CLA

Live / Registered — Registered (as of 19 Aug 2025)

What this means for you

Registered since 19 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97978792
Registration number
7895962
Mark type
Stylized text
Filed
24 Jun 2022
Published for opposition
06 May 2025
Registered
19 Aug 2025
Attorney of record
CHAD W. SWANTZ

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers ; downloadable customized software program, namely, a value added analysis calculator
  • Class 035 — Advertising and business services: Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others; business assurance services for others, namely, account and business records auditing, accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls to prevent internal accounting fraud, financial statement analysis and accounting advice, and attestation services in the nature of preparing business reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and tax compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E-Businesses; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; providing customized accounting solutions, namely, providing temporary personnel for assistance and project management; vendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risks
  • Class 036 — Insurance and financial services: Financial investment services, namely, asset management services; administration, consulting and investment consulting and advice regarding employee financial benefits; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, namely, providing a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; design, administration and audits of employee benefit plans concerning insurance and financial services; insurance consultation
  • Class 041 — Education and entertainment services: Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, namely, wealth advisory and management, information technology and online business activities and operations and, developing and distributing educational materials in connection therewith
  • Class 042 — Scientific and technological services: Consulting services regarding accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; consultation regarding business software and computer networks; installation of computer software; computer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenance; providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) services, namely, remote management of IT systems of others

Owner

Prior registrations

Prosecution history

  • 16 Dec 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 21 Nov 2025 — POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
  • 21 Nov 2025 — CORRECTION UNDER SECTION 7 - PROCESSED
  • 21 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Sept 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 11 Sept 2025 — POST PUBLICATION AMENDMENT – NOT ENTERED
  • 08 Sept 2025 — ASSIGNED TO PETITION STAFF
  • 19 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 19 Aug 2025 — REGISTERED-PRINCIPAL REGISTER
  • 09 Aug 2025 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 24 Jul 2025 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 23 Jul 2025 — TEAS POST PUBLICATION AMENDMENT RECEIVED
  • 05 Jun 2025 — EXTENSION OF TIME TO OPPOSE RECEIVED
  • 06 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 06 May 2025 — PUBLISHED FOR OPPOSITION

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