Service Areas

Our Accounting and Finance team helps businesses in six key areas:

Clearview assisted Grace in a number of areas, jumping in to assist with joint venture accounting and financial reporting activities. The resources provided by Clearview were experienced and knowledgeable, allowing them to get up to speed on our systems and processes quickly.


Chris McGrath
Senior Manager
W.R. Grace & Co.

Interim Staffing

No matter your company size or industry, staffing challenges require a swift and effective response. Using our deep network of resources, Clearview works with you to identify and deliver the right team for your initiative.

Our team members are accountants, CPAs, and former auditors who can help. Search our network to find the right fit for your business.

Day to Day Support

Need help on a full- or part- time basis for day to day accounting support? We got you covered.

Financial Reporting

When you need a quarterback for your financial close/reporting process to ensure accurate and timely reporting.

FP&A

With financial planning and analysis, you will have the story behind the numbers with detailed analysis.

Opportunities

No matter where we plug-in, we always look for areas of concern and provide solutions whenever possible.

A business owner going through a business transformation.

Business Transformation

You have a business to run and goals to achieve. When you are planning on making changes to people, process, or technology within your organization, you need advice that is tailored specifically to your vision, goals, and objectives.

Business Transformation provides advisory services to help you through all your business transitions. We help businesses with:

  • Tax planning, minimization, and analysis

  • Audit assistance and defense

  • Prepare and file federal income returns

  • Prepare Forms 5471, 5472 for CFCs

  • E&P Analysis

  • Analyze IRC 382 ownership changes

  • Analysis of tax impacts of acquisitions, sales, and transactions

  • Foreign operations reporting in the US

Software Implementation

When you’re making important business decisions, you want to be confident in the information you’re using. A successful software implementation will result in accurate data and better automation, freeing up your resources to work on other value-added activities.

We have selected service providers we use in delivery of our work to implement not just systems, but operationalize and advise on improvement/enhancement throughout the process.

Our Technology Partners

Audit Readiness and Support

Preparing for an audit can be overwhelming. You want an audit partner that will understand your business and plug-in where you have gaps.

We understand that some businesses have a strong in-house accounting function and may only need support on specific tasks, while others may have limited audit experience and want an advisor to guide them through the entire process. We take a tailored approach and seek to understand your pain points before identifying the right team for your audit.

Our audit team helps businesses with:

  • General Audit Readiness

  • Accounting Guidance Implementation

  • Accounting Processes and Internal Controls

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Clearview Group's Risk team works on an IT audit and risk assessment.
Clearview Group's Risk team works on an IT audit and risk assessment.

Technical Accounting

When you are going through an audit or have accounting needs related to a specific transaction, you want to partner with someone who can interpret the nuances of accounting guidance and has extensive audit experience.

We plug-in where you need us and offer a wide array of experience to support your unique needs. We can help with:

  • Whitepapers/Technical Memos

  • Accounting Guidance Implementation

  • ASC 805 Business Combinations

  • and more

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Get in Touch

Transaction Advisory

Buying or selling a business is an exciting transition for any organization. We help companies prepare for sale to ensure best foot forward when selling. When buying, we are the backstop for companies to ensure buy-side evaluations are accurate and a good fit for our clients.

We can help with all areas of the transition. If you need help with an upcoming transaction, get in touch.

Our company was in dire need of a highly competent Controller, not just with GAAP knowledge, but also significant business acumen and high customer service. I called the relationship manager at Clearview, and within 24 hours, they introduced me to Mike Haley. Within three minutes, I realized the significant skills, business acumen, and customer service he brought to us.

Mike was a significant find for us at a time when we had a huge gap (no pun intended) in our accounting team. Mike quickly made great work of our month end close, reporting, and ran with everything to help put the organization's finance and accounting team in the best spot its been in its 20 year history.

Thank you, Clearview, for everything as the business wouldn't be here without you.


Gregory Ray
Vice President of Operations
Nu Look Home Design

Who We Help

No matter what stage of growth your company is in, our accounting and finance team is here to get you to the next step successfully.

Large Public Company

A public company that is going through a business transition or is looking to make changes to its software tools will benefit from:

  • Interim Staffing

  • Software Implementation

  • Business Transformation

Mid-Market Looking to Grow

A mid-market company that is looking to expand, grow, or make changes to its processes may benefit from:

  • Audit Readiness

  • Interim Staffing

  • Software Implementation

  • Business Transformation

Company Looking to Buy or Sell

A company that is going through a merger or acquisition has specific short-term needs that will have long-term results. We can help with:

  • Transaction Advisory

  • Business Transformation

Pre-IPO Company

When a company is ready to go public, there are many considerations to ensure a successful IPO. Let us help with:

  • Business Transformation

  • IPO Readiness

  • Interim Staffing

Private Equity Firm

A public company that is going through a business transition or is looking to make changes to its software tools will benefit from:

  • Transaction Advisory

  • Interim Staffing

  • Software Implementation

  • Business Transformation

Startup

Start-ups may not have the dedicated resources or in-house expertise to accommodate a wide variety of needs. We help start-ups build a solid foundation with:

  • Audit Readiness

  • Software Implementation

  • Business Transformation

  • Technical Accounting

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Meet Your A&F Advisors

Jenna Bulger
Manager

With 16 years of industry and public accounting experience, Jenna has vast knowledge of the accounting closing process, external financial reporting, process improvement and internal controls implementation.

Mike Loos
Senior Manager

Mike has over 20 years of experience as both a Controller and in public accounting. As a Controller, he led various efforts to automate and streamline processes and implement and strengthen internal controls.

Mike Haley
Senior Manager

Mike brings more than 15 years of experience in a wide array of functions and industries, with expertise in internal and external financial reporting, full-cycle accounting, project management, system implementations, and FP&A.

Jeff Binford
Principal

Principal Leveraging his Big Four and regional firm experiences, Jeff possesses the desire and capacity to deliver high-value impactful results, achieved through identification of tactical objectives, while maintaining stakeholder involvement.

Accounting and Finance Resources

See what a relationship with Clearview can do for your business.

We are a full-service management consulting and CPA firm covering all aspects of audit, compliance, risk management, accounting, finance, tax, IT risk, and more. Just let us know what you need help with and an expert will be in touch!

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