Boutique CPA & Strategic Partner

What We Do
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 complete financials to full audits, we bring rigor and independence that lenders, investors, and boards require.
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02
Tax Compliance & Planning
Proactive tax strategies to minimize liability and ensure full compliance for business and personal returns.
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03
Board & Advisory Services
Independent board membership, audit committee support, and strategic financial counsel for executive-level governance.
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04
FP&A Services
We fix the foundation and build financial visibility so your business can plan, perform, and grow with confidence.
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05
Business Structuring & Entity Selection
We analyze your goals and design the optimal structure for tax efficiency and liability protection.
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06
Mergers & Acquisitions
Expert due diligence, deal structuring, and transaction advisory from letter of intent through closing.
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07
Business Valuation
Certified valuations for M&A, transaction planning, shareholder matters, and defensible financial decisions.
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08
Business Succession & Exit Planning
A thoughtful ownership transition does not happen by accident. We build the financial, structural, and operational roadmap.
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Who We Partner With
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, content creators, and entertainment operators navigating complex revenue, IP, and compensation structures.
Production Accounting · IP Valuation · Film Tax Credits
Healthcare Entrepreneurs
Specialized knowledge in practice valuation, compensation structuring, and entity planning for healthcare operators.
Practice Valuation · Tax Planning · Exit Strategy
Technology & SaaS Founders
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 Business Owners
Cross-border structuring, foreign entities, transfer pricing, and multi-jurisdiction compliance handled with precision.
Transfer Pricing · Foreign Entities · Multi-Jurisdiction
Private-Equity-Backed Companies
Institutional timelines and expectations require disciplined reporting, FP&A, diligence, and board-level oversight.
Financial Reporting · Diligence · Board Support
Real Estate Investors & Developers
High-transaction portfolios need strategic tax, entity structuring, and institutional-grade financial precision.
Cost Segregation · Entity Structuring · Tax Strategy
Business Owners Planning to Exit
For owners preparing for a sale, we go beyond advisory — structuring the deal, minimizing exposure, and aligning outcomes.
Exit Planning · Business Valuation · Tax Structuring
Family-Owned Businesses
Closely-held businesses need objectivity, succession planning, and clarity when ownership and operations overlap.
Ownership Structuring · Succession · Tax Planning
Clarum CPA Partnership Philosophy
The Process
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.
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
Track #1
Strategic Advisory
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 #2
Embedded Partner
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 #3
Transaction Engagement
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
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
Virginia Office
2807 N Parham Rd, Suite 320
Richmond, VA 23294
Florida Office
2125 Biscayne Blvd, Suite 204
Miami, FL 33137
888–707–5566
888–707–5599
info@clarumcpa.com