Business Advisory Services

Name: SOS CPAs & Advisors P.C
Address: 401 N. Michigan Ave. Suite 1217, Chicago, IL, 60611, US
Telephone: +1 312-312-7272

Strategic financial guidance to strengthen processes, improve decision-making, and align your operations with long-term success.

Strategic Business Advisory Services That Drive Smart Decisions

Expert Financial Insights and Strategic Planning

At Sheikh, Osher & Scott CPAs & Advisors, we deliver business financial advisory services tailored to the specific needs of Not-For-Profits, Community Health Centers, and small to mid-sized businesses. Our goal is to help you make informed financial decisions that align with your mission, funding sources, and long-term goals. If you need help with an audit, managing grant funds, or navigating complex board reporting, our advisors bring clarity and control to every stage of your growth.
As a trusted accounting firm in chicago Illinois, we work side-by-side with your leadership team to strengthen financial processes, develop strategies, and assess risks. Our advisors are here to simplify the numbers, so you can focus on impact, performance, and sustainable operations.

What’s Included in Our Business Advisory Services

Our financial management advisory solutions deliver actionable insights, reduce uncertainty, and drive better outcomes

Budget Development & Forecasting

Plan ahead with strategic budgeting and forecasting models tailored to your funding cycles, board expectations, and compliance needs.

Grant & Fund Management

Track and allocate funds effectively with support in compliance, reporting, and audit-ready documentation for grant-driven programs.

KPI & Dashboard Reporting

Visualize financial and operational performance with customized dashboards and Key Performance Indicators aligned with your goals.

Internal Controls & Risk Assessment

Strengthen internal processes with risk reviews, control improvements, and documentation to reduce fraud and improve accountability.

Board & Stakeholder Reporting

Deliver accurate and understandable reports to boards, funders, or executive teams, built with clarity, transparency, and timeliness.

Strategic Planning & Consulting

Receive executive-level financial advisory consulting to support mergers, growth initiatives, restructuring, or cost analysis decisions.

Why Our Business Advisory Services Make a Difference

Our flexible plans support organizations of all sizes. We offer:

● Real-time, actionable advice tailored to Not-For-Profit and Community Health Centers.
● Guided planning from certified advisors with Internal Revenue Service and State credentials.
● Seamless integration with accounting, audit, and tax services.
● Reliable dashboards that simplify board and funder communication.
Sheikh, Osher & Scott CPAs & Advisors offers both operational and personal financial advisory services.

FAQs

Do your advisory services include both financial and operational strategy?

Yes. We support both, offering financial management advisory and organizational guidance to improve overall performance and compliance.

Are your services only for Not-For-Profits and Community Health Centers?

While that’s our specialty, we also work with franchises, government contractors, and small businesses seeking high-quality financial advisory consulting.

Can we use your advisory services without switching our accountant?

Absolutely. Our business advisory services can complement your existing CPA (Certified Public Accountant) relationship or function as part of our broader accounting packages.

Make Smarter, Data-Driven Decisions Today

Let’s create financial strategies that work. Partner with our Certified Public Accountants for advisory services built on insight, compliance, and confidence.