is one asset you can’t afford to do without as you plan, run and grow your enterprise. CLE can provide all of your fiscal needs at a fraction of the cost of hiring someone in-house. CLE’s team of experts and effective leadership can make the difference in you achieving your long-term growth strategy.

Our Accounting & Professional services include:


CLE’s bookkeeping services will help you improve and maintain your records and procedures, and ensure your records are accurate and complete. This detailed reporting will help you make wise decisions to guide your organization as you grow. A bookkeeping solution includes, but is not limited to:

  • Business bank reconciliations
  • Credit card management
  • Accounts receivable
  • Accounts payable
  • Sales tax
  • Payroll

Outsourced Services

including CFO/controller functions

Ready, set, grow! CLE’s CFO/Controllership team offers:

• Cash flow forecasting
• Budget-to-actual reporting
• Break-even analysis
• Labor cost management
• Variable vs. fixed expense reporting
• Debt planning and reduction

Financial Reporting

CLE provide daily, weekly and monthly financial updates to keep you in the loop with your finances.

• Trial balance reconciliation
• Balance sheets
• Income statements
• Custom financial reports
• Monthly reviews of company performance

Tax Planning & Preparation

CLE specializes in tax preparation for individuals and small businesses. CLE can educate you about year-round tax planning, tax-season preparation and filing, liability and record-keeping. Our goal is to minimize your tax liability while also maximizing your after-tax wealth. CLE’s tax team will build the best possible tax strategy for you and your company and prepare and file your taxes timely. CLE’s tax team can help not for profit organizations determine which type of form 990 is required and assist in the preparation of the form.

Compilation, Review & Audit

Audits can be a daunted task however, an audit is not always necessary. CLE can help you determine whether a compilation, review or audit and required and provide the service necessary.

Business Structure & Formation Planning

Opening your own business is exciting and thrilling. CLE can develop the systematic action plan of action is necessary to realize your dream of owning and running a successful enterprise. CLE can help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Strategic Business Planning

CLE can assist you developing a strategic business plan that will provide a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks. Your strategic business plan will help you clarify your company’s direction, ensures your key leaders are aligned on goals and keeps both management and staff focused on the tasks need to grow your business.

Let CLE help you achieve your Business Financial Goals today

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