Services at a Glance

Outsourced Advisory & Accounting Services

For over 70 years Porte Brown’s accountants have been offering top-quality service to businesses, individuals, and organizations throughout the Chicagoland area. We want our clients to feel comfortable coming to us for advice and support, which is why we visit our clients at their place of business; it helps us identify our clients’ unique needs and allows us to have faster turnaround for questions and concerns they may have.

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Audit & Review Services

Our audit and review services span several industries with a particular focus on manufacturing, construction, not-for-profit organizations, professional services and employee benefit and welfare plans. We like to take a “big picture” approach because it allows us to fully understand your business and enable us to offer the best possible assistance.

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Business Consulting Services

Our Consulting Group’s primary goal is to help our clients improve their efficiencies and identify opportunities for growth and development. We support clients by providing customized support according to their goals and expectations for the future.

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Compliance & Audit Representation

Being audited by a federal or state agency can be a nerve-racking experience for the layman who has limited experience dealing with auditors. Porte Brown’s Government Compliance Practice Group is highly skilled with the process and understands how exhausting the procedure can be, which is why our team represents clients throughout the entire ordeal.

We help our clients gather and review documentation and meet with the agency representative at our office, all while providing progress reports to the client until the very end of the audit.

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Dashboard Solutions

Running a business can be overwhelming because of the need for up-to-date information at your fingertips. The more information you have, the better decisions you can make. If you have to take a inordinate amount of time away from your operations in order to run reports, it can be detrimental to the outcome and your business' long-term success. With the use of dashboards, you can be more proactive.

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Estate & Trust Services

Planning for retirement invariably comes down to making sure you save enough during your working years to build up a nest egg to use during your golden years. But what happens beyond retirement? Have you thought about your legacy and what you'll leave to your family and friends once you're gone?

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Fraud & Forensic Accounting Investigations

Discovery or suspecting employee theft is one of the most devastating things a business owner can experience. Porte Brown conducts confidential and thorough fraud detection and forensic accounting investigations. Our highly trained team will review your business operations, spotlight the areas where you are at risk, and then implement appropriate safeguards. The goal is to create systems that minimize employee opportunity.

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Human Resources Services

Maintaining a full-time human resources department can be a burden. Whether your business is too small to afford a full-time HR professional or you're too busy with your day-to-day operations, Porte Brown can advise and assist you with all your human resources needs.

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Peer Reviews

Once every three years firms and individuals enrolled in the AICPA Peer Review Program must have a peer review conducted of their accounting and auditing practice. Porte Brown welcomes the opportunity to conduct other CPA firms’ peer reviews.

Our services include, system reviews, engagement reviews, and monitoring. This service is extremely important because it helps monitor a CPA firm’s accounting and audit practice, ensuring that only the very best service is being offered to the general public.

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Retirement & Employee Benefit Plans

Planning for retirement can be a daunting proposition, which is why Porte Brown’s Retirement and Employee Benefit Plans Practice Group is here to help you or your organization secure peace of mind before you reach your golden years.

We specialize in safe harbor 401(k) and cross-tested plan designs, enabling you to collect more of what you earned during your many years of hard work and also giving you the flexibility needed to avoid unknown financial pitfalls.

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Tax Services

The complex nature of the United States’ tax policy is an ever-changing and evolving problem for many individuals and businesses. This is just one of the many reasons why Porte Brown is an invaluable resource for those looking for tax counsel relating to federal, state, local, and international tax matters. We can also help you take advantage of the many tax credits and deductions sponsored by the government tax programs.

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Technology Solutions

Since 1992 Porte Brown has provided support for clients looking to supplement their business’s ability to track their current and future needs with financial software packages. We believe technology solutions, such as QuickBooks, TRAVERSE, and Intacct, are vital for businesses looking for ways to increase efficiency and stay within budget.

Integrating technology to match your unique strategy is a great way to bolster strategic planning and increase productivity. Porte Brown is here to help you select the right software solution, implement it, and offer support throughout the entire process.

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Valuation & Transition Planning

Understanding what your company is worth, through a business valuation, is crucial for business owners who are looking to acquire, sell, merge, transfer, or transition a business.

Porte Brown LLC has highly qualified CPAs who can assist you with this critical and complex decision that will ultimately determine the fate of your company. We offer valuations, transition planning, due diligence and acquisition assistance, and much more.

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Wealth Management

Porte Brown Wealth Management offers an individualized approach for each and every client based according to their financial needs and goals. Our comprehensive wealth management, wealth creation, preservation and distributions strategies provide financial peace of mind for our clients.

By offering sound advice and unique strategies, our clients know they will receive personalized attention for everything they need. From retirement planning to investment planning to asset preservation, Porte Brown Wealth Management is here to help you reach your financial dreams.

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We Help You Get to Your Next Level™

Get in touch today and find out how we can help you meet your objectives.

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