As a firm dedicated to supporting the growth and success of startups, we are often asked by clients to refer them to providers of other essential services. We are glad to offer connections to resources that we or our clients have come to know.
Below are some organizations and individuals to explore. Please let them know that you are a friend of goodcounsel.
Although we would not refer you to anyone that we did not feel would provide capable services, these are independent organizations who are solely responsible for their work. We would nevertheless appreciate your feedback on your experiences with these vendors so that we can update the list as appropriate. We would also be interested in learning of additional resources that you would recommend we consider adding to this list.
Financial Management
Payroll and Benefits
Commercial Insurance
General Business Services
Office Share
Financial Management
NDH Group, Ltd.
www.ndhcpa.com
303 W Madison Street #950
Chicago, IL 60606
A boutique, full-service CPA firm that provides a range of services, including startup-specific services, tax preparation, transactional structuring and advice, and back-office setup and implementation of accounting systems with e-commerce integration
| Jeremy Dubow CPA (tax preparation/ transactional tax planning) jeremy@ndhcpa.com 312.461.0877 | Josh Harris CPA (back office/finance) josh@ndhcpa.com 312.461.0878 |
Bezark and Associates
www.bezarkandassociates.com
626 Grove St. Suite #209
Evanston, IL 60201
A small firm run by an entrepreneurial CPA that offers projections, KPI analysis, and ongoing business performance reviews, in addition to traditional CPA services.
| Adam Bezark CPA adam@bezarkandassociates.com 847.905.0627 |
Lance CPA Group
www.lancecpa.com
208 N. Green St.
Chicago, IL 60607
Lance CPA Group provides startups with virtual bookkeeping and accounting services, CFO services, and tax planning/preparation; has a specialty with breweries and digital agencies.
| Joshua Lance CPA, CGMA josh@lancecpa.com 630.537.0218 |
Officeheads
www.officeheads.com
1900 Greenwood St., Unit 9
Evanston, IL 60201
Officeheads is a financial management firm that offers an integrated financial solution for small to mid-size entrepreneurial businesses including bookkeeping, accounting, tax, and advisory services.
| James Pepa CPA j.pepa@officeheads.com 847.990.1456 |
CFO Options
CFO Options can provide personnel to fill the CFO, controller, and/or bookkeeper roles, as needed, with the goal of helping businesses establish and follow a growth management strategy.
| Larry Levy CPA llevy@cfooptionsinc.com 773.848.1438 |
Payroll and Benefits
Gusto
Gusto makes it easy for small businesses to onboard, pay, insure, and support their employees and contractors. Gusto integrated with a variety of accounting, time tracking, and business management platforms.
Use this link to sign up for Gusto services through goodcounsel and get a $100 Amazon gift card after you run your first payroll.
Guideline 401(k)
Guideline offers modern 401(k) plans built for startups and small businesses. They support their clients from the plan design stage through implementation, on-boarding, compliance, and recordkeeping. Guideline is directly integrated with Gusto.
Use this link to start a conversation with Guideline.
R.A.K Agency
R.A.K. Agency provides employee benefits (health, dental, life, disability, and vision) to companies with two or more employees in the state of Illinois. The agency works with Blue Cross, United Healthcare, Aetna, Cigna, and Humana as well as ancillary carriers. They believe in partnering with their clients to navigate the challenging and ever-changing insurance landscape.
| Kurt Kaufman kurt@rakagencyinc.com 630.443.8100 |
Commercial Insurance
Embroker
Embroker is a digitally-native business insurance company, built from the ground up with modern technology to eliminate the inefficiencies that increase prices and lead to frustrating customer experiences.
| Brad Barkin brad@embroker.com 312.224.8585 |
General Business Services
Claremont Hudson
Claremont Hudson is a Chicago-based management consulting firm specializing in growth strategy. We provide clients with strategies and tools needed to accelerate revenue growth. Anand Christopher, Claremont Hudson’s founder and managing partner, specializes in the health industry.
| Anand Christopher ac@claremonthudson.com 773.793.4478 |
Carta
Carta allows private companies to manage their equity electronically with the participation of their shareholders, employees, auditors, and legal counsel – from formation to IPO. From collecting signatures to transferring funds, Carta creates a “single source of truth” for all things related to your company’s equity.
Clients referred through goodcounsel will receive as much as 20% off their first year AND 100% waived implementation fees (typically 25% of the first-year contract). For an introduction please contact us at admin@mygoodcounsel.com.
Harvest
Every business needs the ability to answer some essential questions: Where’s my time going? How much do my projects really cost? How much are they bringing in? Harvest harnesses the power of time tracking to make getting answers easier than ever.
Use this link to signup for Harvest to get $10 of your first month.
Office Sharing / Co-working
Industrious
As the premium workplace provider of choice, Industrious offers a professional atmosphere and thoughtfully-designed workspaces for companies of all sizes and stages — from startups to Fortune 500 corporations.
Use this link to start your conversation with Industrious and get up to $1000 when you become a member.