Mp360 Financial Services

What Mp360 Financial Services does

MP360 Financial Services is a privately held, founder-owned CPA and financial advisory firm headquartered in Oak Brook, Illinois. Founded by Martin G. Pomrehn, CPA, RLP, CFP, the firm has operated for more than 30 years serving individuals, small service-based businesses, and independent contractors/freelancers across the United States (with a Chicago-area base). Service delivery is structured around three pillars: tax planning and preparation, business advisory (including outsourced CFO/controller work, cash flow management, tax resolution, and QuickBooks-driven bookkeeping), and investment and wealth management delivered through a partnership with Forum Financial Management, LP under fiduciary duty.

The firm's technology stack is composed entirely of third-party SaaS tools rather than proprietary platforms. Core operational tools include SafeSend and SurePrep for secure tax document exchange and e-signatures, QuickBooks Online for client accounting workflows, Zoom for virtual meetings, and Calendly for self-serve appointment scheduling. Investment advisory services are delivered through Forum Financial Management's platform, and the firm does not disclose any proprietary software, mobile app, API surface, AI/ML capabilities, or patents. Digital experience is positioned as a differentiator relative to traditional CPA practices, but the underlying technology is purchased rather than built.

MP360 generates revenue through professional services fees billed at hourly rates or fixed fees on a quote-based model, with no publicly disclosed pricing tiers. Revenue is unstated in available sources. The firm serves a horizontal mix of small service-based businesses, individual taxpayers, and self-employed clients, with no concentration in any named anchor customer. The go-to-market motion is relationship-led, supported by an extensive content marketing library (90+ articles, multiple eBooks, annual tax guides from 2021-2026), professional association memberships (AICPA, Illinois CPA Society, Financial Planning Association, Ed Slott's Elite IRA Advisor Group), and direct consultation booked via Calendly. Team size is 4-5 people, and no external funding, M&A activity, or parent company ownership is indicated.

Name

Mp360 Financial Services

Legal name

MP 360 Financial Services

Website

https://mp360fs.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Mp360 Financial Services is a privately held, founder-owned CPA and financial advisory firm in Oak Brook, Illinois, serving individuals, small service-based businesses, and independent contractors with tax planning, business advisory, and wealth management services delivered through third-party SaaS platforms.

Ownership category

akta.pro rank

Product category

Tax and Financial Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax preparation services
• Financial advisory services
• Wealth management advisory
• Small business accounting
• Tax resolution services

Headquarters

HQ city

Oak Brook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Planning Services: Personalized tax preparation services for individuals and small businesses including strategic tax planning throughout the year.
2. Business Advisory and Consulting Services: CFO services, financial management, risk analysis, IRS problem resolution, and outsourced accounting/bookkeeping for businesses.
3. Investment and Wealth Management: Investment advisory services as Registered Investment Advisor Representatives of Forum Financial Management, LP, providing customized investment strategies for wealth accumulation and preservation.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

MP360° Financial Services is a CPA and financial advisory firm that delivers integrated tax preparation and planning, business advisory/CFO services, and investment and wealth management to individuals, small service-based businesses, and independent contractors. Services are delivered through year-round personalized consultations supported by a digital client portal (SafeSend), QuickBooks Online integration, and the Forum Financial investment platform.

Product overview

MP360 Financial Services is a financial advisory firm offering a unified suite of financial services organized around three core pillars: Tax Services (individual and business tax preparation and planning), Advisory Services (business consulting, CFO services, and business management), and Investments & Wealth Planning. The firm provides specialized sub-services including Business Foundation Services, Business Management Services, Tax Resolution Services, and Planning Services. The company also provides clients access to third-party platforms including SafeSend, QuickBooks Online, Zoom, Calendly, and Forum Financial through their Client Center.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax planning and preparation services including personalized tax strategies, seamless digital filing experience, and year-round tax support for individuals and small businesses seeking to minimize tax burden.
• Advisory Services Business consulting and financial management services including CFO services, cash flow management, tax preparation and planning, IRS problem resolution, financial planning and budgeting, and risk analysis for business clients.
• Investments and Wealth Planning Investment advisory and wealth management services provided through Forum Financial Management, LP, including customized investment strategies for wealth accumulation and preservation under a fiduciary standard.
• Individual Tax Personal tax filing services with a modern secure digital process from document upload through signature and filing, offering customized support and year-round service for individual taxpayers.
• Small Business Tax Tax services for corporations, partnerships, sole proprietors, independent contractors, and freelancers including QuickBooks cleanup and quarterly estimated tax projections.
• Business Foundation Services Startup advisory services including entity type analysis, accounting system setup, retirement plan analysis, and credit card rewards optimization for new businesses.
• Business Management Services Outsourced CFO/controller services providing financial information, customized reports, budgeting, tax planning, revenue/profit/expense analysis, payroll analysis, and industry KPI tracking delivered in business-owner-friendly language.
• Tax Resolution Services Tax advocacy and representation services for IRS/state notices, audits, and communications, providing peace of mind, time savings, and freedom to focus on business operations.
• Planning Services Succession and financial planning services including tax projections, withholding projections, estate planning, and retirement plan selection and implementation.

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• Forum Financial Management, LPcoreTechnology or IntegrationInvestment Advisory Partnership - MP360 operates as Investment Advisor Representatives of Forum Financial Management, LP, providing customized investment strategies under fiduciary duty to clients.
• SafeSendcoreTechnology or IntegrationSecure client portal for document exchange and electronic signatures, enabling seamless digital tax filing and document management.
• QuickBooks OnlinecoreTechnology or IntegrationAccounting software integration for business clients. Firm provides QuickBooks cleanup, reconciliation, and ongoing accounting services using Intuit's QuickBooks platform.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: Large US wealth management and financial planning franchise serving individual investors. Comparable in serving small-business owners and individuals with integrated financial advice, but operates at national scale through thousands of branch offices.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm serving small to mid-sized businesses with tax, advisory, and wealth services. Comparable to MP360 in service mix, but operates at national scale with thousands of professionals.
• Cetera Financial Group: Large US wealth management platform supporting independent financial advisors with investment, planning, and tax-adjacent services. Comparable to MP360's RIA/wealth management component, though much larger and advisor-network-based.
• H&R Block: National tax preparation chain serving individual and small-business tax clients. Directly comparable to MP360's tax preparation core offering, but at retail scale and without the advisory/wealth integration.
• BDO USA: Top-5 US accounting and advisory network providing tax, consulting, and wealth services to middle-market businesses. Overlaps with MP360 in tax, advisory, and outsourced CFO offerings, but at vastly greater scale and breadth.

Direct peers

• Anders CPAs + Advisors: Mid-market CPA and advisory firm providing tax, business advisory, and wealth management to business owners and individuals. Directly comparable to MP360's three-pillar tax/advisory/wealth model, though at meaningfully larger scale.

Regional players

• Wintrust Wealth Management: Chicago-area wealth management arm of Wintrust Financial providing investment advisory, trust, and financial planning to individuals and business owners. Geographic and service-line overlap with MP360 in the Oak Brook/Chicago market.
• Mesirow Financial: Chicago-based independent financial services firm offering investment advisory, wealth management, and tax planning to individuals and institutions. Comparable three-pillar model and Midwest geographic footprint.

Emerging players

• Plumb (small CPA/wealth advisory peer): Smaller multi-service CPA and advisory firm offering tax, bookkeeping, and CFO services to small businesses and individuals. Closest scale comparable to MP360 in a similar three-pillar model.
• GreenSlate (or similar small-business-focused CPA/outsourced accounting firms): Tech-enabled accounting and payroll provider targeting small businesses and freelancers with outsourced bookkeeping and CFO services. Comparable to MP360's small-business advisory segment but with a SaaS-enabled delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 Mp360 Financial Services