Thank you for visiting our home! Your Finance Solution is a licensed accounting, tax and advisory firm located in Chicagoland and Northwest Indiana. We service individuals plus businesses large and small in various industries offering customized solutions to your unique challenges to help you focus on your business goals. We believe every organization deserves CFO-level service no matter how large or small.
Our colleagues' backgrounds include: "Big 4" accounting firms, association management "AMC", public, and private companies as well as small businesses. We also hold the CPA and QuickBooks Proadvisor certifications.
We look forward to bringing our passion, valuable knowledge and strong client service experience to your personal finances or to your business.
Our firm specializes in individuals and for-profit businesses both large and small. The individual services include year-end tax services to personal budgets and other financial/tax planning and consulting. The business services include the following:
Accounting and Tax
We provide QuickBooks support, financial reporting and analysis, including valuable commentary. Tax planning/strategy, preparation and IRS audit assistance.
We provide finance related staffing including: bookkeepers, office managers, controllers and chief financial officers.
We understand that your business is ever-changing and successful business owners need sound advice on a regular basis. Our firm brings a wealth of experience to provide customized solutions to your challenging issues. We conduct complete financial assessments to identify opportunities for the following: cost savings, process efficiencies and increased profitability. Upon approval of our recommendations, we implement any changes with assistance from our clients.
Our firm also specializes in not-for-profit association services. These services range from providing executive level services to everyday accounting/tax services. We offer various models in providing a Chief Financial Officer partner role by managing your own finance employees or providing the entire finance and accounting team. We offer a complete assessment and leading practices in the following: strategy, policies & procedures, controls, technology, reporting, budgeting, forecasting, analyses, Board & Committee support, treasury and project management. Since our Board Members and Association Executives are also successful individuals and business owners, we often find them choosing us to serve them in our other services noted above.
Jason M. Roe, CPA
Your Finance Solution