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!!!
SERVICES
Full Charge Bookkeeping
Outsourced Controller Services
Accounts Receivable
Accounting Best Practices
Implementation of QuickBooks
Inventory
Bank Reconciliations
Month End Close Processes
Auditing
Credit Card Processing and Merchant Services
Payroll
Accounts Payable
Job Cost Accounting
Sales Tax Filings
System Conversion
Collections
Credit Card Reconciliations
Financial Reporting
Timecards
PORTFOLIO
The staff members of CLS & Co. have serviced the several industries, including
(but not limited to)
:
•Financial Planning and Investment•Solar 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."
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
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.