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

www.cfooptionsinc.com

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

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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

www.rakagencyinc.com

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

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Commercial Insurance

Embroker

www.embroker.com

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

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General Business Services

Claremont Hudson

www.claremonthudson.com

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.

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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.

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