Consultations are always free!
Achieve Financial Clarity & Growth for Your Business
CFO-level strategy and proactive tax planning for businesses earning $100k-$5m across South Chicagoland.
Transparent Pricing
Fixed Monthly Packages
No surprises, just results.
Foundation
Starting at $300/month
Build a rock-solid financial base - get clean books, compliance peace of mind, and clarity to stop financial chaos.
Growth (Most Popular)
Starting at $500/month
Fuel scalable expansion - add forecasting, insights, and proactive advisory to drive smarter decisions and faster growth.
Executive
Starting at $2500/month
Full strategic leadership - get a strategic partner, advanced planning, and executive guidance to maximize profitability and accelerate your vision.
Starting prices; final monthly investment customized after free consultation based on your business’s size, complexity, and needs. No long-term contracts, flexible terms.
How We Help You Grow
Fractional CFO Advisory
- Monthly Financial Reviews - We highlight what the numbers mean for your growth and where to act next.
- Cash Flow Forecasting - Know months in advance if cash will be tight - so we can fix it before it becomes a crisis.
- Strategic Planning - Get a strategic partner without hiring a full-time executive. We help you plan growth, control margins, and make decisions backed by data.
Bookkeeping & Compliance Mastery
- Bookkeeping - Clean books that give you peace of mind and real financial clarity.
- Monthly Sales Tax Filings - Keeping you compliant and avoiding penalties.
- Payroll Oversight - Protecting your team and your cash flow integrity.
Smart Tax Planning & Preparation
- Year-Round Tax Planning - Eliminate surprise bills and improve your bottom line.
- Maximized Deductions - Targeted strategies that keep more of your hard-earned money in your business.
- Corporate/Individual Returns - Comprehensive tax preparation that ensures accuracy and maximizes savings.
Business Growth Support
- Custom Budgeting - Aligning your finances with your growth goals.
- Scenario Modeling - Showing the financial impact of decisions before you make them.
- Strategic Reviews - Identifying opportunities and removing roadblocks to growth.