About

Local BBB:

BBB of Chicago & Northern Illinois

BBB File Opened:

12/17/2024

Business Started:

1/11/2021

Business Incorporated:

1/11/2021

Type of Entity:

Limited Liability Company (LLC)

Alternate Names:

Golden Tree Tax & Accouting

Related Businesses:

Here is a list of widely known businesses that provide services similar to Golden Tree Wealth Partners, particularly in the realm of CFO as a Service (CFOaaS), fractional CFO, bookkeeping, tax advisory, and small business financial consulting:

CFOaaS & Fractional CFO Firms
1. Pilot
Offers bookkeeping, CFO services, and tax preparation.
Focused on startups, e-commerce, and high-growth companies.
Backed by major investors like Sequoia and Stripe.
2. Bench
Primarily a bookkeeping service, but also offers tax services and advisory through Bench Tax.
Known for serving small businesses and solo entrepreneurs.
3. Burkland Associates
Provides fractional CFOs, Controllers, and bookkeepers to startups and venture-backed companies.
Specializes in SaaS, fintech, and health tech sectors.
4. Preferred CFO
Offers outsourced CFO services with a strategic focus on long-term financial planning, fundraising, and M&A support.
Works with growing companies and those preparing for exit.
5. inDinero
Provides accounting, tax, and fractional CFO services for startups and growing businesses.
Offers full-service finance department solutions.

Virtual & Advisory Accounting Firms
6. Acuity
Offers bookkeeping, accounting, tax, and CFO services for entrepreneurs and small businesses.
Emphasizes cloud-based accounting and tech integration.
7. Kranz Consulting
Serves venture-backed startups with interim CFOs and finance teams.
Known in Silicon Valley for pre-IPO and M&A readiness support.
8. CFO Strategies, LLC
Provides outsourced CFO and financial management services tailored to mid-market firms.
Focuses on industries like healthcare, manufacturing, and logistics.

Enterprise-Level Finance-as-a-Service
9. Paro
A talent marketplace connecting businesses with freelance finance professionals, including CFOs, controllers, and analysts.
AI-driven matching with vetted professionals.
10. Ignite Spot
Offers outsourced bookkeeping, accounting, and CFO services.
Targets small to mid-sized businesses across various industries.

Key Takeaway
Golden Tree Wealth Partners is well-positioned alongside these firms by offering:
Strategic CFO-level insights
Bookkeeping and tax compliance
Hands-on client engagement
Specialized support for trades, real estate, healthcare, and high-growth businesses

Business Management:

Mr. Erik Cascio, Member

Additional Information

Payment methods

Credit Cards Accepted, ACH, Wire Transfers, Zelle

Other Resources

Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/

Financial Industry Regulatory Authority

Internal Revenue Service
230 S. Dearborn St. 17th Floor
Chicago IL 60604
Phone Number: (312) 566-4912
http://www.irs.gov

Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

Business Categories

Accounting, Tax Return Preparation, Financial Services, Tax Consultant, Business Services, Business Consultants, Financial Planning Consultants, Bookkeeping Services, Retirement Planning Services, Payroll Services, Financing, Financial Consultants, Banking Services, Estate Planning and Management, Taxes, Accounting and Bookkeeping Machines, Risk Management, Wealth Management