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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.

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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.

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Schedule a Free Consultation

Schedule a meeting with us! We will pair you with one of our financial advisors and assess your financial goals and needs. Just submit your information and our office will be in touch as soon as possible. 

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Kyleah Parson, Lisa Chenet and James Young are investment advisor representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

CLP Financial Group, Inc., Retirement Planning Services, Chesapeake, VA