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Practice Areas

Cleveland Ivy, LLC provides accounting, finance and advisory service across a variety of areas that will satisfy our clients accounting, finance, tax, business and operational needs.



We prepare:

  • Individual tax returns

  • Business tax returns

  • Not-For-Profit

  • Sales tax returns

  • Payroll tax returns

  • Audit defense



We prepare:

  • Profit & Loss Statements

  • Statement of Activity

  • Balance Sheets

  • Statements of cash flows

  • Budgets and forecasts

  • Business Plans

  • Implementation of management and operating processes for profit and not for profit organizations



We advice our clients regarding:

  • AHCA Applications

  • Taxes

  • Operation management

  • Cash flow

  • Accounting and management processes

  • Small business certification

  • Expansion

  • Staffing



We assist our clients with talent acquisition to satisfy their IT, tax, finance and accounting temporary or permanent needs.


Cash Management


At Cleveland Ivy, LLC we appreciate the importance organization place on the generation and protection of cash. Through cash management service we provide detailed plans, procedures and policies to generate and protect cash.

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