Services
Everything an owner-managed business needs.
Thirteen services across three groups. Most clients use several of them, handled by the same people, which is the point.
Accounting & business
The recurring work: the books, the statements, the filings, and the reporting other people ask you for.
- General BookkeepingThe outsourced books, or a second set of eyes on the ones you keep.Michele Valenta
- Financial Accounting & Statement PreparationStatements a bank, a bonding agent or a buyer will accept.John Whiston
- Reviews & CompilationsAICPA review and compilation engagements for third-party reporting.John Whiston
- QuickBooks Setup, Training & CleanupSetup, training, and cleaning up a file you inherited.Edward P. Newmark
- Payroll & Sales Tax ComplianceIllinois payroll and sales tax, filed and answered for.Michele Valenta
- Cash Flow ManagementFor businesses that are profitable on paper and short of cash.John Whiston
Advisory
The decisions that are expensive to get wrong, taken while they are still decisions.
- Bank Financing & Lender ReportingThe reporting package a lender expects, before they ask twice.John Whiston
- Strategic Business PlanningExpansion, a second location, a partner in or out.Anthony Di John
- Business Succession PlanningHanding the business on, and what the owner actually keeps.Edward P. Newmark
- New Business FormationEntity choice and setup, advised before it is expensive to change.Michael Feuerstein
Tax
Prepared, planned for through the year, and answered for if somebody writes to you about it.
- Business & Individual Tax PreparationThe business return and the owner's, prepared together.Michael Feuerstein
- Tax PlanningDecisions reviewed while there is still time to change the outcome.Michael Feuerstein
- Tax Problem Resolution & IRS RepresentationNotices, examinations, unfiled years, and dealing with them directly.Michael Feuerstein
Most people arrive with a problem, not a service.
The books are behind, the bank wants statements, a notice arrived, a partner is leaving. Describe the situation and we will tell you what it actually takes.
Tell us about the business.
A first conversation is about what you run, how the books are handled now, and what prompted you to look. If we are the right firm we will say so, and if we are not we will say that too.
- DuPage County
- Wheaton, IL
106 E Liberty Dr., Suite 201 - Lake County
- Buffalo Grove, IL
100 Lexington Dr., Suite 210 - Hours
- Monday – Friday, 9:00am – 5:00pm