What Our Clients Say

Testimonials

IDB Invest

Christine Yerg, Lead Officer

Clearview was patient and flexible throughout our implementation, providing us with the necessary time, expertise, and information to deliver within the expected timeframe. The team’s skillset aligned perfectly with our specific needs, which ensured a successful implementation path.

Financial Statement Automation
Testimonials

Fortune 500 Company

Senior Accountant

After implementing Clearview's recommendations, we saved roughly 72 hours from this quarter's SEC Reporting process! This gave us the ability to focus our efforts on more value-added tasks and allowed us to get a little rest along the way. These changes paved the way for us to have our best quarter close in recent history!

SEC Reporting
Workiva Consulting
Testimonials

Worldwide Shipping Company

Brian, Controller

Mike and his team have been great with developing the right solutions to get us from a short-term fix to the long-term goal and leveraging Workiva all the way through our transformation.

Financial Statement Automation
SEC Reporting
Financial Reporting
Testimonials

Lithia Motors

Phil Maynard, Legal Senior Manager

Clearview ensured our ESG implementation went off without a hitch. Our (the Clearview) implementation team was knowledgeable, flexible, and efficient throughout the entire process. As a busy sustainability professional who wears many hats, I was thankful to have such a strong and competent team behind me.

ESG Advisory
Workiva Implementation

Build Custom Solutions on the Workiva Platform

Having used Workiva to solve our own reporting challenges, we are passionate about using Workiva’s powerful platform to build solutions tailored to help clients achieve their unique goals.
We provide implementation, consulting, and custom solutions for Financial Reporting, GRC, ESG, and many others.
Financial Reporting
Environmental, Social & Governance
Global Statutory Reporting
Governance, Risk and Compliance
Management Reporting
SEC Reporting
SOX Compliance
Enterprise Risk Management

Award-Winning Workiva
Implementation Partner

We are proud to be honored by Workiva as a three-time Partner of the Year – Mid-Market Advisory Partner of the Year in 2020 and 2021 and Americas Advisory Partner of the Year in 2022.

Clearview Group's 2021 Mid-Market Advisory Partner of the Year award from Workiva
Cleearview Group's 2022 Americas Advisory Partner of the Year from Workiva

"Clearview is the epitome of what a successful partnership could look like after developing expertise of the Workiva platform and devoting time to building trust among our customers and the Workiva team across North America."
— Workiva

White Glove Implementation

When you engage Clearview for a Workiva project, you gain an entire team to guide you every step of the way. Our white-glove implementation employs on-shore resources to fulfill the entire scope of our delivery.

  • Clearview’s Project Manager will track the scope, timeline, and overall status of the project.
  • Clearview’s Partner will oversee the relationship with your company and be accountable for your overall satisfaction.  
  • Our Solution Architects will design and develop the functional solution for your team within the Workiva platform.
  • The Engagement Lead will perform the day-to-day delivery of your implementation project.
Get Started with Workiva

Meet Your Workiva Advisors

Nick Chavis
Director

Nick is a Director overseeing Clearview’s Workiva Implementation Practice. He plays an integral role in helping to guide clients with business transformation and public company readiness initiatives through keen client relationship management and collaboration.

Scott Freinberg
Director

Scott has been leading the Workiva practice since its inception in 2017 and has helped countless clients implement and optimize use of Workiva’s platform to address SOX, Internal Audit, and ERM requirements. Scott was named one of Maryland's Top CPAs by Smart CEO magazine.

Michael Molloy
Principal

Mike has been at the helm of the Workiva practice since its inception in 2017 and has been a critical driver of its success. He has more than a decade of experience across IT & Security Operations, Audit, Data Analytics, and Risk Management spanning many industries and organizational sizes.

Workiva Resources

See what a relationship with Clearview can do for your business.

We are a full-service management consulting and CPA firm covering all aspects of audit, compliance, risk management, accounting, finance, tax, IT risk, and more. Just let us know what you need help with and an expert will be in touch!

Request Your Consultation Today