TOP 30 Administrative consultancy in Lake Forest, Illinois

3 results found

Pasquesi Sheppard: L. Robert Pasquesi CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Founded by Bob Pasquesi and Don Sheppard, the firm prides itself on providing top-notch expertise and quality work with a focus on exceptional client service. With a team of over 40 highly trained individuals, Bob offers a wide range of accounting, consulting, and tax services for both businesses and individuals. Bob is a licensed Certified Public Accountant in Illinois, as well as an AICPA Certified Personal Financial Specialist and Certified Financial Planner. He is actively involved in financial and tax planning for clients, assisting with business transactions, tax strategies, and estate planning. Bob is known for his advocacy on behalf of his clients and works with a team of professionals to ensure quality service.

Pasquesi Sheppard: Timothy B. Klein CPA is an accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Tim Klein, a partner at the firm since 1986, offers a wide range of attestation, accounting, and tax services to closely held companies and their owners. With a focus on audits, reviews, compilations, and tax engagements, Tim also assists clients with succession and estate planning. During the summer, Tim specializes in providing audit and tax services to nonprofit organizations, including private schools. With a Bachelor of Business Administration Degree from the University of Wisconsin, Tim's expertise as a CPA allows him to help clients achieve their business, personal, and financial goals. Active in the community, Tim serves on the boards of several organizations and is Chairman of the Finance Committee at the College of Lake County Foundation. A member of the American Institute of Certified Public Accountants and the Illinois CPA Society, Tim enjoys playing golf, watching sports, and spending time with his family at baseball games. Residing in Libertyville with his wife and five children, Tim brings a wealth of experience and dedication to his clients at Pasquesi Sheppard.

Pasquesi Sheppard: Dennis P. O’Brien CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Dennis O'Brien, a seasoned CPA and CFO, has been a partner at the firm since 1987. With years of experience in both public accounting and private sector financial management, Dennis specializes in providing tailored financial planning services to entrepreneurial businesses, not-for-profit organizations, and high net worth individuals. His unique perspective as both a CPA and CFO allows him to assist clients in achieving their strategic goals for success. In addition to his professional work, Dennis is actively involved in various charitable organizations and is a member of prestigious accounting associations. He holds a Bachelor's degree in Business Administration from the University of Notre Dame. In his free time, Dennis enjoys spending time with his family, including his wife and their dogs, as well as cycling on roads and trails.