Leadership Overview
CliftonLarsonAllen has 11 executives leading key functions including operations, finance, and business development.
Driven by a commitment to client success, CliftonLarsonAllen provides comprehensive accounting and tax services, shaping financial strategies and driving operational efficiency across diverse industries.
Driven by a commitment to client success, CliftonLarsonAllen provides comprehensive accounting and tax services, shaping financial strategies and driving operational efficiency across diverse industries.
Leadership Roles at CliftonLarsonAllen
Alexander Berceau - Chief Financial Officer
Alexander Berceau, the Chief Financial Officer at CliftonLarsonAllen, manages the company's financial health and strategic fiscal planning. Overseeing all financial operations, Berceau ensures robust financial reporting, budgeting, and forecasting to support the firm's accounting and tax services. This critical role involves optimizing financial performance and managing investment strategies to drive sustainable growth. By maintaining stringent financial controls, Alexander Berceau directly contributes to the firm's stability and profitability. The Chief Financial Officer's responsibilities extend to risk management and capital allocation, ensuring resources are aligned with strategic priorities. Berceau's financial acumen underpins CliftonLarsonAllen's ability to deliver value and maintain a strong market position.
Patricia Thoma - Chief Financial Officer, Business Operations Healthcare (Bizops)
Patricia Thoma, the Chief Financial Officer, Business Operations Healthcare (Bizops) at CliftonLarsonAllen, spearheads financial strategy specifically for the healthcare business operations sector. Overseeing financial planning and analysis for Bizops, Thoma ensures alignment with the firm's broader accounting and tax service goals within the healthcare industry. This specialized role involves managing budgets, optimizing revenue streams, and identifying cost-saving opportunities unique to healthcare clients. By providing targeted financial insights, Patricia Thoma directly supports the growth and profitability of CliftonLarsonAllen's healthcare division. The Chief Financial Officer's focus is on driving financial performance and operational efficiency within this key market segment, ensuring robust financial health for Bizops initiatives.
Lisa McFarland - Biz Operations Chief Financial Officer & Director
Lisa McFarland, the Biz Operations Chief Financial Officer & Director at CliftonLarsonAllen, directs financial operations and strategic initiatives within the business operations division. Overseeing financial management and operational oversight, McFarland ensures that Bizops functions effectively to support the firm's accounting and tax services. This dual role involves managing financial resources and guiding operational strategies to enhance client service delivery. By implementing sound financial practices, Lisa McFarland directly contributes to the efficiency and profitability of CliftonLarsonAllen's business operations. The Biz Operations Chief Financial Officer & Director's focus is on driving performance and ensuring the strategic alignment of financial and operational goals across the division.
Tina Harper - Chief Financial Officer & Office Leader
Tina Harper, the Chief Financial Officer & Office Leader at CliftonLarsonAllen, manages financial operations and oversees a specific office's strategic direction. Directing financial planning and resource management for the designated office, Harper ensures its contribution to the firm's overall accounting and tax service objectives. This leadership position involves balancing fiscal responsibility with operational leadership to foster growth and client satisfaction. By providing strong financial oversight and office management, Tina Harper directly impacts the performance and client engagement within the office. The Chief Financial Officer & Office Leader's role is crucial in driving both financial health and operational excellence at a local level.
Brenda Dvorachek - Office Leader and Chief Financial Officer Biz Operations
Brenda Dvorachek, the Office Leader and Chief Financial Officer Biz Operations at CliftonLarsonAllen, leads both the financial strategy and operational management for a specific office, focusing on business operations. Overseeing financial planning and office administration, Dvorachek ensures seamless integration of Bizops functions with the firm's core accounting and tax services. This comprehensive role involves driving financial performance and operational efficiency within the office's purview. By managing resources and guiding strategic initiatives, Brenda Dvorachek directly enhances the office's contribution to CliftonLarsonAllen's success. The Office Leader and Chief Financial Officer Biz Operations's expertise ensures robust financial health and effective operational execution.
Kimberly Hagedorn - Chief Financial Officer, Bizops
Kimberly Hagedorn, the Chief Financial Officer, Bizops at CliftonLarsonAllen, directs financial strategy and oversight for the business operations division. Overseeing financial planning, analysis, and reporting for Bizops, Hagedorn ensures fiscal discipline and supports the firm's accounting and tax service delivery. This role is pivotal in optimizing financial performance and resource allocation within the business operations context. By providing critical financial insights, Kimberly Hagedorn directly contributes to the strategic decision-making and profitability of CliftonLarsonAllen's Bizops. The Chief Financial Officer's focus is on driving financial excellence and supporting operational initiatives to achieve business objectives.
Andrew Lash - Chief Financial Officer, Caas
Andrew Lash, the Chief Financial Officer, Caas at CliftonLarsonAllen, leads financial strategy and management for the Cloud as a Service (CaaS) division. Overseeing financial operations, budgeting, and forecasting for CaaS, Lash ensures financial health and supports the firm's broader accounting and tax service offerings. This specialized role involves optimizing financial performance and managing investments critical to the CaaS sector's growth. By providing strategic financial guidance, Andrew Lash directly impacts the profitability and expansion of CliftonLarsonAllen's CaaS initiatives. The Chief Financial Officer's expertise is key to driving financial success and operational efficiency within this technology-focused area.
Larrynnee Pierre - Chief Financial Officer, Caas
Larrynnee Pierre, the Chief Financial Officer, Caas at CliftonLarsonAllen, directs financial planning and analysis for the Cloud as a Service (CaaS) division. Overseeing financial reporting and fiscal management, Pierre ensures robust financial controls and supports the firm's accounting and tax service delivery within the CaaS sector. This role is essential for optimizing financial resources and driving strategic growth initiatives for CaaS clients. By delivering accurate financial insights, Larrynnee Pierre directly contributes to the financial stability and operational effectiveness of CliftonLarsonAllen's CaaS operations. The Chief Financial Officer's focus is on enhancing financial performance and supporting the division's strategic objectives.
Jeanna Marko - Chief Financial Officer, Biz Operations
Jeanna Marko, the Chief Financial Officer, Biz Operations at CliftonLarsonAllen, manages financial strategy and oversight for the business operations division. Overseeing financial planning, analysis, and resource allocation for Biz Ops, Marko ensures alignment with the firm's accounting and tax service goals. This role is critical for optimizing financial performance and driving operational efficiency within the business operations context. By providing key financial insights and strategic guidance, Jeanna Marko directly supports the growth and profitability of CliftonLarsonAllen's Biz Ops. The Chief Financial Officer's focus remains on ensuring sound financial management and supporting the division's strategic objectives.
Donne Burrows - Chief Operating Officer
Donne Burrows, the Chief Operating Officer at CliftonLarsonAllen, directs the firm's operational framework and service delivery. Overseeing daily business activities, Burrows ensures efficient resource allocation and process optimization across all departments. This leadership role involves enhancing operational workflows to support the company's accounting and tax service offerings. By streamlining internal systems, Donne Burrows directly impacts the firm's capacity to serve clients effectively. The Chief Operating Officer's focus remains on driving operational excellence and scalability, ensuring CliftonLarsonAllen meets evolving market demands. Burrows's strategic oversight guarantees the seamless execution of client engagements and supports the firm's growth objectives through robust operational management.
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