**Consultations are always free**
Real Financial Strategy For Where Your Business is Going Next
Partner with a local CPA for proactive small business tax planning and CFO-level advisory in Kankakee, Will, and Cook County.
Transparent Pricing
Fixed Monthly Packages
No surprises, just results.
The Compass
Starting at $500/month
Stop flying blind.
We handle the baseline numbers and deliver monthly financial insights so you know exactly where your cash is going.
The Navigator (Most Popular)
Starting at $1000/month
Start plotting the course.
We add cash flow forecasting, margin checks, and proactive tax strategy so you stop leaving money on the table.
The Copilot
Starting at $2500/month
Your dedicated financial copilot.
We take over the high-level financial heavy lifting and advanced planning so you can focus 100% on dominating your market.
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
Expert Advisory
- The Monthly Breakdown - We translate the boring spreadsheets into plain English, showing you exactly what’s making money, what’s draining it, and what move to make next.
- Cash Flow Forecasting - We map out your cash flow months in advance so you never have to sweat making payroll or wonder if you can actually afford that next hire.
- The Financial Copilot - Get a heavyweight financial strategist without the six-figure salary. We help you figure out exactly how to scale while actually keeping the money you make.
Clean Books
- Done-For-You Bookkeeping - Because you didn’t start a business to spend your weekends categorizing receipts. We keep your numbers spotless and up-to-date.
- Monthly Sales Tax Filings - Handled on time, every time, so you never have to worry about state penalties.
- Payroll Oversight - Making sure your team gets paid right, without it accidentally draining your operating cash.
Tax Savings
- Proactive Tax Planning - The most expensive tax advice is the kind you get in April. We plan year-round to legally keep as much of your money as possible.
- Keeping Your Cash - Strategic write-offs tailored exactly to your business, so more of your profit actually stays in your bank account.
Strategy & Scaling
- Profit-First Budgeting - Telling your money exactly where to go, instead of wondering where it all went at the end of the month.
- Decision Testing - Before you drop $80k on new equipment or hire three new guys, let's run the numbers to make sure it actually makes you money.
- Strategy Sessions - Figuring out what’s actually making you money, what’s quietly draining your cash, and exactly what you need to do next.