What We Do

At Weltman Bernfield, we provide accounting, audit, tax, valuation and consulting services to clients in the Chicago area, across the country and even overseas. We prefer to serve our clients as their chief financial advisor — a trusted ally that provides vision and guidance whatever their accounting needs. Our CPAs have an expanded wealth of education and the knowledge necessary to serve our clients in today’s complex economic environment. We offer clients the expertise of a large CPA firm with the benefits of personalized service. The services we offer include:

Accounting Software Services

  • QuickBooks training, installation and more
  • Xero training, installation and more

Audit & Attest

  • Audits of Financial Statements
  • Review of Financial Statements
  • Compilation of Financial Statements
  • Employee Benefit Plan Audits
  • Agreed Upon Procedures

Bookkeeping & Accounting

Business Management Consulting

  • Financial Forecast and Projections
  • Cash Flow and Budgeting Analysis
  • Merger and Acquisition Consulting
  • Business Valuations
  • CFO Controller Services
  • Business Start-up and Entity Selection
  • Tax Services

CFO Controller Services

  • Cash Flow and Budgeting Analysis
  • Maintain and Coordinate Bank Relationships
  • Monthly Financial Statements
  • Management Accounting Services

Estate & Gift Taxes

  • Tax Preparation and Planning
  • Probate Court Accounting

Family Business Services

  • Business Consulting
  • Succession Planning
  • Certified Senior Advisory Services

Individual Financial Consulting

  • Asset Protection
  • Bankruptcy
  • Debt and Financial Services
  • Financial Planning
  • Tax Services
  • Investment Review & Analysis
  • Retirement Planning

Tax Services

  • Individual and Business Tax Services
  • Estate, Gift and Trust Tax Services
  • Not-For-Profit Tax Preparation
  • State and Local Tax Services
  • IRS Representation
  • Employee Benefit Plan Services


WB Strategic Advisory Services