CLA (CliftonLarsonAllen) of Stevens Point

CLA (CliftonLarsonAllen) of Stevens Point is a bookkeeper in Stevens Point, WI, located at 3125 John Joanis Dr. The firm provides audit, tax, consulting, outsourced accounting, and wealth advisory services to the Stevens Point, Wisconsin, area. It serves business owners, family offices, individuals, institutions, private equity and capital venture groups, women, and senior corporate executives. The practice holds a rating of 1.80 based on 2 reviews.

The Stevens Point office offers access to the technical experience and specialized resources of a large firm with a local touch. CPA and consulting advisors work to understand client goals, looking for opportunities that impact organizations and help them pursue growth, navigate regulatory changes, or bring in accounting and consulting support. Professionals are immersed in their respective industries to get deeper into issues that matter. The firm provides tax planning, complex compliance issues, financial and estate planning guidance, and investment advisory services. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Clients can access investment account information, portfolio reports, financial plans, and documents through a secure online portal.

The firm offers specialized services such as employee benefit plan audits, financial statement reviews, internal audits, and single audits. They also provide sustainability and ESG audits, as well as system and organization controls (SOC) audits. Their tax services cover business, global, personal, and private client needs, including tax planning and complex compliance. Through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, they provide investment advisory services, financial planning, and estate planning guidance. Additionally, their consulting and outsourcing division assists with client accounting, risk assessment, talent solutions, and fund administration. The professional team includes Certified Public Accountants (CPAs), Certified Financial Planner (CFP) practitioners, and Chartered Financial Analysts (CFAs).

CLA (CliftonLarsonAllen) of Stevens Point delivers audit, tax, consulting, outsourced accounting, and wealth advisory services to clients in Stevens Point, WI.

CLA (CliftonLarsonAllen) of Stevens Point provides comprehensive financial and advisory services to the Stevens Point community, combining local expertise with the resources of a larger professional network.

The firm sits on John Joanis Drive, about a tenth of a mile from Portage County Park Centre and near Brilowski Road. Aspirus Plover Hospital and the Vern Holmes Drive clinic are both within half a mile of the office.

BizScoreAI awards the business a Schema and Structure score of 100 out of 100. This rating confirms that the website uses structured data and clear headings to help AI assistants and search engines understand the services offered. The business also achieves a Performance score of 94 out of 100. This high score reflects fast website loading times that keep visitors engaged and support better search engine rankings.