# CLA CliftonLarsonAllen CPAs Consultants

## About

CLA is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services. Learn more about CLA.

- Verified: Yes

## Services

### Wealth Management Services
- [Estate & Succession Planning](https://bilarna.com/services/wealth-management-services/estate-and-succession-planning)

## Pricing

- Model: subscription

## Frequently Asked Questions

**Q: What does a wealth advisory firm do?**
A: A wealth advisory firm provides comprehensive financial planning and management services for individuals, families, and organizations. Its core functions include investment management, estate planning, tax optimization strategies, and retirement planning. Advisors work closely with clients to assess their financial goals, risk tolerance, and life circumstances to create a personalized wealth management roadmap. These firms also often offer specialized services such as philanthropic planning, business succession advice, and education funding strategies. The overarching goal is to preserve and grow a client's capital, ensuring financial security across generations while navigating complex regulations and market conditions.

**Q: What is the difference between audit and tax advisory services?**
A: Audit and tax advisory services are distinct professional service disciplines within accounting. An audit is an independent, systematic examination of an organization's financial statements and records to provide an opinion on their fairness and compliance with accounting standards; it is a mandatory verification for public companies and many private entities. In contrast, tax advisory services focus on planning, compliance, and strategy to legally minimize tax liabilities and optimize a client's financial position. Tax advisors provide proactive guidance on transactions, entity structure, and regulatory changes, whereas auditors perform a retrospective review of past financial data. While both require deep accounting knowledge, audit is assurance-oriented, and tax advisory is strategy-oriented.

**Q: How to choose between accounting and consulting services for a business?**
A: The choice between accounting and consulting services depends on your business's specific operational and strategic needs. Accounting services are fundamental and focus on the accurate recording, reporting, and compliance of financial transactions; they include bookkeeping, tax preparation, payroll, and financial statement generation. Consulting services are advisory and forward-looking, aimed at solving specific business problems, improving processes, or developing strategy in areas like operations, technology, or management. A business typically requires ongoing accounting services for compliance and record-keeping, while it engages consulting services project-by-project for targeted expertise. Many firms offer both, allowing for integrated support where accounting data informs strategic consulting advice.

## Links

- Profile: https://bilarna.com/provider/blumshapiro
- Structured data: https://bilarna.com/provider/blumshapiro/agent.json
- API schema: https://bilarna.com/provider/blumshapiro/openapi.yaml