Episode 61

Fullstack PEO and CLA: Business Audits, Bookkeeping, Accounting, Taxes and Wealth Advisory Services


December 3rd, 2020

33 mins 57 secs

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About this Episode

On this episode, we interview Randie Dial of CLA (CliftonLarsonAllen) and Michael Kelly of FullStack PEO about the importance of financial auditing, taxation, consulting, and wealth advisory services to privately held businesses.

In May, CLA and FullStack PEO have teamed up to ensure that FullStack PEO customers had access to great financial advisors. We got to speak to Michael and Randie about company growth, tax issues, and when a company should engage with wealth advisory services. CLA is a "cradle to grave" businesses across any industry to provide everything from bookkeeping, to compliance, to financial audits.

With the pandemic and associated stimulus programs, Randie also discusses PPP loans that the government has been providing businesses due to the pandemic. There's some great advice here for every business owner.

Specific to FullStack PEO, the CLA team is focused on advising young technology startups, small investors, and non-profits with companies with less than 20 employees.

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Episode Links

  • CLA — CLA helps clients succeed professionally and personally. CLA exists to create opportunities — for our clients, our people, and our communities. Although we’re a large firm with deep resources, we have never strayed from our commitment to serve clients of all sizes in any location.
  • FullStack PEO — We know HR is challenging when you’re trying to scale. It’s complicated, time-intensive and if you don’t follow the rules and regulations, you’re asking for trouble. That’s where we come in: we take care of all those potential headaches so you don’t have to, and probably for less than you’re spending now.