Accounting · Tax · Fractional CFO

CPA-led books and tax for Northwest Indiana businesses.

Clean monthly books, on-time taxes, and a CPA you can actually call. Holz Advisory brings institutional-grade accounting to local owners, without the big-firm price tag.

✦Licensed CPA
✦QuickBooks
✦Munster, Indiana
✦Built for Main Street
Why Holz Advisory

Your business is growing. Your books should keep up.

Most small business owners didn't start their company to reconcile bank feeds or chase down receipts in April. When the books fall behind, decisions get harder and tax season gets expensive.

I work directly with every client, so you get accurate numbers each month and clear answers when you need them.

  • Books closed and reconciled every month, not every tax season
  • One point of contact who knows your business
  • Flat monthly pricing, agreed up front
Services

Everything your numbers need, in one place.

Pick one service or bundle them. Every engagement is scoped to your business.

01

Monthly Bookkeeping

Accurate, reconciled books in QuickBooks with monthly financial statements you can rely on.

  • Bank & card reconciliations
  • Transaction categorization
  • Monthly P&L and balance sheet
02

Tax Preparation

Business and individual returns prepared by a CPA, plus planning so there are no surprises.

  • Business & personal returns
  • Quarterly estimate planning
  • Year-end tax review
03

Fractional CFO

Senior-level financial guidance for owners making bigger decisions, without a full-time hire.

  • Cash flow forecasting
  • Budgets and KPIs
  • Pricing and growth planning
04

Payroll

Reliable payroll setup and processing so your team is paid correctly and on time.

  • Payroll setup & runs
  • Filings and year-end forms
05

Cleanup & Catch-up

Behind on the books? I'll get you current and set up a system that stays clean.

  • Prior-period cleanup
  • QuickBooks setup & review
06

New Business Setup

Starting out? Get the foundation right from day one.

  • Entity formation guidance
  • Chart of accounts & systems
How it works

Simple from the first call.

No long contracts or surprise invoices. Just a clear plan and consistent follow-through.

1

Free consultation

We talk through your business, where your books stand, and what you need. You get a clear flat-fee quote.

2

Setup & cleanup

I connect your accounts, clean up any backlog, and build a system that fits how you operate.

3

Monthly rhythm

Books closed every month, reports in your inbox, and a CPA available whenever questions come up.

John Holzhauser, CPA John Holzhauser with his family
Meet your CPA

Hi, I'm John.

I'm a CPA with more than a decade of experience in fund accounting and financial reporting at institutional firms in Chicago, closing books and building processes across hundreds of entities.

I started Holz Advisory to bring that same rigor to the businesses in my own backyard. Local owners deserve accurate numbers, honest advice, and someone who picks up the phone.

I live in Munster with my wife and our two boys. When I'm not in the numbers, you'll find me on the golf course, at the smoker, or chasing our boys around the yard.

CPALicensed
12+Years in accounting
NWILocal & in person
John Holzhauser, CPA
Get in touch

Let's talk about your business.

Schedule a free 20-minute consultation. No pressure, just a clear picture of where you stand and how I can help.