About Us

 

 

Leif Jensen, CPA

Leif is a financial professional who began his financial career in 1988, having served in the capacity of Controller, Director of Finance and Chief Financial Officer for small businesses, multi-national corporations and not-for profits.

He consults with closely held small/medium businesses owner, families and individuals since 1993. Leif provides financial and consulting services to clients throughout the Chicago area.

Education and Professional Designations

Bachelor of Business Administration (B.B.A.) from Loyola University
Masters of Science in Accounting (M.S.A.) from Rosary College
Certified Public Accountant (CPA), Illinois
Certified Specialist in Estate Planning (CSEP)
Certified QuickBooks Pro Advisor

Industry and Community

  • 2017 Presenter – ICPAS Accounting and Auditing Show – Ethical Implications of  Related Parties
  • 2017 – Present – Board of Directors for The Backyard Experience
  • 2014 – Present – Board of Directors for CMI Novacast, Inc.
  • 2013 – 2014 -Vice-President – O’Hare Chapter of ICPAS
  • 2012 – Present – Treasurer for Troop 25 of the Boy Scouts of America
  • 2010 – 2013 Illinois CPA Society Board of Directors
  • 2006 – 2012 Member of the ICPAS Estate, Gift and Trust Tax Committee
  • 2010 Chairman ICPAS Estate, Gift and Trust Tax Conference
  • 2006 – 2007 President of the O’Hare Chapter of the Illinois CPA Society
  • Member of the Small Practitioners Forum
  • Member of the American Institute of Certified Public Accountants
  • Leif has served on several other community boards over the years (President of the Faith Lutheran Church Foundation, Charter Organization Representative for Boy Scout Troop 6, Chairman of the O’Hare Young Professionals, and Council Member for Trinity Lutheran Church).

Personal Leif lives in Des Plaines, Illinois, with his wife and son.

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George A Heyman, CPA, CGMA

George is an accounting professional who began his financial career in 1977. He served in Public Accounting, Industry and Education. He served in the capacity of Senior Assistant Auditor, Comprehensive Business Services Consultant and Internal Auditor. He is Professor Emeritus in Accounting and Economics.

George is a frequent speaker on the work place environment, ethics, economics, auditing and accounting issues for accountants, schools, and other professional organizations.

George provides accounting, payroll, tax, audit and consulting services to clients throughout the Chicago area.

Education and Professional Designations

Bachelor of Arts (B.A.) from the University of Illinois – Chicago
Master of Accounting Science (M.S.A.) from the University of Illinois – Champaign
Master of Business Administration (M.B.A.) Economics from DePaul University
Certified Public Accountant (CPA), Illinois

Industry and Community

  • Member of the ICPAS
  • Member of the AICPA

Personal

George lives in Mount Prospect, Illinois with his wife Jane and their children, Joe and Sarah Jane. Their son, Jake, is currently serving in the U.S. Marine Corps.

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Janet Marion, CPA

Janet is a financial professional who began her career in 1990. She has worked  as an accountant in private industry.

She consults with closely held small/medium business owners, families and individuals since 1993. Janet provides consulting services to clients throughout the Chicago area.

Education and Professional Designations

Associates Degree – Northwestern Business College
Advanced Certificate in Senior Accounting – Northwestern Business College
Certified Public Accountant (CPA), Illinois
Certified QuickBooks Pro Advisor

Industry and Community

  • Member of the Illinois CPA Society
  • Member of the Small Practitioners Forum
  • 2007 – 2013 Palatine Celtic soccer coach
  • 2011 – 2013 Co-leader for Christian Family Movement
  • 2003 – 2010 Chair Person various PTA committees
  • 2005 – 2010 Co-leader Girls Scouts

Personal

Janet lives in Palatine, Illinois with her husband and their children.

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Amy Daly

Amy is the Office Manager working with clients on their bookkeeping, invoicing and collection needs. Her experience includes customer communication, invoicing, collections, and general bookkeeping.

Education and Professional Designations

Associate of Arts from Wilbur Wright College

Personal

Amy lives in Chicago with her husband Mike and their daughters.

 

 

 

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