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.

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Economic & Market Update

February 2024 Economic & Market Outlook

The U.S. economy's resilience is evident with Q4 GDP growth at 3.3%, and while growth is set to slow, expectations are for sustained economic expansion.…
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Your Introduction to an Expert Financial Partner Awaits

Specialized Financial Planning Advice for CFO & Accounting Services Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

cerity_large_Bella_Balta

Bella Balta

Associate

Specialized Financial Planning Advice for CFO & Accounting Services Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

cerity_large_Bella_Balta

Bella Balta

Associate

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