What We Offer
What we do is unique from other advisory firms. Our innovative and transparent methods are very different than what your experiences have been with Wall Street. In short, we have a ve...What We Offer
What we do is unique from other advisory firms. Our innovative and transparent methods are very different than what your experiences have been with Wall Street. In short, we have a very holistic approach: essentially a "one-stop-shop," and are able to help you with taxes, estate planning and all types of insurance (including home and auto). We even help our clients with real estate. But our magnum opus is our proprietary approach to investment management. It is truly what sets us apart.
Services
Select a service and request an appointment.
Wealth Management
Duration varies
Minimizing fees and minimizing excessive risks is our affiliate, Main Street Investment Management's specialty.
Financial Planning
Duration varies
It is important to have a solid foundation, a bullet proof plan for retirement. Don't just buy financial products, make sure they fit into bigger picture.
Retirement Income Planning
Duration varies
Will your retirement dollars last as long as you do? A Retirement Income Plan can help solve this big concern.
Business Insurance
Duration varies
The various coverages required to run a business can be a big expense. Let us help you save the bottom line.
Home and Auto insurance
Duration varies
We independently seek out the best prices with reputable carriers for our clients.
Long Term Care Insurance
Duration varies
One of the biggest risks to retirement and one of the most neglected.
Life Insurance
Duration varies
Working with nearly all major carriers helps us find the best solutions for our clients.
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Management Concepts CPAs & Consultants
United States
Management Concepts CPAs & Consultants
1 Employees
Location
United States
Description
Management Concepts CPAs & Consultants is a leading accounting firm that provides a unique approach to its clients when it comes to being a trusted adviser. With over 30 years of experience in deali...Management Concepts CPAs & Consultants is a leading accounting firm that provides a unique approach to its clients when it comes to being a trusted adviser. With over 30 years of experience in dealing with different industries, our team of experts is available to assist your business to be strategically positioned to take on your next challenge. Our firm offers highly specialized accounting, financial reporting, tax planning and consulting services aimed at identifying practical and efficient solutions tailored to our clients' needs across different sectors ranging from construction, information technology, government contracting to healthcare.
Management Concepts CPAs & Consultants supports its clients with a variety of services with focus on value driven approach. Among the services we provide:
Management Consulting
CFO for hire
Contract management and pricing for government contractors
Corporate, business and individual tax returns
Assurance services: Reviewed, Compiled and prepared financial statements
Business Valuation
IRS representation
Cash flow management
Internal controls development and implementation
Market research and feasibility study
Real Estate Investment and portfolio analysis
We understand that you have a choice between several accounting and consulting firms when choosing a financial partner. Our firm offers you several advantages, but one of our primary benefits is our dedication to client success.
Management Concepts CPAs & Consultants was founded by a CPA who wanted to add as much value to his clients as possible. We enjoy providing the tax, financial, and strategic planning that launches your venture into market success. From assistance in meeting best practice to solving problems with creative thinking, we aim to give you the highest grade of consulting service we can muster.
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Maner Costerisan
United States
Maner Costerisan
200 Employees
Location
United States
Description
It's not actually "about us." It's about you. Our coworkers, our clients, our community. For over a century, it's always been about (and will always be about) helping you reach your potential.
We a...It's not actually "about us." It's about you. Our coworkers, our clients, our community. For over a century, it's always been about (and will always be about) helping you reach your potential.
We are Maner Costerisan. We are a full-service public accounting, technology and business consulting firm that has grown into one of the top firms in the Great Lakes region. All because of you.
How? By investing in our people, they can invest in themselves, in their clients and in their communities. By helping our clients formulate, strategize and realize their vision, they can help our community. And the success of our community can obviously ripple out to impact our world.
It all starts here, right here in your backyard. With a group of passionate, driven, focused individuals with a combination of unique and diverse mindsets, skill sets and experiences dedicated to work to their potential, so you can achieve yours.
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Many Happy Returns Inc
United States
Many Happy Returns Inc
4 Employees
Location
United States
Description
N/A
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Marcia Campbell CPA
United States
Marcia Campbell CPA
2 Employees
Location
United States
Description
Are you finding that you need support in managing your finances or assets?
Do your aging parents need someone locally who can be trusted to act in their best interests?
Do you need an accurate cou...Are you finding that you need support in managing your finances or assets?
Do your aging parents need someone locally who can be trusted to act in their best interests?
Do you need an accurate court accounting to help with a trust dispute?
As we mature, we are eventually faced with the decision of whether we wish to continue managing our own financial affairs or if we need professional support. This decision becomes especially important to consider when our adult children are involved in the process and they live out-of-state.
Marcia Campbell and her team help when:
There are no kids
The kids have passed away
The kids live outside of the geographical area
The kids are fighting
The kids are paying their bills out of Mom or Dad's accounts
Mom and Dad need help, but the family doesn't know where to turn
Mom and Dad just don't want to do it anymore
As the most experienced CPA's in the Inland Empire who specializes in working with seniors, our team is committed to helping each of our clients thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
We provide a wide range of support and management services to help you maintain your independence for as long as possible, protect your assets, and remove a potential burden from your loved ones.
Every client has unique life circumstances to consider and an amazing story to tell. We start every engagement by getting to know you, your history, and your goals for the future. Then, we assess your financial needs, so we can find ways to support you and your family for years to come.
For more information or to contact our team, please visit our website: https://mcampbellcpa.com/
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Marcum LLP
United States
Marcum LLP
1500 Employees
Location
United States
Description
As of November 1, 2024, Marcum has been acquired by CBIZ. CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched ind...As of November 1, 2024, Marcum has been acquired by CBIZ. CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C.
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
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Margin CFO and Bookkeeping
United States
Margin CFO and Bookkeeping
10 Employees
Location
United States
Description
Margin® provides Bookkeeping Services, Fractional Controller Services, Fractional CFO Services, and Back-Office Support Services to small businesses and startups.
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Mark C. Lianides, CPA
United States
Mark C. Lianides, CPA
3 Employees
Location
United States
Description
N/A
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Marlin C Peterson Cpa
United States
Marlin C Peterson Cpa
4 Employees
Location
United States
Description
N/A
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Martz & Wilson, LLP
United States
Martz & Wilson, LLP
14 Employees
Location
United States
Description
Martz & Wilson LLP. founded in 2002, is an established accounting firm in Saint Louis, MO and is a valued resource and trusted adviser.
When you require technical excellence, M&W delivers. You ca...Martz & Wilson LLP. founded in 2002, is an established accounting firm in Saint Louis, MO and is a valued resource and trusted adviser.
When you require technical excellence, M&W delivers. You can rely on the accuracy and consistency of our work. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning, real estate and business sales, and business valuation. We also have a long history in providing specialized services to not-for-profit organizations, closely held businesses, and individuals with sophisticated financial assets and complex tax issues.
Gain back precious time with a team that works well together, but also regularly delivers training and education for our clients. Increase your knowledge and efficiency as you breathe easier about the integrity of your financial reporting.
Tax laws and industry regulations are unpredictable. M&W interprets the unknowns to help you plan ahead. Partners and senior management provide you with solutions for your business and personal needs. From periodic strategic planning to long-term succession and estate planning, your future gains clarity.
If you are looking for a blend of personal service and expertise, please visit our website (www.mwstlcpa.com)!
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Masten Solutions
United States
Masten Solutions
2 Employees
Location
United States
Description
Masten Solutions has over 35 years of experience in Accounting and Finance. Owner, Ina Masten, holds a Bachelors in Accounting and a Masters in Computer Information Science, She has worked for Fortun...Masten Solutions has over 35 years of experience in Accounting and Finance. Owner, Ina Masten, holds a Bachelors in Accounting and a Masters in Computer Information Science, She has worked for Fortune 500 Corporations such as Eli Lilly and both Sharp and Scripps Healthcare systems in Accounting and Finance and additionally has held CFO positions in two separate healthcare organizations. Ina has also worked for several family-owned businesses in San Diego and held the position of International Accountant for a large company that manufactures advertising products world-wide.
You can be assured your work is in good hands. Our consistent track record of exceptional results means you can trust us to exceed your expectations and have the confidence to focus on what you do best. We give the same attention to all clients, no matter how large or small. We custom design solutions to the unique needs of each client, ensuring the best possible results and highest maximized returns.
We are dedicated to your businesses success and we want our clients to consider us as part of their team. We look forward to discussing your company's pain points and needs in a 15-30 minute discovery call. After the call we will then provide you with a custom proposal to support your business, therefore allowing you to focus on your company's growth.
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Matcha
United States
Matcha
33 Employees
Location
United States
Description
We offer founders of tech startups flexible CFO and accounting services using best-in-class technology. We are based in Silicon Valley and serving clients nationwide. We'd love to hear from you!
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MathPro Bookkeeping
United States
MathPro Bookkeeping
1 Employees
Location
United States
Description
At MathPro Bookkeeping, we deliver comprehensive financial services to empower small businesses, entrepreneurs, and consultants. Our mission is to simplify your financial management, allowing you to f...At MathPro Bookkeeping, we deliver comprehensive financial services to empower small businesses, entrepreneurs, and consultants. Our mission is to simplify your financial management, allowing you to focus on what truly matters – growing your business.
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Max Financial
United States
Max Financial
25 Employees
Location
United States
Description
We are a financial management consulting firm in downtown Miami, Florida .
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Maxwell Locke & Ritter LLP
United States
Maxwell Locke & Ritter LLP
190 Employees
Location
United States
Description
At Maxwell Locke & Ritter, we've built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, risk assurance, and transaction advisory ...At Maxwell Locke & Ritter, we've built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, risk assurance, and transaction advisory services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today's ever-changing marketplace.
Our vision is to be a great place to work where our people reach their potential and provide exceptional service to our clients and the community. It is our mission to help our people and clients achieve their goals, and through our efforts, we have been awarded:
• Accounting Today's #1 Best Mid-Sized Accounting Firms to Work For
• INSIDE Public Accounting's Best of the Best Firms
• Accounting Today's Top Regional Firms
• INSIDE Public Accounting's Top 200 Firms
• Ethics in Business Award by the Samaritan Center
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Mazeed
United Arab Emirates
Mazeed
140 Employees
Location
United Arab Emirates
Description
First in the region to combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses.
mazeed is more than an a...First in the region to combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses.
mazeed is more than an accounting software,
Our main services include:
- Accounting & Bookkeeping Services: Get real-time financial reports, maintain accurate records effortlessly, and make informed decisions to grow your business.
- Tax Services: Our tax experts ensure you stay compliant with all tax regulations, eliminating the headaches of tax penalties.
- CFO Advisory Services: Get expert advice on financial planning, forecasting, and budgeting to grow your business.
Focus on your business and we will do the rest.
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MB Financial Solutions
United States
MB Financial Solutions
2 Employees
Location
United States
Description
Corporate and Personal Tax Preparation Services | ITIN/EIN Application and Renewal | Business Formation (Sole Proprietorship, LLCs, Corporations) | Optimization (Registration, Compliance, Tax, and Ope...Corporate and Personal Tax Preparation Services | ITIN/EIN Application and Renewal | Business Formation (Sole Proprietorship, LLCs, Corporations) | Optimization (Registration, Compliance, Tax, and Operational Strategies)
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McEntire Advisory, PLLC
United States
McEntire Advisory, PLLC
4 Employees
Location
United States
Description
We offer accounting services including, but not limited to, forensic accounting, business valuation, economic damage assessments and insolvency and restructuring services.
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McNally's Bookkeeping
United States
McNally's Bookkeeping
1 Employees
Location
United States
Description
McNally's Bookkeeping LLC began in 2015, specializing in financial accounting. Having more than 30 years of experience, we can optimize your business performance by equipping you with the necessary to...McNally's Bookkeeping LLC began in 2015, specializing in financial accounting. Having more than 30 years of experience, we can optimize your business performance by equipping you with the necessary tools to assess your fiscal position at any given time.
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McNew & Associates, Inc.
United States
McNew & Associates, Inc.
9 Employees
Location
United States
Description
A back-office support and consulting firm, McNew & Associates is the comprehensive solution to all of your DCAA Compliance and Government Contract Administration needs. We help our clients navigate th...A back-office support and consulting firm, McNew & Associates is the comprehensive solution to all of your DCAA Compliance and Government Contract Administration needs. We help our clients navigate their way through the many obstacles of remaining compliant by providing cost effective solutions. Our DCAA consulting experts can assist you in any of the categories below and is always willing to find out how we could serve you better.
Finance & Accounting | Bookkeeping and Payroll | Project Control | Compliance | Corporate Training
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Meaden & Moore
United States
Meaden & Moore
280 Employees
Location
United States
Description
For 100+ years, Meaden & Moore has been helping clients navigate their ever-changing financial landscapes. Our reputation has earned the trust of many, from hard-working families to large corporations...For 100+ years, Meaden & Moore has been helping clients navigate their ever-changing financial landscapes. Our reputation has earned the trust of many, from hard-working families to large corporations, who rely on our expertise in taxes and accounting, forensic accounting services and management technology consulting.
Meaden & Moore's service stands out, not only through what we do, but why we do it. We are people driven by intellectual challenges. We encourage everyone to grow their individual fields of expertise and put their collective heads together to create best case outcomes for you. That includes collaborating with your existing advisory team and partner agencies.
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Meara Welch Browne, P.C.
United States
Meara Welch Browne, P.C.
26 Employees
Location
United States
Description
Meara Welch Browne has been providing exceptional service on complex engagements since 1977. Our firm specializes in more than just Tax and Auditing, we offer Litigation Support, Fraud Investigation, ...Meara Welch Browne has been providing exceptional service on complex engagements since 1977. Our firm specializes in more than just Tax and Auditing, we offer Litigation Support, Fraud Investigation, Forensics, Valuations, Technology Consulting and other Complex Business Consulting. Our Associates are dedicated to exceptional service and genuine integrity.
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MelRose CFO Services LLC
United States
MelRose CFO Services LLC
2 Employees
Location
United States
Description
MelRose CFO Services provides outsourced and fractional CFO and Controller services, Bookkeeping, Accounting and Consulting services to companies of all sizes. Our dynamic team of experts with decades...MelRose CFO Services provides outsourced and fractional CFO and Controller services, Bookkeeping, Accounting and Consulting services to companies of all sizes. Our dynamic team of experts with decades of experience leading finance teams in both small start-up businesses and large corporate organizations will provide you with personalized professional services to partner with you to fit your unique needs.
Our passion is to utilize our expertise building finance teams at both start up and large organizations to partner with clients to grow, scale & streamline their business.
Let's partner together to save your invaluable time to focus on what is really important to you… growing your business!
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Mercadien
United States
Mercadien
150 Employees
Location
United States
Description
Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance and planning; complianc...Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance and planning; compliance oversight, risk assessment and litigation support services; transaction advisory; outsourced accounting and CFO services, management and board consulting, as well as mergers and acquisitions advisory.
Founded in 1963 and comprised of dedicated, experienced and highly-credentialed professionals, the firm serves privately-owned companies of nearly every type and industry, as well as financial institutions, nonprofit organizations, government entities, and wealthy individuals and families. The firm provides forward-thinking, relationship-driven financial and strategic services designed to maximize wealth and profitability, minimize taxes and risk, and evaluate systems and processes, while increasing efficiencies, for its many diverse and sophisticated clients.
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Merlak Tax Advisory Group
United States
Merlak Tax Advisory Group
5 Employees
Location
United States
Description
Merlak Tax Advisory Group is a local financial and tax planning service for today's retiree. We specialize in quality, affordable tax preparation and advice. Our experts help savvy retirees pay less i...Merlak Tax Advisory Group is a local financial and tax planning service for today's retiree. We specialize in quality, affordable tax preparation and advice. Our experts help savvy retirees pay less in taxes and not outlive their money. We also guide Millennials through their ever-changing financial lives.
Today's retirees face a lot of decisions and uncertainties. Millennials also face many struggles as they start their financial journey. Whatever season you're in, we can provide the guidance you need to move forward in confidence.
We offer strategy sessions virtually or in the office. You will leave with at least one idea that helps you toward your retirement goals and dreams.
You hold the power to control your financial future. Let's get there together!
Call us today at (779) 220-9608 to schedule an appointment at one of our offices in Lake in the Hills, IL, or Elmhurst, IL.
Main Street Advisors
Management Concepts CPAs & Consultants
Maner Costerisan
Many Happy Returns Inc
Marcia Campbell CPA
Marcum LLP
Margin CFO and Bookkeeping
Martz & Wilson, LLP
Masten Solutions
Matcha
MathPro Bookkeeping
Max Financial
Maxwell Locke & Ritter LLP
Mazeed
MB Financial Solutions
McEntire Advisory, PLLC
McNally's Bookkeeping
McNew & Associates, Inc.
Meaden & Moore
Meara Welch Browne, P.C.
MelRose CFO Services LLC
Mercadien
Merlak Tax Advisory Group