# Porte Brown - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Also in: Audit and Assurance Services - Delivery model: services - Location: Elk Grove Village, Illinois, United States - Website: https://portebrown.com - Legal name: Porte Brown LLC - AI agent profile: https://nowen.ai/agents/portebrown-com - Updated: 2026-11-12 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: OpenAI > Porte Brown provides accounting and consulting services to businesses, organizations, and individuals. Porte Brown is a full-service accounting and consulting firm serving businesses, organizations, and individuals. It provides accounting, tax, audit, advisory, retirement plan, valuation, forensic, and technology consulting services, with a personalized, hands-on approach focused on understanding clients’ needs and helping them make informed decisions. **Mission:** Help clients achieve their goals through personalized accounting, financial guidance, and practical consulting. ## Products & Services ### [Elevate365 outsourced accounting and advisory services](https://www.portebrown.com/services/accounting-services) *Service* Get tailored accounting support and financial insights to manage finances, make informed decisions, and focus on business growth. Elevate365 provides customized outsourced accounting and advisory services for small and mid-sized businesses. Support ranges from transactional accounting to controllership and virtual CFO services, or can supplement an internal accounting team. Packages may include transaction recording, reconciliations, month-end close, financial reporting, forecasting, cash flow management, payroll, tax services, accounts payable, and more. Dashboard options include standard and custom metrics. Scope and pricing are tailored to each company’s accounting needs, transaction volume, close complexity, balance sheet accounts, and reporting requirements. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Customized outsourced accounting** — Match Accounting Support To Your Needs - **Scalable service levels** — Scale Services As Your Business Grows - **Forecasting and cash flow management** — Forecast Cash Flow And Plan Ahead - **Virtual CFO and strategic financial advisory** — Guide Strategic Financial Decisions - **Transaction recording and account reconciliation** — Record And Reconcile Financial Activity - **Month-end close and financial statements** — Close Books And Prepare Statements - **Financial dashboards and reporting** — View Current Financial Results And Performance - **Experienced accounting team** — Access Experienced Accounting Professionals - **Accounting technology analysis and cleanup** — Assess Systems And Clean Up Ledgers - **Tax filing and planning** — Manage Tax Filings And Projections - **Customized service pricing** — Tailor Pricing To Service Requirements - **Financial data security and confidentiality** — Protect Sensitive Financial Information - **Audit preparation and professional liaison** — Coordinate Audit And Professional Matters - **Payroll and retirement plan administration** — Administer Payroll And Retirement Plans - **Accounts payable and spend management** — Manage Payables And Spending - **Process documentation and implementation** — Document And Implement Accounting Processes ### [Audit & Review Services](https://www.portebrown.com/services/audit-review-services) *Service* Receive tailored audit and review counsel informed by industry experience and a commitment to completing engagements on time. Porte Brown provides audit, review, and attest services, taking a big-picture approach to understand each client’s business and offer solutions and counsel. The practice focuses on manufacturing, construction, not-for-profit organizations, professional services, and employee benefit and welfare plans. Specialized engagements include Uniform Guidance, Yellow Book and HUD audits; employee benefit plan audits; ESOP company and plan engagements; and agreed-upon procedures. Its CPAs bring audit, review, tax, and general business consulting experience. A no-extension policy is intended to ensure work is completed on time. For debt covenant concerns, Porte Brown works with clients and lending institutions on strategies to maintain or return to compliance, with follow-up during the audit process. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Audit, review, and attest engagements** — Receive Audit, Review, And Attest Services - **Industry-focused audit expertise** — Apply Industry-Focused Audit Expertise - **Cross-disciplinary audit and business counsel** — Gain Broader Audit And Business Counsel - **Timely engagement completion** — Complete Engagements On Time - **Debt covenant compliance support** — Address Debt Covenant Compliance - **Specialized audit engagements** — Address Specialized Audit Requirements ### [Compliance & Audit Representation](https://www.portebrown.com/services/compliance-audit-representation) *Service* Get representation throughout federal and state tax audits, with support for documentation, agency meetings, progress updates, and sales and use tax compliance. Porte Brown represents businesses and individuals in tax audits by federal and state agencies, including the IRS, Illinois Department of Revenue, Department of Employment Security, and other state revenue departments. The team helps gather and review documentation, meets with agency representatives, and provides progress reports. Services also include sales and use tax compliance and consulting. Porte Brown reports that 80% of the audits it handles are resolved through no-change letters. - **Governmental tax audit representation** — Get Representation Throughout Governmental Tax Audits - **No-change audit resolution record** — Pursue No-Change Audit Resolutions - **Audit documentation support** — Prepare And Review Audit Documentation - **Agency meeting representation** — Meet With Agency Representatives - **Audit progress reporting** — Stay Informed Throughout The Audit - **Sales and use tax compliance consulting** — Address Sales And Use Tax Compliance ### [Cybersecurity Services](https://www.portebrown.com/services/cybersecurity) *Service* Help protect organizational data with cybersecurity services, consulting, and assistance creating continuity and incident response plans. Porte Brown partners with Ntiva, a managed service provider, to offer cybersecurity solutions. Services include cybersecurity risk assessments, vulnerability scanning, penetration testing, multi-factor authentication, phishing prevention training and testing, endpoint and intrusion detection and response, and CIO and CISO consulting. Porte Brown also assists with business continuity and incident response plans and offers a free initial conversation to discuss cybersecurity needs and possible preventative measures. - **Cybersecurity risk assessment** — Assess Cybersecurity Risks - **Endpoint and intrusion detection and response** — Detect And Respond To Threats - **Vulnerability scanning and penetration testing** — Test Systems For Security Weaknesses - **Multi-factor authentication** — Add Authentication Factors - **CIO and CISO consulting** — Access CIO And CISO Consulting - **Business continuity and incident response planning** — Create Continuity And Response Plans - **Managed service provider partnership** — Access A Full Cybersecurity Suite - **Phishing prevention training and testing** — Train And Test Against Phishing - **Free initial cybersecurity conversation** — Discuss Needs At No Cost ### [Estate Planning & Trust Services](https://www.portebrown.com/services/estate-gift-tax-planning) *Service* Plan for a legacy, address estate and gift tax matters, and organize asset distribution according to personal goals. Porte Brown provides estate, trust, and gift tax planning and preparation tailored to clients’ financial circumstances and goals. Services include trust planning, gifting strategies, estate tax exposure planning, executor assistance, fiduciary and estate tax returns, charitable trust returns, generation-skipping tax strategies, estate tax projections, and integration of exit planning with estate planning. Porte Brown does not draft or modify trusts, estate plans, or wills, but can advise on strategies to help mitigate estate tax exposure and ease asset distribution. - **Estate and trust planning** — Plan Asset Transfers Around Your Goals - **Estate tax planning and preparation** — Address Estate Tax Obligations - **Gift tax planning and preparation** — Plan Gifts With Estate Taxes In Mind - **Fiduciary income tax planning and preparation** — Manage Fiduciary Income Tax Matters - **Generation-skipping tax strategies** — Address Generation-Skipping Tax Matters - **Executor and asset distribution assistance** — Ease Executor And Distribution Tasks - **Exit and estate planning integration** — Align Business Exit And Estate Plans - **Charitable trust tax returns** — Prepare Charitable Trust Returns ### [Fraud & Forensic Accounting Investigations](https://www.portebrown.com/services/fraud-forensic-investigators) *Service* Uncover financial misconduct, identify risk areas, and support legal matters with investigative findings and expert testimony. Porte Brown conducts confidential fraud detection and forensic accounting investigations, including employee theft, hidden or misappropriated assets, shareholder disputes, and family law matters. The team reviews business operations, identifies risk areas, and recommends safeguards. Investigations can conclude with an expert witness report suitable for law enforcement or civil damage lawsuits, and the team communicates findings to attorneys and provides testimony in litigation. - **Confidential fraud investigations** — Investigate Suspected Fraud - **Expert witness reports and testimony** — Present Findings In Legal Proceedings - **Fraud risk assessments** — Identify Fraud Risk Areas - **Asset concealment and misuse investigations** — Trace Concealed Or Misused Assets - **Dispute-related financial investigations** — Support Financial Disputes - **Fraud safeguards** — Strengthen Internal Safeguards ### [Peer reviews](https://www.portebrown.com/services/peer-reviews) *Service* Help CPA firms monitor accounting and auditing practices, strengthen operations, and support high-quality service. Porte Brown conducts peer reviews for CPA firms, from sole proprietors to multi-state, multi-partner firms handling complex engagements. Services include system reviews, engagement reviews, and monitoring. Qualified peer reviewers assess accounting and auditing practices and may suggest improvements to operating processes and techniques. Clients can learn from practices observed at other reviewed firms and receive mentoring for staff interested in becoming peer reviewers. - **Qualified peer reviewers** — Engage Qualified Audit Reviewers - **System reviews** — Assess Accounting And Auditing Practices - **Reviews for firms of varied sizes** — Serve Firms Of Varied Sizes - **Engagement reviews** — Review CPA Firm Engagements - **Operating process improvement suggestions** — Improve Processes And Identify Efficiencies - **Best practices from reviewed firms** — Learn Best Practices From Other Firms - **Monitoring** — Monitor Accounting And Audit Practices - **Peer reviewer mentoring** — Develop Future Peer Reviewers ### [Recruiting Services](https://www.portebrown.com/services/human-resources-services) *Service* Identify qualified professionals and make informed hiring decisions with customized, cost-conscious recruiting support. Porte Brown provides customized recruiting and talent acquisition support to help organizations attract and secure qualified candidates. Services include job analysis, job description development, interview preparation, candidate search support, pre-employment screening, and onboarding assistance. The service focuses on professional-level placements in accounting, HR, marketing, and IT—not temporary or clerical staffing—and uses a transparent, fee-based model. - **Customized recruiting process** — Align Hiring With Your Organization - **Candidate search support** — Find Qualified Professionals - **Professional-level placements** — Hire For Professional Roles - **Transparent fee-based model** — Manage Recruiting Costs Transparently - **Job analysis and description development** — Clarify Roles And Develop Job Descriptions - **Pre-employment screening** — Screen Candidates Before Hiring - **Onboarding assistance** — Support New-Hire Onboarding - **Interview preparation** — Prepare For Candidate Interviews ### [Retirement & Employee Benefit Plans Consulting](https://www.portebrown.com/services/retirement-benefit-services) *Service* Get tailored plan design, administration, and compliance support to help meet plan goals and fiduciary responsibilities. Porte Brown provides personalized consulting, design, compliance review, and administration for retirement and employee benefit plans. Specialists tailor plans to client needs and goals, including safe harbor 401(k), cross-tested, and non-qualified deferred compensation plans. As a third-party administrator, Porte Brown helps plan sponsors meet fiduciary responsibilities and offers 401(k) vendor and fee reviews. - **Retirement plan design and consulting** — Design Plans Around Your Needs - **Plan administration** — Simplify Plan Administration - **Fiduciary responsibility support** — Support Fiduciary Responsibilities - **IRS and Department of Labor compliance review** — Review Plan Compliance - **401(k) vendor and fee review** — Review 401(K) Vendors And Fees ### [Porte Brown Speakers Bureau](https://www.portebrown.com/services/speakers-bureau) *Service* Bring knowledgeable Porte Brown professionals to events for informative in-person or virtual presentations on tax, markets, and nonprofit topics. Porte Brown’s Speakers Bureau connects organizations with professional speakers on staff who are knowledgeable in their fields, industries, and service areas. Speakers have experience presenting at in-person seminars and conferences, as well as virtual webinars and webcasts. Topics include tax legislation, market insights, tax law changes for nonprofits, and tax credits and deductions. Organizers can review speaker expertise and past speeches, then request a speaker through the bureau’s contact form. - **In-person and virtual presentations** — Choose In-Person Or Virtual Formats - **Knowledgeable professional speakers** — Invite Knowledgeable Speakers - **Tax legislation presentations** — Explore Tax Legislation Topics - **Speaker availability requests** — Request Speaker Availability - **Market insights presentations** — Explore Market Insights - **Nonprofit tax law presentations** — Address Nonprofit Tax Law Changes - **Speaker profiles and past speeches** — Review Speaker Expertise And Past Speeches - **Tax credits and deductions presentations** — Cover Tax Credits And Deductions ### [Tax services](https://www.portebrown.com/services/tax-services) *Service* Prepare returns, manage tax obligations, identify potential tax-saving opportunities, and make informed decisions as tax rules change. Porte Brown provides tax planning, preparation, consulting, and compliance services to businesses and individuals. Its CPAs monitor tax laws and policy changes and advise on federal, state, local, and international tax matters. Services include personal and business return preparation, tax strategy, multistate and international tax support, and guidance on tax credits, deductions, and government programs. Specialized matters include FBAR filings, trusts and estates, exempt organizations, cryptocurrency tax planning, tax audit representation, and sales and use tax compliance. The offering encompasses state and local tax planning, compliance, nexus reviews, multistate returns, international tax planning and reporting, and estate, trust, and gift tax services. - **Tax return preparation** — Prepare Personal And Business Tax Returns - **Tax planning and consulting** — Plan Tax Decisions With Expert Guidance - **Tax compliance across jurisdictions** — Manage Tax Obligations Across Jurisdictions - **Tax credits, deductions, and incentives** — Identify Applicable Tax Savings Opportunities - **International tax planning and compliance** — Navigate Cross-Border Tax Requirements - **State and local tax planning and compliance** — Address Multistate Tax And Nexus Issues - **Estate, trust, and gift tax services** — Plan And Prepare Estate And Trust Returns - **Tax problem and audit assistance** — Address Tax Problems And Audit Matters - **FBAR filing support** — Prepare FBAR Filings - **Cryptocurrency tax planning** — Plan Cryptocurrency Tax Treatment ### [Technology Consulting](https://www.portebrown.com/technology-consulting) *Service* Select and implement business technology to improve efficiency, productivity, and access to financial information for better decisions. Porte Brown’s Technology Consulting Group helps clients assess their goals and business environment, select financial and accounting software, and implement software, add-ons, integrations, and hardware. Services include training and ongoing support, with guidance on securing systems. Software expertise includes QuickBooks and QuickBooks Online, as well as options for sales tax automation, bill payment, reporting, expense and time tracking, and workforce management. - **Software needs analysis and selection** — Choose Software That Fits Your Needs - **Software implementation and conversion** — Implement Software And Convert Systems - **Accounting software expertise** — Use Accounting Software With Expert Support - **Software integration** — Connect Compatible Business Applications - **Software training** — Train Teams To Use Their Software - **Ongoing software support** — Get Support After Implementation - **Hardware and infrastructure guidance** — Select Hardware For Your Software - **Technology security guidance** — Help Secure Business Systems - **Business software solutions** — Extend Software With Business Tools ### [Business Transition Planning & Advisory Services](https://www.portebrown.com/services/valuation-transition-planning) *Service* Plan a business transition with guidance on value, succession, transactions, taxes, and continuity to support informed ownership decisions. Porte Brown advises privately held businesses on ownership transitions, including sales to third parties and transfers within families. Services include succession and exit planning, business valuation and appraisal, value building, mergers and acquisitions support, transfer strategies, buy/sell agreements, due diligence, tax planning and compliance, cash flow analysis, business continuity planning, and financial planning. Valuation support also addresses shareholder buyouts, estate and gift tax planning, purchase price allocations, strategic planning, and financing. Advisory work considers alignment with estate planning goals and owners’ financial needs after a transition. - **Business valuation and appraisal** — Understand Your Business Value - **Succession and exit planning** — Plan A Successful Exit - **Transaction and acquisition assistance** — Evaluate Transaction Details - **Transition tax planning and compliance** — Plan For Transition Tax Impacts - **Ownership transfer strategies** — Choose An Ownership Transfer Path - **Business value building and strategic analysis** — Identify Business Value Drivers - **Estate planning alignment** — Align Business And Estate Plans - **Financial and cash flow planning** — Assess Post-Transition Finances - **Shareholder buyout and buy-sell valuation support** — Inform Ownership Agreements - **Estate and gift tax valuation support** — Support Estate And Gift Planning - **Contingency and business continuity planning** — Prepare For Business Disruptions - **Purchase price allocation** — Allocate Purchase Prices - **Asset gap identification** — Identify Asset Gaps - **Acquisition integration and post-closing support** — Plan Post-Acquisition Integration - **Corporate conversion valuation support** — Address Corporate Conversion Needs ### [Porte Brown Wealth Management](https://portebrown.com) *Service* Get holistic financial guidance tailored to personal and business goals across investments, retirement, taxes, and other planning needs. Porte Brown Wealth Management provides holistic financial planning for individuals, families, and businesses. Services include retirement, debt, estate, education, tax, business, and investment planning, as well as support for special situations, income protection, asset preservation, and insurance. Advisors seek solutions specific to each client’s goals and needs. - **Holistic, goal-specific planning** — Get Planning Tailored To Your Goals And Needs - **Retirement planning** — Plan For Retirement With Personalized Guidance - **Estate planning** — Plan How Your Assets Will Be Distributed - **Investment planning** — Align Investment Planning With Your Goals - **Tax planning** — Address Tax Needs In Your Financial Plan - **Business planning** — Plan For Your Business's Financial Needs - **Asset preservation** — Plan To Preserve Your Assets - **Debt management** — Address Debt Within Your Financial Plan - **Education planning** — Include Education Goals In Your Financial Plan - **Income protection** — Plan For Income Protection - **Insurance planning** — Include Insurance In Your Financial Plan - **Special situation planning** — Address Special Situations In Your Plan ## Sources - [Porte Brown](https://portebrown.com) - [Elevate365 outsourced accounting and advisory services](https://www.portebrown.com/services/accounting-services) - [Audit & Review Services](https://www.portebrown.com/services/audit-review-services) - [Compliance & Audit Representation](https://www.portebrown.com/services/compliance-audit-representation) - [Cybersecurity Services](https://www.portebrown.com/services/cybersecurity) - [Estate Planning & Trust Services](https://www.portebrown.com/services/estate-gift-tax-planning) - [Fraud & Forensic Accounting Investigations](https://www.portebrown.com/services/fraud-forensic-investigators) - [Peer reviews](https://www.portebrown.com/services/peer-reviews) - [Recruiting Services](https://www.portebrown.com/services/human-resources-services) - [Retirement & Employee Benefit Plans Consulting](https://www.portebrown.com/services/retirement-benefit-services) - [Porte Brown Speakers Bureau](https://www.portebrown.com/services/speakers-bureau) - [Tax services](https://www.portebrown.com/services/tax-services) - [Technology Consulting](https://www.portebrown.com/technology-consulting) - [Business Transition Planning & Advisory Services](https://www.portebrown.com/services/valuation-transition-planning)