Company lists · Data refreshed September 2026

Top 18 Financial process improvement firms based in Chicago, United States

RevenueBase identified 43 financial process improvement firms headquartered in Chicago, United States as of September 2026 and tracks 660 professional contacts across them, including 201 with verified work emails. New York is the largest hub.

This list covers financial process improvement firms headquartered in Chicago, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
43Companies
660Contacts tracked
201Verified emails
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The 18 largest financial process improvement firms based in Chicago, United States

Ranked by team size
Top 18 of 43 financial process improvement firms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial process improvement firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceChicago, IL, United StatesHQ checked Sep 20, 2026201-500546 contacts →

Strong evidence

“DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 202611-5021 contacts →

Partial evidence

“At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“CFO Simplified is a Chicago-area consulting firm specializing in small to mid-sized businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“In our experience, we've found that time and again, incredible companies with amazing visions are unable to scale because they lack a good handle on their finances.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“With decades of experience in consulting, TAG has developed a wide range of capabilities to support your needs.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Virtual CFO, Operations & Tax Specialist Virtual CFO - Oversee financial planning, maintain and report financial activities of a business.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“At Vellios Accounting, founded by Kathy Vellios, our mission is to assist clients in obtaining peace of mind by providing them the tools they need to run their business…”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“When financial accountability is missing, even the best business idea can be put at risk.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Farmer CPA is a team of accounting professionals dedicated to helping businesses of any size find financial balance.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Since 2003 Emerging Business Solutions Group has helped manage the business and financial operations of hundreds of clients freeing them to focus on what truly matters to them and…”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 202651-2002 contacts →

Partial evidence

“Our mission is to help clients manage their financial books and records as well as providing products that help recognize cost reduction for a number of expense categories.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceChicago, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 202651-2001 contacts →

Partial evidence

Financial Technology you can use today to boost your bottom line.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Our Mission is: To utilize advanced technologies, accounting business tools, and frameworks to empower aspiring small business owners and entrepreneurs.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Is your company's finance organization working long hours but still underperforming?”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Customized profit solutions for small businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Treadwell Accounting and Consulting, LLC is an accounting and consulting firm specializing in CFO and back-office finance support for today's entrepreneurs and small business…”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Helping Nonprofit Organizations maintain and interpret their financial records so they can more effectively serve their community.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 18 of 43 financial process improvement firms based in Chicago, United States

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Financial process improvement firms based in Chicago, United States at a glance

As of Sep 20, 2026
30.5%Verified-email coverage
15.3Average contacts per company
1-10Median size (employees)
153.5%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
3
51-200
2
201-500
1

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial process improvement firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Chicago, United States whose own description of what they do matches “financial process improvement firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial process improvement firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial process improvement firms, and records with no verified work email. Companies headquartered outside Chicago are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 201 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial process improvement firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial process improvement firms are there based in Chicago, United States?

RevenueBase identified 43 financial process improvement firms headquartered in Chicago, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

DLC, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most financial process improvement firms?

New York leads with 66 headquartered companies, followed by Houston (52) and Los Angeles (46).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 201 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.