Get personalized MONEY ADVICE
Secured Data Exchange
Research-Focused
CPA Services
🔒 End-to-end encrypted financial data exchange for maximum security
📚 In-depth tax & accounting research for compliance and growth
☁️ Cloud-based efficiency with real-time financial insights
Our CPA Services
ASSURANCE & AUDIT SERVICES
Reliable. Compliant. Transparent.
Ensuring accuracy, compliance, and financial integrity is crucial for any business. Our assurance and audit services help you meet regulatory requirements while providing valuable insights into your financial health.
✔️ Financial Statement Audits & Reviews
Independent verification for accuracy & compliance
✔️ Internal Control Assessments
Strengthening risk management & operational efficiency
✔️ Compliance & Regulatory Reporting
Ensuring adherence to financial laws & industry standards
📌 We help businesses build trust through accurate and transparent financial reporting.
TAX COMPLIANCE & PLANNING
Research-Driven Tax Planning & Compliance
Taxes are more than just compliance—they’re an opportunity for strategic planning and optimization. Our tax experts ensure your business stays compliant while minimizing tax liabilities.
✔️ Federal, State, and Local Tax Compliance
Accurate filing to avoid penalties
✔️ Tax Planning & Advisory
Proactive strategies to maximize deductions & savings
✔️ IRS Representation & Audit Support
Trusted support in tax audits and disputes
📌 We take a research-driven approach to tax planning, ensuring compliance and efficiency.
CFO ADVISORY
Strategic Guidance for Financial Success
A fractional CFO service provides the expertise of a Chief Financial Officer (CFO) without the cost of a full-time executive. We help businesses with financial strategy, forecasting, and performance analysis.
✔️ Cash Flow Management & Forecasting
Predicting and managing financial stability
Budgeting & Financial Planning
Setting realistic financial goals for growth
KPI & Performance Tracking
Data-driven insights for better decision-making
📌 Get expert financial leadership without the overhead of a full-time CFO.
BUSINESS STRUCTURING & ENTITY SELECTION
The Right Foundation for Long-Term Success
Choosing the right business entity impacts your tax liability, legal exposure, and financial flexibility. We guide businesses in selecting the best structure for growth and compliance.
✔️ LLC, S-Corp, C-Corp, Partnership Setup
Structuring your business efficiently
✔️ Tax Optimization & Legal Considerations
Ensuring compliance and benefits
✔️ Restructuring & Expansion Planning
Adapting for scalability
📌 Start or restructure your business with the right entity selection.
MERGERS, ACQUISITION & VALUATIONS
Smart Decision-Making for Business Transactions
Whether you are buying, selling, or merging a business, our valuation and due diligence services help ensure a smooth and profitable transaction.
✔️ Business Valuation Services
Accurate financial assessments
✔️ Due Diligence & Risk Analysis
Identifying risks and opportunities
✔️ M&A Financial Structuring & Tax Implications
Maximizing efficiency in deals
📌 Make informed M&A decisions with expert-backed insights.
PROCESS AUTOMATION & DIGITAL ACCOUNTING
Streamlining Operations with Technology
✔️ Cloud-Based Accounting Implementation – QuickBooks, NetSuite, and ERP solutions
✔️ Automated Reporting & Financial Dashboards
Real-time insights for better decisions
✔️ Operational Efficiency & Cost Reduction
Leveraging technology for smarter workflows
📌 Increase efficiency and reduce manual work with digital finance solutions.
Why choose us?
Secure, Research-Driven, Cloud-Enabled, Strategic, Proactive, Transparent, Expert, Tailored, Compliant, Future-Ready.
COMPREHENSIVE SECURITY & CONFIDENTIALITY
Your financial data is safeguarded with enterprise-grade encryption, secure portals, and strict compliance protocolsfor total peace of mind.
ESEARCH-BACKED TAX & ACCOUNTING EXPERTISE
We don’t just file returns—we leverage in-depth financial research, tax law insights, and industry trends to maximize your financial advantages.
FUTURE-READY CLOUD ACCOUNTING & AUTOMATION
Harness the power of cloud-based accounting, AI-driven analytics, and process automation for smarter, more efficient financial management.
PROACTIVE CFO & ADVISORY SERVICES
Beyond compliance, our CFO & business advisory services help you forecast, strategize, and scale with confidence.
CUSTOMIZED SOLUTIONS FOR EVERY BUSINESS
From startups to enterprises, we offer tailored assurance, tax, CFO, and advisory solutions to fit your unique financial needs and goals.
YEAR-ROUND SUPPORT & COMMUNICATION
We provide ongoing financial guidance, proactive tax planning, and real-time reporting—not just at tax time, but whenever you need us.
Our offices
CLARUM ANALYTICS LLC
2807 N Parham Rd, Suite 320,
Richmond, VA 23294
CLARUM ADVISORY LLC
4700 Millenia Blvd, Suite 500,
Orlando, FL 32839