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.

root package Bloom Small Business Services Chicago


Tax Preparation Services

This service is ideal if you:

Our philosophy is this: to care for you and your business holistically. It’s important for us to understand who you are and what your business is all about so we can provide a personalized level of service. Tax prep shouldn’t be stuffy and boring – let’s have some fun while we’re at it!

What you get:

greenhouse package Bloom Small Business Services


Business Registration Services

$397 + State Filing Fees

This service is ideal if you:

Specifically, we will…

What you get:

Bloom sprout package


Scalable Support for Growing Businesses

This service is ideal if you:

Common questions we cover are:

What you get:

blossom package Bloom Small Business Services


CFO Advisory • Concierge Service

This service is ideal if you need:

Blossom is unique in that we’ve designed it to be completely customizable to what your business (and you!) needs. You’ll partner with Stephanie to get real-time support for whatever season your business is in. This service is only made available to select clients so that it’s truly a personalized, VIP offering. You’ll find that partnering this closely with Bloom will help your business blossom, with Stephanie tending to your financial garden as a fractional CFO.

Here is a sample of what your Blossom service can include:

seeds package Bloom Small Business Services


On-Demand Consultation Calls

$197 for 60 Minutes

This service is ideal if you:

Common questions we cover are:

What you get: