Client Service / Building Trust
Secure file transfer method used by CLA.
Leapfile
The main purpose of talking to your clients.
To get to know them.
The approximate number of cheese factories in Wisconsin?
100
This service team provides full time interim resources for your clients.
CAST
The "high end sweet spot" of revenue for an ideal biz ops client.
$25mm
The acronym for the form submitted with new client paperwork ensuring alignment with CLA values & risk management considerations.
EACF (Engagement Acceptance and Continuation Form)
Which of the following should not be used in discussion of CLA services: Consulting, Expert, Industry Specialization
Expert.
This is the smelliest cheese in production.
Limburger (only made in Wisconsin)
This service team can provide assistance with Forensic reviews, valuations, cybersecurity and transaction support.
SAS
The length of an engagement with an ideal biz ops client.
Ongoing - no end
Software used to create MSAs & SOWs for clients.
Outlaw
The number of "owners" of a client project?
One
This is the only state that requires a license to make cheese?
Wisconsin
This group can provide sales and use tax support for complex clients or multiple state entities.
SALT (State and Local Tax)
The minimum # of conversations / interactions with the ideal client by a biz ops controller or CFO.
once per month
"to know and help you"
the CLA promise
Cash Flow, Budgeting, Forecasting, Banking Relationships, Risk Management - these are all examples of what?
Client conversations
If not fried - this type of cheese squeaks when you chew it (if it is fresh).
a cheese curd
This service helps a client review their accounting and operation functions, identifying areas of improvement related to structure, process and systems.
BOA (Business Opportunity Assessment)
Ideal client or not? I have a full accounting staff from staff accts to CFO - but I want some help building a cash flow forecast.
Not ideal (but we will take the work!)
Curious, Collaborative, Transparent, Inclusive and Reliable.
CLA Family Values
To listen
The percentage of Wisconsin milk that is made into cheese.
90%
This service team helps clients attract, retain and grow their people.
Talent Solutions
The minimum annual fees to be considered an "ideal client".
$24k ($2k per month)