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…

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

Corporations

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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Dustin Ribergaard

Lead Concierge

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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Dustin Ribergaard

Lead Concierge

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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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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

Cerity Partners Named to USA TODAY’s Best Financial Advisory Firms List for 2026

May 5, 2026 - Cerity Partners has been named to USA TODAY’s Best Financial Advisory Firms list for 2026, developed with Statista—recognizing leading RIAs nationwide based on independent recommendations…

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open

April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…

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