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, commercial law, and business strategy for a select group of business owners who demand a true partner in every room.

What We Do
Beyond Numbers.
Beyond Compliance.
From financial oversight to complex tax strategy, backed by deep knowledge of tax and commercial law, we provide the full spectrum of services your business needs.
Who We Partner With
A Select Few.
Deeply Invested.
Media Entrepreneurs
Film producers, content creators, and media companies navigating revenue, IP ownership, and compensation structures.
PRODUCTION ACCOUNTING · IP VALUATION · TAX STRATEGY
Specialized knowledge in practice valuation, compensation structuring, and entity planning for healthcare operators.
PRACTICE VALUATION · TAX PLANNING · EXIT STRATEGIES
Technology Entrepreneurs
Equity Planning · SaaS Metrics · Investor Readiness
International Entrepreneurs
TRANSFER PRICING · FOREIGN ENTITIES · GLOBAL FILING
Private Equity Entrepreneurs
Institutional timelines and expectations call for disciplined reporting, FP&A, diligence, and board-level oversight.
FINANCIAL REPORTING · DUE DILIGENCE · BOARD SUPPORT
Real Estate Entrepreneurs
Real estate portfolios need strategic tax planning, entity structuring, and institutional-grade financial precision.
COST SEGREGATION · ENTITY STRUCTURING · TAX CREDITS
eCommerce Entrepreneurs
High-growth eCommerce operations require inventory accounting, platform tax compliance, and multi-channel reporting.
PLATFORM TAX · INVENTORY ACCOUNTING · MULTI-CHANNEL
Industrial Entrepreneurs
From job costing to inventory valuation, we deliver financial precision across every phase of the production cycles.
COST ACCOUNTING · JOB COSTING · INVENTORY VALUATION
“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 always listen, intently, before we advise.
02
The Review
03
The Fit
We are selective. If there is mutual alignment, we will carefully define the full scope and terms of our engagement.
04
The Partnership
Full engagement across accounting, finance, taxation, and commercial strategy — with a permanent seat at your table.
05
The Long Game
As your business grows, we grow with you. A relationship built not on transactions, but on trust 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.
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.
RETAINER-BASED · ONGOING
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
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
advisoryCertified business valuations
Due diligence & financial review
Entity restructuring & formation
Post-transaction integration support
PROJECT-BASED · DEFINED SCOPE
Our Story
Built on
Trust & Precision
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
Clarum Analytics LLC
2807 N Parham Rd, Suite 320
Richmond, VA 23294
Clarum Advisory LLC
2125 Biscayne Blvd, Suite 204
Miami, FL 33137
888–707–5566
888–707–5599
info@clarumcpa.com
