For advisors
A reliable place to send a client whose finances need attention.
Bankers, CPAs, attorneys, wealth advisors and business advisors send us clients because their clients have accounting problems and they need someone who will fix them, keep them fixed, and keep the advisor in the relationship.
Bankers and lenders
When a good business has financials that don't tell the story.
Loan packages, projections, covenant reporting, and books that tie to the return. Bank-neutral. A referral form that goes straight to Chris.
Introduce a client →CPAs and tax accountants
We make your client's accounting easier to work with.
Reconciled books all year, a tax-ready package in January, and someone who answers accounting questions so you don't have to chase the owner.
For CPAs →Business advisors
Your client's plan needs numbers under it.
For attorneys, wealth advisors, insurance brokers, business brokers and EOS implementers whose clients' finance function can't keep up with the advice.
For business advisors →Current clients
Know an owner who needs some of this off their plate?
What a good introduction looks like, and a two-sentence email you can copy.
Make an introduction →What every advisor can count on
We don't replace you.
The CPA keeps the tax work. The attorney keeps the legal work. The banker keeps the relationship. We keep the ledger you all rely on.
We don't work around you.
Nothing goes to a lender without the client seeing it. Nothing changes in the books without the CPA being able to follow it.
We're bank-neutral.
We don't move deposits, steer lending or have a bank to sell. Our clients ask us who to talk to, and we'd like the answer to be you.
We won't surprise you.
If a client's numbers won't support the request, we'll tell them, and we'll tell them to tell you.
Introduce a client
Chris reaches out to you first, then your client, within one business day.
Prefer to talk?
630-643-5600Or invite Chris to your team's next meeting. He does short sessions for commercial and SBA teams on what makes a borrower easy to underwrite.
Prefer email? Copy this introduction.
Chris, I'd like to introduce you to [client name] at [company]. Their financials need some work before we can move on [the request], and I thought you'd be the right person to help. [Client], Chris Greco runs CFO Anywhere in Naperville; his team prepares loan packages and cleans up books for borrowers we work with. Chris: 630-643-5600.