Holistic Accounting Services for Small Businesses

Holistic accounting means that we serve you best through the thoughtful understanding of your whole business and personal values, not just numbers.


Business Setup

We help clients with the process of getting their business up and running or making fundamental changes. From registering your company in your state to obtaining an EIN and electing the best tax status for you, we not only help you with the ins and outs but understand why each step is best for you.

Tax Preparation

When it comes to tax preparation and filing services, Bloom’s approach is more than transactional – it’s strategic. We examine the big picture to find small details, which leads to better informed financial decisions.


We understand that one-off questions come up. As a true business partner, we are available to answer questions, problem-solve, and advise.

Concierge Services

We understand that you might not fit into one of these other boxes. Whether you’re not quite ready for quarterly support or really need us to operate as your CFO, we can create a concierge package to ensure you have the support you need.

greenhouse package Bloom Small Business Services


Where a Blooming business begins

$298 + State Filing Fee

As you start your business, you’ll need help getting everything set up. This package includes:

root package Bloom Small Business Services Chicago


Foundations that will help
your business Bloom

Starting at $398 per year

Once you’re established, you will need ongoing maintenance. This package includes:

Bloom sprout package


Quarterly support for growing businesses

Starting at $800/year

As you start to see more income and expenses in your business, you will likely need more support. This package includes:

blossom package Bloom Small Business Services


Outsource your finances

Starting at $998/month

As the CEO of your business, you’ll wear a lot of hats. CFO shouldn’t be one of them. This service includes:

seeds package Bloom Small Business Services

Seed Package

On-Demand Consultation Calls

$148 for 60 minutes

We understand that one-off questions come up. This is your opportunity to do an ‘Ask Me Anything’. This service includes:


We make sure that we are well-versed in everything small business.