Doug Bertossi is a seasoned professional with over 29 years of experience in the employee benefits sector, currently serving as the Managing Principal of the Employee Benefit Plan practice at CLA (CliftonLarsonAllen). His extensive expertise as a Certified Public Accountant (CPA) and Certified Employee Benefits...
Doug Bertossi is a seasoned professional with over 29 years of experience in the employee benefits sector, currently serving as the Managing Principal of the Employee Benefit Plan practice at CLA (CliftonLarsonAllen). His extensive expertise as a Certified Public Accountant (CPA) and Certified Employee Benefits Specialist (CEBS) uniquely positions him to navigate the complexities of employee benefit plans, ensuring compliance and optimal performance for plan sponsors and their participants. Under Doug's leadership, CLA has emerged as a national leader in providing employee benefit plan audit services, serving more plan sponsors than any other provider in the country.
In his role, Doug is deeply committed to enhancing the quality of service delivered to clients, focusing on the intricacies of internal controls, auditing, and assurance. His passion for serving plan sponsors drives him to implement best practices that not only meet regulatory requirements but also foster trust and transparency within the organizations he works with. Doug's proficiency in Generally Accepted Accounting Principles (GAAP) and tax-related matters further enriches his approach, allowing him to offer comprehensive solutions tailored to the unique needs of each client.
Key projects under Doug's direction often involve collaborating with organizations undergoing mergers and acquisitions, where his insights into tax preparation and compliance are invaluable. His ability to integrate financial strategies with employee benefit planning ensures that clients are well-equipped to face the evolving landscape of employee benefits. Doug's dedication to excellence and his proactive approach to problem-solving make him a trusted advisor in the industry, continually striving to enhance the employee experience while safeguarding the interests of plan sponsors.
