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.

Clarum logoFOUNDED BY ADisney AlumnusClarum logoCREDENTIALSCPA, FCA, MA(Econ), MAccClarum logoOFFICESVirginia · FloridaClarum logoFOCUSAssurance · Tax · AdvisoryClarum logoAPPROACHBoutique & SelectiveClarum logoBOARD & ADVISORY30+ YearsClarum logoFOUNDED BY ADisney AlumnusClarum logoCREDENTIALSCPA, FCA, MA(Econ), MAccClarum logoOFFICESVirginia · FloridaClarum logoFOCUSAssurance · Tax · AdvisoryClarum logoAPPROACHBoutique & SelectiveClarum logoBOARD & ADVISORY30+ Years

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.

01

Audit & Assurance

From compiled financials to full audits, we deliver the rigor and independence that lenders, investors, and boards require and keep you ready year-round.

01

Audit & Assurance

Sound governance and investor confidence start with reliable, independent assurance. We deliver it and build the internal discipline to keep you ready for every audit cycle.

  • 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

01

Audit & Assurance

From compiled financials to full audits, we deliver the rigor and independence that lenders, investors, and boards require and keep you ready year-round.

02

Tax Compliance & Planning

Beyond filing returns, we build proactive strategies year-round to minimize liability, ensure full compliance, and keep you ahead of regulatory changes.

02

Tax Compliance & Planning

We go beyond filing and build proactive strategies that keep more money in your business and position you ahead of every regulatory change.

  • 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

02

Tax Compliance & Planning

Beyond filing returns, we build proactive strategies year-round to minimize liability, ensure full compliance, and keep you ahead of regulatory changes.

03

Board & Advisory Services

Independent board membership, audit committee support, and executive-level financial counsel drawn from 30+ years across multinational enterprises.

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

03

Board & Advisory Services

Independent board membership, audit committee support, and executive-level financial counsel drawn from 30+ years across multinational enterprises.

04

FP&A Services

We build the accounting infrastructure and reporting layer that turns your financials into a genuine decision-making tool so you can plan with confidence.

04

FP&A Services

Growing businesses make critical decisions without reliable numbers. We fix that and build the visibility, reporting, and close process your business needs to plan and perform.

  • 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

04

FP&A Services

We build the accounting infrastructure and reporting layer that turns your financials into a genuine decision-making tool so you can plan with confidence.

05

Business Structuring

The right entity structure protects your assets, minimizes taxes, and positions your business for future growth or exit. We get this right from day one.

05

Business Structuring

Choosing the right structure is one of the most consequential decisions a business owner makes. We analyze your goals and design the optimal framework from the start.

  • 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

05

Business Structuring

The right entity structure protects your assets, minimizes taxes, and positions your business for future growth or exit. We get this right from day one.

06

Mergers & Acquisitions

Expert financial due diligence, deal structuring, and transaction advisory for buyers and sellers from letter of intent through closing.

06

Mergers & Acquisitions

Whether buying or selling, M&A demands 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

06

Mergers & Acquisitions

Expert financial due diligence, deal structuring, and transaction advisory for buyers and sellers from letter of intent through closing.

07

Business Valuation

Certified, defensible valuations for M&A transactions, partner buyouts, shareholder disputes, and financing decisions. Objective assessments you can rely on.

07

Business Valuation

A defensible, certified valuation is the foundation of every major business decision whether you're buying, selling, raising capital, 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

07

Business Valuation

Certified, defensible valuations for M&A transactions, partner buyouts, shareholder disputes, and financing decisions. Objective assessments you can rely on.

08

Transition & Exit Planning

A successful exit doesn't happen by accident. We build the financial, structural, and operational roadmap that positions your business for a clean, high-value transition.

08

Transition & Exit Planning

Ownership transitions require years of preparation. We build the roadmap financial, structural, and operational that gets you there on your timeline and your terms.

  • 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

08

Transition & Exit Planning

A successful exit doesn't happen by accident. We build the financial, structural, and operational roadmap that positions your business for a clean, high-value transition.

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..

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 Entrepreneurs

Film producers, content creators, and media companies navigating revenue, IP ownership, and compensation structures.

PRODUCTION ACCOUNTING · IP VALUATION · TAX STRATEGY

Healthcare Entrepreneurs


Healthcare Entrepreneurs

Specialized knowledge in practice valuation, compensation structuring, and entity planning for healthcare operators.

PRACTICE VALUATION · TAX PLANNING · EXIT STRATEGIES

Technology Entrepreneurs

From pre-revenue startups to PE-backed scale-ups — we speak the language of equity, credits, and investor readiness.

From pre-revenue startups to PE-backed scale-ups, we speak the language of equity, credits, and investor readiness.

Equity Planning · SaaS Metrics · Investor Readiness

International Entrepreneurs

Cross-border structuring, foreign entities, transfer pricing, and multi-jurisdiction compliance, all with precision.

Cross-border structuring, foreign entities, transfer pricing, and multi-jurisdiction compliance handled with precision.

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

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

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 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.

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


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

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

Clarum is built by Prakash Ramachandran 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. A decade 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 two decades 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.

This multidisciplinary foundation combining accounting, finance, taxation, commercial law, and business strategy shapes how we read contracts, structure deals, navigate regulatory frameworks, and advise on every dimension of a major business decision.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.

Clarum is built by Prakash Ramachandran 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. A decade 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 two decades 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.

This multidisciplinary foundation combining accounting, finance, taxation, commercial law, and business strategy shapes how we read contracts, structure deals, navigate regulatory frameworks, and advise on every dimension of a major business decision.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

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