Elmhurst Financial Solutions | CPA for trades businesses

FINANCIAL CLARITY AND BETTER SYSTEMS FOR GROWING SMALL BUSINESSES

We help growing small businesses improve tax strategy, financial visibility, and workflow automation so owners can make better decisions and scale with confidence.

Work With Us

Our Services

01 - Tax & Compliance

For businesses that need accurate tax prep, planning, and year-end support.

Annual business tax return preparation
Owner's personal return
Quarterly estimated tax calculations
Year-end tax planning session
1099 preparation
Sales tax compliance support
Annual entity structure review

SERVICES BUILT AROUND YOUR BUSINESS

We work year-round to help you understand your numbers, reduce tax surprises, improve manual processes, and build a more scalable financial operation.

02 - Financial Advisory

For businesses that need monthly visibility and proactive planning.

Everything in Compliance, plus
Monthly bookkeeping or bookkeeping review
Monthly close and reconciliation
Monthly financial review
Quarterly advisory meeting
Job costing setup and review
Proactive tax planning
Payroll coordination
Basic workflow review and process improvement recommendations

03 - AI-Native Growth Partner

For businesses that want better financial systems and less manual work.

Everything in Growth Advisory, plus
Monthly or biweekly strategy call with owner
Cash flow forecasting
Annual budget and monthly variance review
Financial modeling for major decisions
KPI dashboard access
AI-enabled workflow automation review
Implementation roadmap for improving manual financial and administrative processes

Let's talk about your business

Fill out a quick intro form and we’ll be in touch within one business day. No pressure, no commitment. We’ll talk through your current financial setup, what is creating friction, and where better tax strategy, advisory, or workflow automation could help.

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