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 & Market Leader

Estate

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

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

Tax Planning

Qualified Small Business Stock: A Powerful Tax Planning Opportunity

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

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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Your Introduction to an Expert Financial Partner Awaits

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 and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

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

Schedule your complimentary
30-minute discovery call.

Complete this form to schedule:

Book your meeting

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.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate

2024 Gift, Estate, and GST Tax Changes

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

Stephen Klingler

Principal

Investments

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…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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