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CliftonLarsonAllen

Audit, tax, advisory, and wealth services

Overview

CLA provides integrated professional services across wealth advisory, outsourcing, audit, tax, risk management, advisory, valuation, and transaction support for private businesses, public companies, government entities, nonprofits, and individuals. It combines these services through its core practice areas, with wealth advisory offered by CliftonLarsonAllen Wealth Advisors, LLC (SEC-registered), and fees generated from delivering these services. The firm differentiates itself by offering multidisciplinary capabilities under one roof and through the CLA Global network, enabling cross-border collaboration and a broader range of solutions. Its goal is to help clients protect assets, improve performance, and achieve strategic objectives across private, public, nonprofit, and government sectors.

Significant Headcount Growth

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About CliftonLarsonAllen

Simplify's Rating
Why CliftonLarsonAllen is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

N/A

Headquarters

United States

Founded

2012

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Simplify's take

What believers are saying

  • CLA opened Charlotte and Tempe connection centers in 2026, strengthening recruiting and training.
  • Perkins added over 200 professionals and nearly $50 million revenue in July 2026.
  • CLA One Digital and Results from Data expand higher-margin digital services beyond traditional accounting.

What critics are saying

  • A June 2026 discrimination suit from an audit associate damages recruiting and retention.
  • The Basins trade-secrets case in Washington exposes CLA to partner poaching and client churn.
  • AI training on client transactions creates privacy, privilege, and model-error exposure if trust breaks.

What makes CliftonLarsonAllen unique

  • CLA trained proprietary AI with Digits across CAAS, backed by firm workflows and judgment.
  • CLA’s independent partnership model keeps integrating regional firms without private equity pressure.
  • CLA Global and 120-plus U.S. locations give midmarket clients local delivery with broad services.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Unlimited Paid Time Off
  • Paid Parental Leave
  • Paid Volunteer Time Off
  • Mental Health Support
  • Quarterly Wellness Stipend
  • Fertility Treatment Support

Growth & Insights and Company News

6 month growth

0%

1 year growth

7%

2 year growth

7%
GrepBeat
Oct 5th, 2026
Monday Mix: The Seed lists' College night, lila's founder to funder panel, and more!

Monday Mix: The Seed lists' College night, lila's founder to funder panel, and more! Welcome back to your Monday Mix for the week of October 5th! RTP Capital Associates, Inc. has got a week that seems to have honed in on Thursday. There is something for everyone happening, from student to seasoned professional, so be sure not to miss it! (Also, October 5th is host Katelyn's birthday, so be sure to thank a Libra in your life) Prefer audio? Subscribe to the GrepBeat podcast to hear its podcast edition. Here's what's happening this week: * Monday, October 5th: Triangle Startup Collective who is hosting Dean Peters, Principal Consultant and Trainer at Productside, at Raleigh Founded to discuss AI-Augmented Product Discovery & Ideation Validation from 6-8pm * Thursday, October 8th: CLA is hosting their Queen City AI Exchange series event, focusing on "How Much Should we Spend on AI?" at the CLA Connection Center in Charlotte from 7-9am * Thursday, October 8th: NC TECH Association is hosting Brews + Bytes, their casual tech networking event, at Pendo HQ in Raleigh from 4:30-6:30pm * Thursday, October 8th: Ladies Investing / Local Angels (LiLa) is hosting a panel of founders turned investors to discuss their journey and lessons learned at First Flight Venture Center in Durham from 5-7pm * Thursday, October 8th: The Seed List is hosting their College Student Startup Networking night at Top Box in Fullsteam RTP from 6-8pm Watch the Monday Mix below!

Boston Real Estate Times
Sep 28th, 2026
Synergy, Build617 open free Founders Space in downtown Boston.

Synergy, Build617 open free Founders Space in downtown Boston. September 28, 2026 BOSTON - Real estate investment and management firm Synergy and Boston startup community Build617 have officially opened a new founders workspace in downtown Boston, creating a free place for early-stage companies and AI-focused startups to work, connect and build. The Build617 Founders Space was unveiled Thursday during a ribbon-cutting ceremony attended by Boston officials, startup founders, members of the local technology community and the Synergy team. The space is the centerpiece of a partnership between Synergy and Build617 that provides no-cost workspace to AI-native startups in the city. The initiative comes as Boston continues to attract activity from artificial intelligence companies, investors and entrepreneurs. Mayor Michelle Wu said the new space reflects Boston's ability to connect entrepreneurs with the city's universities, talent and broader innovation community. "Boston is where bold ideas become real-world solutions," Wu said. "We look forward to the growth and impact within this space and across our ecosystem of world-class research institutions, exceptional talent, and connected communities." A bet on keeping founders in Boston. For Synergy, the partnership represents an effort to support Boston's startup economy through its real estate portfolio. David Greaney, Synergy's founder and CEO, said the city has long produced entrepreneurs through its universities but faces the challenge of retaining that talent. "Boston's universities have always produced world-class founders. The challenge has never been talent, it's been keeping that talent here," Greaney said. Greaney said Synergy sees real estate as one way to support the entrepreneurs building companies in Boston. The Founders Space is already home to more than 20 companies working in areas including artificial intelligence, health care, financial technology and marketing. Build617 also works with partners including Stifel Venture Banking, CLA and Cooley. Nathan Spielberg, founder of Build617 and co-founder of Tamarin AI, said the partnership gives entrepreneurs a physical place to work alongside other founders. "Boston already has the founders, the talent, and the ambition to build the next generation of world-changing companies," Spielberg said. "What we need are more people willing to actually show up and build alongside them." Downtown Boston's evolving business landscape. The opening comes as downtown Boston's business environment continues to evolve, with technology and AI companies joining the area's traditional concentration of financial, professional services and other businesses. Build617 and Synergy said the Founders Space reflects their view that startups, venture capital firms and AI companies are increasingly concentrating in and around downtown rather than moving to suburban locations or other markets. The partnership also expands Synergy's involvement in Boston's business ecosystem beyond its traditional real estate activities. The Boston-based company owns and operates more than 30 commercial properties across Greater Boston totaling nearly 7 million square feet, according to the company. More than 500 companies, retailers and organizations occupy space in its portfolio. Synergy's activities include real estate investment, development, property management, leasing, construction, lending and hospitality. For Build617, the new headquarters is intended to provide more than office space by creating a community for founders developing companies in the city. The organization describes the space as a "co-building" environment for startups shipping products in Boston, with the goal of connecting entrepreneurs with resources, partners and one another. The companies said the partnership represents a long-term commitment to Boston's startup ecosystem, with the Founders Space serving as a physical base for entrepreneurs building the city's next generation of companies.

PR Newswire
Jul 21st, 2026
CLA partners with Digits to build proprietary AI accounting model for thousands of clients

CLA, one of America's largest accounting firms, has announced a strategic collaboration with Digits to build and train its own proprietary AI model for accounting services. The partnership makes CLA among the first top 15 US accounting firms to train a firm model on an AI-native accounting platform. The initiative will deploy CLA-trained AI to thousands of clients over the next three years. CLA's AI model will be trained exclusively on its client base and workflows, incorporating decades of institutional judgment. The firm will initially roll out the service through its CAAS practice, which represents roughly 15% of CLA's $2 billion-plus annual revenue and is the largest in the industry. CLA employs approximately 9,000 people across more than 120 locations. Digits is backed by investors including Benchmark, GV, and SoftBank.

PR Newswire
Jul 1st, 2026
Perkins & Company joins CLA, bringing $50M revenue and 200 professionals to Pacific Northwest expansion

CLA (CliftonLarsonAllen LLP), one of America's largest accounting and professional services firms, has acquired Perkins & Company, effective 1 July. The Portland-based firm brings over 200 professionals and nearly $50 million in revenue. Founded in 1986, Perkins & Company is a top 125 US accounting firm serving privately held businesses and nonprofit organisations across Oregon and Washington. The acquisition strengthens CLA's Pacific Northwest presence whilst maintaining Perkins' existing client relationships and local operations. "This decision was made thoughtfully and from a position of strength", said Jared Holum, president of Perkins & Company. Through CLA's network, Perkins clients will gain access to broader integrated capabilities including audit, tax, consulting and wealth advisory services. CLA now operates with nearly 9,000 people across more than 120 US locations.

Case Sabatini
Jul 1st, 2026
CLA acquires Perkins & Co.

CLA acquires Perkins & Co. The Top 20 Firm acquired Regional Leader Perkins & Co., expanding its Pacific Northwest presence.

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