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Top Finance & Accounting Outsourcing Companies in Chicago

Ratings Updated: March 5, 2026

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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Chicago, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

30% Accounting

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is a Finance and Accounting Outsourcing firm offering services such as outsourced accounting, financial operations outsourcing, and fractional CFO support. Reviews indicate a strong reputation for professionalism and responsiveness, with 100% of reviewers praising their timeliness and alignment with business needs. Clients appreciate their ability to simplify complex accounting processes and maintain compliance, resulting in smoother operations and improved financial outcomes.

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Reviews mention Team players
The overall sentiment regarding InDinero as team players is highly positive. Clients consistently highlight their collaborative approach, with one CEO noting, 'They are truly partners,' emphasizing their seamless integration with the client's team. They are praised for timely deliveries and proactive communication, often going above and beyond expectations. The feedback underscores their commitment to acting in the best interest of their clients, fostering a strong sense of partnership and teamwork throughout the project.

FAO, Consulting & Fractional CFO Services for Mktg Agency

5.0 Sep 18, 2024

They are truly partners. In all honesty, I often forget that they are not NeoReach team members. In every conversation, they speak as if they are on our team and always act in our best interest.
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2 of 2 reviews are 5 stars

1 new review for Finance & Accounting Outsourcing (FAO) services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of indinero reflect a positive sentiment, highlighting their responsiveness and effective financial management services. Clients have noted improvements in cash flow and expense management, with one stating, 'They make the process easy and simplified our accounting.' Another client praised their accurate bookkeeping and problem-solving approach. Overall, indinero has been commended for their alignment with client values and timely delivery of services, with no significant areas for improvement identified.
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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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Connext

5.0 7 reviews
Premier Verified

$1,000+

< $25 / hr

1,000 - 9,999

Serves Chicago, IL

Services provided

30% Finance & Accounting Outsourcing (FAO)

30% Customer Service Outsourcing

20% Back Office Outsourcing +1 service

20% IT Staff Augmentation

Connext is a Finance & Accounting Outsourcing (FAO) company specializing in outsourced accounting and financial operations outsourcing. Their reviews emphasize high ratings and pricing that fits budgets, with 100% positive feedback highlighting effective communication and the ability to quickly scale teams. Clients appreciate their role in reducing workload and facilitating growth.

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Reviews mention Hard working
Clients consistently express a high level of satisfaction with Connext's hardworking ethos. Feedback highlights their commitment to excellence, with one client noting that the staff is 'engaged and committed to providing excellent service.' Another client emphasized the team's effort in quickly matching candidates to their needs, stating, 'Connext finds highly talented candidates, quickly and works very hard.' Overall, the sentiment reflects a strong appreciation for their diligence and dedication in supporting client success.

Staff Augmentation for Title & Escrow Company

5.0 Jan 23, 2023

Connext finds highly talented candidates, quickly and works very hard to match candidates with our preferred profile. We always feel supported by their management team and have access to them always should a problem come up. The staff are engaged and committed to providing excellent service, they continuously strive for excellence in all that they do.
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Staff Augmentation for Accounting Management Firm

5.0 Dec 17, 2021

As with any business relationships we encounter obstacles. However, with Connext, they are always proactive, fair, and show a great deal of integrity in our interactions. When COVID hit, they were able to mobilize and get all the computers to our resources' homes so that there was no interruption in services. They have continued to be proactive in helping us add resources during the pandemic.
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2 of 2 reviews are 5 stars

1 new review for Finance & Accounting Outsourcing (FAO) services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Connext reflect a positive overall sentiment, highlighting their effective call center services and strong project management. Clients commend the team's responsiveness and impressive hiring processes. One client noted a decrease in guest complaints and improved reservation accuracy, while another emphasized enhanced workload balance and supervisory opportunities for existing staff. Suggestions for improvement include additional employee training, but overall satisfaction remains high, with clients valuing alignment in company values and effective communication.
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1 of 1 Finance & Accounting Outsourcing (FAO) reviews are 5 stars

1 new review for Finance & Accounting Outsourcing (FAO) in past 6 months

Unknown avg. project cost

Finance & Accounting Outsourcing (FAO) PROJECT HIGHLIGHT

Finance & Accounting Outsourcing for Entertainment Co
5.0 — Connext provides outsourced accounting services for an entertainment company. The team handles journal entries, month-end reviews, and other tasks. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Connext's competitive pricing and overall value for money. For instance, one client noted that Connext's pricing fit their budget while aligning with their company values, leading to a successful partnership. Another client emphasized the cost-effectiveness in expanding their operations without the overhead of establishing a legal entity. Overall, the sentiment reflects satisfaction with the balance of cost and quality of service, reinforcing Connext as a reliable outsourcing partner.
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Hugo Inc.

5.0 28 reviews

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Premier Verified

$1,000+

< $25 / hr

1,000 - 9,999

Chicago, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

25% Customer Service Outsourcing

20% Call Center Services +4 services

15% Back Office Outsourcing

10% Content Moderation Services

10% Data Annotation Services

10% Sales Outsourcing

Hugo Inc. | Top CX Provider is a company specializing in Finance and Accounting Outsourcing (FAO) and customer engagement services. Reviews indicate a 100% satisfaction rate, highlighting their seamless integration, efficiency, and expertise in outsourced accounting and financial process outsourcing, with clients noting remarkable improvements in efficiency and capability. Clients frequently commend their effective communication and project management, with no significant areas for improvement reported.

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Reviews mention Accessible
The feedback regarding accessibility highlights Hugo's exceptional communication practices. Clients appreciated the availability of multiple channels, including Slack and email, which facilitated seamless coordination and timely updates. One client noted that the team was 'incredibly easy and fun to work with,' emphasizing their responsiveness and approachability. This overall sentiment reflects a strong commitment to maintaining open lines of communication, contributing positively to project collaboration and client satisfaction.

Customer Support for IT Company

5.0 Aug 24, 2023

Always available to connect via slack, email or chat. If we need to pick up the phone it’s never an issue. We have on-going calls as needed. The Hugo team is pretty flexible so it’s not hard to connect.
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Industry Experience

Hugo Inc. has garnered positive feedback across multiple industries, including Financial Services, eCommerce, Automotive, Software, Environmental Services, Advertising & Marketing, Information Technology, and Gaming. Their expertise in customer support, operational efficiency, and content management has consistently been highlighted as a strength. Clients noted significant improvements in response times, customer satisfaction, and overall efficiency. Hugo's ability to adapt to various industry needs, coupled with their commitment to high-quality service, positions them as a valuable partner for businesses seeking to enhance their operations.
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Financial services eCommerce Automotive Food & Beverages Software Information technology Environmental Services Advertising & marketing Gaming Media

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Average Project Cost Breakdown

$50,000 to $199,999 (7) $200,000 to $999,999 (6) $10,000 to $49,000 (2)

What Clients Have Said
Clients consistently commend the company for its exceptional value for money, highlighting that Hugo offers high-quality services at competitive rates. One client noted, 'Good value for cost,' while another emphasized their 'ability to scale services without compromising quality.' Many reviews reflect satisfaction with cost reductions and enhanced operational efficiency, with one client praising an '80% improvement in efficiency' compared to in-house hiring. Overall, the sentiment is overwhelmingly positive, indicating that clients perceive Hugo as a cost-effective partner.
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United States (9) Kenya (3) France (1) Netherlands (1) United Arab Emirates (1) England (1)

This provider is fluent in 54 languages:

Mandarin

English

Spanish

Arabic

Bengali

Hindi

Russian

Portuguese

Japanese

German

Javanese

Korean

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This provider is available in 38 time zones:

Colombia Time (COT)

Near East Time (NET)

Middle East Time (MET)

China Taiwan Time (CTT)

Gulf Standard Time (GST)

Brazil Eastern Time (BET)

Greenwich Mean Time (GMT)

India Standard Time (IST)

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Tab Service Company

4.8 7 reviews

$1,000+

< $25 / hr

10 - 49

Chicago, IL

Services provided

45% Finance & Accounting Outsourcing (FAO)

30% Back Office Outsourcing

25% Document Digitization & Management

Tab Service Company is a financial services firm specializing in tax form processing and document management. They have received overwhelmingly positive feedback, with approximately 95% of reviews emphasizing their responsiveness, excellent customer service, and ability to meet deadlines. Clients particularly appreciate their expertise in handling complex filing requirements and their user-friendly technology solutions. However, a few suggest improvements regarding workflow and technology robustness. Overall, the company is highly recommended for its professionalism and efficiency.

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Reviews mention Easy to reach
Clients have consistently praised Tab Service Company for their accessibility and responsiveness. One client noted that whenever questions arose, there was always a team member available to assist, highlighting their commitment to communication. The preference for email communication allowed for convenient responses, further emphasizing their ease of reach. Overall, the sentiment reflects a strong appreciation for their responsive service and effective communication practices.

Accounting Services for Local County Government

5.0 Apr 26, 2021

We primarily communicated through email. We had a couple of phone calls, but email was the best way for us to communicate. That way, everyone was able to get back at their convenience. They were responsive. Whenever we had a question or needed something, there was always a person from their team available for us.
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Industry Experience

Tab Service Company has demonstrated expertise across various industries, including Financial Services, Pharmaceuticals, Healthcare, Hospitality, Government, and Energy. Clients praise their responsiveness, accuracy, and professionalism, highlighting their ability to handle complex processing tasks, such as 1099 filings and large-scale printing. Overall, feedback reflects strong satisfaction, making them a strong candidate for clients in need of reliable tax form processing and related services.
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Financial services Pharmaceuticals Healthcare Hospitality & leisure Government Energy & natural resources

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Average Project Cost Breakdown

Less than $10,000 (3) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Tab Service Company is frequently recognized for providing excellent value for money, with clients highlighting their competitive pricing and responsive service. One client noted that their final cost of $2,100 was exactly as expected, while another emphasized the cost-effectiveness of their services, stating that the minimal investment led to significant relief from workload. Overall, clients express high satisfaction with the balance of cost and quality, often recommending Tab Service Company for its affordability and efficient solutions.
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Review Rating from Clients

4.8/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Local Chicago clients highlight Tab Service's proficiency in printing, document processing, and 1099 management, emphasizing their user-friendly software and efficient service. Their ability to handle complex, high-volume tasks with accuracy and responsiveness has resulted in significant time savings and smooth operations.
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The Accountrepreneur LLC

5.0 13 reviews

$1,000+

$100 - $149 / hr

2 - 9

Chicago, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

90% Accounting

The Accountrepreneur LLC is a specialized accounting firm that focuses on comprehensive bookkeeping, financial planning, and outsourced CFO services, particularly for the food and beverage industry. Across their reviews, 100% of clients emphasize their reliability, industry-specific knowledge, and personalized approach, often highlighting their ability to integrate smoothly with client teams and consistently exceed expectations. Clients consistently report on-time delivery and high-quality work, showcasing their deep understanding of client needs.

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Reviews mention Results-oriented
The Accountrepreneur LLC has received positive feedback for their results-oriented approach, particularly highlighted by a luxury e-commerce CEO. Clients noted their books are well-organized, accounts are paid punctually, and strategic financial support is consistently provided. Alex's proactive management, including handling urgent issues during weekends, exemplifies their commitment to client success. The ability to distill complex information into actionable insights further underscores their effectiveness, with no constructive criticism mentioned by the client.

Accounting & Strategic Consulting Services for E-commerce Co

5.0 Oct 13, 2020

Our books are incredibly organized, and our accounts are paid on time. Alex helps with more strategic initiatives such as discussions with creditors. He makes sure that our working capital cycle aligns with our business plan too. The Accountrepreneur helped us untangle a lot of mess. He led negotiations with our creditors and helped us strategize a path forward.
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Industry Experience

The Accountrepreneur LLC has received positive feedback primarily from clients in the Food & Beverages and Consumer Products industries. Clients commend their expertise in managing complex accounting needs, providing accurate financial reporting, and developing tailored strategies for growth. Overall sentiment is highly favorable, highlighting their reliability, industry knowledge, and proactive support. Their strengths particularly align with packaged food, beverage, and consumer goods companies, making them a strong fit for businesses requiring specialized financial management.
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Food & Beverages Consumer Products IT Services

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Chicago, Illinois (7) Minneapolis, Minnesota (2) Indianapolis, Indiana (1) Milwaukee, Wisconsin (1) Los Angeles, California (1) Philadelphia, Pennsylvania (1)

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Chicago-based clients praise The Accountrepreneur LLC for their extensive financial expertise, handling complex projects like consolidations, purchase accounting, and strategic planning. They deliver reliable, timely, and detailed services in bookkeeping, forecasting, and industry-specific advice, earning trust for ongoing, high-quality support.
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QuatrroBSS

4.1 5 reviews

Undisclosed

Undisclosed

1,000 - 9,999

Oak Brook, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

55% Accounting

20% BI & Big Data Consulting & SI +1 service

5% Back Office Outsourcing

QuatrroBSS is a back-office service provider specializing in streamlining operations such as payroll, billing, and data processing. Based on reviews, 100% of clients commend their efficiency and cost-effectiveness, with significant time savings reported. Clients consistently praise QuatrroBSS for their reliability and customer service, although a minor area for improvement noted is customer response time.

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Reviews mention Unique expertise
QuatrroBSS demonstrates unique expertise in back office services, particularly in billing and payroll automation. Clients have noted their reliability and efficiency, with one remarking that Quatrro saves them $77,000 monthly while handling 20 hours of work. Their strong technical support and reputation as a global leader further reinforce their specialized capabilities, although there is room for improvement in customer response times.

Billing and Payroll Services for Business Services Firm

4.5 Nov 2, 2017

They have a good reputation and provide good technical support. Quattro handles billing automation efficiently.
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Average Project Cost Breakdown

Less than $10,000 (2) $200,000 to $999,999 (2)

What Clients Have Said
Clients generally perceive QuatrroBSS as providing excellent value for money, with many highlighting significant cost savings and efficiency improvements. One client noted saving $77,000 monthly, attributing this to the effective handling of billing and payroll. Another mentioned a 80% reduction in costs compared to previous expenditures. The company's pricing structure, described as a monthly subscription or package deal, aligns well with client needs, reinforcing positive sentiments regarding overall cost-effectiveness.
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Saint Augustine, Florida (1) Charlotte, North Carolina (1) Morristown, Tennessee (1) Houston, Texas (1) Fountain Valley, California (1)

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Oak Brook, IL

2625 Butterfield Road, Suite 116
Oak Brook, IL 60523
21 - 30

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Paro

0.6 5 reviews

Undisclosed

Undisclosed

50 - 249

Chicago, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

25% Accounting

25% ERP Consulting and SI +2 services

15% Business Consulting

10% Financial Consulting

Paro is a Finance and Accounting Outsourcing (FAO) provider, offering services such as bookkeeping, payroll management, and accounts payable administration. However, the reviews indicate dissatisfaction, with complaints about incompetent personnel and poor customer support, resulting in negative feedback regarding their service quality.

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Industry Experience

Paro's client feedback reveals significant dissatisfaction across various industries, including Retail, Arts, Entertainment & Music, and Information Technology. In Retail, clients noted incompetence and poor customer support, leading to negative experiences. The Arts sector highlighted failures in timely bookkeeping and financial compliance, while clients in IT cited unethical practices and conflicts of interest. Overall sentiment indicates a lack of reliability and professionalism, suggesting potential clients in these industries should consider alternatives.
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Other Industry Retail Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Client feedback on Paro highlights significant concerns regarding their cost and value for money. One CEO mentioned being charged $750/month for services that were deemed incompetent, while another client faced overbilling issues, with charges exceeding the agreed contract by $2,520 to $3,120. Overall sentiment reflects dissatisfaction with both the quality of service and the company's responsiveness to billing disputes, leading to a perception that Paro does not provide adequate value for its pricing.
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Toms River, New Jersey (1) Nanuet, New York (1) Los Angeles, California (1)

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Porte Brown LLC

Not yet reviewed

$1,000+

$200 - $300 / hr

50 - 249

Oak Brook, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

30% Accounting

10% Business Consulting +5 services

10% Cloud Consulting & SI

10% Cybersecurity

10% ERP Consulting and SI

10% Financial Advising & Planning

10% HR Consulting

In Elk Grove Village, Illinois and McHenry, Illinois, Porte Brown LLC is a midsize Accounting company. Their services include Accounting and cloud consulting & SI.
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Oak Brook, IL

1110 Jorie Boulevard
Oak Brook, IL 60523
21 - 30

1-630-472-0800

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South Loop CPA LLC

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Chicago, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

60% Accounting

15% Financial Advising & Planning

South Loop CPA LLC is an Accounting company. The team is headquartered in Chicago, Illinois and Chicago, Illinois, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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HCA Consulting Group

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

25% Accounting

25% Financial Advising & Planning

HCA Consulting Group specializes in bookkeeping services, as demonstrated by their work with real estate investment clients to coordinate transactions and deliver financial statements. Client feedback highlights their effective communication, prompt responsiveness, and adherence to deadlines, making them a reliable partner. Minor suggestions for improvement include offering introductory courses for clients unfamiliar with their processes.

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No Bull Financial Consulting Company

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Chicago, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

50% Accounting

Founded in 2018, No Bull Financial Consulting Company is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and
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FORVIS

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Chicago, IL

Services provided

15% Finance & Accounting Outsourcing (FAO)

50% Accounting

25% Business Consulting +1 service

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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Chicago, IL

130 E Randolph St Suite 1900
Chicago, IL 60601
76 - 100

312-288-4653

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Touch Support

Not yet reviewed

$10,000+

< $25 / hr

250 - 999

Chicago, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

10% Application Management & Support

10% BI & Big Data Consulting & SI +7 services

10% Back Office Outsourcing

10% Cloud Consulting & SI

10% Customer Service Outsourcing

10% HR Outsourcing

10% IT Managed Services

10% IT Staff Augmentation

10% Sales Outsourcing

Big data analytics company Touch Support was founded in 2003. The company provides BI & big data consulting & SI and cloud consulting & SI.
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Founder's CPA

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Chicago, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

50% Accounting

Founder's CPA is a Finance & Accounting Outsourcing (FAO) and Accounting company in Chicago, Illinois. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Goldstone Financial Group

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Oakbrook Terrace, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Funding & Investment

Goldstone Financial Group is a Finance & Accounting Outsourcing (FAO) company. Founded in 2008, the firm offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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Quality Back Office

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Chicago, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

75% Accounting

Quality Back Office is a midsize Accounting company launched in 2011. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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Chicago, IL

220 N Green St.
Chicago, IL 60607
2 - 5

312-888-3954

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I-Med Claims LLC | Medical Billing Services

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Oakbrook Terrace, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

50% Back Office Outsourcing

I-Med Claims LLC | Medical Billing Services is a Back Office Outsourcing and Finance & Accounting Outsourcing (FAO) company. Their services include Back Office Outsourcing.
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Odoni Partners CPAs

Not yet reviewed

$5,000+

$100 - $149 / hr

50 - 249

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

20% Accounting

20% Business Consulting +2 services

20% Financial Advising & Planning

20% Financial Consulting

Odoni Partners CPAs is a Business Consulting company. In Chicago, Illinois and Wheaton, Illinois, the team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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Dental Revenue Group

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Downers Grove, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing

20% Demand Generation Marketing +2 services

20% Marketing Strategy

20% Social Media Marketing

Dental Revenue Group, a large Marketing Strategy company, is headquartered in Downers Grove, Illinois. Their services include Marketing Strategy and Social Media Marketing.
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FBTC Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hammond, IN

Services provided

10% Finance & Accounting Outsourcing (FAO)

40% Business Consulting

25% Accounting +2 services

15% Financial Advising & Planning

10% Corporate Relocation

FBTC Inc. Is a small Business Consulting company. They focus on Business Consulting and Accounting and were established in 2022.
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Fiscal Advocate, Inc.

5.0 6 reviews

$50,000+

$150 - $199 / hr

10 - 49

Highland Park, IL

Services provided

30% Finance & Accounting Outsourcing (FAO)

30% Financial Consulting

30% Fractional CFO Services +1 service

10% Accounting

Fiscal Advocate, Inc. is a Finance and Accounting Outsourcing (FAO) company specializing in financial process outsourcing and accounting services. They have received 100% positive feedback for their ability to enhance profitability visibility and standardize reporting. Clients appreciate their industry knowledge and proactive communication, always delivering on time and providing valuable benchmarking insights.

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Reviews mention Knowledgeable
Clients consistently praise Fiscal Advocate, Inc. for their deep industry knowledge and expertise. One client highlighted the team's ability to communicate complex financial concepts with empathy and clarity, enhancing their partnership experience. Another noted the firm's understanding of agency operations and its tailored approach, contributing significantly to improved financial visibility and decision-making. Overall, the sentiment regarding their knowledgeability is overwhelmingly positive, with clients appreciating the team's responsiveness and strategic insights.

Fractional CFO Services for Revenue Operations Firm

5.0 Jul 30, 2025

What stands out most is how knowledgeable and personable every member of the Fiscal Advocate team is. They possess a deep understanding of business finance and our needs, but they communicate with empathy, and without pretense or jargon. It's a rare and valuable combination that makes them a true partner, not just a vendor.
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Accounting Services for Digital Marketing Agency

5.0 Aug 9, 2025

They are knowledgeable about our industry and have helped benchmark our performance, which we could not do prior to engaging with FA.
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Industry Experience

Fiscal Advocate, Inc. has demonstrated strong expertise in the Advertising & Marketing and Business Services industries. Clients in Advertising & Marketing noted significant improvements in financial visibility and profitability through tailored FP&A services and the EngineBI software. In Business Services, feedback highlighted their effectiveness in fostering financial clarity and expense reduction. Overall, the sentiment across both industries is positive, showcasing Fiscal Advocate as a valuable partner for firms seeking financial management and strategic growth.
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Advertising & marketing Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Fiscal Advocate, Inc. for their competitive pricing and strong value for money. One client highlighted the company's pricing as a key factor in their selection, noting it fit their budget while providing excellent service. Another client remarked on the notable improvements in financial clarity and profitability achieved through their services, affirming that the investment yielded significant returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the company's offerings.
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Miami, Florida (1) Montgomery, Alabama (1) Menomonee Falls, Wisconsin (1) Denver, Colorado (1) Boston, Massachusetts (1)

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Sheikh Osher & Scott CPAs & Advisors PC

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

40% Accounting

20% Fractional CFO Services +1 service

20% Tax Law

Sheikh Osher & Scott CPAs & Advisors PC is an Accounting company. They were launched in 1997 and provide Accounting and Finance & Accounting Outsourcing (FAO).
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NestPOS

Not yet reviewed

$5,000+

$25 - $49 / hr

10 - 49

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

20% Business Continuity Management

20% Corporate Training & Coaching +2 services

20% Document Digitization & Management

20% Sales Outsourcing

In Chicago, Illinois, NestPOS is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Corporate Training & Coaching.
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Currence, Inc.

Not yet reviewed

$25,000+

$100 - $149 / hr

10 - 49

Chicago, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

15% BI & Big Data Consulting & SI

15% Back Office Outsourcing +3 services

10% IT Strategy Consulting

5% Business Consulting

5% Custom Software Development

Currence, Inc., a Finance & Accounting Outsourcing (FAO) company, was founded in 1982. The agency specializes in Finance & Accounting Outsourcing (FAO) and BI & big data consulting & SI.
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Chicago, IL

1115 W Fulton Market
Chicago, IL 60607
1

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Fred Lundin CPA LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

20% Branding

20% Cybersecurity +2 services

20% Ecommerce Marketing

20% Social Media Marketing

Fred Lundin CPA LLC is a branding agency. The Chicago, Illinois-based team specializes in Branding and Social Media Marketing.
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CES Limited

Not yet reviewed

$1,000+

$25 - $49 / hr

1,000 - 9,999

Bolingbrook, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

10% Accounting

10% Cloud Consulting & SI +14 services

5% AI Consulting

5% AI Development

5% Application Testing

5% Back Office Outsourcing

5% Cybersecurity

5% Digital Strategy

5% ERP Consulting and SI

5% Enterprise App Modernization

5% HR Consulting

5% IoT Development

5% Mobile App Development

5% Search Engine Optimization

5% UX/UI Design

5% Web Development

CES Limited is a Bolingbrook, Illinois-based cloud consulting & SI company. The team offers cloud consulting & SI and Finance & Accounting Outsourcing (FAO).
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More responsive than most other service providers

CES Limited is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Rely Services Inc

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Schaumburg, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

40% Back Office Outsourcing

15% CRM Consulting and SI +5 services

10% Customer Service Outsourcing

10% Transcription

7% Staffing

5% Digital Strategy

3% HR Outsourcing

Rely Services Inc is a Back Office Outsourcing company. The Schaumburg, Illinois-based firm was launched in 1997. Their services include Back Office Outsourcing and CRM consulting and SI.
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Ktax and Accounting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Schaumburg, IL

Services provided

60% Finance & Accounting Outsourcing (FAO)

25% Accounting

10% Financial Advising & Planning +1 service

5% Insurance Services & Brokers

Ktax and Accounting is a small Finance & Accounting Outsourcing (FAO) company launched in 2022. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Veemi Accounting Solutions

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Aurora, IL

Services provided

30% Finance & Accounting Outsourcing (FAO)

40% Accounting

30% Financial Advising & Planning

Launched in 2020, Veemi Accounting Solutions is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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U-Nique Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntley, IL

Services provided

33% Finance & Accounting Outsourcing (FAO)

34% Accounting

33% Financial Advising & Planning

U-Nique Accounting is an Accounting company. Established in 2021, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Bostrom

Not yet reviewed

$5,000+

$50 - $99 / hr

50 - 249

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

40% Business Consulting

20% Back Office Outsourcing +1 service

20% HR Outsourcing

Midsize Business Consulting company Bostrom, is located in Chicago, Illinois. Their services include Business Consulting and Back Office Outsourcing.
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Accurate Personnel LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Schaumburg, IL

Services provided

30% Finance & Accounting Outsourcing (FAO)

35% Back Office Outsourcing

15% Staffing +2 services

10% HR Consulting

10% Recruiting

Launched in 1978, Accurate Personnel LLC is a Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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Novak Costello CPA Group, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Chicago, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

50% Accounting

25% Business Consulting

Novak Costello CPA Group, LLC is an Accounting company. They were established in 2014 and focus on Accounting and Finance & Accounting Outsourcing (FAO).
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A. M. Peisch & Company

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Fox Lake, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

75% Accounting

A. M. Peisch & Company is a Colchester, Vermont-based Accounting company. Launched in 1920, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Fox Lake, IL

27 Center Street PO Box 326
Fox Lake, IL 60020

802.773.2721

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Capri Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Forest, IL

Services provided

50% Finance & Accounting Outsourcing (FAO)

50% Business Consulting

Finance & Accounting Outsourcing (FAO) and Business Consulting company Capri Consulting was launched in 2003. The firm specializes in Finance & Accounting Outsourcing (FAO) and Business Consulting.
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SSB Global Manage

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

20% HR Consulting

20% Social Media Marketing +3 services

20% Web Design

10% Mobile App Development

10% Web Development

SSB Global Manage is a Finance & Accounting Outsourcing (FAO) company located in Chicago, Illinois. The team offers Finance & Accounting Outsourcing (FAO) and Social Media Marketing.
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Ringold Financial Management Services Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

20% Finance & Accounting Outsourcing (FAO)

40% Accounting

20% Financial Consulting +2 services

10% Business Consulting

10% Corporate Training & Coaching

Ringold Financial Management Services Inc. Is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is in Chicago, Illinois.
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The Tax Dude, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hawthorn Woods, IL

Services provided

10% Finance & Accounting Outsourcing (FAO)

70% Accounting

20% Business Consulting

The Tax Dude, LLC, an Accounting company, is located in Hawthorn Woods, Illinois. The team focuses on Accounting and Business Consulting.
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Pransform

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

30% Finance & Accounting Outsourcing (FAO)

30% Content Marketing

20% Graphic Design +1 service

20% Web Development

Content Marketing company Pransform offers Content Marketing and Finance & Accounting Outsourcing (FAO). They were established in 2004.
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The AddVantage Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

25% Finance & Accounting Outsourcing (FAO)

25% Accounting

25% Financial Advising & Planning +2 services

15% Financial Consulting

10% Business Consulting

Based in Chicago, Illinois, The AddVantage Group is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
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