Accounting and tax, handled — wherever you work.
A Chicago-based virtual CPA firm dedicated to helping individuals and businesses make smart, clear, and well-informed financial decisions through expert tax and accounting advice — serving professional service firms, IT companies, and daycares nationwide.
A relationship, not a transaction.
We believe good accounting runs both ways — we're available when a real question comes up, not just at filing time, and we expect the same openness from the businesses we work with.
That's the white-glove approach: attentive, responsive, and invested in your business the way a trusted advisor should be.
Industries and clients we serve
We focus where our experience runs deepest.
Professional service firms
Law firms, consultancies, financial planners, graphic designers, medical practices, and agencies that bill for time and expertise.
High-net-worth individuals
Personal tax planning and preparation for individuals with complex income, investments, and multi-state filings.
IT & technology companies
Software and managed-service businesses with recurring revenue and equity questions.
Daycares & early learning centers
Licensed child care providers navigating tuition, staffing, and subsidy accounting.
Startups
Early-stage businesses navigating formation, cash flow, and growth.
Retail & ecommerce
Product-based businesses navigating inventory, sales tax, and multi-channel sales.
Our services
Outsourced CFO
Financial leadership on a fractional basis — forecasting, reporting, and strategy.
Business advisory
Ongoing guidance for tax, financial, and operational decisions — helping you build a strong foundation, improve cash flow, and grow confidently.
Tax prep and planning
Individual and business tax filings across multiple states, plus proactive tax planning to help you minimize taxes and stay ahead year-round.
Accounting and bookkeeping
Accurate, organized financial records to support better decision-making and year-round insight into business performance.
Payroll services and sales tax
Complete payroll setup, processing, and reporting for small to mid-size businesses, plus sales tax registration and filing — ensuring accuracy and compliance.
Entity selection & formation
Support in choosing and forming the right business structure — LLC, S-Corp, or PC — with a focus on tax efficiency, compliance, and long-term planning.
Ready to get your books in order?
Book a free consult and we'll walk through what your business needs.