On this episode, we interview Randie Dial of CLA (https://www.claconnect.com/) (CliftonLarsonAllen) and Michael Kelly of FullStack PEO (https://www.fullstackpeo.com) about the importance of financial auditing, taxation, consulting, and wealth advisory services to privately held businesses. In May, CLA and FullStack PEO have teamed up to ensure that FullStack PEO customers had access to great financial advisors. We got to speak to Michael and Randie about company growth, tax issues, and when a company should engage with wealth advisory services. CLA is a "cradle to grave" businesses across any industry to provide everything from bookkeeping, to compliance, to financial audits. With the pandemic and associated stimulus programs, Randie also discusses PPP loans that the government has been providing businesses due to the pandemic. There's some great advice here for every business owner.Specific to FullStack PEO, the CLA team is focused on advising young technology startups, small investors, and non-profits with companies with less than 20 employees. Special Guests: Michael Kelly and Randie Dial.