Keith Davidson Jerry McMillon

Email: [email protected], [email protected]


Whether you’re at the beginning of your journey, in the middle of an amazing climb, or crossing the finish line, CLA can help from start to finish. CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, CFO and accounting outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you.

We listen to you, build a plan together, and bring that plan to life. When we do this, we create opportunities — for our clients, our CLA team, and our communities. Our unprecedented emphasis on serving privately held businesses and their owners affords several uncommon advantages:

· Deep industry insight Our people are industry practitioners first and foremost. You will work with local professionals who know you, your organization, and your industry — and combine their knowledge with yours to make you stronger.

· Seamless, integrated capabilities We offer planning and guidance from startup through succession, with particular care for you and your organization’s leaders. Our CLA Dallas team utilizes their local experience combined with the vast network of resources that a national firm can offer — seamlessly presented and delivered for you.

· Premier resource for private businesses and owners Entrepreneurs are the backbone of our economy and one reason why the Dallas area is one of the leading centers of innovation and growth in the country. We place you — personally — at the core of our strategic focus because enabling your success means a better world for all of us.

· Professionals personally invested in your success Throughout all of our services, whether it is our fractional CFO and accounting outsourcing or our tax and audit experts, you will work with entrepreneurial people with the freedom and agility to serve you rather than merely perform obligatory functions.

Learn more: Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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