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:


Accounting & Outsourced Services

Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a solution that is flexible enough to grow and change with your business. CLE provide daily, weekly and monthly financial updates to keep you in the loop with your finances. Our solution includes, but is not limited to:

  • Trial balance reconciliation
  • Balance sheets
  • Income statements
  • Custom financial reports
  • Monthly reviews of company performance
  • Cash flow forecasting
  • Budget-to-actual reporting
  • Break-even analysis
  • Labor cost management
  • Variable vs. fixed expense reporting
  • Debt planning and reduction

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Bookkeeping Services

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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

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Tax Preparation & Planning

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.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Business Planning & Formation

The business entity – LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Call today to schedule an appointment!