ABOUT THE FIRM
Chad Lundgren, CPA, LLC (CLCPA) is a Non-Attestation Tax & Consulting Public Accounting Firm operating in the states of Ohio and Tennessee. The firm specializes in assisting entrepreneurs with the initial launch and routine maintenance of QuickBooks Online.
"The primary goal of any business or entrepreneurial venture is to make money.
Every action that brings a company closer to its goal is productive.
Every action that does not bring a company closer to its goal is not productive."
― Eliyahu M. Goldratt, The Goal: A Process of Ongoing Improvement
CLCPA was founded by this principle and operates with this quote in mind. It is understood that for many entrepreneurs, accounting and bookkeeping may only seem like an after-the-fact and necessary compliance burden. CLCPA strongly believes that it is critically necessary to have a reliable system of accounting in order to produce accurate financial information for informed decision making and to best position the business for controlled, compliant, and sustainable growth. As such, moving the business entity closer to its goal.
*Non-Attest services are services provided to a client that are not specifically related to the performance of an attest engagement. For example, non-attest services include activities such as financial statement preparation, cash to accrual conversions, reconciliations, and tax return preparation. Any engagement entered into is limited to Non-Attest services and there will be no Attestation Services performed in any scope of work.
CORE VALUES
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Integrity First: Always conduct business with honesty, transparency, and ethical behavior
Client-Driven Innovation: Stay vigilant to the evolving business landscape, proactively seeking to understand new technologies and ideas to help our clients succeed.
Build Trusting Relationships: The strength of our firm is built on independent, respectful, and high-quality relationships with our clients, employees, and partners.
Practice Extreme Ownership: Take responsibility for our actions and decisions, both inside and outside of business, and learn from our mistakes to continuously improve.
Commitment to Excellence: Strive for continuous improvement in everything we do, from delivering exceptional client service to developing our team's skills and expertise.
ABOUT THE FOUNDER
Chad Lundgren graduated with an accounting degree from Kent State University in 2014. He started his career performing financial and IT internal audits for a Fortune 500 healthcare company engaged in the development, manufacturing, and sale of medical devices and infection prevention technologies.
While working in Internal Audit, Chad became a licensed CPA in 2018. His friends started reaching out for help with accounting and tax issues in their own businesses and entrepreneurial ventures. Chad saw an opportunity to help them grow and maintain their companies, and founded Chad Lundgren, CPA, LLC (CLCPA).
In 2022, Chad began working full time for CLCPA with the goal of providing the highest level of service to its clients. With the combination of experiences working for a large multi-billion-dollar corporation to sole proprietorships, Chad is uniquely qualified to assist companies with a vast array of accounting and business objectives.