Don’t have a CFO? Now you do.

A chief financial officer is primarily responsible for managing the financial risks of an organization. In addition, the CFO is responsible for record-keeping, financial planning, data analysis, and internal and external reporting. These tasks are essential to the health of a business, but they’re often not in the wheelhouse of the typical small business owner. Shamrock’s goal is to provide financial clarity and simplicity for businesses that don’t have a dedicated finance department. Our team of financial professionals in Chicago, Il, does taxes, manages books and helps you develop real-life strategies based on your real-life financial situation. Tell us about your business and let us put you on the path to growth and success.


Tax preparation

We can help with payroll tax, prepare annual returns – even handle personal taxes for owners and others closely linked to your business. Shamrock offers a full range of tax preparation services. Ask for tax help


Tax planning

Tax services go beyond paying taxes after the fact, it is about business tax planning. Changing, expanding or just starting up? Let us be your “ounce of prevention” before tax time rolls around. Ask for tax advice


Books & financial reporting

We can manage your books, run your payroll and generate the regular reports you need to understand your business. Or we can set you and your team up to do it right yourselves. Ask for bookkeeping help


Practical Growth Advice

Good financial reports are only the first step – it’s turning those reports into actionable strategies that actually grows your bottom line. If you’re planning to grow, we can help you see the way ahead. Ask for consulting