AI and AI-native Capitalize on CLA's ongoing AI initiatives with Digits and proprietary AI model development to offer advanced analytics, risk assessment, and automation solutions that integrate with existing CLA platforms, reducing manual workloads and enhancing advisory services.

Growth and acquisitions Leverage CLA’s expansion activities, including acquisitions (Perkins Group) and new Charlotte location, to propose integration services, cross-sell advisory and technology solutions, and support for seamless onboarding of new clients and employees.

Technology modernization Target CLA’s tech stack and digital strategy needs by offering enhancements around cloud-based ERP/finance integrations, data security, and workflow automation that align with QuickBooks Online, Sage Intacct, Azure DevOps, and Microsoft Power Platform adoption.

Wealth advisory expansion With CLA Wealth Advisors actively expanding and partnering on AI initiatives, present services around AI-driven financial planning, client experience platforms, and data-driven advisory tools to capture cross-sell opportunities from corporate clients and high-net-worth segments.

Talent and HR services Given recent HR leadership changes and national HR consulting activities, propose HR transformation, outsourcing, and workforce analytics solutions to CLA, leveraging your experience in talent strategy to support their growth and integration post-acquisitions.