As the CEO of Pinnacle Financial Services, LLC, accounting experience includes over 30 years as a federal government auditor in the Office of the Inspector General and an accountant in the private industry, such as property management, mortgage servicing, leasing, healthcare, and manufacturing. The breadth of my experience in accounting has made me uniquely equipped with the expertise and flexibility to competently and holistically handle clients’ needs.
Pinnacle Financial Services, LLC is a full-service accounting firm building a reputation of exceptional customer service to our clients in performing all our accounting and tax services. We provide a range of accounting, tax preparation, CFO, and financial planning services to individuals and businesses.
I am both a licensed CPA and an Enrolled Agent (EA), am a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. I am also a QuickBooks ProAdvisor to handle your accounting and bookkeeping needs. While we are poised to serve all clients, our specialty is real estate investors who fix and flip properties.
We are proud to offer professional services with the confidence of forming personal relationships with our clients. Although our business is numbers, our clients are not. Give us the opportunity to provide our services to you with the integrity, accuracy, and responsiveness you deserve from your accountant. Our services are competitively priced and services are clearly defined in the engagement letter, thereby eliminating any surprises at the end of the engagement.
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