Advisory & Fractional CFO Services in Wheaton, IL
Your business has grown past the point where a bookkeeper is sufficient, but bringing on a salaried CFO is not yet the right move. DWK Tax & Accounting combines business advisory and fractional CFO services into one engagement-delivering the strategic financial leadership your company needs to scale with confidence.
Advisory Areas
Strategic Partnership
DWK Tax & Accounting's advisory services go well beyond standard CPA work. We function as an extension of your leadership team, serving as a financial strategist who understands your industry, your goals, and the specific pressures your business faces.
Every engagement begins with a deep dive into your business: what's working, what's not, and where the opportunities are. We then build a strategic roadmap with clear, measurable milestones.
This is specific, actionable guidance built around your business reality, not a generic playbook.
Fractional CFO Capabilities, Full-Time Impact
From cash flow forecasting to decision-making support on your most pressing business questions.
Cash Flow Forecasting
13-week and 12-month cash flow projections that eliminate surprises and give you confidence in every financial decision.
KPI Dashboards
Real-time visibility into the metrics that matter most-revenue, margins, cash position, and operational efficiency.
Profit Analysis
Granular profitability analysis by service, client, and department so you know precisely where your margins are strong and where they are being eroded.
Budget Management
Dynamic budgets aligned to your growth goals with variance tracking that keeps your spending on strategy.
Growth Planning
Financial modeling and scenario analysis for expansion, hiring, investment, and acquisition decisions.
Financial Systems
Technology optimization, process improvement, and system integration that scale with your business.
Is Advisory & Fractional CFO Right for You?
Perfect Fit If You…
Decision-Making Support
Beyond forecasts and dashboards, we help you answer the questions that keep you up at night:
A CPA Partner Who Invests in Your Success
Business owners choose DWK Tax & Accounting because they get direct access to a licensed CPA who understands their industry, their goals, and their numbers, not a revolving door of staff.
Licensed Illinois CPA
David Korzeniowski is a licensed Certified Public Accountant in the State of Illinois, not a seasonal tax preparer or a software dashboard. Every return is prepared and reviewed by a CPA who is accountable for accuracy and compliance.
Small Business Experience
8+ years working with contractors, restaurants, medical practices, law firms, e-commerce, real estate investors, and consultants across DuPage County. Industry-specific knowledge means better deductions and fewer surprises.
Year-Round Support
Tax strategy doesn't stop in April. David is available throughout the year for questions, planning conversations, and proactive adjustments, not just at filing season.
Proactive Tax Strategy
We plan ahead. Entity structure, timing, retirement contributions, and quarterly estimates are reviewed continuously so you keep more of what you earn, legally and strategically.
Personalized Planning
Every business is different. Recommendations are built around your specific circumstances, goals, and growth plans, never a generic template or a one-size-fits-all checklist.
Local & Accessible
Based in Wheaton, serving DuPage County and the western suburbs. You can call, email, or meet in person. No call centers, no overseas outsourcing, no account handoffs.