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 us 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 our 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. We believe in maximizing the value we provide to entrepreneurs and small business owners.
“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
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