Kristin Bertoline Cpa, Cva
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Kristin Bertoline Cpa, Cva Email & Phone Number

Consultant Relationship Director - Northeast at CLA (CliftonLarsonAllen)
Location: Greater Boston, United States, United States 8 work roles 2 schools
1 work email found @claconnect.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email k****@claconnect.com
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Current company
CLA (CliftonLarsonAllen)
Role
Consultant Relationship Director - Northeast
Location
Greater Boston, United States, United States
Company size
9387 employees

Who is Kristin Bertoline Cpa, Cva? Overview

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Quick answer

Kristin Bertoline Cpa, Cva is listed as Consultant Relationship Director - Northeast at CLA (CliftonLarsonAllen), a company with 9387 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at claconnect.com and a matched LinkedIn profile for Kristin Bertoline Cpa, Cva.

Kristin Bertoline Cpa, Cva previously worked as Engagement Director at Cla (Cliftonlarsonallen) and Senior Controller at Regional Industrial Services. Kristin Bertoline Cpa, Cva holds Bachelor'S Degree, Business, Minor In Accounting from Boston University.

Company email context

Email format at CLA (CliftonLarsonAllen)

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*@claconnect.com
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Profile bio

About Kristin Bertoline Cpa, Cva

I am many things—CPA, CVA, Advisory CFO, Entrepreneur, Wall Street Analyst, Certified Master Seamstress, Volunteer. The thread that weaves everything together is my insatiable curiosity and desire to deconstruct existing processes in order to build something better. In my personal life, this impulse manifests in my quest to design quality couture, taking apart vintage Chanel jackets to see how they are made so I can create something equally beautiful. In my professional life, it takes the form of continual process improvement and a dedication to asking questions and treating problems as puzzles to be solved. From my early career as VP at Goldman Sachs, to running my own advisory firm and currently as Engagement Director at CliftonLarsonAllen, I have developed a unique set of training, skills, and experience than spans multiple industries. I successfully maximize profitability and enterprise value by utilizing my keen attention to detail, creative thinking abilities, and proven analytical/problem solving skills. My passion for excellence is reflected in the meticulous way I manage end-to-end accounting processes and build effective financial systems for high-growth companies. I lead teams with a balance of hands-on assistance and “live and let live” management, supporting my employees while also giving them the leeway needed to be productive and happy at work. I establish personal connections with my direct reports to understand their unique strengths and growth opportunities. An effective communicator, I also build strong relationships with clients, cross-functional teams, third-party auditors, business partners, vendors, customers and banking representatives to facilitate a company’s continued compliance and success.

Listed skills include Financial Analysis, Strategic Planning, Creativity Skills, Forecasting, and 11 others.

Current workplace

Kristin Bertoline Cpa, Cva's current company

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CLA (CliftonLarsonAllen)
Cla (Cliftonlarsonallen)
Consultant Relationship Director - Northeast
Boston, MA, US
Website
claconnect.com
Employees
9387
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8 roles

Kristin Bertoline Cpa, Cva work experience

A career timeline built from the work history available for this profile.

Engagement Director

Current
Cla (Cliftonlarsonallen)

Boston, Massachusetts, United States

As an Engagement Director in the Consulting and Accounting Solutions (CAST) group at CLA, I help clients with large-scale projects, workflow demands and/or filling a vital interim role in their accounting, finance and F,P&A groups to overcome key organizational challenges and meet vital internal deadlines. I build relationships with clients, business.

Aug 2022 - Present

Senior Controller

Regional Industrial Services

Hopedale, Massachusetts, United States

I was recruited by a former Bertoline LLC client to establish Best Practices Accounting processes, improve system efficiencies & internal controls, and build accurate cash forecasting/management systems for their high-growth business with $10M in annual revenue. I oversee all areas of financial operations and controls, including conversion from tax-basis.

Jun 2021 - Jul 2022

Controller (Head Of Finance/Accounting, Operations & Acquisition Integrations)

Berkshire Hathaway Homeservices Commonwealth Real Estate

Greater Boston

Owned end-to-end operations for Accounting, Finance, and Operations groups for largest Berkshire Hathaway residential real estate brokerage franchise in MA with $2B in gross sales revenue.𝐒𝐄𝐋𝐄𝐂𝐓 𝐑𝐄𝐒𝐔𝐋𝐓𝐒:✔ Functioned as cross-functional SME and Financial Advisor to Executive Team during history-making year with two significant acquisitions, 35% company.

Mar 2020 - Mar 2021

Founder And President

Bertoline Llc

Boston, NY & CT

Founded boutique accounting and financial consulting firm providing CFO advisory services and business valuations to clients within various industries across MA, NY, and CT.𝐒𝐄𝐋𝐄𝐂𝐓 𝐑𝐄𝐒𝐔𝐋𝐓𝐒: ✔ Boosted profitability 20% at luxury textile wool manufacturer through work as fractional CFO.✔ Refocused portfolio of $20M revenue engineering company by conducting.

Sep 2006 - Mar 2020

Vice President

Goldman Sachs

New York, New York, United States

Global Securities Services (GSS) - Equities DivisionDelivered strategy, forecasting, budgeting, and profitability analyses to Senior Management in NY office; managed four Analysts. ✔ Informed executive decision-making by creating and delivering financial reports, analyses and presentations to Division Leadership.✔ Collaborated with Marketing and Sales.

Apr 2000 - Jan 2005

Associate

Goldman Sachs

New York, New York, United States

Jul 1995 - Apr 2000

Senior Accountant

Deloitte

Greater New York City Area

✔ Led daily audit teams for two of the New York Office's most prestigious accounts: Merrill Lynch & Co. and R.H. Macy & Co.✔ Worked directly with client CFOs and executive leadership due to exemplary performance and mutual respect.

Sep 1991 - Jul 1995
Team & coworkers

Colleagues at CLA (CliftonLarsonAllen)

Other employees you can reach at claconnect.com. View company contacts for 9387 employees →

DD Dan Durkee Dan Durkee Colleague at Cla (Cliftonlarsonallen) Orange, Connecticut, United States, United States View → MA Megan Avirett Megan Avirett Colleague at Cla (Cliftonlarsonallen) Dallas-Fort Worth Metroplex, United States View → EM Ed Martin, Cpa Ed Martin, Cpa Colleague at Cla (Cliftonlarsonallen) Raleigh, North Carolina, United States, United States View → MB Mona Behlke Mona Behlke Colleague at Cla (Cliftonlarsonallen) Fond Du Lac, Wisconsin, United States, United States View → ZK Zoë Korklan Zoë Korklan Colleague at Cla (Cliftonlarsonallen) Tucson, Arizona, United States, United States View → FW Frank Windt, Cpa Frank Windt, Cpa Colleague at Cla (Cliftonlarsonallen) Milwaukee, Wisconsin, United States, United States View → NW Nicole Welle Nicole Welle Colleague at Cla (Cliftonlarsonallen) Waite Park, Minnesota, United States, United States View → MB Michelle Baird, Cpa Michelle Baird, Cpa Colleague at Cla (Cliftonlarsonallen) Las Vegas, Nevada, United States, United States View → MP Michael Pohl, Cpa, Cfp® Michael Pohl, Cpa, Cfp® Colleague at Cla (Cliftonlarsonallen) Greater Minneapolis-St. Paul Area, United States View → DW Dawn Weiler Dawn Weiler Colleague at Cla (Cliftonlarsonallen) Wisconsin, United States, United States View →
2 education records

Kristin Bertoline Cpa, Cva education

Bachelor'S Degree, Business, Minor In Accounting

Boston University

Activities and Societies: Honor Society, Dean's List, Alpha Phi Sorority - Treasurer and Rush Chair (elected positions)

FAQ

Frequently asked questions about Kristin Bertoline Cpa, Cva

Quick answers generated from the profile data available on this page.

What company does Kristin Bertoline Cpa, Cva work for?

Kristin Bertoline Cpa, Cva works for CLA (CliftonLarsonAllen).

What is Kristin Bertoline Cpa, Cva's role at CLA (CliftonLarsonAllen)?

Kristin Bertoline Cpa, Cva is listed as Consultant Relationship Director - Northeast at CLA (CliftonLarsonAllen).

What is Kristin Bertoline Cpa, Cva's email address?

AeroLeads has found 1 work email signal at @claconnect.com for Kristin Bertoline Cpa, Cva at CLA (CliftonLarsonAllen).

Where is Kristin Bertoline Cpa, Cva based?

Kristin Bertoline Cpa, Cva is based in Greater Boston, United States, United States while working with CLA (CliftonLarsonAllen).

What companies has Kristin Bertoline Cpa, Cva worked for?

Kristin Bertoline Cpa, Cva has worked for Cla (Cliftonlarsonallen), Regional Industrial Services, Berkshire Hathaway Homeservices Commonwealth Real Estate, Bertoline Llc, and Goldman Sachs.

Who are Kristin Bertoline Cpa, Cva's colleagues at CLA (CliftonLarsonAllen)?

Kristin Bertoline Cpa, Cva's colleagues at CLA (CliftonLarsonAllen) include Dan Durkee, Megan Avirett, Ed Martin, Cpa, Mona Behlke, and Zoë Korklan.

How can I contact Kristin Bertoline Cpa, Cva?

You can use AeroLeads to view verified contact signals for Kristin Bertoline Cpa, Cva at CLA (CliftonLarsonAllen), including work email, phone, and LinkedIn data when available.

What schools did Kristin Bertoline Cpa, Cva attend?

Kristin Bertoline Cpa, Cva holds Bachelor'S Degree, Business, Minor In Accounting from Boston University.

What skills is Kristin Bertoline Cpa, Cva known for?

Kristin Bertoline Cpa, Cva is listed with skills including Financial Analysis, Strategic Planning, Creativity Skills, Forecasting, Market Pricing, Leadership, Presentation Design, and Project Management.

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