Pasquesi Partners

What Pasquesi Partners does

Pasquesi Partners LLC is a privately held, founder-owned CPA firm headquartered in Chicago, Illinois, with a secondary office in Lake Forest. Founded in 2014 by Rob Pasquesi after more than a decade at Grant Thornton and prior experience at Deloitte, the firm delivers strategic accounting and tax services to established businesses and high-net-worth individuals in the Chicago metropolitan area, serving over 400 local businesses across verticals including law firms, nonprofits, real estate professionals, startups, and creative agencies. Its core offerings are split into Tax Services (business tax, individual tax, tax planning and advisory) and Accounting Services (business accounting, virtual bookkeeping, fractional CFO, financial planning, financial statement preparation, and payroll), delivered as professional advisory engagements billed on retainer or project basis with custom, undisclosed pricing.

Name

Pasquesi Partners

Legal name

Pasquesi Partners LLC

Website

https://pasquesipartners.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Lake Forest

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting Services: Recurring accounting, bookkeeping, payroll, financial statement preparation, and fractional CFO services billed on retainer or project basis
2. Tax Services: Tax preparation and planning services for individuals and businesses, including business tax, individual tax, and tax planning advisory

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Pasquesi Partners provides professional accounting, tax, bookkeeping, payroll, fractional CFO, and financial planning services to established businesses and high-net-worth individuals in the Chicago area. Services are organized into two main categories — Tax Services (Business Tax, Individual Tax, Tax Planning & Advisory) and Accounting Services (Business Accounting, Virtual Bookkeeping, Fractional CFO, Financial Planning, Financial Statements, Payroll Services) — delivered through direct advisory engagements supported by an integrated third-party software stack.

Product overview

Pasquesi Partners is a Chicago-based CPA firm offering a unified portfolio of accounting and tax services rather than a software product. The core offering consists of Tax Services (Business Tax, Individual Tax, Tax Planning & Advisory) and Accounting Services (Business Accounting, Virtual Bookkeeping, Fractional CFO, Financial Planning, Financial Statements, Payroll Services). These services are delivered as professional advisory services, with integrations into third-party accounting platforms (QuickBooks, Xero) and payroll systems (Gusto). The firm also provides educational resources including eBooks and a YouTube channel for client education.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Tax Services Tax preparation and planning for businesses including corporations, partnerships, and S-corps, covering federal, state, and multi-state tax compliance.
• Individual Tax Services Personal tax preparation and planning for high-income individuals and employees with complex situations including equity compensation.
• Tax Planning and Advisory Proactive, year-round tax strategy services to minimize tax burden, including tax-efficient investment and retirement planning.
• Accounting for Businesses Comprehensive business accounting services including financial statement preparation, controller services, and business financial planning.
• Virtual Bookkeeping Cloud-based bookkeeping services integrated with client accounting software to provide real-time financial visibility.
• Fractional CFO Services CFO-level financial guidance including cash flow planning, growth strategies, and financial analysis for scaling businesses.
• Financial Planning Personal financial planning services including retirement strategies, investment coordination, and multi-state tax planning for high-net-worth individuals.
• Financial Statement Preparation Preparation of financial statements for businesses and startups, including statements needed for investor presentations and fundraising.
• Payroll Services Outsourced payroll processing integrated with accounting software for real-time data and flexibility.

Quantifiable outcome

• Over 400 local businesses served in the Chicago area
• +1 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationQuickBooks integration partnership allowing seamless data synchronization with client accounting files. The firm works with QuickBooks files as part of its standard bookkeeping and accounting service delivery, enabling real-time financial data access for clients.
• XerocoreTechnology or IntegrationXero cloud accounting software integration providing clients with cloud-based bookkeeping and accounting services. Featured in software reviews and recommendations on the firm's blog.
• GustocoreTechnology or IntegrationGusto Silver Partner status indicating certified expertise in Gusto's payroll platform. The firm integrates Gusto for payroll processing services and recommends it to clients seeking modern payroll solutions.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Anders CPAs + Advisors: Chicago-based CPA and advisory firm of comparable size offering tax, accounting, and CFO advisory services to businesses and HNW individuals. Direct comparable given shared Chicago HQ, mid-market positioning, and Big Four alternative branding.
• Kaufman Rossin: Top 50 CPA and advisory firm with industry-specialized services for law firms, real estate, nonprofits, and HNW individuals. Comparable in vertical specialization, award recognition (Top 50), and service portfolio breadth.
• Cherry Bekaert: Top 50 CPA and advisory firm providing tax, accounting, and advisory services to mid-market and growing businesses. Comparable in mid-market positioning, advisory-led service mix, and industry specialization.
• Citrin Cooperman: Mid-market CPA and advisory firm with strong vertical specialization (law firms, nonprofits, real estate, HNW) and a similar blend of compliance and advisory services. Comparable in target client mix and industry-focused service lines.

Broad incumbents

• Plante Moran: Large Midwest-based accounting and advisory firm that offers overlapping tax, accounting, and advisory services to mid-market clients. Represents a much larger incumbent alternative serving similar Chicago-area clients.
• Marcum LLP: National mid-market accounting and advisory firm with strong industry verticals (including HNW and professional services) and a similar blend of compliance and advisory offerings. Comparable in mid-market positioning but at materially greater scale.
• Wipfli: Large regional accounting firm headquartered in the Midwest serving mid-market businesses across industries. Provides overlapping tax and advisory services and competes for similar Chicago-area clients at greater scale.
• RSM US: Large Chicago-headquartered national accounting firm providing audit, tax, and consulting to mid-market companies. Represents the larger, Big Four alternative against which Pasquesi explicitly positions itself.

Emerging players

• Pilot: Tech-enabled accounting, tax, and CFO services company focused on startups and high-growth businesses. Directly overlaps with Pasquesi's startup vertical via a software-first delivery model that competes on price and scalability.
• 1-800Accountant: National virtual CPA firm serving small businesses and individuals with tax, bookkeeping, and advisory services. Competes with Pasquesi on accessibility and price for SMB and individual tax clients, but lacks Pasquesi's vertical specialization and Big Four positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC9fuM0MuaRtiFIZqQj4UPOw
• Facebookfacebook.com/pasquesipartners
• LinkedInlinkedin.com/company/pasquesi-company-llc
• Xx.com/pasquesillc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pasquesi Partners