CliftonLarsonAllen Executive and Leadership Team

Kristy Smith, the Chief Financial Officer at CliftonLarsonAllen, directs the overarching financial strategy and capital allocation for the entire organization. Smith manages the firm's internal fiscal health, ensuring that all accounting and tax service lines maintain profitability and regulatory compliance. By overseeing the budgeting process and financial reporting, the Chief Financial Officer provides the necessary data for executive decision-making. This leadership role involves collaborating with the board to optimize resource distribution across various service sectors. Kristy Smith monitors market trends to adjust financial projections, thereby securing the firm's competitive position in the accounting industry. Through rigorous oversight of internal controls and risk management, the Chief Financial Officer maintains the integrity of the firm's financial operations. Ultimately, Smith drives sustainable growth by aligning fiscal policies with the long-term strategic objectives of the organization.

Jonas Rutsch, the Chief Financial Officer, Caas at CliftonLarsonAllen, manages the financial performance of the Client Accounting and Advisory Services division. Rutsch architects the pricing models and service delivery frameworks that allow the firm to provide high-value accounting support to diverse client portfolios. By analyzing revenue streams within the Caas sector, the Chief Financial Officer, Caas identifies opportunities for operational efficiency and margin expansion. This role requires close coordination with regional practice leaders to ensure that service delivery remains consistent with the firm's quality standards. Jonas Rutsch evaluates the financial impact of new service offerings, ensuring that the division remains agile in a changing market. Through the implementation of advanced financial tracking tools, the Chief Financial Officer, Caas optimizes the profitability of client engagements. Rutsch secures the financial stability of the division by maintaining strict adherence to budgetary targets.

John Comerford, the Chief Financial Officer, Caas at CliftonLarsonAllen, oversees the financial infrastructure supporting the firm's outsourced accounting and advisory engagements. Comerford directs the development of scalable financial reporting systems that provide clients with real-time insights into their business performance. By managing the cost structures associated with client service delivery, the Chief Financial Officer, Caas ensures that the firm maintains a healthy balance between service quality and operational expense. This leadership position involves mentoring finance teams to improve the accuracy of client-facing financial data. John Comerford monitors the performance of various service lines to identify areas for process improvement and cost reduction. Through the strategic application of financial analytics, the Chief Financial Officer, Caas enhances the value proposition for clients. Comerford supports the firm's growth by ensuring that the Caas division operates with maximum financial efficiency.

Daniel Patnode, the Chief Financial Officer, Client Accounting & Advisory Services (Caas) at CliftonLarsonAllen, leads the financial planning and analysis for the firm's advisory practice. Patnode designs the financial frameworks that support complex client accounting projects, ensuring that all engagements meet profitability benchmarks. By overseeing the allocation of human and technical resources, the Chief Financial Officer, Client Accounting & Advisory Services (Caas) maximizes the output of the advisory teams. This role involves working with senior leadership to refine the service delivery model for better market penetration. Daniel Patnode evaluates the financial risks associated with new client acquisitions, providing the necessary oversight to protect the firm's interests. Through the continuous monitoring of key performance indicators, the Chief Financial Officer, Client Accounting & Advisory Services (Caas) drives operational improvements. Patnode ensures that the advisory division remains a primary engine for the firm's revenue growth.

Paal Proeitz, the Chief Financial Officer, Caas at CliftonLarsonAllen, manages the financial health of the firm's client-facing accounting operations. Proeitz directs the budgeting and forecasting processes for the Caas division, ensuring that resources align with client demand. By analyzing the profitability of specific service offerings, the Chief Financial Officer, Caas identifies which areas require further investment or process optimization. This leadership role involves collaborating with technology teams to integrate automated financial tools into the client service workflow. Paal Proeitz monitors the financial performance of regional teams to ensure consistency in service delivery and margin management. Through the implementation of rigorous financial oversight, the Chief Financial Officer, Caas mitigates operational risks and enhances the firm's overall financial stability. Proeitz supports the firm's mission by ensuring that the Caas division delivers high-quality accounting services while maintaining strict fiscal discipline.

Michael Kubesh, the Director and BizOps Chief Financial Officer at CliftonLarsonAllen, oversees the integration of business operations with financial strategy. Kubesh directs the optimization of internal processes to improve the efficiency of the firm's accounting and tax service delivery. By analyzing operational data, the Director and BizOps Chief Financial Officer identifies bottlenecks that hinder productivity and implements solutions to streamline workflows. This role involves coordinating with department heads to ensure that operational goals align with the firm's financial targets. Michael Kubesh manages the financial aspects of business operations, including resource planning and performance tracking. Through the application of data-driven insights, the Director and BizOps Chief Financial Officer enhances the firm's ability to scale its services effectively. Kubesh ensures that the firm's operational infrastructure supports its long-term growth objectives while maintaining high standards of service quality.

Robyn Campbell, the Chief Financial Officer, Caas at CliftonLarsonAllen, leads the financial strategy for the firm's client accounting and advisory services. Campbell directs the financial planning efforts that enable the firm to provide tailored accounting solutions to a wide range of clients. By managing the division's financial reporting, the Chief Financial Officer, Caas ensures that leadership has the information necessary to make informed strategic decisions. This role involves overseeing the financial performance of client engagements to ensure they meet profitability targets. Robyn Campbell evaluates the impact of market changes on the division's financial health and adjusts strategies accordingly. Through the implementation of efficient financial processes, the Chief Financial Officer, Caas improves the overall productivity of the advisory teams. Campbell supports the firm's growth by ensuring that the Caas division remains a profitable and reliable partner for clients.

Jerry Frick, the Chief Financial Officer, Caas at CliftonLarsonAllen, manages the financial operations of the firm's client accounting and advisory services. Frick directs the development of financial models that support the firm's service delivery, ensuring that all client engagements are financially viable. By overseeing the division's financial performance, the Chief Financial Officer, Caas identifies opportunities to improve margins and reduce operational costs. This leadership role involves working with cross-functional teams to ensure that financial processes are integrated into the client service workflow. Jerry Frick monitors the financial health of the division, providing regular updates to senior leadership. Through the application of strategic financial planning, the Chief Financial Officer, Caas enhances the firm's ability to deliver high-quality accounting services. Frick ensures that the division's financial practices support the firm's broader mission of providing expert tax and accounting solutions.

Kyle Worcester, the Chief Financial Officer, Consulting at CliftonLarsonAllen, directs the financial strategy for the firm's consulting practice. Worcester manages the budgeting, forecasting, and financial reporting for all consulting engagements, ensuring that the division meets its revenue and profitability goals. By analyzing the financial performance of various consulting projects, the Chief Financial Officer, Consulting identifies areas for improvement and resource optimization. This role involves collaborating with consulting partners to ensure that financial targets are met while maintaining high service quality. Kyle Worcester evaluates the financial risks associated with new consulting opportunities, providing the necessary oversight to protect the firm's interests. Through the implementation of rigorous financial controls, the Chief Financial Officer, Consulting enhances the firm's ability to deliver value to clients. Worcester supports the firm's growth by ensuring that the consulting division operates with maximum financial efficiency and strategic focus.

Matthew Gross, the Chief Financial Officer, Caas at CliftonLarsonAllen, oversees the financial management of the firm's client accounting and advisory services. Gross directs the financial planning and analysis for the division, ensuring that all operations align with the firm's broader financial objectives. By managing the division's budget and resource allocation, the Chief Financial Officer, Caas optimizes the firm's ability to provide high-quality accounting services to its clients. This role involves working with regional leaders to monitor the financial performance of client engagements and identify opportunities for growth. Matthew Gross evaluates the financial impact of new service offerings, ensuring that the division remains competitive in the accounting market. Through the implementation of effective financial processes, the Chief Financial Officer, Caas enhances the firm's operational efficiency. Gross supports the firm's mission by ensuring that the Caas division maintains a strong financial foundation.