CLA (CliftonLarsonAllen) of Stevens Point

CLA (CliftonLarsonAllen) of Stevens Point is a bookkeeper in Stevens Point, WI. The Stevens Point office connects local businesses and individuals with CLA's broader network of professionals, offering audit, tax, consulting, outsourced accounting, and wealth advisory services. The office is led by Managing Principal Brock Geyen and serves clients in Stevens Point and the surrounding area. CLA holds a rating of 1.80. The Stevens Point location draws on the resources of CLA's national practice, bringing audit, tax, consulting, and outsourcing work alongside wealth advisory through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Services on the audit side include employee benefit plan audits, financial statement audits and reviews, internal audit, single audit, sustainability and ESG reporting, and system and organization controls (SOC) audits. Wealth advisory offerings for private clients cover investment advisory, business owner solutions, investment banking and M&A, and retirement plan services. The office sits on John Joanis Drive, roughly a tenth of a mile from Portage County Park Centre and about four tenths of a mile from Aspirus Plover Hospital and Aspirus Plover Clinic on Vern Holmes Drive. Conifer Park is within three quarters of a mile, and the office is reached from nearby Brilowski Road and McDill Avenue. For residents and businesses in Stevens Point, CLA combines local staffing with the technical depth of a large accounting and advisory firm, offering tax planning, audit, and wealth advisory work under one coordinated practice in central Wisconsin.