BUSINESS ADVISORY AND ACCOUNTING
At CLP Financial Group, we offer a wide variety of accounting, tax, and business advisory services for individuals and business entities. We offer many services as part of our goal to meet the needs of our clients in a holistic manner.
Tax planning and preparation - Avoid unwelcome surprises with our affordable tax preparation and planning services. Meet with us during the year and we’ll help you plan for what your tax return will look like come tax time.
Financial projections – We’ll help you prepare a forward-looking financial analysis intended to help you set goals and implement plans.
Bookkeeping – Monthly services to help keep track of your finances. This includes a monthly reporting package and time with a CPA.
CFO Services – We’ll join your team as your part-time chief financial officer, allowing you and your staff to focus on building your business.
Entity selection and setup – We can provide advice to entrepreneurs unsure about which structure to use to setup their business. Then, we can assist with the setup and registration of your business.
Business planning – We can help create and/or review business plans. Our business advisors include an MBA, a long-time entrepreneur, and a combined 80 years of experience in various business entities.
Strategic planning – We can provide a strategic planning process for businesses that want to grow using a combination of tools, interviews, and research.
Financial statement audits and reviews – Through our affiliated company, CLP Audit and Assurance Company, we are licensed to provide financial statement audits, reviews, and other attestation services.
Key man insurance – As licensed insurance producers, we can help find the right product to protect the value of the business should something unfortunate happen to the critical players on your team.
Investment management – For the business that has extra cash reserves, we can help manage that precious resource in a way that serves the objectives of the business and its owners.
