Jill Bosco
Managing Principal of Office
CLA Boston
Leads CLA's Boston office and serves as CLA's Chief Tax Officer.
Official Accounting, Tax, and Consulting Sponsor of Build617
BUILD617
Helping startups
succeed at every stage
Startups are essential to innovation, job creation, and economic growth in the United States and worldwide. At CLA (CliftonLarsonAllen LLP), we understand building a business can be exciting and challenging, especially for first-time founders. Early-stage leaders must advance product development, recruit talent, secure funding, and manage other growth priorities while establishing dependable financial processes for payroll, tax compliance, general ledger management, and cash flow forecasting.
Startup accounting and tax
Building a strong financial foundation
Strong accounting and tax practices support sustainable growth. The CLA Startup Accounting and Tax Toolkit equips business leaders with the foundational knowledge to manage these responsibilities confidently. With extensive experience in manufacturing, technology, and life sciences, CLA helps growth-focused organizations navigate complexity and risk while building scalable, efficient operations. Our professionals offer practical guidance in financial strategy, tax planning, operational readiness, compliance, and long-term value creation. From early-stage innovators and fast-growing enterprises to established businesses entering a new phase, CLA can help organizations move from development to commercialization and beyond.
Industry experience
Manufacturing
Technology
Life sciences
Practical guidance in
- Financial strategy
- Tax planning
- Operational readiness
- Compliance
- Long-term value creation
CPAs, consultants, and wealth advisors
About CLA
CLA (CliftonLarsonAllen LLP) is a leading national professional services firm that creates opportunities for clients, employees, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Nearly 9,000 professionals across approximately 120 U.S. locations bring a global perspective and a commitment to knowing you and helping you achieve your goals. CLA — CPAs, consultants, and wealth advisors. Wherever you are and wherever you are going, we’re ready to help you move forward.
Wealth advisory
Digital
Audit
Tax
Consulting
Outsourcing
9,000
Nearly 9,000 professionals nationwide.
120
Approximately 120 U.S. locations, including Boston.
Talk to a person
Meet your relationship team
CLA's Boston-area team. Reach out directly and mention Build617.
Bill Coffill
Account Leader
CLA Andover
Builds client relationships, with more than 20 years of experience.
Matthew Taylor
Client Relationship Leader
CLA Boston
Leads Client Accounting and Advisory Services (CAAS) for Southern New England.
Learn with CLA
Upcoming office hours and quarterly in-person learning sessions
Next office hours
- Date
- Time
- to
- Location
- Build617 HQ, 38 Chauncy Street, 3rd Floor, Boston
From first entity to exit
Growth-cycle support for technology companies
-
01
Innovate
Go from concept/MVP to product market fit
CLA's role
- Entity formation
- Select integrated accounting tech stack
- Forecast cash flows
- Set up chart of accounts and record transactions
-
02
Grow
Accelerate, invest in product, test marketing
CLA's role
- Execute full accounting function
- Determine cash-flow breakeven
- Federal, state, local, and international tax planning
-
03
Focus
Raise additional capital, hire and expand
CLA's role
- Outsourced CFO and controllers
- Tax strategy and compliance
- Develop management/board reporting
- Track and monitor sales and profitability progress
-
04
Exit
Demonstrate scale and long-term economics
CLA's role
- Transaction support
- Tax strategy on purchase terms
- Work with board and investors on acquisition terms
- Wealth advisory
What's included
Included services
Accounting services
- ERP selection, setup & standardization, and chart of accounts
- Accrual basis of accounting with statement of cash flows to report on cash usage
- Perform monthly bank and general ledger reconciliations
- Quarterly financial statements and investor reporting as needed
- Quarterly meetings
Tax services
- Consultation related to entity selection (C Corp, S Corp, LLC)
- Federal and one state return
- Evaluation of R&D tax credit eligibility
- Consultation around sales tax compliance
- Semiannual tax check-in calls
- Complimentary incidental calls
More from CLA
Explore CLA
Disclosures
CLA (CliftonLarsonAllen LLP), an independent legal entity, is a network member of CLA Global, an international organization of independent accounting and advisory firms. Each CLA Global network firm is a member of CLA Global Limited, a UK private company limited by guarantee. CLA Global Limited does not practice accountancy or provide any services to clients. CLA (CliftonLarsonAllen LLP) is not an agent of any other member of CLA Global Limited, cannot obligate any other member firm, and is liable only for its own acts or omissions and not those of any other member firm. Similarly, CLA Global Limited cannot act as an agent of any member firm and cannot obligate any member firm. The names “CLA Global” and/or “CliftonLarsonAllen,” and the associated logo, are used under license.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Build617 is not an affiliate of CLA.