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

Tax Strategies

2023 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Ben Pace, Tom Cohn and James Lebenthal

Annual Economic & Market Outlook

2022 Review and January Outlook

Persistent inflation, carried over from 2021 and exacerbated by the Russian invasion of Ukraine and the imposition of harsh sanctions on Russia by the Western…

Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.
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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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James Izard II

Partner

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.