Cloward & Sorenson, LLC provides businesses with peace of mind, by creating a strong accounting system that generates accurate and applicable information to allow management to make sound decisions.

Outsource CFO
Many times companies are large enough to need a CFO and too small to afford one. Cloward & Sorenson, LLC can compliment current accounting staff or assume the CFO role by offering a combination of the following services:

• Prepare professional financial reporting packages suitable for management, the board of directors and investors
• Oversee finance, accounting, tax and bookkeeping functions
• Prepare and execute a cash management plan
• Prepare an operating budget and benchmark against actual results
• Manage the general ledger and perform the monthly close
• Perform bank and other account reconciliations
• Manage procurement efforts to lock in quality standards and cost savings
• Provide support services to senior management

Other Accounting and Bookkeeping Services
Cloward & Sorenson, LLC understands that every business is different and a one size fits all approach does not work. Cloward & Sorenson, LLC custom fits its wide range of its accounting services to meet each client’s needs and budget.

• Manage and record payroll
• File quarterly tax and insurance returns
• Manage and maintain accounts payable
• Maintain general ledger and chart of accounts
• Conduct quarterly reviews
• Assurances Services Audits
• Conduct month and year-end closing procedures
• Perform bank and other account reconciliations

Please have Cloward & Sorenson, LLC come and identify how they can make you more profitable.

Primary Consulting Services

Over the past five years we have helped hundreds of businesses realize their goals through sound accounting and business strategies. Some of our services include:

• Accounting Systems Consulting
• Startup and Business Plan Consulting
• Business Strategy & Turnaround Consulting
• Tax Strategy Consulting
• Mergers Consulting

Accounting Systems Consulting

Accounting systems should be designed to help owners and managers create more profitable. Many times accounting systems are just a glorified check register. We have helped many clients create sound accounting systems that create useful information rather than just tax information.

Start Up and Business Plan Consulting

Starting a business is risky and daunting. Businesses should start surrounded by an experienced team of advisors that have a track record of successfully blazing trails.

Business Strategy & Turnaround Consulting

Business strategies vary as the owners and managers that run those businesses. We create and coach owners and managers in strong strategies that achieve company objectives.

Tax Strategy Consulting

CPA firms are starting to be more like a doctor office, in that the only time you see them is once a yea at your annual tax checkup. Our clients go to bed at night with the peace of mind of having a strong year around tax strategy. Our client’s focus is on making more money not worrying about tax burden.

Acquisitions and Merger Consulting

Cloward & Sorenson has helped several clients through the incredible process of acquisition and mergers. Acquiring a competitor is much more than working through a broker and settling a purchase price and terms. Bringing two companies together requires much planning and preparation. We can help make that process smooth.

801.553.1120
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