At Clayton & McKervey, we provide a wide range of services – tax, assurance, accounting and consulting – to clients in the U.S. and throughout the world.

Tax Services

Tax Planning & Preparation

Do you need support minimizing your tax liabilities and maximizing your cash flow? We can guide you through a full range of tax planning and preparation decisions to help you achieve your financial goals.

Advistory & Assurance Services

Advisory & Assurance

Do you have the information needed to make more effective business decisions? Does your management team need to provide reliable financial reporting to key stakeholders? We take the time to understand your company and any specific challenges to help strengthen and grow your business.

Client Accounting Services

Client Accounting & Reporting

Are you a domestic or foreign-owned company looking to streamline your accounting and reporting responsibilities? Whether your company is a startup or well-established enterprise, we can help simplify the process. If your resources are limited, we’ll work as a cost-efficient extension of your team, respectful of every dollar you spend.

Digital & Data Services

Digital Advisory & Data Analytics

Are you ready to take your business to the next level? We can help you grow your business by providing digital solutions and helping you identify the KPIs that matter.

Consulting Services

Transactions & Sale Preparation

Is a future merger or acquisition on your mind? We can evaluate your opportunity, provide proactive advice from planning to close, and help maximize your shareholder value. Whether your company is interested in buying or selling, our team can help you stay the course through the transaction process.

Private Client Services

Private Clients & Wealth Management

You deserve a holistic approach to wealth management on both a professional and personal level. Are you having the right conversations with the right people to understand your next steps? Our integrated, consultative approach involves partnering with other trusted advisors to help you maximize your net worth and prepare for the future.

Global Expansion Services

Global Expansion & Growth

Are you prepared to navigate the ins and outs of your growing business? Are you confident in your understanding of the complexities of managing an international entity? Our team of experts is here to support you every step of the way. Let us guide you through the global marketplace so you can focus on growing your business.

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The Sound of Automation Podcast

The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

Insights & Perspectives

Data-driven decision making: 3 key insights for business owners

What does it take to build a data-driven business? For self-reliant leaders who feel they’ve hit a plateau when it comes to scaling a business, adopting a data-driven approach can be a breakthrough success strategy. Using data in a more focused way helps good engineers become good entrepreneurs. It’s about creating balance. Here we take a look at key insights for business owners when using data in decision making.

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The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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