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.
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.
Pick one service or bundle them. Every engagement is scoped to your business.
Accurate, reconciled books in QuickBooks with monthly financial statements you can rely on.
Business and individual returns prepared by a CPA, plus planning so there are no surprises.
Senior-level financial guidance for owners making bigger decisions, without a full-time hire.
Reliable payroll setup and processing so your team is paid correctly and on time.
Behind on the books? I'll get you current and set up a system that stays clean.
Starting out? Get the foundation right from day one.
No long contracts or surprise invoices. Just a clear plan and consistent follow-through.
We talk through your business, where your books stand, and what you need. You get a clear flat-fee quote.
I connect your accounts, clean up any backlog, and build a system that fits how you operate.
Books closed every month, reports in your inbox, and a CPA available whenever questions come up.
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.
Schedule a free 20-minute consultation. No pressure, just a clear picture of where you stand and how I can help.