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Marc Mallory
Managing Principal-BizOps at CliftonLarsonAllen
Professional Background
Marc Mallory stands out as a distinguished Financial and Operational Developer who redefines the perception of what a CPA and accountant can do for clients. His philosophy transcends traditional accounting; he aims to not only keep the financial books in order but to also empower business owners by providing them with the insights and strategies needed to thrive. With robust experience in strategic planning, operational improvement, and business development, Marc helps clients transform their financial data into actionable plans that foster growth and success.
As the Managing Principal of BizOps at CliftonLarsonAllen, Marc has cultivated a reputation as a trusted advisor to small business owners, arming them with the necessary tools to navigate the complexities of their financial environments. His journey to this notable position is marked by various leadership roles including Principal, CFO, and even his entrepreneurial venture as the Founder of BrainTrusts Networking. Each position allowed him to hone his skills in financial management, cost analysis, and performance management.
What sets Marc apart is his ability to distill complicated financial concepts into clear, understandable terms. This crucial skill ensures that business owners, executives, and management alike can utilize financial insights not merely to take stock of past performance but to forge strategic paths for future success.
Education and Achievements
Marc Mallory obtained his Bachelor of Science in Accounting from Saint Cloud State University, specifically from the G.R. Herberger College of Business, a program known for its rigor and emphasis on both practical and theoretical aspects of business. Further enhancing his qualifications, he pursued a Master’s in Business Administration with a concentration in Finance at Hamline University, positioning him as an expert in financial matters pertinent to business operations.
Throughout his career, Marc has made significant contributions to various organizations. At CliftonLarsonAllen, his leadership roles have been pivotal in driving the BizOps division's strategic direction, helping clients achieve substantial operational improvements and develop comprehensive exit strategies that ensure sound business continuity.
In addition to his leadership in corporate settings, Marc has extensive experience in business development. His previous role as Senior Business Developer and Firm Manager at Leander Limited allowed him to engage directly with clients, crafting customized strategies tailored to their unique circumstances.
Achievements
Marc’s accomplishments are numerous and noteworthy. His expertise spans various sectors, including construction, real estate, manufacturing, and distribution, emphasizing his capacity to navigate different industry challenges and regulations. His strategic planning and management skills empower companies to streamline operations, identify growth opportunities, and effectively manage their resources.
Marc is particularly adept at supporting start-ups, guiding them through the complex landscape of financial and operational development. His deep understanding of cost and financial management, paired with his approachable communication style, allows him to transform daunting statistical reports into user-friendly insights that benefit small business owners daily.
Moreover, Marc implements effective budgeting practices that resonate with his clients, enabling businesses to maintain control over their finances while striving toward their long-term goals. His work encompasses corporate taxes and personal finance, ensuring a well-rounded approach to financial advisement.
As a sought-after speaker and mentor, Marc often shares his knowledge through workshops and networking events, further solidifying his reputation as a leader in the financial services arena. His commitment to nurturing the potential of executives and small business owners embodies his core belief that financial knowledge should be accessible and understood by all.
title
tags
financial developer
CPA
accountant
strategic planning
operational improvement
business development
cost management
business coaching
real estate
manufacturing
CliftonLarsonAllen
Hamline University
Saint Cloud State University
networking
financial insights
small business
budgets
financial analysis
performance management
exit strategies
start-ups
business growth
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.