Accounting Management Solutions, Inc. joins CliftonLarsonAllen, LLP

We are pleased to announce that our client, Accounting Management Solutions. Inc. (“AMS”), has joined CliftonLarsonAllen, LLP (“CLA”). As part of CLA, the AMS team will operate out of its existing locations in Waltham, MA and New York, NY — providing accounting and finance project consulting services, part-time and interim resources, and professional search. AMS Founder and CEO, Jim Bourdon, and his team will play a key role in CLA’s commitment to provide a broad array of outsourcing services nationwide.

“AMS joins CLA as a strategic decision to support the next phase of growth for AMS, while simultaneously advancing CLA’s national outsourcing services,” stated Jim Bourdon. “AMS is enthusiastic about being able to offer our clients access to a national network of resources and will continue to provide our clients with the exceptional service they’ve come to expect.”
The transaction was successfully executed through a sale to CliftonLarsonAllen, LLP (“CLA”), a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally.

G2 Capital Advisors were invaluable in seeing me through the successful sale of my firm,” said Jim Bourdon, AMS CEO, “They were professional and diligent and extremely good to work with as a team, laying out the expectations and the timelines throughout the process. I feel they did an exceptional job and would highly recommend them to anyone who wants a top notch team to represent them in selling their business.”

ABOUT AMS
Accounting Management Solutions, Inc., founded in 1998, is a leading provider of staffing and professional services. The Company offers accounting, financial management, outsourcing, and consulting services to privately-held and publicly traded businesses. AMS has served nonprofit organizations, publicly-traded and privately-owned companies in the technology, life sciences, healthcare, manufacturing, retail, and service industries. The AMS management team was seeking a strategic partner to execute its growth strategy. Management has identified several organic and acquisition growth opportunities to build upon the Company’s current platform, diversified service offering, and solid customer base.

ABOUT CLA
CliftonLarsonAllen, LLP, is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. CLA’s headquarters are in Minneapolis, Minnesota, and they have 90 locations across the United States.

ABOUT G2 CAPITAL ADVISORS
G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 Capital Advisors delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investments bankers in both growth and stressed situations.