We love our work

We love what we do, who we work with, and who we work for. It’s a team effort.

High Performance

Integrity, Accountability, and no “I” in team is how we perform.

Focus

Our focus is to create efficient processes while generating accurate results. 

Business Style

We treat our customer’s financial books as if we were the owners. It’s like a family affair.

ABOUT

The Founder of CLS & Co. has over 2o years of experience in accounting, payroll, and operations in various industries. Her experience spans on both sides of the country, from the sunny skies of San Diego, California, moving up the coast to the tech capital of the U.S., the Bay Area of California, and over to the East Coast to service companies in New York City, White Plains, and Long Island. She has extensive experience working with small to mid-size firms, working independently and overseeing teams, and providing support and financial reporting to C-level executives and owners.

She is excited to share her experience and knowledge with both associates and clients.

MISSION

CLS & Co. was created to cater to small and mid-size businesses through trusted referral sources.   Our mission is to provide efficient, accurate, and accountable accounting practices without compromising accuracy.  Our goal is to sustain a team of humble, smart, efficient, and hard-working talent to continue to provide exceptional service.

 

Introducing CLS & COMPANY!!!

Mission

Capital

Equity

Assets

Credit

Checks and Balances

MISSION

CLS & Co. was created to cater to small and mid-size businesses through trusted referral sources.   Our mission is to provide efficient, accurate, and accountable accounting practices without compromising accuracy.  Our goal is to sustain a team of humble, smart, efficient, and hard-working talent to continue to provide exceptional service.

 

Introducing CLS & COMPANY!!!

SERVICES

Full Charge Bookkeeping
40
Outsourced Controller Services
40
Accounts Receivable
60
Accounting Best Practices
80
Implementation of QuickBooks
60
Inventory
0
Bank Reconciliations
60
Month End Close Processes
80
Auditing
20
Credit Card Processing and Merchant Services
20
Payroll
40
Accounts Payable
80
Job Cost Accounting
40
Sales Tax Filings
20
System Conversion
20
Collections
20
Credit Card Reconciliations
40
Financial Reporting
80
Timecards
40

PORTFOLIO

The staff members of CLS & Co. have serviced the several industries, including

 

(but not limited to)

:

 

•Financial Planning and InvestmentSolar Power

•SAAS

Aerospace Engineering

•High-End Event Planning & Production

•Information Technology

Marketing, Public Relations, & Branding

Payroll and HR Solutions

•Restaurant

Fashion Retail

•Packing and Distribution

•Landscaping

•Construction

 

Company names have been omitted due to Client Confidentiality.

What Our Clients Are Saying

"Charlotte is just a pleasure to work with. She always sets clear expectations, asks the right questions, and delivers on time. I couldn’t ask for a better helper to help clean up my books."

- Dave M.

We are Stronger Together!!!

CLS & Co. has network of referral partners with amazing and trustworthy individuals. If you are in need of any of the below services and would like an introduction to any of our affiliates, please don’t hesitate to ask.

  • Taxes Filings (Business & Personal)
  • Business Insurance (General Liability, Worker’s Comp., and Disability)
  • Life Insurance
  • AFLAC
  • Merchant Credit Card Services
  • HR Services
  • IT Services.
  • Printer & Copier Services
  • Phone Service
  • Timecard Service

Let’s Connect

ADDRESS

Brooklyn, NY
San Diego, CA

CALL US

408.391.8187

EMAIL

Info@CLSandCo.com

We’d love to hear from you. No job is too small or too big. The first step is a simple conversation. Give us a call. We’d love to help.

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