Our privately-held business clients are accomplished, experienced and driven to outperform their own demanding expectations of success. Windroot helps make those present and future goals achievable. Having worked with hundreds of business owners for more than a decade, we deliver holistic financial, tax and business perspective that helps you think, plan and look ahead with added confidence.

We work with closely-held businesses, their owners and executives in many areas of tax and financial planning.

Below are just some of the areas where the Windroot can assist you.

Business Valuation Services

We prepare formal business valuation reports for income, estate and gift taxes, divorce and other purposes.

Executive Compensation & Bonus Plans

The options for rewarding and retaining vital talent are many. We help you determine which options make the most sense for you, your business and your employees.

Value Enhancement Strategies

We deliver ideas for improving the profitability and cash flow of your business while mitigating risk.

Business Plans & Financial Forecasts and Projections

A good business plan explains expected growth and forecasts future financial results. We help you articulate your plan, apply it to financial projections, and implement and update it over time.

Business Structure & Tax Planning Services

We assist with entity structure, transaction consulting, family wealth transfers and more. We help you understand your options and the tax implications, and then help you make and implement smart choices with confidence.

Benchmarks & Industry Comparisons

See how you measure up to your past results and industry high performers. We help you pinpoint areas for improvement to enhance strengths and mitigate weaknesses.

Comprehensive Exit Planning

Choosing the best exit strategy involves a careful assessment of your personal, family and business goals and circumstances. Price is important, but there are many other factors to consider.

Due Diligence

We provide pre-transaction due diligence services to preserve and enhance business value by identifying and mitigating problems, as well as transaction due diligence.

Merger & Acquisition Representation

The sale or purchase of a business is an emotional, time-consuming and technically complex transaction. We partner with owners and their advisors to manage the total process, from clarifying goals through closing the transaction.


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


We have a team of skilled CPAs. A full suite of Accounting services. We’re here to help you.

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 &

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

The right team and 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.

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.

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