CLA SOFTWARE AND ADVISORY AS A SERVICE

What this means for you

Not registered yet, but its 15 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99445172

Mark type

Stylized text

Filed

15 Oct 2025

Attorney of record

Chad W. Swantz

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software for 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 016 — Paper goods and printed matter: Printed materials, namely, journals featuring newsletters, reports, guides and manuals in the field of financial management and analysis directed toward applicant’s accounting clients and attendees of applicant’s wealth management courses, seminars, conferences, workshops and classes
• Class 035 — Advertising and business services: Business administration services in the field of Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; account and business records auditing, and accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements; Business administration services in the field of preparation of prospective financial statements, internal account auditing services and internal account control reviewing which includes the monitoring, reviewing and reporting controls to prevent internal accounting fraud, financial statement analysis and accounting advice also includes preparing business reports regarding review of financial or business documents, policies or procedures; Business administration services in the field of 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; Business administration services in the field of 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; Business administration services in the field of 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; Business administration services in the field of 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 management in the field of 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 management in the field of 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: Computer technology consultancy in the field of 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; Computer technology consultancy in the field of 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; Computer technology consultancy in the field of 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
• Class 045 — Legal and security services: Providing customized legal information, counseling, and advice, and litigation services in the field of Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigations

Owner

• CLA TRADEMARKS HOLDING COMPANY LLC, Minneapolis, MN, US

Prosecution history

• 04 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 04 Mar 2026 — NON-FINAL ACTION E-MAILED
• 04 Mar 2026 — NON-FINAL ACTION WRITTEN
• 04 Mar 2026 — ASSIGNED TO EXAMINER
• 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 15 Oct 2025 — APPLICATION FILING RECEIPT MAILED
• 15 Oct 2025 — NEW APPLICATION ENTERED