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 create genuine relationships and meaningful experiences with our clients to solve their most pressing problems and seize opportunities.

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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