Business Details
42 Years
experience
Trusted Outsourced Accounting & CFO Services in Northbrook, IL
Founded in 1984, we specialize in providing outsourced financial leadership for entrepreneurs and closely-held companies. Our team delivers timely, accurate financial reporting and strategic guidance tailored to each client's unique needs. Utilizing cloud-based technology, we design customized accounting systems that enhance decision-making through transparent, accessible data. With over 30 years of experience, we combine seasoned financial expertise with technological efficiency to support business growth.Our services span CFO advisory, controllership, accounts payable/receivable, payroll, and tax compliance. We prioritize personalized service, ensuring every client receives dedicated attention to optimize their financial operations and stakeholder value.
Services
CFO Services
Controller Functions
Accounts Payable
Accounts Receivable
Payroll Processing
Tax Planning
Tax Compliance
Financial Reporting
Strategic Planning
Cloud Accounting
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of specialized financial consulting experience
- Our cloud-based systems provide 24/7 access to accurate financial data
- We implement customized approval processes that fit client workflows
- Our team includes certified public accountants with tax planning expertise
- We maintain transparent documentation for all financial transactions
Associations and certifications
- CPA
What people say
Timely and accurate financial reporting
Added efficiency and transparency
Seasoned financial advice
User-friendly interface
25+ years of expertise
Services
CFO Services
Our CFO services provide strategic financial leadership through budgeting, cash flow projections, and business modeling. We deliver customized financial strategies that align with business objectives while maintaining compliance with accounting standards. Our approach combines forward-looking analysis with practical implementation to optimize financial performance.
Controller Functions
We offer comprehensive controllership services including financial statement preparation, reconciliations, and regulatory reporting. Our team ensures accurate historical financial data through periodic delivery of balance sheets, income statements, and supporting documentation. This enables stakeholders to make informed business decisions based on reliable information.
Accounts Payable
Our accounts payable service processes vendor invoices through cloud-based tools with customized approval workflows. We manage payment schedules and vendor communications while maintaining transparent documentation. This streamlines cash disbursement processes and reduces administrative burdens for client teams.
Payroll Processing
We handle payroll administration through integration with leading payroll platforms like ADP and Paychex. Our service includes payroll tax compliance, employee reporting, and customized payment processing. We ensure accurate and timely payroll execution while maintaining proper documentation for audit trails.
Tax Compliance
Our tax compliance services cover federal and state income tax return preparation and filing. We coordinate with existing tax preparers to ensure complete regulatory compliance while implementing tax-efficient business structures. This includes both compliance execution and strategic tax planning components.
People
Ira D. Berk
Founder and President
Certified Public Accountant with over 30 years of experience providing outsourced CFO services. Specializes in strategic financial planning and cloud-based accounting solutions for closely-held businesses.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including CFO advisory, controllership, accounts payable/receivable, payroll, tax planning, and compliance reporting tailored to business needs.
How do you customize services for clients?
We create customized reporting structures and approval workflows that integrate with existing operations using cloud-based technology for seamless financial management.
What industries do you serve?
We specialize in serving closely-held companies across various industries requiring outsourced financial leadership and accounting support.
How do you handle tax compliance?
We prepare federal and state tax returns or coordinate with existing tax professionals to ensure complete compliance while implementing tax-efficient business structures.
What technology platforms do you use?
We utilize cloud-based accounting solutions integrated with leading payroll platforms like ADP and Paychex for secure, accessible financial management.
