Your trusted team of financial experts

Our
Story

At Windroot, small business is our passion. Business owners need a team of trusted, expert individuals to help them run their business.

staying ahead


of the curve

For almost a decade since we started, we’ve been passionate about finding solutions that fit our clients’ needs. We collaborate. We tap into industry and practice experts across our firm to get the right answer. Answers that inspire confidence. Action. Results. It’s what our clients expect. It’s how we’ve earned our reputation as trusted business advisors.

The only constant is change. So we stay one step ahead. We anticipate clients’ needs. We monitor and understand shifting industry trends. We’re on the forefront of issues that impact the business landscape. 


WHO WE SERVE

Our firm is in Schaumberg, IL. Most of our clients are located in the surrounding areas. But our reach expands across all 50 states.

Windroot is Different

A leading advisory, tax and assurance firm dedicated to building long-lasting relationships and helping you win now and anticipate tomorrow. We have only one agenda: Yours. Review strategies to help you strengthen your business’s financial health so you can create stability and prepare for the future.

Services Tax Preparer Accountant Controller CFO Windroot

Tax Planning &
Preparation

A/R & A/P
Month End Closing
Financial Reporting
Cash Flow & Budgeting
ERP Software Implementation
Strategy & Funding

The right team and bookkeeping tools for your business.

When you become a Windroot client, you receive personalized guidance on ways to improve your business, in addition to customized accounting and tax services. We can deliver this perfect blend of services because we are not just qualified CPAs. We also have experienced business consultants who genuinely care about the success of each of our clients.

Monthly statements delivered on time.

Get on-time reports for your business each month.

  • Monthly balance sheet
  • Monthly profit and loss statement
  • Easily access your reports from our mobile app or desktop portal

Data on your business’s financial health.

We digitally reconcile your expenses each week and provide you with financial reports so you have clear visibility of your business’s financial health.

  • Monthly profit and revenue trend graphs
  • Top Expenses – an interactive heatmap
  • Mobile app access to your dashboards

All-in-one online bookkeeping and tax solution.

Not only do you have a dedicated bookkeeper, you also have access to a CPA and accountant. This allows us to offer tax consulting and yearly planning to all Xendoo customers.

  • Tax consulting and advising
  • Filing state and federal tax returns
  • Annual tax planning

commited to


Client Satisfaction

Last year, 1000+ small business owners connected with Windroot to save time, money, and stress.

Want to know more?

Find out how Windroot can help your business grow.

Windroot Document Portal

The is a complimentary resource that allows clients to exchange important documents and information with Windroot CPAs.

Need Help? Contact us here

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