Get answers, proactive planning, and year-round support – not just tax prep.
We provide accounting, tax planning, and financial guidance for established businesses and individuals who want more from their CPA than compliance-only services.
What to expect when you reach out
When you schedule a complimentary 20-minute call, we’ll discuss:
- Your business or personal financial needs
- What challenges or pain points you’re currently experiencing
- What services may be relevant (tax, accounting, bookkeeping, CFO advisory)
- Timing, goals, and next steps
Rob Pasquesi
Founder, Pasquesi Partners LLC
This call is simply a conversation. No pressure, no sales pitch.
How we help
Businesses: Monthly accounting, tax planning, fractional CFO services, and financial reporting that give you clarity and control over your numbers.
Individuals: Strategic tax planning, preparation, and financial guidance that help you keep more of what you earn.
How to prepare for our call
Having these items ready makes our conversation more productive:
- A brief overview of your business or financial situation
- Any recent tax returns or financial statements (if available)
- Your goals for growth, planning, or organization
If you don’t have documents ready — that’s okay. We’ll walk through everything together.
Services we commonly discuss on introductory calls
- Business and personal tax preparation
- Tax planning and strategy
- Personal financial planning
- Bookkeeping and monthly accounting
- Payroll administration
- Fractional CFO support, budgeting, and forecasting
- Financial reporting and analysis
Convenient Chicago office location
350 N Orleans St, Suite 9000N
Chicago, IL 60654
Phone: (847) 234-9000
Fax: (847) 234-9008
Hours:
Monday through Sunday, 8am – 5pm