Cash Flow Financial Services

Tax preparation, Accounting and Business Consulting Services

About us

Cash Flow Financial Services is a public accounting firm established in 2025, dedicated
to delivering trusted and comprehensive financial solutions. We provide highquality
accounting, tax, and advisory services designed to support individuals and privately
owned businesses at every stage of their financial journey.

Embracing a remotefirst approach, we offer clients the convenience and flexibility to
access our services from anywhere. For those who value facetoface collaboration, we
are also available for inperson meetings in the northwest suburbs of Chicago.

At Cash Flow Financial Services, our mission is to bring clarity, structure, and
confidence to our clients’ financial lives. We combine professional expertise with
practical, personalized guidance—helping clients make informed decisions, strengthen
their financial foundations, and move forward with greater certainty and peace of
mind.

Our Services

Tax Services

Individual Tax Preparation
Accurate, reliable tax filing tailored to your personal financial situation — designed to maximize deductions and ensure full compliance.

Business Tax Preparation
Comprehensive tax preparation and planning for small businesses and privately owned companies, helping you stay compliant and optimized year‑round.

Bookkeeping & Accounting

Monthly & Quarterly Bookkeeping

Payroll Services

Seamless payroll setup with reliable, ongoing support — simplifying payroll for businesses of all sizes.

Financial Reporting & Assurance Services

Compilation Services
SSARS‑compliant financial statements expertly prepared to deliver clear, accurate, and professionally presented financial information.

Review Services
SSARS‑compliant financial reviews providing enhanced credibility and limited assurance—often essential for financing, expansion, and meeting lender or investor expectations.

Financial Analysis & Advisory

Business Performance Analysis – Insightful financial review to identify trends, profitability drivers, and opportunities for improvement.

Strategic Advisory – Practical, personalized guidance to strengthen your financial stability and support longterm growth.

Business Support

General assistance with business structuring, registrations, and required elections to help ensure a smooth and compliant start.

Meet the Team

Managing Principle

Vlad Keberis, CPA, MSAA

Vlad is a licensed CPA with a strong foundation in accounting, auditing, and taxation. He holds a bachelor’s degree in accounting and a master’s degree in Audit and Advisory Services from DePaul University.

Vlad specializes in financial reporting and the performance of review and compilation engagements, delivering SSARS‑compliant financial statements with accuracy and clarity. His professional experience includes corporate accounting, internal operational audits, and external financial audits for nonprofit organizations and privately held companies.

In addition, Vlad has extensive expertise in pass‑through entity taxation and individual tax matters, enabling him to provide comprehensive support across a broad range of financial, tax, and compliance needs.