Industry-Specific Experience
Solutions tailored to your industry and goals
Long-Term Partnerships
Committed to your success year after year
Local
Expertise
Trusted by businesses across Cleveland, Ohio
Full-Service CPA & Advisory
Integrated accounting, tax, and consulting services
Packer Thomas provides CPA and business consulting services to businesses, nonprofits, and individuals throughout Cleveland, Ohio, and the surrounding Northeast Ohio region. With more than a century of experience, our team delivers strategic financial guidance and customized solutions designed to help clients improve operations, manage growth, and make confident financial decisions.
Cleveland businesses depend on CPA services to maintain financial accuracy, manage tax obligations, and support long-term growth. These services include accounting, tax consulting, SOC reporting, IT consulting, and business advisory support.
Packer Thomas provides comprehensive financial and consulting services to businesses and individuals throughout Cleveland and the surrounding region, combining over 100 years of experience with a practical, advisory-driven approach. Whether you need compliance support or strategic insight, each service is designed to deliver clear, actionable results.
Our Core Services
IT
Consulting
Technology solutions that improve efficiency & strengthen security
Accounting & Attestation
Accurate financial reporting and attest services
Valuation & Advisory
Business valuations and financial insight for decision-making
Tax Planning & Compliance
Strategic tax planning & compliance for business and individuals
How does tax consulting help reduce liabilities?
Tax consulting helps businesses reduce liabilities by identifying opportunities to minimize tax exposure while maintaining compliance with federal, state, and local regulations.
Services include:
- Entity structuring
- Business and individual tax planning
- State and local tax strategy
- R&D credits and incentives
- Estate and gift planning
The IRS guide on business deductions explains how properly identifying and claiming eligible expenses can significantly reduce taxable income.
What accounting and attestation services are offered?
Packer Thomas offers accounting and attestation services including audits, reviews, compilations, financial statement preparation, bookkeeping, SOC reporting, and internal control support.
Our accounting and attestation capabilities include:
- Audits, reviews, and compilations
- Financial statement preparation
- Bookkeeping and write-up services
- SOC reporting and agreed-upon procedures
- Internal controls and fraud prevention
These services help Cleveland businesses and organizations maintain reliable financial records and meet regulatory expectations.
How do client accounting services (CAS) support growing companies?
Client accounting services help businesses outsource day-to-day accounting functions such as reporting, payroll, payables, forecasting, and financial management support.
Packer Thomas CAS includes:
- Sales tax filing
- Monthly financial reporting
- Payroll and accounts payable
- KPI dashboards and forecasting
- Cloud-based accounting systems
These services allow Cleveland-area businesses to scale operations without building internal accounting teams while improving financial visibility and control.
How can a business valuation help Cleveland business owners?
A business valuation helps business owners understand what their company is worth for transactions, succession planning, disputes, and long-term financial decision-making.
Services include:
- Mergers and acquisitions support
- Estate and gift planning
- Buy-sell agreement valuation
- Litigation and divorce support
- ESOP valuation
Accurate valuations provide clarity for Cleveland business owners making high-impact financial decisions.
When should a business use forensic accounting?
Forensic accounting should be used when a business needs to investigate financial discrepancies, support litigation, or quantify damages.
Key services:
- Fraud detection and investigation
- Economic damage analysis
- Lost profit studies
- Insurance and contract claims
- Expert testimony
According to the Association of Certified Fraud Examiners, organizations lose an estimated 5% of revenue to fraud each year, making proactive analysis critical.
How does IT consulting improve business operations?
IT consulting aligns technology systems with business goals to improve efficiency, security, and scalability.
Services include:
- Systems audits and risk assessments
- IT strategy and implementation
- Cybersecurity and governance policies
- Business continuity planning
This is especially relevant for Cleveland companies managing sensitive financial or operational data.
What are SOC 1, SOC 2, and SOC 3 reports?
SOC reports are independent audits that evaluate controls related to financial reporting, security, and data protection.
| Report Type | Purpose | Who Uses It | Access Level |
|---|---|---|---|
|
SOC 1 |
Financial reporting controls |
Auditors, finance teams |
Restricted |
|
SOC 2 |
Security and data controls |
Clients, regulators |
Restricted |
|
SOC 3 |
General assurance summary |
Public and prospects |
Public |
These reports help build trust and demonstrate compliance. Guidance from the AICPA SOC reporting overview defines how these engagements are structured.
What services are included across Packer Thomas offerings?
Packer Thomas provides a full range of services that support financial operations, compliance, and strategic planning.
| Service Area | Key Capabilities | Business Impact |
|---|---|---|
|
M&A support, estate planning, disputes |
Enables informed decision-making |
|
|
Improves accuracy and compliance |
Reduces internal workload |
|
|
Financial statements, audits, reporting |
Bookkeeping, payroll, reporting |
|
|
Planning, compliance, strategy |
Minimizes tax exposure |
|
|
Fraud analysis, litigation support |
Protects against financial loss |
|
|
Systems, security, implementation |
Improves efficiency and security |
|
|
SOC 1, SOC 2, SOC 3 audits |
Builds client trust |
These CPA services in Cleveland OH provide businesses with the financial clarity, compliance support, and strategic insight needed to operate and grow effectively.
Why choose Packer Thomas for CPA services in Cleveland, Ohio?
A CPA firm in Cleveland should provide integrated financial, tax, and advisory services tailored to local business conditions and regulatory requirements.
Packer Thomas combines:
- Accounting and audit expertise
- Strategic advisory services
- Compliance and risk management
- Technology and IT consulting
This integrated model helps businesses make informed decisions across all financial areas while supporting growth, compliance, and operational clarity.
If your organization needs accounting support, tax strategy, SOC reporting, or advisory services, contact Packer Thomas for practical solutions aligned with your goals.
FAQ
About Packer Thomas
Packer Thomas is a CPA and business consulting firm serving clients in Cleveland and beyond for over 100 years. With a team of experienced professionals, we provide accounting, tax, audit, and technology consulting services across multiple industries. Our CPA services in Cleveland OH support businesses with accurate reporting, compliance, and long-term financial strategy.
Our approach focuses on accuracy, long-term planning, and adapting to evolving financial and regulatory environments.
With offices in Canfield, OH and New Castle, PA, Packer Thomas proudly serves businesses throughout the Cleveland, Ohio area, including Cuyahoga County.