Vol. I · No. 1 The Paige Herald Est. 1522

Advisory & management accounts in Chicago, the United States

Looking for advisory & management accounts in Chicago? This page lists 11 advisory & management accounts firms operating in Chicago, the United States, with contact details and, where we have them, named partners and the tools they run.

Forward-looking finance support: monthly management accounts, cash-flow forecasting, budgeting, and part-time CFO input. Typical deliverables: monthly management pack; 13-week cash-flow; annual budget + reforecasts; board reporting. USD 500–5,000/mo depending on scope and company size.

11 advisory & management accounts firms in Chicago

FirmLocationContactNotes
A&m Tax Advisory Services, PLLC Chicago, US LinkedIn
Bell Tax Accountants & Advisors, INC. Chicago, US LinkedIn
Dearborn Lasalle Advisors, INC. Chicago, US LinkedIn
Dje Advisors LLC Chicago, US LinkedIn
Orba's Cloud Cfo Services Chicago, US LinkedIn
P&g Advisors Chicago, US LinkedIn
Pivot Advisors Chicago, US LinkedIn
Proficient Advisory Chicago, US LinkedIn
Prosperity Financial Advisory Chicago, US LinkedIn
Sol Tax Advisors Chicago, US LinkedIn
The Wellness Cfo Chicago, US LinkedIn

Compare 11 advisory & management accounts firms in Chicago — open each profile to see contact details.

Choosing a advisory & management accounts firm in Chicago

How to choose: (1) match the firm to your size and stage — a landlord and a 40-person company need different people; (2) confirm the qualification for regulated work (CPA, ACA / ICAEW, ACCA, CA (CA ANZ, CPA Canada, SAICA), CIMA, EA (US Enrolled Agent), Steuerberater, Expert-comptable); (3) ask for a fixed fee in writing; (4) check they use software you can log into; (5) talk to one existing client in your sector.

As one of the larger markets in the United States for accounting, Chicago firms range from sole practitioners handling personal returns to multi-partner offices running statutory audits and outsourced finance functions. If you are early-stage, a smaller local firm is usually faster and cheaper; above the audit threshold you will want a firm with a registered auditor.

Advisory & management accounts rules in the United States

In the United States, the recognised designation is CPA (Certified Public Accountant), licensed per state board. Filing and oversight: State Boards of Accountancy; AICPA sets standards. Private companies rarely need a statutory audit; often required by lenders, investors or franchise agreements. Federal return generally due mid-April; states vary; extensions widely available.

FAQ

What is a fractional or virtual CFO?
An experienced finance leader who works with you a few days a month — cheaper than a full-time hire, common for companies doing USD 1–20M revenue.

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This directory is compiled from public company data and each firm's own website. Listing is not endorsement. Verify a firm's registration and current fees directly before engaging.