• CLA

Allison Held

Engagement Director

Allison Held, CPA, has extensive experience in accounting and finance, beginning as a Staff Accountant at KKCPA, SC from October 2005 to December 2009, where services included bookkeeping, tax returns, and payroll tax returns for small businesses. Following this, Allison served as Senior Accountant at Komisar Brady & Co., LLP, now part of CliftonLarsonAllen, from July 2014 to June 2016, focusing on a range of services for small and medium-sized businesses and their owners. Currently, as Engagement Director at CliftonLarsonAllen since January 2016, responsibilities include assisting clients with accounting transactions, general ledger setup, and providing year-end planning and projections for both individuals and businesses. Allison earned education credentials from the University of Wisconsin-Milwaukee during 2008-2009.

Location

Milwaukee, United States

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