CFO & Accounting Services

A partner in helping you determine strategic business decisions, streamline costs, and solve problems.

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Help your business thrive with value-added solutions, focused on supporting you.

Accounting, Reporting & Analysis

Accurate, reliable, and timely data allows you more time to devote to what matters most. Let us be your partner in the forecasting, modeling and financial management of your business with compliant reporting and analytics that support your organization’s goals.

CFO Services

An independent look at your company’s finances could uncover a variety of opportunities, or worse—threats, to your company. We’re here to be your guide in identifying profit enhancements, operational efficiencies, and strategic planning to help your company reach the next level.

Let Cerity Partners’ experience work for you

Our team of CPA and accounting professionals are here to be your resource in accounting, bookkeeping, and financial management. We work in conjunction with CFOs — and in many cases, in the place of CFOs to help your business accelerate in value.

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Insights

Stay in tune with the latest information.

Kevin Dorwin

Partner & Practice Leader

Estate Planning

IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan

April 25, 2019 - Your lock-up period for selling shares from an IPO is ending and you’re about to receive a significant windfall – how can you incorporate charitable…

Michael Syer

Principal

Estate Planning

Qualified Small Business Stock: A Powerful Tax Planning Opportunity

November 9, 2022 - Qualified Small Business Stock is one of the most powerful, but often overlooked, tax planning opportunities. Principal Michael Syer summarizes the requirements and benefits of…

Shannon Jenkins

Partner

Business Owner Advisory

Small Business Owners: An Agile Approach to Successful Cash Management

August 23, 2023 - SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance…

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

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Doug Bonaquist

Partner

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

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Doug Bonaquist

Partner

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Economic and Market Outlooks

Video: October 2025 Economic & Market Outlook

October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…

Paul Chmielewski

Partner

Estate Planning

Estate Planning Tax Strategies with the One Big Beautiful Bill Act

September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…

Paul Chmielewski

Partner

Estate Planning

The Power of Substitution

October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…

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