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Navigate Your Financial Future with Confidence

CLCPA delivers comprehensive Accounting, Tax, and Advisory solutions to help entrepreneurs streamline operations, ensure compliance, and boost profitable growth.

Summary of Services

Advisory

Our advisory services provide businesses with strategic insights and expert guidance to help them achieve their financial goals. We offer a range of services, including financial planning, budgeting, and cash flow management.

Tax

Stay compliant and maximize your savings with our expert tax solutions. From tax return filings, to proactive tax planning, we provide tailored services to meet your needs, ensuring optimal financial health and compliance.

Accounting

Our outsourced accounting services take the hassle out of managing your financial records. We provide accurate and timely bookkeeping, payroll, and financial reporting services, so you can  can stay on top of your finances.

The Process

Step 1 - Contact

Reach out to using the website contact form.

Step 2 - Discovery Call

We schedule a discovery call at your convenience to dive deeper into your financial challenges and aspirations.

Step 3 – Proposal

The proposal is designed to meet your specific requirements and includes timelines, milestones, and any other pertinent details to ensure transparency.

Step 4 – Onboarding

Once the proposal is accepted, we will begin the onboarding process into the client application environment.

Step 5 – Collaborate to Completion

This is where we begin and execute the agreed upon scope of work.

Step 6 – Future Value Assessment

Once the project is complete, we will assess how the firm can continue providing your business value.

About

Chad Lundgren, CPA, LLC (CLCPA) is a Non-Attestation Tax & Consulting Public Accounting Firm operating in the states of Ohio and Tennessee. We believe in maximizing the value we provide to entrepreneurs and small business owners.

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“The firm’s commitment to client relationships goes beyond a business transaction. This partnership is an ongoing collaboration to navigate the complexities of your financial landscape, tailor strategic solutions to your evolving needs, and ensure a partnership that goes beyond traditional accounting services.
– Chad Lundgren, Owner

Contact

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