Accounting & Advisory · Chicago
Numbers you can run a company on.
Calloway Reed keeps your books, files your taxes and sits at the table as your finance team, for growing companies that are done guessing.
Rated 4.9/5 by 210 clients · Licensed CPAs in IL & WI
Fieldhouse Coffee Co.
October close · 6 locations
Books closed
Month-end close
Day 5
was day 45 in May
M
J
J
A
S
O
Cash runway
14.2 mo
Tax saved this year
$182,400
R&D credit + entity restructure
Q4 estimated tax
Scheduled · Jan 15
420+
Business clients
98%
Client retention, year over year
15
Years in practice
$38M
Saved in taxes for clients
Trusted by 420+ growing companies across the Midwest
Fieldhouse
Brightwater Labs
COPPERLINE
Hearth & Co.
Meridian Dental
tallgrass
Oakfold Partners
KINSLEY FREIGHT
01 / Services
Everything finance, under one roof.
Pick one service or let us run the whole function. Either way you get one team, one fixed fee and one calendar.
02 / Industries
We speak your industry’s numbers.
Six sectors make up most of our client list. We know their margins, their tax traps and the reports their owners actually read.
Our largest practice
SaaS & Tech
Deferred revenue, burn multiples and board decks that hold up in diligence.
Professional Services
Utilization, WIP and partner draws, reported the way partners think.
Healthcare Practices
Payer mix, provider comp and multi-location reporting.
Real Estate
Entity structures, 1031 exchanges and property-level books.
Hospitality
Tip pooling, inventory and margins measured in cents.
E-commerce
Sales tax nexus, landed cost and true channel margin.
03 / How we work
Switching firms takes four weeks, not four months.
01
Week 1
Diagnose
A two-hour review of your books, tax position and systems. You get a written findings memo, whether you hire us or not.
02
Weeks 2–4
Clean up
We fix historical errors, catch up reconciliations and rebuild your chart of accounts the right way.
03
Every month
Run
Bookkeeping, payroll and the close on a fixed calendar, with a named accountant who replies within one business day.
04
Every quarter
Advise
A planning session on cash, tax and growth, built on a forecast you can actually make decisions from.
04 / Results
Results our clients can take to the bank.
05 / The difference
What changes when you switch to us.
Most firms are built to file returns once a year. We’re built to run your finance function every week.
A typical firm
Response time
Days, sometimes weeks
Month-end
Closed whenever it gets done
Your contact
Whoever happens to be free
Fees
Hourly bills that surprise you
Advice
A look back at last year
Software
Your problem to set up
Response time
One business day, every time
Month-end
Books closed by day 5
Your contact
A named accountant and a partner
Fees
A fixed monthly fee, agreed upfront
Advice
A forward forecast every quarter
Software
Set up, connected and included
What clients say
They answered every question the same day, even in March. I didn’t know an accounting firm could feel like part of the team.
MH
Marcus Hale
COO, Copperline Logistics
Our Calloway Reed CFO rebuilt the forecast before our raise. Investors stopped asking about the numbers and started asking about the plan.
EB
Elena Brooks
Founder & CEO, Brightwater Labs
Fixed fees, real advice, and nothing slips through. We’ve referred four other practices to them.
SO
Dr. Samuel Ortiz
Managing Partner, Meridian Dental Group
06 / Pricing
Fixed monthly fees. No surprise invoices.
Every plan includes a named accountant, a partner on your file and replies within one business day. Pay annually and save 10%.
Essentials
For companies under $2M in revenue
$950
/ month
Monthly bookkeeping & close
Monthly financial statements
Payroll for up to 10 people
Year-end tax package
Named accountant
Growth
Most chosen
For companies between $2M and $15M
$2,400
/ month
Everything in Essentials
Business tax returns & planning
Quarterly advisory session
KPI dashboard
Payroll for up to 50 people
CFO Partner
For $10M+ companies or raising capital
$5,800
/ month
Everything in Growth
Fractional CFO, 2 days a month
13-week cash forecast
Board & investor reporting
Audit & fundraising support
07 / People
Partners who pick up the phone.
Every client file has a partner on it. These four lead the firm and still work directly with clients every week.
08 / Questions
Good questions, straight answers.
Still deciding? A 30-minute call usually answers the rest.
We already have an accountant. How hard is it to switch?
Usually about two weeks. We request your records, review the last 12 months and handle the handover with your current firm, so you don't have to.
Which accounting software do you work with?
How are your fees calculated?
How quickly will you reply?
Do you only work with Chicago companies?
09 / Insights
Notes from the close.
Practical guides on tax, cash and growth, written by the people who do the work.
