Clearview Group Named the 2021 Mid-Market Advisory Partner of the Year by Industry-Leading Workiva



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This marks the second consecutive year Clearview Group has been honored with the award

January 11, 2022 – (United States) -- Clearview Group, a full-service management consulting and CPA firm headquartered in Owings Mills, Maryland, has been named the North American Mid-Market Advisory Partner of the Year for the second year in a row by Workiva Inc., a global software-as-a-service company that provides a cloud-based reporting and compliance platform.

The award recognizes partners that have leveraged their industry and solution-specific experience to help customers expand use of the Workiva platform and drive transparency in reporting and compliance.

“Clearview joined our partner ecosystem in May 2018. Since that time, they have demonstrated a masterful understanding of our solutions and a remarkable ability to deliver a compelling value story,” says Jason Bargas, Workiva’s Director of Strategic Partnerships.“

One of the reasons we decided to partner with Workiva is because of the company’s investment in research and development and continuous improvement of its platform,” Scott Freinberg, a Director in Clearview Group’s Advisory Practice, explains, pointing to The Forrester Wave: Governance, Risk, and Compliance (GRC) Platforms Q3 2021 report where Workiva was named a leader in the industry, earning the highest score in multiple categories.

The partnership brings together the two firms in way that the companies say, adds exponential value to their joint clients.

“The results we are seeing for our clients from combining Workiva’s powerful tools with our expert recommendations are outstanding,” Scott recalls. “For example, we recently helped a Fortune 100 company save 72 hours from one quarter’s SEC Reporting process alone! These efficiencies are giving companies the ability to focus on more value-added tasks.”

In addition to experience and expertise, the partners agree that deep commitment to the relationship has been key to the partnership’s success.

“In our firm, technical excellence is the cover charge to join our team,” Scott explains. “But it is our steadfast approach to creating reciprocal relationships that will continue to drive the success of our partnership with Workiva.”

Jason put it simply: “While Clearview’s expertise shines, it is their commitment to a collaborative partnership that has yielded exponential growth.”

Clearview Group’s Managing Director and CEO, Brian Davis, believes this award validates Clearview as a leading national firm.

“We have been effective and efficient in serving clients across the country since our inception,” he says. “This award demonstrates that companies like Workiva recognize Clearview Group as a national leader alongside Big Four firms. We’ve known it for a long time; our clients have known it for a long time; and now the rest of the world knows it.”

For more information on Workiva solutions, please visit

About Clearview

Clearview Group is a dynamic CPA and Management Consulting firm offering services that are flexible and scalable to meet the specific needs of our Clients of all sizes and industries. Committed to providing real solutions that offer practical and efficient improvements to processes, procedures and operations, Clearview Group delivers exemplary Client services on the Workiva platform for a multitude of solutions and work side-by-side with Workiva to deliver purpose-built solutions that solve complex business challenges.

About Workiva

Workiva Inc. (NYSE: WK) simplifies complex work for thousands of organizations worldwide. Customers trust Workiva’s open, intelligent and intuitive platform to connect data, documents and teams. The results: improved efficiency, greater transparency and less risk. Learn more at

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