Transformational Accountants for Small Biz Leaders
Are you a leader of a small business who has done great work, but feel allergic to your accounting or frustrated by your finances? Norman Professional Services conencts with entrepreneurs who feel consumed by or stuck in their business with transformational accounting services that strive to build a business engine that gets more time back in their lives and more money in their pockets.
By starting with visualizing the big picture for your business, NPS can help you build an actionable and realistic game plan that gets from here to here and build the business of your dreams. By taking steps drected from the place you want to be, rather than shackled from the restrictions of today, you can work toward having a business that serves you instead of the weight of having it the other way around.
Get the financial key performance indicators you need to track the health of your business at every stage of business growth and maturity. Gain the confidence to make key investments in your business, infrastructure, and talent to unlock giant leaps thanks to carefully defined measurable expectations along the way. Switch out of the stress
We connect with new clients through three defined steps:
Initial review of your accounting system and QuickBooks configuration through our initial diagnostic called Financial Fitness. Get recommendations on how to make your wish-list of what your financials can do for you a reality that helps you drive your business.
Future visualization of your business aspirations through our signature process called Growth Architect. Explore our 5 E's of creating the Blueprints of your Future Business: Earnings, End-User, Employees, Expenses, and Expectations. Leave with a path to get to that future.
Ongoing support and accountability through Monthly Financial Expertise. Get the reporting dashboards on your most critical KPIs.
Min project size
$5,000+
Hourly rate
$200 - $300 / hr
Employees
2 - 9
Locations
Oak Park, IL
Year founded
Founded 2004
1 Locations
Oak Park , IL
No have been added yet...
Pricing Snapshot
Min. project size
$5,000+
Avg. hourly rate
$200 - $300
/hr
Rating for cost
4.6
/5
What Clients Have Said
Norman Professional Services offers good value for cost, with clients investing between $170,000 and $200,000 for ongoing services. They are praised for transparency, timely delivery, and effective cash flow management, making them a solid choice for bookkeeping and financial advisory.
One client expressed a desire for more content from Norman Professional Services, such as newsletters, blogs, or podcasts, to share their wealth of knowledge more broadly.
Seamless Cloud Migration
The transition to QuickBooks cloud was described as seamless and graceful, with no downtime, demonstrating the firm's technical proficiency and attention to detail.
Client Education and Confidence
Norman Professional Services has successfully educated clients on their financial status, instilling confidence in their financial decisions and helping them make strategic business choices.
Effective Financial Advisory
The firm has been commended for helping clients understand their financial status and make informed decisions, especially beneficial for young entrepreneurs experiencing growth.
Proficiency in Bookkeeping Services
Clients consistently praise Norman Professional Services for their expertise in bookkeeping, financial forecasting, and cash flow analysis. Their work has led to increased days of cash on hand and improved payment processes.
Strategic Planning Services
Clients suggest leveraging the firm's strategic planning services, which align well with their daily bookkeeping activities, providing comprehensive financial management solutions.
"They've been great at coming in and assisting with operations that have been running successfully."
Feb 27, 2024
President, Simple Machines Marketing
Jill Golden
Business services
Chicago, Illinois
1-10 Employees
Phone Interview
Verified
A consulting and training company has hired Norman Professional Services for accounting services. Using QuickBooks, the team handles financial forecasting, cash flow analysis, and account reconciliation.
Norman Professional Services has helped the client increase their days of cash in hand by 20% and payment process speed by 15%. The team is transparent, committed to delivering results, punctual, and communicative via Zoom and Microsoft Teams. The client also raises the team's cash flow expense.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the president of Simple Machines, a hubspot technical consulting and training company. We help companies on board and implement hubspot technologies, optimizing and extending their use.
OPPORTUNITY / CHALLENGE
Introduce your business and what you do there.
I’m the president of Simple Machines Marketing, a HubSpot technical consulting and training company. We help companies onboard and implement HubSpot and optimize and extend their platform use.
SOLUTION
What was the scope of their involvement?
Norman Professional Services provides us with daily bookkeeping activities, financial forecasting and reporting, cash flow analysis, account reconciliation, and accounts payable and accounts receivable management. The team’s tasks include QuickBooks cloud migration from the desktop version cash flow and financial reporting about cash on hand and days on cash. Moreover, Norman Professional Services’ team has given us suggestions on how to make operational improvements to enable faster payments.
What was the team composition?
We mainly work with three members of Norman Professional Services’ team, including Jayson (Director of Client Service), Liz (Bookkeeper), and Walter (Founder & Owner).
How did you come to work with Norman Professional Services?
Someone within our leadership team referred them to us.
How much have you invested with them?
So far, we’ve invested $170,000–$200,000 with them.
What is the status of this engagement?
We started working together in December 2020, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
With our previous provider, we already had many good financial habits. However, now that we’ve started using Norman Professional Services, they’ve been great at coming in and assisting with operations that have been running successfully while also offering improvement tips. The team’s work has been very seamless with the cloud migration; they’ve managed to accomplish that very gracefully and with no downtime at all.
Results-wise, Norman Professional Services’ reporting and analysis have increased our days of cash on hand by 20% and have helped us implement processes to increase the speed of payment by 15%. Overall, their work quality is great.
How did Norman Professional Services perform from a project management standpoint?
Norman Professional Services’ team is transparent, strives for accuracy, and sets the right project expectations. In addition, they deliver on time, within budget, and communicate well with us via Zoom and Microsoft Teams.
What did you find most impressive about them?
Norman Professional Services’ biggest strength is how they help us manage and improve cash flow. Their whole team is very professional, responsive, and collaborative.
Are there any areas they could improve?
I don’t think there’s anything they can improve on.
Do you have any advice for potential customers?
Take advantage of their strategy and planning services. Norman Professional Services is a great team for bookkeeping services, but their service offerings for strategic lenses align with their daily services.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Financial Consulting for Software Implementation Company
AccountingFinancial Consulting
$50,000 to $199,999
July 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We've had really positive experiences with their team."
Feb 19, 2024
President, SpeakerFlow
Austin Grammon
Software
Salt Lake City, Utah
1-10 Employees
Online Review
Verified
Norman Professional Services provides financial advisory services for a software implementation company. The team categorizes transactions, manages the COA, and oversees finance processes and structures.
Thanks to Norman Professional Services' efforts, the client has grown their business and is confident in their decisions. The team is detailed, thorough, timely, and communicative through virtual meetings, emails, and messaging apps. Overall, they're knowledgeable and quick to find solutions.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the President of SpeakerFlow
Describe what your company does in a single sentence.
Zoho One/software implementation for thought-leadership businesses.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Norman Professional Services to accomplish?
Identify key financial numbers/reports
Have a strategic brain at the table to help us make decisions
SOLUTION
How did you find Norman Professional Services?
Referral
Why did you select Norman Professional Services over others?
Referred to me
How many teammates from Norman Professional Services were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
NPS manages our QBO file. They categorize transactions, manage our COA, and provide advisory on our overall finance process and structure.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
My business partner and I feel like we understand our finances for the first time in our company history. We're young entrepreneurs and are experiencing unexpected growth with our business. Without the NPS team it'd be much harder to be confident we're making good decisions and are clear about what the numbers are telling us.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Our onboarding included a very detailed and thorough checklist. It felt like they were clear about our numbers before they got into the nitty gritty. They were always timely, especially in communications. We've had really positive experiences with their team with this item.
What was your primary form of communication with Norman Professional Services?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Walter and his team are real straight-shooters, but without being robots. We love that NPS has personality, and that we also can rely on getting a quick solution when we need one. This is a tough balance, and in our experience at least, even more so with this industry.
Are there any areas for improvement or something Norman Professional Services could have done differently?
Would love to see more content come out of NPS! Walter and the rest of the team have a wealth of knowledge, so I'd love to see more general information distributed via a newsletter, blog, podcast, YouTube channel, or other medium!
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping System Upgrade & Admin Services for Nonprofit
AccountingFinancial Consulting
$10,000 to $49,999
Jan. 2023 - Ongoing
5.0
Quality
4.5
Schedule
5.0
Cost
3.5
Willing to Refer
5.0
“I appreciate the quick response I receive any time I reach out with questions.”
Feb 24, 2024
Executive Director, Illinois Green Alliance
Brian Imus
Non-profit
Chicago, Illinois
1-10 Employees
Online Review
Verified
Norman Professional Services has helped a nonprofit upgrade and manage their bookkeeping system. The team has handled the client’s administrative requirements and works on ensuring accurate bookkeeping records.
Thanks to Norman Professional Services, the client has improved the quality of their bookkeeping. They’ve also enhanced their financial performance tracking, resulting in time savings. The team meets deadlines, and their resources have been truly responsive to the client’s needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Executive Director of Illinois Green Alliance
Describe what your company does in a single sentence.
Illinois Green Alliance is a nonprofit, membership based organization that supports green building and sustainability professionals.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Norman Professional Services to accomplish?
Save staff time on administrative functions
Improve the quality of our bookkeeping system
SOLUTION
How did you find Norman Professional Services?
Referral
Why did you select Norman Professional Services over others?
Referred to me
How many teammates from Norman Professional Services were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
The firm helped close out our previous year's books to prepare for our audit and upgraded our bookkeeping systems to better track income and expenses. This has allowed us to better track our performance and report to our board of directors. The firm now manages our bookkeeping monthly to ensure accurate records.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The firm has improve the quality of our bookkeeping, creating more confidence in our ability to track our financial performance. There are better systems in place that have helped to save staff time.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
All project deadlines have been met and no issues have arisen.
What was your primary form of communication with Norman Professional Services?
Virtual Meeting
What did you find most impressive or unique about this company?
I appreciate the quick response I receive any time I reach out with questions.
Are there any areas for improvement or something Norman Professional Services could have done differently?
None
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
3.5
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Health Insurance Firm
AccountingFinancial Consulting
$10,000 to $49,999
Jan. 2023 - Feb. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The Norman Professional Services culture is built on accountability and integrity."
Feb 15, 2024
CEO, Medical Captive Underwriters
Don McCully
Financial services
Chicago, Illinois
1-10 Employees
Online Review
Verified
Norman Professional Services provides accounting services for a health insurance company. The team works on financial statements and has created a bookkeeping platform to better track monthly revenue.
The client is pleased with Norman Professional Services' work. The team establishes a collaborative process by holding weekly check-in meetings to ensure both parties are always on the same page. The client also appreciates the team's work culture, which is built on accountability and integrity.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of Medical Captive Underwriters
Describe what your company does in a single sentence.
Insurance program management with an intense focus on lowering employer medical spend regarding health insurance.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Norman Professional Services to accomplish?
create financial statements
create bookkeeping platform
allow for ease of use in reporting and tracking monthly revenue and expenses
SOLUTION
How did you find Norman Professional Services?
Referral
Why did you select Norman Professional Services over others?
High ratings
Great culture fit
Good value for cost
Referred to me
Company values aligned
How many teammates from Norman Professional Services were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Coordinate the vendor invoices and recurring revenue from 2022 forward. Reconciled the books and records ensuring that matching with expenses and income reported to 3rd parties aligned.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Weekly check-ins occur. Initially, the lift was heavy due to my desire and need to capture 24 months of income and expenses. The weekly check-ins are much easier to prepare for now.
What was your primary form of communication with Norman Professional Services?
In-Person Meeting
Virtual Meeting
What did you find most impressive or unique about this company?
The Norman Professional Services culture is built on accountability and integrity. Their words and actions match.
Are there any areas for improvement or something Norman Professional Services could have done differently?
N/A
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Locations (1)
7061 West North AvenueOak Park, IL,
United States60302
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