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Contact Information
Address :
10 South Riverside Plaza,
Suite 1800
Chicago, IL 60606

Phone :
312.474.7763
Fax :
312.474.6099
Email :

Financial Management Consulting Services

We provide ongoing or temporary consulting services on specific stages of the financial management process.

  • Strategic Planning – focus on the availability and use of organization
    resources throughout the strategic planning process
  • Enterprise Risk Management – identifying, controlling and monitoring
    organization risk
  • Financial Reporting – developing, preparing and presenting reliable
    financial information
  • Financial Systems Management – Accounting system development, implementation and oversight which maximizes effectiveness
    and efficiency
  • Banking, Cash and Investment Management – managing banking and investment relationships and transactions
  • Budget Management – resource analysis, allocation and reporting
  • Compliance with laws, regulations and standards – compliance with current tax regulations and generally accepted accounting principles
  • Preparing for audits and reviews – GAAP compliance, account balance reconciliations and adjustments and schedule preparation
  • Tax return preparation – local, state and federal tax return preparation
  • Grant and contract management – funder development and compliance
  • Cash receipts and disbursements – transaction process and vendor/client relationship management
  • Payroll and payroll taxes – payroll preparation and tax services