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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

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

Phone

888-707-5566

Fax

888-707-5599

Email

contact@clarumcpa.com

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