Client Portal

Boutique CPA & Strategic Partner

We Don't Just
Advise — We
Partner With You

Behind every successful business is an advisor who thinks like a partner. Founded by a Disney Alumnus who brings multidisciplinary depth across accounting, finance, taxation, and commercial expertise for a select group of business owners who demand a true partner in every room.

Explore a Partnership Who We Work With
Founder
30+
Years Experience
Select
Clients Only
Deep
Partnership Model
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Founded by a Disney Alumnus
Credentials CPA, FCA, MA(Econ), MAcc
Offices Virginia · Florida
Focus Assurance · Tax · Advisory
Approach Boutique & Selective
Board & Advisory 30+ Years

What We Do

Beyond Numbers.
Beyond Compliance.

From financial oversight to complex tax strategy, we provide the full spectrum of accounting services your business needs.

01
Audit & Assurance
From compiled financials to full audits, we bring the rigor and independence that lenders, investors, and boards require. We also help businesses build the internal controls and reporting discipline that make audits straightforward — not stressful.
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01
Audit & Assurance
Reliable, independent financial assurance is the foundation of investor confidence, lender relationships, and sound governance. We deliver it — and help you stay ready year-round.
  • Compiled, reviewed, and audited financial statements
  • Internal controls assessment and remediation
  • Audit-readiness and ongoing reconciliations
  • Agreed-upon procedures and special purpose engagements
  • Coordination with external auditors and regulatory bodies
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02
Tax Compliance & Planning
Proactive tax strategies to minimize liability and ensure full compliance. Business and personal returns, multi-state filings, and year-round advisory to keep you ahead of the IRS.
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02
Tax Compliance & Planning
We go beyond filing returns — we build proactive strategies year-round to keep more money in your business and stay ahead of regulatory changes.
  • Federal, state, and local business tax returns
  • Multi-state and multi-entity tax filings
  • Year-round tax planning and liability reduction
  • IRS representation and audit support
  • Quarterly estimated tax management
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03
Board & Advisory Services
Independent board membership, audit committee support, and strategic financial counsel for leadership teams. Executive-level governance expertise drawn from 30+ years across multinational enterprises.
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03
Board & Advisory Services
We bring seasoned, independent perspective to the boardroom — supporting sound governance, financial oversight, and strategic decision-making at the highest level.
  • Independent board director and advisory board membership
  • Audit committee and governance framework support
  • Strategic financial oversight and enterprise risk guidance
  • Board reporting, presentations, and financial narrative
  • CFO-level financial insight: forecasting, capital allocation, and performance metrics
  • C-suite advisory for PE sponsors, founders, and family offices
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04
FP&A Services
Most growing businesses are making critical decisions without reliable numbers. Messy books, no close process, no real reporting — just guesswork. We fix the foundation and build the financial visibility your business needs to plan, perform, and grow with confidence.
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04
FP&A Services
You cannot plan what you cannot see. We build the accounting infrastructure and reporting layer that turns your financials into a genuine decision-making tool.
  • GL cleanup and chart of accounts restructuring
  • Month-end close process design and implementation
  • Management reporting and KPI dashboards
  • Budget development, forecasting, and variance analysis
  • Audit-readiness, reconciliations, and internal controls
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05
Business Structuring & Entity Selection
Choosing the right entity structure is one of the most important decisions a business owner makes. We analyze your goals and design the optimal structure for tax efficiency and liability protection.
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05
Business Structuring & Entity Selection
The right structure protects your assets, minimizes taxes, and positions your business for future growth or exit. We get this right from day one.
  • Entity selection: LLC, S-Corp, C-Corp, Partnership analysis
  • Multi-entity holding structures and operating frameworks
  • Buy-sell agreements and ownership structuring
  • State registration and compliance setup
  • Restructuring for tax efficiency or exit readiness
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06
Mergers & Acquisitions
Expert financial due diligence, deal structuring, and transaction advisory for buyers and sellers. We help you navigate M&A with clarity — from letter of intent through closing.
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06
Mergers & Acquisitions
Whether buying or selling, M&A transactions demand precision. We guide you through every financial dimension of the deal with clarity and experience.
  • Buy-side and sell-side financial due diligence
  • Deal structuring for optimal tax outcomes
  • Letter of intent review and negotiation support
  • Quality of earnings analysis
  • Post-closing integration and reconciliation
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07
Business Valuation
Certified business valuations for M&A transactions, partner buyouts, shareholder disputes, and financing decisions. Objective, defensible valuations you can rely on.
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07
Business Valuation
A defensible, certified valuation is the foundation of every major business decision — whether you're buying, selling, or resolving a dispute.
  • Fair market value and fair value determinations
  • M&A transaction support valuations
  • Partner buyout and shareholder dispute valuations
  • Quality of earnings analysis
  • Financing and capital raise support valuations
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08
Business Succession & Exit Planning
A successful exit or ownership transition doesn't happen by accident. We build the financial, structural, and operational roadmap that positions your business for a clean, high-value transition — on your timeline.
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08
Business Succession & Exit Planning
Whether you're planning an ownership transition, a sale to a strategic buyer, or a PE-backed exit, the financial groundwork starts years before closing. We get you there.
  • Exit readiness assessments and gap analysis
  • Buy-sell agreement structuring and review
  • Ownership transition roadmaps
  • Management continuity and leadership transition planning
  • Pre-sale financial cleanup and earnings normalization
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Who We Partner With

A Select Few.
Deeply Invested.

We deliberately limit the number of clients we work with. This isn't a volume business — it's a partnership. Every client gets our full attention, our full expertise, and where it makes sense, our equity commitment.

✦
Media & Entertainment Entrepreneurs
Motion picture producers, studios, and content creators operate in one of the most financially complex industries in the world. With 20+ years of media and entertainment experience, we understand production accounting, talent compensation structures, IP valuation, and the unique deal mechanics that drive this industry — from development through distribution.
Production Accounting IP Valuation Talent Structuring Film Tax Credits M&A Advisory
✦
Healthcare Entrepreneurs
Healthcare entrepreneurs are among the highest earners — and the most underserved by generalist accountants. We handle the complexity so you can focus on your patients and practice, with specialized knowledge in practice valuation, compensation structuring, and exit planning.
Practice Valuation Compensation Structure Tax Planning Exit Strategy
∞
Technology & SaaS Founders
From pre-revenue startups to PE-backed scale-ups, tech founders need advisors who understand equity, R&D credits, stock-based compensation, and the financial architecture of a high-growth business. We speak your language.
R&D Tax Credits Equity Planning SaaS Metrics Investor Readiness
◎
International Business Owners
Cross-border operations require expertise in international tax treaties, transfer pricing, foreign entity structuring, and multi-jurisdiction compliance. We navigate the complexity of global business with clarity and precision.
Cross-Border Tax Transfer Pricing Foreign Entities Multi-Jurisdiction
◈
Private Equity‑Backed Companies
PE-backed companies need more than a CPA — they need a financial insider who understands institutional timelines and expectations. We embed ourselves in your operation, delivering the rigorous reporting, FP&A discipline, and board-level oversight that sponsors and management teams rely on to execute.
Financial Reporting Due Diligence CFO Advisory Board-Level Support
◻
Real Estate Investors & Developers
High-transaction volume, complex entity structures, cost segregation, 1031 exchanges, and depreciation strategies. We bring institutional-grade financial precision to real estate portfolios of every scale.
Cost Segregation 1031 Exchanges Entity Structuring Tax Strategy
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Business Owners Planning to Exit
You've built something valuable. We help you protect and maximize it. For owners of $5M–$50M businesses preparing for a sale, we go beyond advisory — structuring the deal, minimizing tax exposure, and aligning ourselves completely with your outcome.
Exit Planning Business Valuation M&A Advisory Tax Structuring
⌘
Family-Owned Businesses
Closely-held, family-owned businesses face a distinct set of challenges — blurred lines between ownership and management, succession decisions, and the complexity of multiple stakeholders with competing priorities. We bring structure, objectivity, and deep business advisory experience to help owner-operators build enterprises that run well and transfer cleanly.
Ownership Structuring Business Succession Tax Planning Exit Readiness

"We don't take on hundreds of clients. We take on the right clients — and we show up as partners, not vendors."

— Clarum CPA Partnership Philosophy

The Process

How We
Engage

We are deliberate about every client relationship. This is how a partnership with Clarum begins — and how it endures.

01
The Conversation

A deep-dive conversation into your business, structure, and ambitions. We listen before we advise.

02
The Review

We ask for your tax returns and financials. Not to judge — but to truly understand your business before we say yes.

03
The Fit

We are selective. If there is mutual alignment, we define the scope and engagement together.

04
The Partnership

Full engagement across accounting, finance, taxation, and commercial strategy — with a permanent seat at your table for every decision that matters.

05
The Long Game

As your business grows, we grow with you. A relationship built not on transactions, but on trust, continuity, and shared success.

How We Work

Our Engagement
Model

Every client relationship is structured around their specific needs and stage. We offer three distinct engagement tracks — each built on the same foundation of deep expertise and long-term commitment.

Track 01
Strategic Advisory
A trusted advisor relationship with ongoing access to our full expertise. Ideal for clients who need a seasoned financial mind in their corner — without a full-time hire.
  • Dedicated CPA partner, not a team rotation
  • Quarterly strategy & planning sessions
  • Tax planning & compliance oversight
  • On-call access for decisions that matter
  • Annual financial review & roadmap
Retainer-based · Ongoing
Track 02
Embedded Partner
For clients who want more than an advisor — they want a partner embedded in their business. We attend key meetings, sit on advisory boards, and operate as a true financial insider.
  • Fractional CFO & advisory board presence
  • Full M&A and transaction support
  • Business valuation & deal structuring
  • Succession & estate planning integration
  • Investor & lender relationship support
Deeply aligned · Long-term
Track 03
Transaction Engagement
Project-based engagements for specific high-stakes transactions — M&A, business sales, valuations, or restructuring. Full focus, defined scope, exceptional outcomes.
  • Buy-side or sell-side M&A advisory
  • Certified business valuations
  • Due diligence & financial review
  • Entity restructuring & formation
  • Post-transaction integration support
Project-based · Defined scope

Our Story

Built on
Trust & Precision

Clarum was built on a different model. Not a firm chasing volume — but a boutique practice that works with a deliberately small number of clients, each selected for their ambition, complexity, and fit.

It began at Sundaram & Srinivasan — a firm built on ethics, standards, and the kind of rigorous training that shapes professionals for life. Around ten years of audit, taxation, and corporate compliance across banking and financial institutions, manufacturing enterprises, and closely-held companies. That breadth of sector exposure — understanding how fundamentally different industries account, report, and operate — built the foundation for everything that followed.

Then came around twenty years of executive experience across multiple Walt Disney companies — navigating the financial and business complexity of one of the world's most admired organizations, known for its ethics, values, and an unwavering commitment to outcomes that work for all stakeholders.

We go beyond number crunching. We embed ourselves in our clients' businesses — attending the meetings that matter, asking the questions others don't, and making decisions with the same care as an owner would.

Integrity
Honest, ethical guidance you can trust.
Precision
Meticulous attention to every detail.
Clarity
Complex finances made simple for you.
Partnership
We grow alongside your business.

Get In Touch

Let's Start a
Conversation

Virginia Office
2807 N Parham Rd, Suite 320
Richmond, VA 23294
Florida Office
2125 Biscayne Blvd, Suite 204
Miami, FL 33137
Phone
888-707-5566
Fax
888-707-5599
Email
info@clarumcpa.com